IVES vs. WLDR ETF Comparison
Comparison of Wedbush ETFMG Global Cloud Technology ETF (IVES) to Affinity World Leaders Equity ETF (WLDR)
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
$44.57
Average Daily Volume
8,164
46
WLDR
Affinity World Leaders Equity ETF
WLDR Description
The investment seeks to provide investment results that correspond generally, before fees and expenses, to the performance of the Thomson Reuters StarMine Affinity World Leaders Index (the index). The fund normally invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities included in the index. The index is expected to consist of approximately 150 to 250 stocks of companies located in the U.S. and in at least three countries outside of the U.S. and may invest in up to 20 countries. It will be significantly invested in the securities of international companies in addition to securities of U.S. companies.Grade (RS Rating)
Last Trade
$30.01
Average Daily Volume
4,803
70
Performance
| Period | IVES | WLDR |
|---|---|---|
| 30 Days | -3.22% | -3.19% |
| 60 Days | -4.57% | 0.10% |
| 90 Days | 5.23% | 5.31% |
| 12 Months | 48.45% | 25.49% |
1 Overlapping Holdings
| Symbol | Grade | Weight in IVES | Weight in WLDR | Overlap | |
|---|---|---|---|---|---|
| NTAP | B | 3.33% | 3.04% | 3.04% |
IVES Overweight 45 Positions Relative to WLDR
| Symbol | Grade | Weight | |
|---|---|---|---|
| OTEX | F | 4.4% | |
| MSTR | D | 3.68% | |
| ESTC | B | 3.65% | |
| IOT | B | 2.98% | |
| DDOG | B | 2.87% | |
| PSTG | C | 2.85% | |
| NTNX | C | 2.79% | |
| NET | C | 2.64% | |
| SMCI | D | 2.59% | |
| OKTA | C | 2.59% | |
| MDB | D | 2.45% | |
| GDS | B | 1.86% | |
| INFA | D | 1.78% | |
| CFLT | F | 1.7% | |
| GTLB | D | 1.66% | |
| DBX | F | 1.56% | |
| APPF | B | 1.46% | |
| HCP | A | 1.16% | |
| SMAR | D | 0.99% | |
| KC | D | 0.92% | |
| KD | D | 0.88% | |
| CVLT | A | 0.8% | |
| FROG | C | 0.8% | |
| BLKB | A | 0.79% | |
| BOX | F | 0.74% | |
| TDC | D | 0.68% | |
| NCNO | D | 0.64% | |
| DOCN | D | 0.57% | |
| RNG | D | 0.53% | |
| APPN | F | 0.51% | |
| ZETA | A | 0.5% | |
| JAMF | A | 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 | F | 0.15% | |
| BLZE | C | 0.07% | |
| RXT | D | 0.07% | |
| UIS | C | 0.07% | |
| EGHT | F | 0.06% | |
| DOMO | F | 0.05% |
IVES Underweight 69 Positions Relative to WLDR
| Symbol | Grade | Weight | |
|---|---|---|---|
| AMAT | C | -3.41% | |
| DELL | A | -3.12% | |
| HPQ | F | -3.06% | |
| META | D | -2.67% | |
| AZO | D | -2.52% | |
| WSM | A | -2.35% | |
| EBAY | B | -1.93% | |
| APP | A | -1.91% | |
| IBM | D | -1.89% | |
| JPM | A | -1.87% | |
| SSNC | C | -1.84% | |
| DOCU | A | -1.83% | |
| CTSH | F | -1.79% | |
| MRK | B | -1.51% | |
| VZ | D | -1.44% | |
| CMCSA | F | -1.42% | |
| OMC | B | -1.31% | |
| BRK.A | D | -1.18% | |
| CAT | D | -1.07% | |
| EMN | B | -1.06% | |
| MCK | B | -1.06% | |
| ELV | B | -1.04% | |
| SYF | A | -1.02% | |
| CARR | A | -1.01% | |
| BK | B | -1.0% | |
| VTRS | C | -0.95% | |
| CI | B | -0.94% | |
| TROW | C | -0.94% | |
| PCAR | D | -0.92% | |
| CAH | D | -0.92% | |
| CNM | A | -0.87% | |
| CNC | D | -0.85% | |
| HCA | D | -0.83% | |
| KR | B | -0.83% | |
| ACI | C | -0.78% | |
| FANG | B | -0.77% | |
| MPC | B | -0.74% | |
| PSX | D | -0.72% | |
| TEVA | B | -0.71% | |
| VLO | B | -0.71% | |
| RCL | A | -0.71% | |
| STLA | D | -0.69% | |
| HMC | C | -0.66% | |
| UAL | B | -0.62% | |
| MO | A | -0.6% | |
| MGM | F | -0.59% | |
| DAL | A | -0.58% | |
| ALL | B | -0.57% | |
| ETR | A | -0.53% | |
| URI | D | -0.52% | |
| RGA | A | -0.51% | |
| RNR | D | -0.51% | |
| AER | A | -0.51% | |
| VST | A | -0.5% | |
| CCEP | A | -0.49% | |
| EVRG | A | -0.49% | |
| TSN | A | -0.49% | |
| F | B | -0.47% | |
| HOOD | B | -0.46% | |
| LEN | C | -0.44% | |
| TAP | F | -0.44% | |
| PHM | A | -0.43% | |
| TOL | B | -0.41% | |
| SPG | D | -0.4% | |
| VICI | C | -0.38% | |
| DOC | A | -0.37% | |
| HST | D | -0.37% | |
| STLD | D | -0.28% | |
| RS | D | -0.24% |
IVES: Top Represented Industries & Keywords
WLDR: Top Represented Industries & Keywords
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