IVES vs. FDG ETF Comparison
Comparison of Wedbush ETFMG Global Cloud Technology ETF (IVES) to American Century Focused Dynamic Growth ETF (FDG)
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
FDG
American Century Focused Dynamic Growth ETF
FDG Description
The investment seeks long-term capital growth. The fund will invest primarily in securities of large cap companies, but may invest in companies of any market capitalization. It normally invests in a relatively limited number of companies, generally 30 to 45 securities, but may incorporate more securities to account for liquidity constraints. The fund will invest principally in U.S. exchange-listed common stocks and American Depositary Receipts (ADRs).Grade (RS Rating)
Last Trade
$102.82
Average Daily Volume
15,268
37
Performance
| Period | IVES | FDG |
|---|---|---|
| 30 Days | 7.17% | 9.47% |
| 60 Days | 5.41% | 12.29% |
| 90 Days | 7.27% | 12.93% |
| 12 Months | 43.26% | 54.64% |
IVES Overweight 31 Positions Relative to FDG
| Symbol | Grade | Weight | |
|---|---|---|---|
| TEAM | A | 3.08% | |
| CFLT | B | 2.89% | |
| MRVL | B | 2.71% | |
| GTLB | B | 2.56% | |
| APPN | B | 2.53% | |
| VRT | B | 2.52% | |
| DELL | C | 2.43% | |
| SNPS | B | 2.38% | |
| ORCL | B | 2.38% | |
| MDB | C | 2.36% | |
| SNOW | C | 2.35% | |
| GOOGL | C | 2.33% | |
| INTC | D | 2.29% | |
| CIEN | B | 2.28% | |
| HPE | B | 2.26% | |
| HPQ | A | 2.21% | |
| MU | D | 2.18% | |
| DDOG | A | 2.16% | |
| HCP | B | 2.15% | |
| AVGO | D | 2.14% | |
| ANET | C | 2.14% | |
| JNPR | F | 2.13% | |
| AAPL | C | 2.12% | |
| NTAP | C | 2.1% | |
| QCOM | F | 2.08% | |
| WDC | D | 2.07% | |
| IBM | C | 2.0% | |
| DOCN | D | 1.92% | |
| AMD | F | 1.8% | |
| BABA | D | 1.7% | |
| SMCI | F | 1.13% |
IVES Underweight 32 Positions Relative to FDG
| Symbol | Grade | Weight | |
|---|---|---|---|
| TSLA | B | -6.4% | |
| META | D | -5.7% | |
| GOOG | C | -5.17% | |
| CRM | B | -3.98% | |
| NFLX | A | -3.67% | |
| MA | C | -3.27% | |
| CMG | B | -3.16% | |
| REGN | F | -3.09% | |
| ALNY | D | -3.03% | |
| ISRG | A | -2.59% | |
| STZ | D | -2.18% | |
| ARGX | A | -1.91% | |
| SQ | A | -1.74% | |
| WHD | B | -1.73% | |
| SHOP | B | -1.69% | |
| HUBS | A | -1.68% | |
| OKTA | C | -1.63% | |
| ASND | D | -1.32% | |
| RKLB | B | -1.15% | |
| WAB | B | -1.15% | |
| BPMC | C | -1.14% | |
| DOCU | A | -0.94% | |
| V | A | -0.93% | |
| DASH | A | -0.78% | |
| PCTY | B | -0.76% | |
| ARM | D | -0.7% | |
| VRSK | A | -0.69% | |
| GGG | B | -0.46% | |
| SAM | C | -0.34% | |
| SPGI | C | -0.34% | |
| KNSL | B | -0.15% | |
| SPOT | B | -0.07% |
IVES: Top Represented Industries & Keywords
FDG: Top Represented Industries & Keywords
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