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IVSX vs UNHU

Comparison between APPLIED FINANCE IVS INTERNATIONAL SMID ETF (IVSX, ETF) and Direxion Daily UNH Bull 2X (UNHU, ETF).

IVSX vs UNHU - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IVSX
$4.70M
UNHU
$4.70M
Expense Ratio
IVSX
0.75%
UNHU
N/A
Max Drawdown
IVSX
11.96%
Winner
UNHU
11.68%
Sharpe Ratio
IVSX
-0.46
Winner
UNHU
5.66
5Y Beta
IVSX
1.16
Winner
UNHU
0.52

IVSX vs UNHU - Holdings Comparison

IVSX and UNHU have 0 common holdings. Overlap is 0.00%

IVSX's top 25 holdings weight is 28.48%. UNHU's top 25 holdings weight is 5.20%.

RankIVSXUNHU
#1
SWISSQUOTE GROUP HOLDING SA (n/a) - 2.17%
UNITEDHEALTH GROUP INC (UNH) - 5.20%
#2
RELO GROUP INC (n/a) - 1.90%
N/A
#3
TEMENOS AG (n/a) - 1.90%
N/A
#4
ITALGAS SPA (n/a) - 1.79%
N/A
#5
LEO PALACE21 CORP (n/a) - 1.65%
N/A
#6
IONOS GROUP SE REGISTERED SHARES (n/a) - 1.53%
N/A
#7
LOTTOMATICA GROUP SPA (n/a) - 1.38%
N/A
#8
DIPLOMA PLC (n/a) - 1.25%
N/A
#9
ST JAMES'S PLACE PLC (n/a) - 1.19%
N/A
#10
U.S. BANK MONEY MARKET DEPOSIT ACCOUNT (n/a) - 1.17%
N/A
#11
AIR FRANCE-KLM (n/a) - 1.17%
N/A
#12
SUMITOMO CHEMICAL CO LTD (n/a) - 1.14%
N/A
#13
STARTS CORP INC (n/a) - 1.12%
N/A
#14
PERSEUS MINING LTD (n/a) - 1.03%
N/A
#15
PLUXEE NV (n/a) - 0.99%
N/A
#16
YASKAWA ELECTRIC CORP (n/a) - 0.98%
N/A
#17
KION GROUP AG (n/a) - 0.96%
N/A
#18
BEAZLEY PLC (n/a) - 0.95%
N/A
#19
TECHNIP ENERGIES NV ORDINARY SHARES (n/a) - 0.93%
N/A
#20
n/a (n/a) - 0.92%
N/A
#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 Holdings2161

IVSX vs UNHU - Historical Returns

Returns include dividend reinvestment.

1M
IVSX
+1.29%
Winner
UNHU
+8.92%
3M
IVSX
+5.60%
Winner
UNHU
+122.58%
Max(CAGR)
IVSX
-6.04%
Winner
UNHU
+3430.12%

IVSX vs UNHU - Annual Returns (2026 - 2026)

Returns include dividend reinvestment.

YearIVSXUNHU
2026-1.94%+122.58%

IVSX vs UNHU 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 UNHU was -11.68%, occurring on Jun 3, 2026. Recovery took 17 trading sessions.

The current IVSX drawdown is -2.65%.

RankIVSXUNHU
#1-11.96%
Feb 27, 2026 - Mar 20, 2026
-11.68%
May 13, 2026 - Jun 8, 2026
#2-0.68%
Feb 20, 2026 - Feb 25, 2026
-8.96%
Mar 25, 2026 - Apr 1, 2026
#3-0.16%
Feb 25, 2026 - Feb 27, 2026
-4.11%
Apr 30, 2026 - May 8, 2026
#4N/A-3.18%
Jun 9, 2026 - Jun 15, 2026
#5N/A-2.30%
Apr 7, 2026 - Apr 13, 2026
#6N/A-0.31%
Apr 17, 2026 - Apr 21, 2026
#7N/A-0.26%
Apr 24, 2026 - Apr 28, 2026

Correlation

Correlation between IVSX and UNHU is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93
-101

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