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IVES vs BLOK

Dan IVES Wedbush AI Revolution ETF vs Amplify Blockchain Technology ETF

IVES

Dan IVES Wedbush AI Revolution ETF

Annual cost

0.75%

Fund size

$997M

BLOK

Amplify Blockchain Technology ETF

Annual cost

0.70%

Fund size

$1.2B

Key differences

  • BLOK costs 0.05% less per year.
  • IVES follows a index tracking strategy; BLOK uses active selection.
  • BLOK has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IVESBLOK
Annual cost (TER)0.75%0.70%
Fund size (AUM)$997M$1.2B
Since20252018
Dividend yield0.69%
Asset classequityequity
Regionnorth america
Strategyindex trackingactive selection
CAGR 1YN/A+37.0%
CAGR 3YN/A+53.5%
CAGR 5YN/A+13.7%
Sharpe 3YN/A1.18
Volatility 1Y38.40%
Max drawdown-22.64%-73.33%

Similar to IVES and BLOK