IVES vs. WLTG ETF Comparison
Comparison of Wedbush ETFMG Global Cloud Technology ETF (IVES) to WealthTrust DBS Long Term Growth ETF (WLTG)
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
WLTG
WealthTrust DBS Long Term Growth ETF
WLTG Description
The fund seeks long-term growth of capital and providing dividend income. The Fund’s investment strategy is based on the belief that long term superior performance of a portfolio is driven by two factors: tactical allocation- accomplished by identifying positive trends for asset classes, sectors, and industries; and equity stock selection- based on quantitative analysis with an emphasis on earnings.Grade (RS Rating)
Last Trade
$30.26
Average Daily Volume
2,017
34
Performance
| Period | IVES | WLTG |
|---|---|---|
| 30 Days | 7.17% | 2.28% |
| 60 Days | 5.41% | 5.32% |
| 90 Days | 7.27% | 7.02% |
| 12 Months | 43.26% | 35.28% |
IVES Overweight 29 Positions Relative to WLTG
| Symbol | Grade | Weight | |
|---|---|---|---|
| TEAM | A | 3.08% | |
| CFLT | B | 2.89% | |
| MRVL | B | 2.71% | |
| GTLB | B | 2.56% | |
| APPN | B | 2.53% | |
| DELL | B | 2.43% | |
| CDNS | B | 2.38% | |
| SNPS | B | 2.38% | |
| ORCL | A | 2.38% | |
| MDB | B | 2.36% | |
| SNOW | B | 2.35% | |
| INTC | C | 2.29% | |
| CIEN | C | 2.28% | |
| HPE | B | 2.26% | |
| HPQ | B | 2.21% | |
| MU | D | 2.18% | |
| DDOG | A | 2.16% | |
| HCP | B | 2.15% | |
| ANET | C | 2.14% | |
| JNPR | D | 2.13% | |
| NTAP | C | 2.1% | |
| QCOM | F | 2.08% | |
| WDC | D | 2.07% | |
| IBM | C | 2.0% | |
| DOCN | C | 1.92% | |
| AMD | F | 1.8% | |
| BABA | D | 1.7% | |
| MPWR | F | 1.48% | |
| SMCI | F | 1.13% |
IVES Underweight 27 Positions Relative to WLTG
| Symbol | Grade | Weight | |
|---|---|---|---|
| BILS | A | -11.73% | |
| QQQ | B | -11.36% | |
| RSP | A | -6.6% | |
| META | D | -3.85% | |
| NFLX | A | -3.59% | |
| RCL | A | -3.09% | |
| LNG | A | -2.71% | |
| IWB | A | -2.5% | |
| LLY | F | -2.23% | |
| IBKR | A | -2.1% | |
| EME | A | -1.92% | |
| COST | A | -1.91% | |
| SYF | B | -1.71% | |
| PGR | A | -1.69% | |
| HAL | C | -1.6% | |
| BLDR | D | -1.55% | |
| BK | A | -1.55% | |
| CAT | B | -1.52% | |
| PHM | D | -1.5% | |
| LHX | C | -1.48% | |
| RTX | D | -1.42% | |
| LEN | D | -1.27% | |
| TSM | B | -1.18% | |
| LDOS | C | -0.96% | |
| REGN | F | -0.92% | |
| ARM | F | -0.83% | |
| VRTX | D | -0.03% |
IVES: Top Represented Industries & Keywords
WLTG: Top Represented Industries & Keywords
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