IVES ETF
Dan IVES Wedbush AI Revolution ETF
IVES ETF Overview
IVES ETF (Dan IVES Wedbush AI Revolution ETF) is managed by Wedbush Funds with $1.05B in net assets. IVES expense ratio is 0.75%, holding 32 positions across sectors including Information Technology, Consumer Discretionary, Communication Services. Inception date: 2025-06-03.
IVES performance shows a YTD return of 14.14%. The 1-year return is 28.94%. IVES dividend yield stands at 0.37%, paid unspecified.
IVES top holdings include Microsoft Corp (5.9%), Nvidia Corp (5.0%), Apple, Inc (4.8%), Amazon.Com Inc (4.7%), Taiwan Semiconductor Manufacturing Co Ltd (4.5%). Go to all IVES holdings, IVES sectors, or IVES dividends.
IVES can be compared against other funds. Use IVES overlap to find shared positions, or IVES vs another fund for a side-by-side view. IVES alternatives are available via the screener, along with tax-loss harvesting opportunities.