IVSS vs MJSC
Comparison between APPLIED FINANCE IVS US SMID ETF (IVSS, ETF) and MUFG JAPAN SMALL CAP ACTIVE ETF (MJSC, ETF).
IVSS vs MJSC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IVSS
$24M
MJSC
$24M
Expense Ratio
Winner
IVSS
0.59%
MJSC
1.01%
Max Drawdown
Winner
IVSS
8.31%
MJSC
12.63%
Sharpe Ratio
Winner
IVSS
1.69
MJSC
1.21
5Y Beta
Winner
IVSS
0.88
MJSC
1.06
P/E Ratio
IVSS
19.07
MJSC
N/A
Forward P/E
IVSS
12.82
MJSC
N/A
5Y EPS CAGR
IVSS
21.66%
MJSC
N/A
Debt to Equity
IVSS
291.89%
MJSC
N/A
P/S Ratio
IVSS
1.11
MJSC
N/A
P/B Ratio
IVSS
2.43
MJSC
N/A
IVSS vs MJSC - Holdings Comparison
IVSS and MJSC have 1 common holdings. Overlap is 0.04%
IVSS's top 25 holdings weight is 31.89%. MJSC's top 25 holdings weight is 41.99%.
| Rank | IVSS | MJSC |
|---|---|---|
| #1 | STERLING INFRASTRUCTURE INC (STRL) - 3.18% | MEIKO ELECTRONICS CO LTD (n/a) - 2.74% |
| #2 | NEXTPOWER INC CLASS A (NXT) - 2.21% | FUJI CORP (n/a) - 2.49% |
| #3 | PJT PARTNERS INC CLASS A (PJT) - 1.56% | TAIYO YUDEN CO LTD (n/a) - 2.31% |
| #4 | HEALTHEQUITY INC (HQY) - 1.56% | MICRONICS JAPAN CO LTD (n/a) - 1.97% |
| #5 | SEZZLE INC (SEZL) - 1.53% | TOKYO OHKA KOGYO CO LTD (n/a) - 1.91% |
| #6 | BRIGHTSPRING HEALTH SERVICES INC (BTSG) - 1.48% | HACHIJUNI NAGANO BANK LTD (n/a) - 1.88% |
| #7 | INTERDIGITAL INC (IDCC) - 1.46% | MUSASHI SEIMITSU INDUSTRY CO LTD (n/a) - 1.81% |
| #8 | DAVE INC ORDINARY SHARES CLASS A (DAVE) - 1.42% | BUYSELL TECHNOLOGIES CO LTD (n/a) - 1.79% |
| #9 | MERCURY GENERAL CORP (MCY) - 1.28% | MACNICA HOLDINGS INC (n/a) - 1.69% |
| #10 | OTTER TAIL CORP (OTTR) - 1.24% | SKY PERFECT JSAT CORP (n/a) - 1.64% |
| #11 | SOUTHWEST GAS HOLDINGS INC (SWX) - 1.17% | KURITA WATER INDUSTRIES LTD (n/a) - 1.60% |
| #12 | LANTHEUS HOLDINGS INC (LNTH) - 1.15% | KANDENKO CO LTD (n/a) - 1.58% |
| #13 | COEUR MINING INC (CDE) - 1.12% | INFRONEER HOLDINGS INC (n/a) - 1.57% |
| #14 | ENSIGN GROUP INC (ENSG) - 1.12% | ANRITSU CORP (n/a) - 1.55% |
| #15 | TANGER INC (SKT) - 1.09% | KYOTO FINANCIAL GROUP INC (n/a) - 1.54% |
| #16 | ACI WORLDWIDE INC (ACIW) - 1.09% | SHIZUOKA FINANCIAL GROUP INC (n/a) - 1.47% |
| #17 | CHART INDUSTRIES INC (GTLS) - 1.01% | GUNMA BANK LTD (n/a) - 1.45% |
| #18 | DIEBOLD NIXDORF INC ORDINARY SHARES- NEW (DBD) - 0.95% | TOKYO TATEMONO CO LTD (n/a) - 1.43% |
| #19 | n/a (AMRX) - 0.92% | SAIZERIYA CO LTD (n/a) - 1.41% |
| #20 | GARRETT MOTION INC ORDINARY SHARES NEW (GTX) - 0.92% | MEIDENSHA CORP (n/a) - 1.40% |
| #21 | MAXIMUS INC (MMS) - 0.91% | SUMITOMO BAKELITE CO LTD (n/a) - 1.39% |
