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FMKT vs IVES

The Free Markets ETF vs Dan IVES Wedbush AI Revolution ETF

FMKT

The Free Markets ETF

Annual cost

0.76%

Fund size

$15M

IVES

Dan IVES Wedbush AI Revolution ETF

Annual cost

0.75%

Fund size

$1.2B

Key differences

Both FMKT and IVES are equity ETFs. FMKT charges 0.76% a year and IVES 0.75%. The main difference: FMKT follows a active selection strategy; IVES uses index tracking.

  • FMKT follows a active selection strategy; IVES uses index tracking.
  • IVES is much larger than FMKT. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

FMKTIVES
Annual cost (TER)0.76%0.75%
Fund size (AUM)$15M$1.2B
Since20252025
Dividend yield
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+50.1%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y26.47%
Max drawdown-17.79%-22.64%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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