IYZ vs. IVES ETF Comparison

Comparison of iShares U.S. Telecommunications ETF (IYZ) to Wedbush ETFMG Global Cloud Technology ETF (IVES)
IYZ

iShares U.S. Telecommunications ETF

IYZ Description

The investment seeks to track the investment results of an index composed of U.S. equities in the telecommunications sector. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Dow Jones U.S. Select Telecommunications Index (the "underlying index"), which measures the performance of the telecommunications sector of the U.S. equity market. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$20.69

Average Daily Volume

569,905

Number of Holdings *

19

* may have additional holdings in another (foreign) market
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

$42.41

Average Daily Volume

9,081

Number of Holdings *

46

* may have additional holdings in another (foreign) market
Performance
Period IYZ IVES
30 Days -4.91% -9.60%
60 Days -5.09% -4.92%
90 Days -9.50% 3.96%
12 Months -2.87% 34.31%
0 Overlapping Holdings
Symbol Grade Weight in IYZ Weight in IVES Overlap
IYZ Overweight 19 Positions Relative to IVES
Symbol Grade Weight
CSCO D 17.29%
VZ A 14.9%
CMCSA D 13.84%
T B 4.49%
MSI A 4.19%
TMUS B 4.16%
ANET D 4.06%
CHTR F 3.64%
FYBR D 3.64%
JNPR C 3.63%
ROKU F 3.51%
UI F 3.43%
CABO D 3.19%
VSAT F 3.18%
IRDM D 3.16%
LITE F 3.14%
LBRDK F 2.78%
CIEN F 2.71%
LBRDA F 0.39%
IYZ Underweight 46 Positions Relative to IVES
Symbol Grade Weight
OTEX D -4.4%
MSTR B -4.04%
NTAP B -3.35%
ESTC D -3.35%
SMCI D -2.99%
PSTG B -2.87%
NTNX B -2.85%
NET D -2.82%
IOT D -2.77%
DDOG C -2.73%
OKTA D -2.7%
MDB F -2.31%
INFA A -2.05%
CFLT F -1.71%
GTLB F -1.69%
GDS F -1.69%
APPF D -1.52%
DBX F -1.46%
SMAR F -0.98%
HCP F -0.96%
KD C -0.93%
KC F -0.92%
FROG D -0.82%
CVLT C -0.78%
BLKB A -0.73%
BOX D -0.73%
NCNO D -0.72%
TDC F -0.68%
DOCN F -0.62%
RNG F -0.57%
APPN D -0.55%
ZETA A -0.48%
NABL D -0.43%
JAMF B -0.43%
INTA F -0.42%
PDFS F -0.39%
VNET F -0.36%
SWI C -0.35%
FSLY F -0.34%
EVBG A -0.26%
GDYN F -0.16%
RXT F -0.07%
BLZE D -0.07%
UIS D -0.07%
EGHT F -0.06%
DOMO F -0.06%
Compare ETFs