IVES vs. LOPP ETF Comparison

Comparison of Wedbush ETFMG Global Cloud Technology ETF (IVES) to Gabelli Love Our Planet & People ETF (LOPP)
IVES

Wedbush ETFMG Global Cloud Technology ETF

IVES Description

The Wedbush ETFMG Global Cloud Technology ETF (IVES) largely holds the “undercover gems” of cloud-based technology. The Fund’s investment objective seeks to provide investment results that, before fees and expenses, correspond generally to the price and yield performance of the Dan Ives Global Cloud Technology Prime Index. The Dan Ives Global Cloud Technology Prime Index (the “Index”) is an Index of Prime Indexes, a division of Level ETF Ventures LLC. The Index has been created to provide investors with a reference measure that enables them to track both event-driven news and long-term trends of cloud technology companies. The Index is designed to include the securities of companies across the globe engaged in providing infrastructure, equipment, connectivity, data back-up and storage services as well as data center management for enterprise-based software applications. Additionally, the constituents engaged in providing cloud-based software platforms that enable businesses to move data and software applications onto the cloud – cloud-enabling Software as a Service (SaaS) technologies. These companies are known collectively as “Cloud Technology Companies.”

Grade (RS Rating)

Last Trade

$44.59

Average Daily Volume

8,133

Number of Holdings *

46

* may have additional holdings in another (foreign) market
LOPP

Gabelli Love Our Planet & People ETF

LOPP Description LOPP will emphasize the environmental aspect, or “E” in ESG, placing an emphasis on investing in publicly traded companies with a focus on sustainability. The Fund combines a research intensive process with social screens and a holistic ESG overlay to deliver returns in a socially responsive manner.

Grade (RS Rating)

Last Trade

$26.10

Average Daily Volume

486

Number of Holdings *

43

* may have additional holdings in another (foreign) market
Performance
Period IVES LOPP
30 Days -3.53% -1.32%
60 Days -5.83% 3.02%
90 Days 5.29% 4.45%
12 Months 46.21% 10.03%
0 Overlapping Holdings
Symbol Grade Weight in IVES Weight in LOPP Overlap
IVES Overweight 46 Positions Relative to LOPP
Symbol Grade Weight
OTEX F 4.4%
MSTR D 3.68%
ESTC C 3.65%
NTAP C 3.33%
IOT B 2.98%
DDOG C 2.87%
PSTG C 2.85%
NTNX C 2.79%
NET F 2.64%
SMCI D 2.59%
OKTA D 2.59%
MDB F 2.45%
GDS C 1.86%
INFA D 1.78%
CFLT D 1.7%
GTLB F 1.66%
DBX F 1.56%
APPF C 1.46%
HCP B 1.16%
SMAR D 0.99%
KC C 0.92%
KD D 0.88%
CVLT A 0.8%
FROG D 0.8%
BLKB B 0.79%
BOX F 0.74%
TDC F 0.68%
NCNO D 0.64%
DOCN D 0.57%
RNG D 0.53%
APPN F 0.51%
ZETA A 0.5%
JAMF B 0.47%
NABL D 0.43%
INTA F 0.43%
PDFS D 0.36%
SWI B 0.35%
VNET D 0.32%
FSLY F 0.32%
EVBG B 0.27%
GDYN D 0.15%
BLZE D 0.07%
RXT C 0.07%
UIS C 0.07%
EGHT F 0.06%
DOMO F 0.05%
IVES Underweight 43 Positions Relative to LOPP
Symbol Grade Weight
HUBB D -5.29%
WY D -4.19%
XYL A -4.13%
WCN D -4.11%
SPGI C -4.03%
NEP C -3.86%
RSG C -3.47%
AWK B -3.35%
VMI B -3.22%
ROCK D -3.19%
MIR C -3.13%
FLEX D -2.96%
CMI C -2.75%
DAR F -2.66%
JCI C -2.51%
APD C -2.5%
DE B -2.49%
CCK C -2.44%
AZZ C -1.92%
REZI D -1.91%
TKR B -1.88%
ROG C -1.8%
MATW D -1.77%
BLBD C -1.77%
LFUS C -1.39%
FCX A -1.37%
BEN F -1.25%
BBVA C -1.25%
ACA B -1.19%
BMY F -1.12%
GOOG A -1.07%
XEL C -1.01%
AGR B -0.96%
UL A -0.78%
ING A -0.74%
CARR A -0.65%
NEE B -0.63%
DAN C -0.59%
VRTX D -0.52%
RPRX D -0.5%
BMRN F -0.47%
PLPC D -0.46%
CHPT F -0.4%
Compare ETFs