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TEC vs IVES

Harbor Transformative Technologies ETF vs Dan IVES Wedbush AI Revolution ETF

TEC

Harbor Transformative Technologies ETF

Annual cost

0.69%

Fund size

$7M

IVES

Dan IVES Wedbush AI Revolution ETF

Annual cost

0.75%

Fund size

$1.2B

Key differences

Both TEC and IVES are equity ETFs. TEC charges 0.69% a year and IVES 0.75%. The main difference: TEC follows a active selection strategy; IVES uses index tracking.

  • TEC follows a active selection strategy; IVES uses index tracking.
  • TEC costs 0.06% less per year.
  • IVES is much larger than TEC. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

TECIVES
Annual cost (TER)0.69%0.75%
Fund size (AUM)$7M$1.2B
Since20252025
Dividend yield0.00%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+32.6%+47.9%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y20.75%26.47%
Max drawdown-17.50%-22.64%

Similar to TEC and IVES