IVSX vs EPMV
Comparison between APPLIED FINANCE IVS INTERNATIONAL SMID ETF (IVSX, ETF) and HARBOR MID CAP VALUE ETF (EPMV, ETF).
IVSX vs EPMV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
IVSX vs EPMV - Holdings Comparison
IVSX and EPMV have 1 common holdings. Overlap is -0.18%
IVSX's top 25 holdings weight is 31.19%. EPMV's top 25 holdings weight is 53.96%.
| Rank | IVSX | EPMV |
|---|---|---|
| #1 | SWISSQUOTE GROUP HOLDING SA (n/a) - 2.24% | FLEX LTD (FLEX) - 3.97% |
| #2 | RELO GROUP INC (n/a) - 2.24% | CUMMINS INC (CMI) - 3.47% |
| #3 | TEMENOS AG (n/a) - 1.86% | ON SEMICONDUCTOR CORP (ON) - 2.97% |
| #4 | ITALGAS SPA (n/a) - 1.82% | APPLIED MATERIALS INC (AMAT) - 2.52% |
| #5 | LEO PALACE21 CORP (n/a) - 1.77% | SYNOPSYS INC (SNPS) - 2.34% |
| #6 | U.S. BANK MONEY MARKET DEPOSIT ACCOUNT (n/a) - 1.57% | RAYMOND JAMES FINANCIAL INC (RJF) - 2.33% |
| #7 | IONOS GROUP SE REGISTERED SHARES (n/a) - 1.49% | STIFEL FINANCIAL CORP (SF) - 2.25% |
| #8 | AIR FRANCE-KLM (n/a) - 1.37% | AVNET INC (AVT) - 2.13% |
| #9 | LOTTOMATICA GROUP SPA (n/a) - 1.35% | POPULAR INC (BPOP) - 2.12% |
| #10 | ST JAMES'S PLACE PLC (n/a) - 1.28% | INTERCONTINENTAL EXCHANGE INC (ICE) - 2.11% |
| #11 | DIPLOMA PLC (n/a) - 1.19% | CSX CORP (CSX) - 2.09% |
| #12 | STARTS CORP INC (n/a) - 1.17% | IQVIA HOLDINGS INC (IQV) - 2.06% |
| #13 | PLUXEE NV (n/a) - 1.04% | DARDEN RESTAURANTS INC (DRI) - 2.03% |
| #14 | SUMITOMO CHEMICAL CO LTD (n/a) - 1.03% | HUMANA INC (HUM) - 1.97% |
| #15 | YASKAWA ELECTRIC CORP (n/a) - 1.01% | ROYAL CARIBBEAN GROUP (RCL) - 1.92% |
| #16 | n/a (n/a) - 0.96% | CBRE GROUP INC CLASS A (CBRE) - 1.92% |
| #17 | KION GROUP AG (n/a) - 0.95% | REINSURANCE GROUP OF AMERICA INC (RGA) - 1.88% |
| #18 | PERSEUS MINING LTD (n/a) - 0.95% | VORNADO REALTY TRUST (VNO) - 1.86% |
| #19 | BEAZLEY PLC (n/a) - 0.94% | ONEOK INC (OKE) - 1.83% |
| #20 | ISS AS (n/a) - 0.93% | HUNTINGTON INGALLS INDUSTRIES INC (HII) - 1.79% |
| #21 | TECHNIP ENERGIES NV ORDINARY SHARES (n/a) - 0.90% | SNAP-ON INC (SNA) - 1.75% |
| #22 | TUI AG (n/a) - 0.84% | REGAL REXNORD CORP (RRX) - 1.73% |
| #23 | ICG PLC (n/a) - 0.78% | CENTENE CORP (CNC) - 1.65% |
| #24 | SCOR SE ACT. PROV. REGPT. (n/a) - 0.76% | PROGRESSIVE CORP (PGR) - 1.64% |
| #25 | NITERRA CO LTD (n/a) - 0.75% | PINNACLE FINANCIAL PARTNERS INC (PNFP) - 1.63% |
| Total Holdings | 256 | 61 |
IVSX vs EPMV - Historical Returns
Returns include dividend reinvestment.
IVSX vs EPMV - Annual Returns (2025 - 2026)
Returns include dividend reinvestment.
| Year | IVSX | EPMV |
|---|---|---|
| 2026 | -2.24% | +15.98% |
| 2025 | N/A | +13.67% |
IVSX vs EPMV Drawdown Comparison
The maximum drawdown for IVSX was -11.96%, occurring on Mar 20, 2026. This drawdown has not yet recovered.
The maximum drawdown for EPMV was -8.78%, occurring on Mar 30, 2026. Recovery took 42 trading sessions.
The current IVSX drawdown is -2.94%. The current EPMV drawdown is -1.88%.
| Rank | IVSX | EPMV |
|---|---|---|
| #1 | -11.96% Feb 27, 2026 - Mar 20, 2026 | -8.78% Feb 18, 2026 - Apr 20, 2026 |
| #2 | -0.68% Feb 20, 2026 - Feb 25, 2026 | -6.64% Sep 4, 2025 - Dec 10, 2025 |
| #3 | -0.16% Feb 25, 2026 - Feb 27, 2026 | -4.65% Jul 23, 2025 - Aug 22, 2025 |
| #4 | N/A | -4.12% May 16, 2025 - Jun 10, 2025 |
| #5 | N/A | -3.30% May 6, 2026 - May 26, 2026 |
| #6 | N/A | -2.82% Jun 4, 2026 - Jun 12, 2026 |
| #7 | N/A | -2.65% Jun 25, 2026 - Jul 20, 2026 |
| #8 | N/A | -2.20% Jul 10, 2025 - Jul 22, 2025 |
| #9 | N/A | -2.14% Dec 11, 2025 - Jan 5, 2026 |
| #10 | N/A | -1.92% Jan 15, 2026 - Jan 21, 2026 |
| #11 | N/A | -1.90% Jun 15, 2026 - Jun 25, 2026 |
| #12 | N/A | -1.78% Feb 9, 2026 - Feb 18, 2026 |
| #13 | N/A | -1.65% Jun 10, 2025 - Jun 24, 2025 |
| #14 | N/A | -1.34% Jan 29, 2026 - Feb 6, 2026 |
| #15 | N/A | -1.18% Jul 3, 2025 - Jul 9, 2025 |
Correlation
Correlation between IVSX and EPMV is 0.35 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
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