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IVES vs AIVC

Dan IVES Wedbush AI Revolution ETF vs Amplify Bloomberg AI Value Chain ETF

IVES

Dan IVES Wedbush AI Revolution ETF

Wedbush Funds

Annual cost

0.75%

Fund size

$997M

AIVC

Amplify Bloomberg AI Value Chain ETF

Amplify ETFs

Annual cost

0.59%

Fund size

$44M

Key differences

  • AIVC costs 0.16% less per year.
  • IVES is significantly larger than AIVC — larger funds tend to be more liquid and less likely to close.
  • AIVC has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IVESAIVC
Annual cost (TER)0.75%0.59%
Fund size (AUM)$997M$44M
Since20252016
Dividend yield0.13%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1YN/A+121.6%
CAGR 3YN/A+48.5%
CAGR 5YN/A+18.5%
Sharpe 3YN/A1.41
Volatility 1Y28.89%
Max drawdown-22.64%-56.11%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to IVES and AIVC