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Applied FinanceUS Stock StylesLarge Cap#88 of 694 by YTD
| Returns | Today | 1W | 1M | 3M | YTD | 1Y | 3Y | 5Y | Max |
|---|---|---|---|---|---|---|---|---|---|
| Total return | +0.2% | +2.1% | +2.3% | −1.0% | +20.8% | — | — | — | +20.8% |
| Peer average | −0.3% | +2.2% | −1.7% | −2.8% | +11.1% | +11.4% | +66.7% | +54.2% | — |
| S&P 500 · VOO | −0.4% | +2.6% | −2.3% | −2.1% | +11.5% | +11.6% | +79.3% | +72.7% | — |
$17 of every $1,000 in IVSS is Healthequity
| # | ||||||
|---|---|---|---|---|---|---|
| 1 | HQYHealthequity | Healthcare | 1.68% | $168.20 | 5,002 | $515K |
| 2 | —Cash AND Cash Equivalents | — | 1.62% | $161.88 | 0 | $496K |
| 3 | PJTPJT Partners | Financial Services | 1.57% | $157.13 | 3,148 | $481K |
| 4 | IDCCInterdigital | Technology | 1.49% | $148.50 | 1,513 | $455K |
| 5 | SEZLSezzle | Financial Services | 1.47% | $147.47 | 2,960 | $452K |
| 6 | SWXSouthwest GAS 1 | Utilities | 1.40% | $139.55 | 4,614 | $428K |
| 7 | DAVEDAVE | Technology | 1.32% | $132.06 | 1,435 | $405K |
| 8 | BTSGBrightspring Hlth Services | Healthcare | 1.26% | $125.88 | 5,311 | $386K |
| 9 | INDVIndivior Pharmaceuticals | Healthcare | 1.26% | $125.63 | 13K | $385K |
| 10 | FTDRFrontdoor | Consumer Cyclical | 1.24% | $123.80 | 3,876 | $379K |
| 11 | ACIWACI Worldwide | Technology | 1.19% | $118.70 | 5,880 | $364K |
| 12 | OTTROtter Tail | Industrials | 1.18% | $118.43 | 4,663 | $363K |
| 13 | TNETTrinet Group | Industrials | 1.14% | $113.63 | 5,309 | $348K |
| 14 | SKTTanger Factory Outlet Centers | Real Estate | 1.10% | $109.93 | 8,463 | $337K |
| 15 | LNTHLantheus | Healthcare | 1.06% | $106.41 | 3,209 | $326K |
of the $855B in 304 Large cap ETFs
| # | Ticker | Company | Weight ▼ |
|---|---|---|---|
| 1 | HQY | Healthequity | 1.68% |
| 2 | PJT | PJT Partners - A | 1.57% |
| 3 | IDCC | Interdigital | 1.49% |
| 4 | SEZL | Sezzle | 1.47% |
| 5 | SWX | Southwest GAS 1 | 1.40% |
| 6 | DAVE | DAVE | 1.32% |
| 7 | BTSG | Brightspring Hlth Services | 1.26% |
| 8 | INDV | Indivior Pharmaceuticals | 1.26% |
| 9 | FTDR | Frontdoor | 1.24% |
| 10 | ACIW | ACI Worldwide | 1.19% |
Estimated yearly cost excludes trading costs and assumes constant assets.
| Ex-date | Paid | Per share |
|---|---|---|
| Dec 24, 2025 | Dec 26, 2025 | $0.0185 |