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IVES vs FMKT

Dan IVES Wedbush AI Revolution ETF vs The Free Markets ETF

IVES

Dan IVES Wedbush AI Revolution ETF

Annual cost

0.75%

Fund size

$1.2B

FMKT

The Free Markets ETF

Annual cost

0.76%

Fund size

$15M

Key differences

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

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

Side-by-side comparison

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

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

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