IVSS vs JPSV
Comparison between APPLIED FINANCE IVS US SMID ETF (IVSS, ETF) and JPMORGAN ACTIVE SMALL CAP VALUE ETF (JPSV, ETF).
IVSS vs JPSV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IVSS
$27M
JPSV
$27M
Expense Ratio
IVSS
0.59%
Winner
JPSV
0.55%
Max Drawdown
Winner
IVSS
8.31%
JPSV
23.70%
Sharpe Ratio
Winner
IVSS
1.92
JPSV
1.18
5Y Beta
IVSS
0.79
Winner
JPSV
0.78
P/E Ratio
Winner
IVSS
20.52
JPSV
20.98
Forward P/E
Winner
IVSS
13.66
JPSV
13.91
5Y EPS CAGR
IVSS
N/A
JPSV
9.00%
Debt to Equity
Winner
IVSS
109.05%
JPSV
215.49%
P/S Ratio
Winner
IVSS
1.13
JPSV
1.18
P/B Ratio
IVSS
2.52
Winner
JPSV
1.72
IVSS vs JPSV - Holdings Comparison
IVSS and JPSV have 32 common holdings. Overlap is 7.70%
IVSS's top 25 holdings weight is 30.09%. JPSV's top 25 holdings weight is 37.50%.
| Rank | IVSS | JPSV |
|---|---|---|
| #1 | STERLING INFRASTRUCTURE INC (STRL) - 2.33% | JPMORGAN PRIME MONEY MARKET IM (JIMXX) - 3.97% |
| #2 | SEZZLE INC (SEZL) - 2.23% | MEDIAALPHA INC ORDINARY SHARES CLASS A (MAX) - 1.92% |
| #3 | DAVE INC ORDINARY SHARES CLASS A (DAVE) - 2.10% | OLD NATIONAL BANCORP (ONB) - 1.82% |
| #4 | BRIGHTSPRING HEALTH SERVICES INC (BTSG) - 1.65% | LIVANOVA PLC (LIVN) - 1.76% |
| #5 | HEALTHEQUITY INC (HQY) - 1.58% | INSIGHT ENTERPRISES INC (NSIT) - 1.72% |
| #6 | PJT PARTNERS INC CLASS A (PJT) - 1.55% | CARS.COM INC (CARS) - 1.64% |
| #7 | NEXTPOWER INC CLASS A (NXT) - 1.44% | SELECTIVE INSURANCE GROUP INC (SIGI) - 1.57% |
| #8 | INTERDIGITAL INC (IDCC) - 1.41% | SCANSOURCE INC (SCSC) - 1.55% |
| #9 | MERCURY GENERAL CORP (MCY) - 1.33% | PROVIDENT FINANCIAL SERVICES INC (PFS) - 1.46% |
| #10 | ACI WORLDWIDE INC (ACIW) - 1.30% | SANMINA CORP (SANM) - 1.45% |
| #11 | OTTER TAIL CORP (OTTR) - 1.23% | QCR HOLDINGS INC (QCRH) - 1.40% |
| #12 | SOUTHWEST GAS HOLDINGS INC (SWX) - 1.19% | COLUMBIA BANKING SYSTEM INC (COLB) - 1.33% |
| #13 | LANTHEUS HOLDINGS INC (LNTH) - 1.16% | SIMMONS FIRST NATIONAL CORP CLASS A (SFNC) - 1.33% |
| #14 | TANGER INC (SKT) - 1.15% | STAGWELL INC ORDINARY SHARES CLASS A (STGW) - 1.32% |
| #15 | n/a (AMRX) - 1.14% | RADIAN GROUP INC (RDN) - 1.30% |
| #16 | ENSIGN GROUP INC (ENSG) - 1.06% | WESBANCO INC (WSBC) - 1.29% |
| #17 | QUALYS INC (QLYS) - 1.00% | CONCENTRA GROUP HOLDINGS PARENT INC (CON) - 1.26% |
| #18 | PACS GROUP INC (PACS) - 0.99% | WSFS FINANCIAL CORP (WSFS) - 1.24% |
| #19 | FRONTDOOR INC (FTDR) - 0.97% | M/I HOMES INC (MHO) - 1.20% |
| #20 | CHART INDUSTRIES INC (n/a) - 0.96% | SOUTHSTATE BANK CORP (SSB) - 1.20% |
| #21 | PLAYTIKA HOLDING CORP ORDINARY SHARES (PLTK) - 0.49% | INGRAM MICRO HOLDING CORP (INGM) - 1.19% |
