NDAA vs IVSX
Comparison between NED DAVIS RESEARCH 360 DYNAMIC ALLOCATION ETF (NDAA, ETF) and APPLIED FINANCE IVS INTERNATIONAL SMID ETF (IVSX, ETF).
NDAA vs IVSX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
NDAA vs IVSX - Holdings Comparison
NDAA and IVSX have 0 common holdings. Overlap is 0.00%
NDAA's top 25 holdings weight is 100.04%. IVSX's top 25 holdings weight is 31.19%.
| Rank | NDAA | IVSX |
|---|---|---|
| #1 | ISHARES CORE MSCI EAFE ETF (IEFA) - 14.08% | SWISSQUOTE GROUP HOLDING SA (n/a) - 2.24% |
| #2 | ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) - 13.77% | RELO GROUP INC (n/a) - 2.24% |
| #3 | ISHARES CORE S&P US VALUE ETF (IUSV) - 10.14% | TEMENOS AG (n/a) - 1.86% |
| #4 | VANGUARD INTERM-TERM CORP BD ETF (VCIT) - 9.50% | ITALGAS SPA (n/a) - 1.82% |
| #5 | ISHARES 20& YEAR TREASURY BOND ETF (TLT) - 9.44% | LEO PALACE21 CORP (n/a) - 1.77% |
| #6 | VANGUARD TOTAL INTERNATIONAL BOND ETF (BNDX) - 9.38% | U.S. BANK MONEY MARKET DEPOSIT ACCOUNT (n/a) - 1.57% |
| #7 | VANGUARD SHORT-TERM TREASURY ETF (VGSH) - 9.32% | IONOS GROUP SE REGISTERED SHARES (n/a) - 1.49% |
| #8 | VANGUARD S&P 500 ETF (VOO) - 6.84% | AIR FRANCE-KLM (n/a) - 1.37% |
| #9 | SPDR® BLMBG 1-3 MTH T-BILL ETF (BIL) - 6.53% | LOTTOMATICA GROUP SPA (n/a) - 1.35% |
| #10 | VANGUARD GROWTH ETF (VUG) - 5.40% | ST JAMES'S PLACE PLC (n/a) - 1.28% |
| #11 | ISHARES CORE S&P SMALL-CAP ETF (IJR) - 5.19% | DIPLOMA PLC (n/a) - 1.19% |
| #12 | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.45% | STARTS CORP INC (n/a) - 1.17% |
| #13 | N/A | PLUXEE NV (n/a) - 1.04% |
| #14 | N/A | SUMITOMO CHEMICAL CO LTD (n/a) - 1.03% |
| #15 | N/A | YASKAWA ELECTRIC CORP (n/a) - 1.01% |
| #16 | N/A | n/a (n/a) - 0.96% |
| #17 | N/A | KION GROUP AG (n/a) - 0.95% |
| #18 | N/A | PERSEUS MINING LTD (n/a) - 0.95% |
| #19 | N/A | BEAZLEY PLC (n/a) - 0.94% |
| #20 | N/A | ISS AS (n/a) - 0.93% |
| #21 | N/A | TECHNIP ENERGIES NV ORDINARY SHARES (n/a) - 0.90% |
| #22 | N/A | TUI AG (n/a) - 0.84% |
| #23 | N/A | ICG PLC (n/a) - 0.78% |
| #24 | N/A | SCOR SE ACT. PROV. REGPT. (n/a) - 0.76% |
| #25 | N/A | NITERRA CO LTD (n/a) - 0.75% |
| Total Holdings | 12 | 256 |
NDAA vs IVSX - Historical Returns
Returns include dividend reinvestment.
NDAA vs IVSX - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | NDAA | IVSX |
|---|---|---|
| 2026 | +9.28% | -2.24% |
| 2025 | +14.08% | N/A |
| 2024 | -1.24% | N/A |
NDAA vs IVSX Drawdown Comparison
The maximum drawdown for NDAA was -13.50%, occurring on Apr 8, 2025. Recovery took 93 trading sessions.
The maximum drawdown for IVSX was -11.96%, occurring on Mar 20, 2026. This drawdown has not yet recovered.
The current NDAA drawdown is -1.51%. The current IVSX drawdown is -2.94%.
| Rank | NDAA | IVSX |
|---|---|---|
| #1 | -13.50% Feb 19, 2025 - Jul 3, 2025 | -11.96% Feb 27, 2026 - Mar 20, 2026 |
| #2 | -7.62% Feb 25, 2026 - Apr 16, 2026 | -0.68% Feb 20, 2026 - Feb 25, 2026 |
| #3 | -4.17% Jun 2, 2026 - Jun 10, 2026 | -0.16% Feb 25, 2026 - Feb 27, 2026 |
| #4 | -4.15% Oct 28, 2025 - Dec 23, 2025 | N/A |
| #5 | -3.75% Dec 11, 2024 - Feb 18, 2025 | N/A |
| #6 | -2.89% Oct 6, 2025 - Oct 20, 2025 | N/A |
| #7 | -2.83% Nov 7, 2024 - Nov 29, 2024 | N/A |
| #8 | -2.60% Jul 23, 2025 - Aug 12, 2025 | N/A |
| #9 | -2.59% Jan 29, 2026 - Feb 11, 2026 | N/A |
| #10 | -2.18% Oct 18, 2024 - Nov 6, 2024 | N/A |
| #11 | -1.69% May 14, 2026 - May 26, 2026 | N/A |
| #12 | -1.49% Jan 12, 2026 - Jan 22, 2026 | N/A |
| #13 | -1.25% Feb 11, 2026 - Feb 20, 2026 | N/A |
| #14 | -1.18% Aug 13, 2025 - Aug 22, 2025 | N/A |
| #15 | -1.12% Sep 22, 2025 - Oct 1, 2025 | N/A |
Correlation
Correlation between NDAA and IVSX is 0.53 which considered as a moderate positive correlation - the stocks show some tendency to move together.
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