IVSS vs OWNB
Comparison between APPLIED FINANCE IVS US SMID ETF (IVSS, ETF) and BITWISE BITCOIN STANDARD CORPORATIONS ETF (OWNB, ETF).
IVSS vs OWNB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IVSS
$24M
OWNB
$24M
Expense Ratio
Winner
IVSS
0.59%
OWNB
0.85%
Max Drawdown
Winner
IVSS
8.31%
OWNB
59.77%
Sharpe Ratio
Winner
IVSS
1.59
OWNB
-0.55
5Y Beta
Winner
IVSS
0.87
OWNB
2.14
P/E Ratio
IVSS
19.07
Winner
OWNB
-15.60
Forward P/E
IVSS
12.82
Winner
OWNB
4.34
5Y EPS CAGR
IVSS
21.66%
OWNB
N/A
Debt to Equity
IVSS
291.89%
Winner
OWNB
66.29%
P/S Ratio
Winner
IVSS
1.11
OWNB
3.23
P/B Ratio
IVSS
2.43
Winner
OWNB
1.63
IVSS vs OWNB - Holdings Comparison
IVSS and OWNB have 1 common holdings. Overlap is 0.00%
IVSS's top 25 holdings weight is 31.89%. OWNB's top 25 holdings weight is 95.25%.
| Rank | IVSS | OWNB |
|---|---|---|
| #1 | STERLING INFRASTRUCTURE INC (STRL) - 3.18% | STRATEGY INC CLASS A (MSTR) - 16.61% |
| #2 | NEXTPOWER INC CLASS A (NXT) - 2.21% | MARA HOLDINGS INC (MARA) - 10.38% |
| #3 | PJT PARTNERS INC CLASS A (PJT) - 1.56% | HUT 8 CORP (HUT) - 7.98% |
| #4 | HEALTHEQUITY INC (HQY) - 1.56% | RIOT PLATFORMS INC (RIOT) - 6.47% |
| #5 | SEZZLE INC (SEZL) - 1.53% | CLEANSPARK INC (CLSK) - 5.81% |
| #6 | BRIGHTSPRING HEALTH SERVICES INC (BTSG) - 1.48% | TWENTY ONE CAPITAL INC CLASS A (XXI) - 5.60% |
| #7 | INTERDIGITAL INC (IDCC) - 1.46% | STRIVE INC CLASS A (ASST) - 5.27% |
| #8 | DAVE INC ORDINARY SHARES CLASS A (DAVE) - 1.42% | KEEL INFRASTRUCTURE CORP (n/a) - 3.77% |
| #9 | MERCURY GENERAL CORP (MCY) - 1.28% | METAPLANET INC (n/a) - 3.50% |
| #10 | OTTER TAIL CORP (OTTR) - 1.24% | BITDEER TECHNOLOGIES GROUP ORDINARY SHARES CLASS A (BTDR) - 3.21% |
| #11 | SOUTHWEST GAS HOLDINGS INC (SWX) - 1.17% | TRUMP MEDIA & TECHNOLOGY GROUP CORP (DJT) - 2.57% |
| #12 | LANTHEUS HOLDINGS INC (LNTH) - 1.15% | CORE SCIENTIFIC INC ORDINARY SHARES NEW (CORZ) - 2.44% |
| #13 | COEUR MINING INC (CDE) - 1.12% | CIPHER DIGITAL INC (CIFR) - 2.40% |
| #14 | ENSIGN GROUP INC (ENSG) - 1.12% | AMERICAN BITCOIN CORP (ABTC) - 2.30% |
| #15 | TANGER INC (SKT) - 1.09% | EMPERY DIGITAL INC (EMPD) - 2.24% |
| #16 | ACI WORLDWIDE INC (ACIW) - 1.09% | BOYAA INTERACTIVE INTERNATIONAL LTD (n/a) - 2.06% |
| #17 | CHART INDUSTRIES INC (GTLS) - 1.01% | GALAXY DIGITAL INC ORDINARY SHARES CLASS A (GLXY) - 1.75% |
| #18 | DIEBOLD NIXDORF INC ORDINARY SHARES- NEW (DBD) - 0.95% | REMIXPOINT INC (n/a) - 1.64% |
| #19 | n/a (AMRX) - 0.92% | CAPITAL B (n/a) - 1.44% |
| #20 | GARRETT MOTION INC ORDINARY SHARES NEW (GTX) - 0.92% | EXODUS MOVEMENT INC CLASS A (EXOD) - 1.44% |
