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 $1.01B in net assets. IVES expense ratio is 0.75%, holding 64 positions across sectors including Information Technology, Communication Services, Consumer Discretionary. Inception date: 2025-06-03.
IVES performance shows a YTD return of 25.57%. The 1-year return is 40.16%. IVES dividend yield stands at 0.33%, paid unspecified.
IVES top holdings include Microsoft Corp (5.9%), Apple, Inc (4.8%), Amazon.Com Inc (4.5%), Nvidia Corp (4.5%), Meta Platforms Inc (4.4%). 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.