IVES vs. DVLU ETF Comparison
Comparison of Wedbush ETFMG Global Cloud Technology ETF (IVES) to First Trust Dorsey Wright Momentum & Value ETF (DVLU)
IVES
Wedbush ETFMG Global Cloud Technology ETF
IVES Description
The Wedbush ETFMG Global Cloud Technology ETF (IVES) largely holds the “undercover gems” of cloud-based technology. The Fund’s investment objective seeks to provide investment results that, before fees and expenses, correspond generally to the price and yield performance of the Dan Ives Global Cloud Technology Prime Index. The Dan Ives Global Cloud Technology Prime Index (the “Index”) is an Index of Prime Indexes, a division of Level ETF Ventures LLC. The Index has been created to provide investors with a reference measure that enables them to track both event-driven news and long-term trends of cloud technology companies. The Index is designed to include the securities of companies across the globe engaged in providing infrastructure, equipment, connectivity, data back-up and storage services as well as data center management for enterprise-based software applications. Additionally, the constituents engaged in providing cloud-based software platforms that enable businesses to move data and software applications onto the cloud – cloud-enabling Software as a Service (SaaS) technologies. These companies are known collectively as “Cloud Technology Companies.”
Grade (RS Rating)
Last Trade
$49.21
Average Daily Volume
1,131
36
DVLU
First Trust Dorsey Wright Momentum & Value ETF
DVLU Description
The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an index called the Dorsey Wright Momentum Plus Value Index (the "index"). Under normal conditions, the fund will invest at least 90% of its net assets (including investment borrowings) in the equity securities that comprise the index. The index is a rules-based equity index designed to track the overall performance of the 50 most undervalued stocks comprising the NASDAQ US Large Mid Index that exhibit high levels of "relative strength." The fund is non-diversified.Grade (RS Rating)
Last Trade
$32.34
Average Daily Volume
4,684
50
Performance
| Period | IVES | DVLU |
|---|---|---|
| 30 Days | 7.17% | 4.63% |
| 60 Days | 5.41% | 4.77% |
| 90 Days | 7.27% | 6.59% |
| 12 Months | 43.26% | 38.44% |
1 Overlapping Holdings
| Symbol | Grade | Weight in IVES | Weight in DVLU | Overlap | |
|---|---|---|---|---|---|
| DELL | C | 2.43% | 2.92% | 2.43% |
IVES Overweight 35 Positions Relative to DVLU
| Symbol | Grade | Weight | |
|---|---|---|---|
| SNOW | C | 3.15% | |
| TEAM | A | 3.13% | |
| CFLT | B | 3.13% | |
| VRT | B | 2.83% | |
| GTLB | B | 2.72% | |
| MRVL | B | 2.67% | |
| MDB | C | 2.5% | |
| DDOG | A | 2.47% | |
| NVDA | C | 2.47% | |
| APPN | B | 2.4% | |
| CDNS | B | 2.4% | |
| ORCL | B | 2.37% | |
| SNPS | B | 2.35% | |
| INTC | D | 2.28% | |
| AMZN | C | 2.24% | |
| HPQ | B | 2.22% | |
| HPE | B | 2.22% | |
| NTAP | C | 2.16% | |
| CIEN | B | 2.15% | |
| ANET | C | 2.15% | |
| MU | D | 2.12% | |
| AAPL | C | 2.12% | |
| GOOGL | C | 2.11% | |
| HCP | B | 2.1% | |
| MSFT | F | 2.09% | |
| WDC | D | 2.09% | |
| IBM | C | 2.07% | |
| AVGO | D | 1.95% | |
| QCOM | F | 1.94% | |
| JNPR | F | 1.92% | |
| DOCN | D | 1.91% | |
| AMD | F | 1.69% | |
| BABA | D | 1.56% | |
| SMCI | F | 1.52% | |
| MPWR | F | 1.29% |
IVES Underweight 49 Positions Relative to DVLU
| Symbol | Grade | Weight | |
|---|---|---|---|
| COF | B | -3.43% | |
| RGA | A | -3.13% | |
| CAH | B | -3.1% | |
| JXN | C | -3.09% | |
| TMHC | B | -3.05% | |
| TRV | B | -2.93% | |
| INGR | B | -2.78% | |
| KBH | D | -2.78% | |
| OC | A | -2.77% | |
| AIG | B | -2.76% | |
| BPOP | B | -2.7% | |
| TOL | B | -2.69% | |
| MTH | D | -2.66% | |
| FCNCA | A | -2.63% | |
| THC | D | -2.63% | |
| UHS | D | -2.44% | |
| MHK | D | -2.43% | |
| PHM | D | -2.33% | |
| CB | C | -2.19% | |
| LEN | D | -2.18% | |
| DHI | D | -2.15% | |
| WAL | B | -2.14% | |
| NRG | B | -2.11% | |
| ALL | A | -2.09% | |
| SF | B | -1.99% | |
| GS | A | -1.83% | |
| JLL | D | -1.83% | |
| USFD | A | -1.75% | |
| JPM | A | -1.72% | |
| MTG | C | -1.69% | |
| JEF | A | -1.66% | |
| ACGL | D | -1.64% | |
| WRB | A | -1.54% | |
| KMI | A | -1.49% | |
| OKE | A | -1.46% | |
| AYI | B | -1.32% | |
| EME | C | -1.26% | |
| FLR | B | -1.22% | |
| HCA | F | -1.16% | |
| CBRE | B | -1.14% | |
| KEX | C | -1.1% | |
| AFL | B | -1.09% | |
| DKS | C | -1.07% | |
| MUSA | A | -1.03% | |
| DVA | B | -1.02% | |
| CASY | A | -1.01% | |
| AM | A | -0.99% | |
| NSIT | F | -0.92% | |
| CACI | D | -0.81% |
IVES: Top Represented Industries & Keywords
DVLU: Top Represented Industries & Keywords
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