Applied Finance IVS International SMID ETF
IVSX
NASDAQ Global Market- -
USD
- -
- -
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- CEO
- Greg King
- Sector
- Financial Services
- Industry
- Asset Management - Global
- Address
- 17806 IH 10, SUITE 300 San Antonio TX United States of America 78257
- IPO Date
- Feb 20, 2026
- Website
- appliedfinancefunds.com
- Similar Companies
- Business
- Applied Finance IVS International SMID ETF (IVSX) is an actively managed exchange-traded fund that seeks long-term capital appreciation by investing at least 80% of its net assets in equity securities of small- to mid-capitalization companies located in developed markets outside of North America, including countries such as Australia, Austria, Belgium, Denmark, Finland, France, Germany, Hong Kong, Ireland, Italy, Japan, Luxembourg, the Netherlands, New Zealand, Norway, Singapore, Spain, Sweden, Switzerland, and the United Kingdom; the fund defines SMID capitalization companies as those with market capitalizations of less than $15 billion at the time of purchase. It employs the proprietary Intrinsic Value Stewardship (IVS) analytical model developed by its adviser, Applied Finance Advisors, LLC, to select securities based on factors including valuation, projected future earnings, dividends, financing activity, growth potential, recent performance, business strategy, profitability, competition, growth rate, cost of capital, and capital utilization. The fund targets investors seeking exposure to high-potential international SMID equities through a systematic, quantitative valuation approach that bridges fundamental and systematic analysis. In a major recent development, Nasdaq announced the listing of IVSX effective February 20, 2026, marking its launch for public trading. This launch expands the suite of IVS ETFs offered by Applied Finance Funds, which includes related products such as the Applied Finance IVS US SMID ETF (IVSS, launched December 2025), Applied Finance IVS International Large ETF (IVSI), and Applied Finance Valuation Large Cap ETF (VSLU). The IVSX ETF is issued through ETF Opportunities Trust (CIK 0001771146) and distributed by Foreside Fund Services, LLC, with Applied Finance Advisors, LLC serving as the investment adviser; Applied Finance traces its roots to 1995 when it pioneered Quantitative Valuation™ and is headquartered in the United States [ from previous, but using web]. The fund operates across global developed markets ex-North America, with a total gross expense ratio comparable to peers in the actively managed international equity ETF segment.