IVSX vs EPSB
Comparison between APPLIED FINANCE IVS INTERNATIONAL SMID ETF (IVSX, ETF) and HARBOR SMID CAP CORE ETF (EPSB, ETF).
IVSX vs EPSB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
IVSX vs EPSB - Holdings Comparison
IVSX and EPSB have 0 common holdings. Overlap is 0.00%
IVSX's top 25 holdings weight is 28.48%. EPSB's top 25 holdings weight is 48.65%.
| Rank | IVSX | EPSB |
|---|---|---|
| #1 | SWISSQUOTE GROUP HOLDING SA (n/a) - 2.17% | MOOG INC CLASS A (MOG-A) - 3.30% |
| #2 | RELO GROUP INC (n/a) - 1.90% | WOODWARD INC (WWD) - 3.07% |
| #3 | TEMENOS AG (n/a) - 1.90% | ON SEMICONDUCTOR CORP (ON) - 2.81% |
| #4 | ITALGAS SPA (n/a) - 1.79% | RYDER SYSTEM INC (R) - 2.80% |
| #5 | LEO PALACE21 CORP (n/a) - 1.65% | ARCHROCK INC (AROC) - 2.67% |
| #6 | IONOS GROUP SE REGISTERED SHARES (n/a) - 1.53% | TELEDYNE TECHNOLOGIES INC (TDY) - 2.66% |
| #7 | LOTTOMATICA GROUP SPA (n/a) - 1.38% | MONOLITHIC POWER SYSTEMS INC (MPWR) - 2.59% |
| #8 | DIPLOMA PLC (n/a) - 1.25% | FORMFACTOR INC (FORM) - 2.59% |
| #9 | ST JAMES'S PLACE PLC (n/a) - 1.19% | BORGWARNER INC (BWA) - 2.42% |
| #10 | U.S. BANK MONEY MARKET DEPOSIT ACCOUNT (n/a) - 1.17% | VALMONT INDUSTRIES INC (VMI) - 2.42% |
| #11 | AIR FRANCE-KLM (n/a) - 1.17% | ARROW ELECTRONICS INC (ARW) - 2.38% |
| #12 | SUMITOMO CHEMICAL CO LTD (n/a) - 1.14% | CIRRUS LOGIC INC (CRUS) - 2.33% |
| #13 | STARTS CORP INC (n/a) - 1.12% | FIRSTCASH HOLDINGS INC (FCFS) - 2.18% |
| #14 | PERSEUS MINING LTD (n/a) - 1.03% | SNAP-ON INC (SNA) - 2.14% |
| #15 | PLUXEE NV (n/a) - 0.99% | AKAMAI TECHNOLOGIES INC (AKAM) - 2.09% |
| #16 | YASKAWA ELECTRIC CORP (n/a) - 0.98% | REINSURANCE GROUP OF AMERICA INC (RGA) - 2.09% |
| #17 | KION GROUP AG (n/a) - 0.96% | RAYMOND JAMES FINANCIAL INC (RJF) - 2.07% |
| #18 | BEAZLEY PLC (n/a) - 0.95% | CBRE GROUP INC CLASS A (CBRE) - 2.04% |
| #19 | TECHNIP ENERGIES NV ORDINARY SHARES (n/a) - 0.93% | CF INDUSTRIES HOLDINGS INC (CF) - 2.01% |
| #20 | n/a (n/a) - 0.92% | GATX CORP (GATX) - 1.99% |
| #21 | HUGO BOSS AG (n/a) - 0.49% | N/A |
| #22 | SFS GROUP AG (n/a) - 0.48% | N/A |
| #23 | KONINKLIJKE BAM GROEP NV (n/a) - 0.47% | N/A |
| #24 | TOYO TIRE CORP (n/a) - 0.46% | N/A |
| #25 | SANTEN PHARMACEUTICAL CO LTD (n/a) - 0.46% | N/A |
| Total Holdings | 216 | 20 |
IVSX vs EPSB - Historical Returns
Returns include dividend reinvestment.
IVSX vs EPSB - Annual Returns (2025 - 2026)
Returns include dividend reinvestment.
| Year | IVSX | EPSB |
|---|---|---|
| 2026 | -1.94% | +20.19% |
| 2025 | N/A | +13.67% |
IVSX vs EPSB 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 EPSB was -8.46%, occurring on Mar 30, 2026. Recovery took 36 trading sessions.
The current IVSX drawdown is -2.65%.
| Rank | IVSX | EPSB |
|---|---|---|
| #1 | -11.96% Feb 27, 2026 - Mar 20, 2026 | -8.46% Feb 25, 2026 - Apr 17, 2026 |
| #2 | -0.68% Feb 20, 2026 - Feb 25, 2026 | -7.24% Oct 24, 2025 - Dec 10, 2025 |
| #3 | -0.16% Feb 25, 2026 - Feb 27, 2026 | -4.74% Oct 6, 2025 - Oct 24, 2025 |
| #4 | N/A | -4.09% May 6, 2026 - May 26, 2026 |
| #5 | N/A | -3.63% Jul 25, 2025 - Aug 13, 2025 |
| #6 | N/A | -3.61% May 16, 2025 - Jun 6, 2025 |
| #7 | N/A | -2.30% Jul 10, 2025 - Jul 22, 2025 |
| #8 | N/A | -1.94% Jun 4, 2026 - Jun 11, 2026 |
| #9 | N/A | -1.85% Sep 11, 2025 - Oct 2, 2025 |
| #10 | N/A | -1.84% Dec 24, 2025 - Jan 5, 2026 |
| #11 | N/A | -1.81% Jan 22, 2026 - Feb 4, 2026 |
| #12 | N/A | -1.80% Jun 10, 2025 - Jun 26, 2025 |
| #13 | N/A | -1.74% Dec 11, 2025 - Dec 22, 2025 |
| #14 | N/A | -1.69% Feb 9, 2026 - Feb 20, 2026 |
| #15 | N/A | -1.65% May 26, 2026 - Jun 4, 2026 |
Correlation
Correlation between IVSX and EPSB is 0.56 which considered as a moderate positive correlation - the stocks show some tendency to move together.
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