IVES vs. RULE ETF Comparison
Comparison of Wedbush ETFMG Global Cloud Technology ETF (IVES) to Adaptive Core ETF (RULE)
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
$49.21
Average Daily Volume
1,131
36
RULE
Adaptive Core ETF
RULE Description
Adaptive Core ETF seeks current income. The fund invests in individual equity securities without regard to market capitalization and ETFs that invest in equity securities of any market capitalization including convertible equity securities and fixed income ETFs. The fund’s portfolio may hold securities from issuers of any market capitalization, credit quality, maturity, or country. Fixed income securities may include securities with credit quality below investment grade (commonly referred to as “junk bond” credit quality).Grade (RS Rating)
Last Trade
$23.19
Average Daily Volume
5,927
35
Performance
| Period | IVES | RULE |
|---|---|---|
| 30 Days | 7.17% | 4.17% |
| 60 Days | 5.41% | 5.40% |
| 90 Days | 7.27% | 5.82% |
| 12 Months | 43.26% | 21.04% |
IVES Overweight 34 Positions Relative to RULE
| Symbol | Grade | Weight | |
|---|---|---|---|
| TEAM | A | 3.08% | |
| CFLT | B | 2.89% | |
| MRVL | B | 2.71% | |
| GTLB | B | 2.56% | |
| NVDA | B | 2.55% | |
| APPN | B | 2.53% | |
| DELL | B | 2.43% | |
| AMZN | C | 2.4% | |
| CDNS | B | 2.38% | |
| SNPS | B | 2.38% | |
| ORCL | A | 2.38% | |
| MDB | B | 2.36% | |
| SNOW | B | 2.35% | |
| GOOGL | C | 2.33% | |
| INTC | C | 2.29% | |
| CIEN | C | 2.28% | |
| HPE | B | 2.26% | |
| HPQ | B | 2.21% | |
| MSFT | D | 2.18% | |
| MU | D | 2.18% | |
| DDOG | A | 2.16% | |
| HCP | B | 2.15% | |
| AVGO | D | 2.14% | |
| ANET | C | 2.14% | |
| JNPR | D | 2.13% | |
| AAPL | C | 2.12% | |
| NTAP | C | 2.1% | |
| QCOM | F | 2.08% | |
| WDC | D | 2.07% | |
| DOCN | C | 1.92% | |
| AMD | F | 1.8% | |
| BABA | D | 1.7% | |
| MPWR | F | 1.48% | |
| SMCI | F | 1.13% |
IVES Underweight 33 Positions Relative to RULE
| Symbol | Grade | Weight | |
|---|---|---|---|
| BIL | A | -4.27% | |
| JPST | A | -4.26% | |
| CRM | B | -3.6% | |
| APO | B | -3.39% | |
| WMB | A | -3.07% | |
| EQIX | A | -3.05% | |
| PCAR | B | -3.04% | |
| XLG | B | -3.04% | |
| AON | A | -3.04% | |
| SPHQ | A | -3.03% | |
| CAH | B | -3.0% | |
| VST | A | -2.96% | |
| INTU | B | -2.95% | |
| V | A | -2.95% | |
| IWF | B | -2.91% | |
| FI | A | -2.91% | |
| BK | A | -2.88% | |
| PH | A | -2.87% | |
| CTAS | B | -2.84% | |
| GWW | B | -2.82% | |
| UBER | F | -2.8% | |
| NFLX | A | -2.78% | |
| PGR | A | -2.72% | |
| HD | B | -2.7% | |
| FTNT | C | -2.67% | |
| RMD | C | -2.65% | |
| FCNCA | A | -2.59% | |
| URI | C | -2.57% | |
| GPN | B | -2.51% | |
| IRM | C | -2.47% | |
| PAYX | B | -2.18% | |
| ADBE | C | -1.94% | |
| ARES | A | -1.81% |
IVES: Top Represented Industries & Keywords
RULE: Top Represented Industries & Keywords
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