| #22 | CATALYST PHARMACEUTICALS INC (CPRX) - 0.91% | NAGASE & CO LTD (n/a) - 1.35% |
| #23 | KINETIK HOLDINGS INC (KNTK) - 0.89% | RAITO KOGYO CO LTD (n/a) - 1.35% |
| #24 | PACS GROUP INC (PACS) - 0.86% | MARUWA CO LTD (n/a) - 1.34% |
| #25 | FRONTDOOR INC (FTDR) - 0.86% | TOKYO CENTURY CORP (n/a) - 1.33% |
| Total Holdings | 362 | 97 |
IVSS vs MJSC - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IVSS
+4.35%
MJSC
-1.16%
3M
Winner
IVSS
+13.88%
MJSC
+10.62%
6M
IVSS
+13.33%
Winner
MJSC
+20.87%
Max(CAGR)
Winner
IVSS
+32.44%
MJSC
+30.34%
IVSS vs MJSC - Annual Returns (2025 - 2026)
Returns include dividend reinvestment.
| Year | IVSS | MJSC |
|---|---|---|
| 2026 | +15.28% | +20.08% |
| 2025 | -0.02% | +0.41% |
IVSS vs MJSC Drawdown Comparison
The maximum drawdown for IVSS was -8.31%, occurring on Mar 20, 2026. Recovery took 39 trading sessions.
The maximum drawdown for MJSC was -12.63%, occurring on Mar 20, 2026. Recovery took 49 trading sessions.
The current MJSC drawdown is -3.93%.
| Rank | IVSS | MJSC |
|---|---|---|
| #1 | -8.31% Feb 20, 2026 - Apr 17, 2026 | -12.63% Feb 27, 2026 - May 8, 2026 |
| #2 | -3.50% May 8, 2026 - Jun 1, 2026 | -7.14% Sep 18, 2025 - Dec 10, 2025 |
| #3 | -2.84% Dec 11, 2025 - Jan 8, 2026 | -7.05% May 29, 2026 - Jun 10, 2026 |
| #4 | -2.05% Jan 22, 2026 - Feb 6, 2026 | -2.57% Dec 15, 2025 - Jan 5, 2026 |
| #5 | -1.99% Feb 6, 2026 - Feb 18, 2026 | -2.57% May 14, 2026 - May 26, 2026 |
| #6 | -1.87% Jan 15, 2026 - Jan 21, 2026 | -2.41% Jan 16, 2026 - Jan 27, 2026 |
| #7 | -1.55% Jun 4, 2026 - Jun 11, 2026 | -1.64% Jan 12, 2026 - Jan 16, 2026 |
| #8 | -1.46% Apr 27, 2026 - May 5, 2026 | -1.57% Jan 27, 2026 - Feb 4, 2026 |
| #9 | -0.96% Jun 2, 2026 - Jun 4, 2026 | -0.89% Dec 10, 2025 - Dec 15, 2025 |
| #10 | -0.82% Apr 20, 2026 - Apr 27, 2026 | -0.88% May 26, 2026 - May 28, 2026 |
| #11 | -0.64% Dec 4, 2025 - Dec 10, 2025 | -0.75% Feb 4, 2026 - Feb 6, 2026 |
| #12 | -0.27% Feb 18, 2026 - Feb 20, 2026 | -0.49% Feb 25, 2026 - Feb 27, 2026 |
| #13 | -0.02% Jan 12, 2026 - Jan 14, 2026 | -0.24% May 11, 2026 - May 13, 2026 |
| #14 | N/A | -0.16% Feb 12, 2026 - Feb 19, 2026 |
| #15 | N/A | -0.05% Feb 20, 2026 - Feb 24, 2026 |
Correlation
Correlation between IVSS and MJSC is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
0.85
-101
Dividend Comparison (2025 - 2025)
IVSS vs MJSC dividend yield comparison.
| Year | IVSS | MJSC |
|---|---|---|
| 2025 | 0.07% | 0.66% |
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