| #21 | MAXIMUS INC (MMS) - 0.91% | BLOCK INC CLASS A (XYZ) - 1.39% |
| #22 | CATALYST PHARMACEUTICALS INC (CPRX) - 0.91% | CANGO INC CLASS A (CANG) - 1.38% |
| #23 | KINETIK HOLDINGS INC (KNTK) - 0.89% | TESLA INC (TSLA) - 1.33% |
| #24 | PACS GROUP INC (PACS) - 0.86% | NEXT TECHNOLOGY HOLDING INC ORDINARY SHARES (NXTT) - 1.17% |
| #25 | FRONTDOOR INC (FTDR) - 0.86% | COINBASE GLOBAL INC ORDINARY SHARES CLASS A (COIN) - 1.10% |
| Total Holdings | 362 | 35 |
IVSS vs OWNB - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IVSS
+4.35%
OWNB
-10.73%
3M
IVSS
+13.88%
Winner
OWNB
+14.31%
6M
Winner
IVSS
+13.33%
OWNB
-17.81%
1Y
IVSS
N/A
OWNB
-33.10%
Max(CAGR)
Winner
IVSS
+32.44%
OWNB
-6.68%
IVSS vs OWNB - Annual Returns (2025 - 2026)
Returns include dividend reinvestment.
| Year | IVSS | OWNB |
|---|---|---|
| 2026 | +15.28% | -10.56% |
| 2025 | -0.02% | -3.57% |
IVSS vs OWNB Drawdown Comparison
The maximum drawdown for IVSS was -8.31%, occurring on Mar 20, 2026. Recovery took 39 trading sessions.
The maximum drawdown for OWNB was -59.47%, occurring on Mar 30, 2026. This drawdown has not yet recovered.
The current OWNB drawdown is -46.43%.
| Rank | IVSS | OWNB |
|---|---|---|
| #1 | -8.31% Feb 20, 2026 - Apr 17, 2026 | -59.47% Oct 15, 2025 - Mar 30, 2026 |
| #2 | -3.50% May 8, 2026 - Jun 1, 2026 | -28.43% Mar 24, 2025 - May 8, 2025 |
| #3 | -2.84% Dec 11, 2025 - Jan 8, 2026 | -22.47% Jul 16, 2025 - Oct 6, 2025 |
| #4 | -2.05% Jan 22, 2026 - Feb 6, 2026 | -17.71% May 21, 2025 - Jul 2, 2025 |
| #5 | -1.99% Feb 6, 2026 - Feb 18, 2026 | -6.69% Oct 6, 2025 - Oct 15, 2025 |
| #6 | -1.87% Jan 15, 2026 - Jan 21, 2026 | -6.12% May 13, 2025 - May 19, 2025 |
| #7 | -1.55% Jun 4, 2026 - Jun 11, 2026 | -4.43% Mar 17, 2025 - Mar 19, 2025 |
| #8 | -1.46% Apr 27, 2026 - May 5, 2026 | -3.64% Jul 14, 2025 - Jul 16, 2025 |
| #9 | -0.96% Jun 2, 2026 - Jun 4, 2026 | -3.42% Jul 3, 2025 - Jul 9, 2025 |
| #10 | -0.82% Apr 20, 2026 - Apr 27, 2026 | -3.35% Mar 12, 2025 - Mar 14, 2025 |
| #11 | -0.64% Dec 4, 2025 - Dec 10, 2025 | -0.20% Mar 19, 2025 - Mar 21, 2025 |
| #12 | -0.27% Feb 18, 2026 - Feb 20, 2026 | N/A |
| #13 | -0.02% Jan 12, 2026 - Jan 14, 2026 | N/A |
Correlation
Correlation between IVSS and OWNB is 0.28 which considered as a very weak or no correlation - the stocks move independently of each other.
0.28
-101
Dividend Comparison (2025 - 2025)
IVSS vs OWNB dividend yield comparison.
| Year | IVSS | OWNB |
|---|---|---|
| 2025 | 0.07% | 0.87% |
Select Stocks to Compare
Popular: IVSS vs SPYOWNB vs SPY
More Comparisons
Compare with similar stocks