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IVES vs EMPB

Dan IVES Wedbush AI Revolution ETF vs Efficient Market Portfolio Plus ETF

IVES

Dan IVES Wedbush AI Revolution ETF

Annual cost

0.75%

Fund size

$1.2B

EMPB

Efficient Market Portfolio Plus ETF

Annual cost

2.21%

Fund size

$21M

Key differences

IVES is an equity ETF, while EMPB is an alternative ETF. IVES charges 0.75% a year and EMPB 2.21%.

  • IVES is an equity fund, while EMPB is an alternative fund. They carry different risk/return profiles.
  • IVES follows a index tracking strategy; EMPB uses active selection.
  • IVES costs 1.46% less per year.
  • IVES is much larger than EMPB. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

IVESEMPB
Annual cost (TER)0.75%2.21%
Fund size (AUM)$1.2B$21M
Since20252024
Dividend yield0.77%
Asset classequityalternative
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+50.1%+20.4%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y26.47%11.34%
Max drawdown-22.64%-7.55%

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

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