| #22 | n/a (HRMY) - 0.48% | MAGNOLIA OIL & GAS CORP CLASS A (MGY) - 1.18% |
| #23 | PERIMETER SOLUTIONS INC (PRM) - 0.45% | n/a (GHC) - 1.17% |
| #24 | PROGRESS SOFTWARE CORP (PRGS) - 0.45% | HAYWARD HOLDINGS INC (HAYW) - 1.13% |
| #25 | BOX INC CLASS A (BOX) - 0.45% | CAMDEN NATIONAL CORP (CAC) - 1.10% |
| Total Holdings | 320 | 108 |
IVSS vs JPSV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IVSS
+4.68%
JPSV
+4.58%
3M
IVSS
+9.30%
Winner
JPSV
+10.17%
6M
IVSS
+12.68%
Winner
JPSV
+12.70%
1Y
IVSS
N/A
JPSV
+23.06%
Max(CAGR)
Winner
IVSS
+35.25%
JPSV
+11.38%
IVSS vs JPSV - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | IVSS | JPSV |
|---|---|---|
| 2026 | +20.36% | +19.84% |
| 2025 | -0.02% | +1.44% |
| 2024 | N/A | +9.24% |
| 2023 | N/A | +9.70% |
IVSS vs JPSV Drawdown Comparison
The maximum drawdown for IVSS was -8.31%, occurring on Mar 20, 2026. Recovery took 39 trading sessions.
The maximum drawdown for JPSV was -22.78%, occurring on Apr 8, 2025. Recovery took 299 trading sessions.
The current IVSS drawdown is -0.53%. The current JPSV drawdown is -0.90%.
| Rank | IVSS | JPSV |
|---|---|---|
| #1 | -8.31% Feb 20, 2026 - Apr 17, 2026 | -22.78% Nov 25, 2024 - Feb 6, 2026 |
| #2 | -3.50% May 8, 2026 - Jun 1, 2026 | -11.02% Aug 7, 2023 - Dec 13, 2023 |
| #3 | -2.84% Dec 11, 2025 - Jan 8, 2026 | -9.34% Mar 8, 2023 - Jul 13, 2023 |
| #4 | -2.05% Jan 22, 2026 - Feb 6, 2026 | -9.02% Feb 6, 2026 - Apr 17, 2026 |
| #5 | -1.99% Feb 6, 2026 - Feb 18, 2026 | -8.80% Jul 31, 2024 - Nov 6, 2024 |
| #6 | -1.87% Jan 15, 2026 - Jan 21, 2026 | -6.75% Mar 28, 2024 - May 15, 2024 |
| #7 | -1.57% Jul 6, 2026 - Jul 15, 2026 | -6.15% Dec 26, 2023 - Mar 21, 2024 |
| #8 | -1.55% Jun 12, 2026 - Jun 24, 2026 | -5.28% May 15, 2024 - Jul 11, 2024 |
| #9 | -1.55% Jun 4, 2026 - Jun 11, 2026 | -3.11% Nov 11, 2024 - Nov 25, 2024 |
| #10 | -1.46% Apr 27, 2026 - May 5, 2026 | -2.57% May 8, 2026 - May 22, 2026 |
| #11 | -1.24% Jul 16, 2026 - Jul 20, 2026 | -2.33% Jul 17, 2024 - Jul 25, 2024 |
| #12 | -0.96% Jun 2, 2026 - Jun 4, 2026 | -2.08% Jun 26, 2026 - Jul 16, 2026 |
| #13 | -0.82% Apr 20, 2026 - Apr 27, 2026 | -2.00% Apr 28, 2026 - May 8, 2026 |
| #14 | -0.64% Dec 4, 2025 - Dec 10, 2025 | -1.67% Jun 12, 2026 - Jun 23, 2026 |
| #15 | -0.27% Feb 18, 2026 - Feb 20, 2026 | -1.56% Jul 16, 2026 - Jul 20, 2026 |
Correlation
Correlation between IVSS and JPSV is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2023 - 2025)
IVSS vs JPSV dividend yield comparison.
| Year | IVSS | JPSV |
|---|---|---|
| 2025 | 0.07% | 1.42% |
| 2024 | 0.00% | 1.21% |
| 2023 | 0.00% | 1.09% |
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