IVSX vs NLSI
Comparison between APPLIED FINANCE IVS INTERNATIONAL SMID ETF (IVSX, ETF) and NEOS LONG/SHORT EQUITY INCOME ETF (NLSI, ETF).
IVSX vs NLSI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
IVSX vs NLSI - Holdings Comparison
IVSX and NLSI have 1 common holdings. Overlap is -0.18%
IVSX's top 25 holdings weight is 31.19%. NLSI's top 25 holdings weight is 133.32%.
| Rank | IVSX | NLSI |
|---|---|---|
| #1 | SWISSQUOTE GROUP HOLDING SA (n/a) - 2.24% | OTHER ASSETS AND LIABILITIES (n/a) - 25.74% |
| #2 | RELO GROUP INC (n/a) - 2.24% | MICRON TECHNOLOGY INC (MU) - 14.61% |
| #3 | TEMENOS AG (n/a) - 1.86% | F5 INC (FFIV) - 4.88% |
| #4 | ITALGAS SPA (n/a) - 1.82% | PROGRESSIVE CORP (PGR) - 4.75% |
| #5 | LEO PALACE21 CORP (n/a) - 1.77% | MARATHON PETROLEUM CORP (MPC) - 4.48% |
| #6 | U.S. BANK MONEY MARKET DEPOSIT ACCOUNT (n/a) - 1.57% | ADOBE INC (ADBE) - 4.37% |
| #7 | IONOS GROUP SE REGISTERED SHARES (n/a) - 1.49% | VALERO ENERGY CORP (VLO) - 4.24% |
| #8 | AIR FRANCE-KLM (n/a) - 1.37% | JACK HENRY & ASSOCIATES INC (JKHY) - 4.23% |
| #9 | LOTTOMATICA GROUP SPA (n/a) - 1.35% | WESTERN DIGITAL CORP (WDC) - 4.20% |
| #10 | ST JAMES'S PLACE PLC (n/a) - 1.28% | VEEVA SYSTEMS INC CLASS A (VEEV) - 4.18% |
| #11 | DIPLOMA PLC (n/a) - 1.19% | PTC INC (PTC) - 4.13% |
| #12 | STARTS CORP INC (n/a) - 1.17% | NVIDIA CORP (NVDA) - 4.05% |
| #13 | PLUXEE NV (n/a) - 1.04% | INSULET CORP (PODD) - 4.02% |
| #14 | SUMITOMO CHEMICAL CO LTD (n/a) - 1.03% | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 4.01% |
| #15 | YASKAWA ELECTRIC CORP (n/a) - 1.01% | HEWLETT PACKARD ENTERPRISE CO (HPE) - 3.94% |
| #16 | n/a (n/a) - 0.96% | GODADDY INC CLASS A (GDDY) - 3.90% |
| #17 | KION GROUP AG (n/a) - 0.95% | CITIGROUP INC (C) - 3.83% |
| #18 | PERSEUS MINING LTD (n/a) - 0.95% | INTERCONTINENTAL EXCHANGE INC (ICE) - 3.81% |
| #19 | BEAZLEY PLC (n/a) - 0.94% | NETFLIX INC (NFLX) - 3.78% |
| #20 | ISS AS (n/a) - 0.93% | BROADRIDGE FINANCIAL SOLUTIONS INC (BR) - 3.77% |
| #21 | TECHNIP ENERGIES NV ORDINARY SHARES (n/a) - 0.90% | CAPITAL ONE FINANCIAL CORP (COF) - 3.74% |
| #22 | TUI AG (n/a) - 0.84% | INTUIT INC (INTU) - 3.72% |
| #23 | ICG PLC (n/a) - 0.78% | NXP SEMICONDUCTORS NV (NXPI) - 3.68% |
| #24 | SCOR SE ACT. PROV. REGPT. (n/a) - 0.76% | ZOETIS INC CLASS A (ZTS) - 3.65% |
| #25 | NITERRA CO LTD (n/a) - 0.75% | MASTERCARD INC CLASS A (MA) - 3.61% |
| Total Holdings | 256 | 64 |
IVSX vs NLSI - Historical Returns
Returns include dividend reinvestment.
IVSX vs NLSI - Annual Returns (2025 - 2026)
Returns include dividend reinvestment.
| Year | IVSX | NLSI |
|---|---|---|
| 2026 | -3.82% | +6.65% |
| 2025 | N/A | +1.89% |
IVSX vs NLSI 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 NLSI was -13.82%, occurring on Apr 10, 2026. Recovery took 91 trading sessions.
The current IVSX drawdown is -4.51%. The current NLSI drawdown is -2.44%.
| Rank | IVSX | NLSI |
|---|---|---|
| #1 | -11.96% Feb 27, 2026 - Mar 20, 2026 | -13.82% Jan 7, 2026 - May 19, 2026 |
| #2 | -0.68% Feb 20, 2026 - Feb 25, 2026 | -8.08% Jun 1, 2026 - Jun 17, 2026 |
| #3 | -0.16% Feb 25, 2026 - Feb 27, 2026 | -1.68% Dec 26, 2025 - Jan 6, 2026 |
| #4 | N/A | -0.93% May 26, 2026 - May 29, 2026 |
| #5 | N/A | -0.64% May 19, 2026 - May 22, 2026 |
| #6 | N/A | -0.53% Dec 15, 2025 - Dec 18, 2025 |
| #7 | N/A | -0.08% Dec 11, 2025 - Dec 15, 2025 |
| #8 | N/A | -0.05% Dec 22, 2025 - Dec 24, 2025 |
Correlation
Correlation between IVSX and NLSI is 0.20 which considered as a very weak or no correlation - the stocks move independently of each other.
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