IVES vs. XSW ETF Comparison
Comparison of Wedbush ETFMG Global Cloud Technology ETF (IVES) to SPDR S&P Software & Services ETF (XSW)
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
XSW
SPDR S&P Software & Services ETF
XSW Description
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of an index derived from the computer software segment of a U.S. total market composite index. In seeking to track the performance of the S&P Software & Services Select Industry Index (the "index"), the fund employs a replication strategy. It generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index represents the software and services industry group of the S&P Total Stock Market Index ("S&P TMI"). The fund is non-diversified.Grade (RS Rating)
Last Trade
$194.96
Average Daily Volume
13,855
133
Performance
| Period | IVES | XSW |
|---|---|---|
| 30 Days | 7.17% | 19.12% |
| 60 Days | 5.41% | 22.87% |
| 90 Days | 7.27% | 24.41% |
| 12 Months | 43.26% | 45.80% |
11 Overlapping Holdings
| Symbol | Grade | Weight in IVES | Weight in XSW | Overlap | |
|---|---|---|---|---|---|
| APPN | B | 2.4% | 0.73% | 0.73% | |
| CDNS | B | 2.4% | 0.68% | 0.68% | |
| CFLT | B | 3.13% | 0.87% | 0.87% | |
| DDOG | A | 2.47% | 0.71% | 0.71% | |
| GTLB | B | 2.72% | 0.67% | 0.67% | |
| HCP | B | 2.1% | 0.6% | 0.6% | |
| IBM | C | 2.07% | 0.59% | 0.59% | |
| MSFT | F | 2.09% | 0.59% | 0.59% | |
| ORCL | B | 2.37% | 0.7% | 0.7% | |
| SNPS | B | 2.35% | 0.68% | 0.68% | |
| TEAM | A | 3.13% | 0.93% | 0.93% |
IVES Overweight 25 Positions Relative to XSW
| Symbol | Grade | Weight | |
|---|---|---|---|
| SNOW | C | 3.15% | |
| VRT | B | 2.83% | |
| MRVL | B | 2.67% | |
| MDB | C | 2.5% | |
| NVDA | C | 2.47% | |
| DELL | C | 2.43% | |
| 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% | |
| WDC | D | 2.09% | |
| 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 122 Positions Relative to XSW
| Symbol | Grade | Weight | |
|---|---|---|---|
| APP | B | -1.52% | |
| MSTR | C | -1.39% | |
| CIFR | B | -1.29% | |
| RIOT | C | -1.06% | |
| NNBR | C | -1.04% | |
| BILL | A | -1.04% | |
| WULF | C | -1.04% | |
| PLTR | B | -1.02% | |
| CLSK | C | -0.96% | |
| RBRK | A | -0.88% | |
| FRSH | C | -0.88% | |
| DOCU | A | -0.87% | |
| HUBS | A | -0.86% | |
| NCNO | B | -0.85% | |
| FIVN | C | -0.85% | |
| VERX | B | -0.84% | |
| QTWO | A | -0.83% | |
| PEGA | A | -0.81% | |
| CRM | B | -0.81% | |
| CRWD | B | -0.81% | |
| MARA | C | -0.81% | |
| IDCC | A | -0.81% | |
| PRO | C | -0.79% | |
| RNG | B | -0.78% | |
| SOUN | C | -0.78% | |
| FTNT | C | -0.78% | |
| INTA | A | -0.77% | |
| ZM | B | -0.76% | |
| OLO | B | -0.76% | |
| CWAN | B | -0.76% | |
| WK | B | -0.76% | |
| PCOR | B | -0.76% | |
| BL | B | -0.75% | |
| KD | B | -0.75% | |
| ALKT | B | -0.75% | |
| FICO | B | -0.75% | |
| AGYS | A | -0.74% | |
| EPAM | C | -0.74% | |
| ZS | C | -0.74% | |
| NTNX | A | -0.73% | |
| ASAN | C | -0.73% | |
| RPD | C | -0.73% | |
| ATEN | B | -0.73% | |
| S | B | -0.73% | |
| CVLT | B | -0.72% | |
| TTWO | A | -0.72% | |
| ESTC | C | -0.72% | |
| QLYS | C | -0.72% | |
| PRGS | A | -0.71% | |
| ALTR | B | -0.71% | |
| AI | B | -0.71% | |
| DJCO | B | -0.71% | |
| ADSK | A | -0.71% | |
| NOW | A | -0.71% | |
| RBLX | C | -0.7% | |
| PANW | C | -0.7% | |
| DV | C | -0.7% | |
| ACIW | B | -0.7% | |
| GWRE | A | -0.69% | |
| GEN | B | -0.69% | |
| PD | C | -0.68% | |
| DBX | B | -0.68% | |
| VYX | B | -0.67% | |
| IOT | A | -0.67% | |
| BLND | B | -0.67% | |
| EA | A | -0.67% | |
| MITK | C | -0.67% | |
| ZUO | B | -0.67% | |
| PLTK | B | -0.67% | |
| PTC | A | -0.67% | |
| SWI | B | -0.66% | |
| RAMP | C | -0.66% | |
| ALRM | C | -0.66% | |
| WDAY | B | -0.66% | |
| INTU | C | -0.65% | |
| ANSS | B | -0.65% | |
| IT | C | -0.65% | |
| PATH | C | -0.65% | |
| MANH | D | -0.65% | |
| DT | C | -0.64% | |
| TENB | C | -0.64% | |
| ACN | C | -0.64% | |
| TYL | B | -0.64% | |
| CTSH | B | -0.64% | |
| SMAR | A | -0.64% | |
| BOX | B | -0.63% | |
| BRZE | C | -0.63% | |
| SPT | C | -0.63% | |
| TDC | D | -0.63% | |
| AUR | C | -0.63% | |
| OSPN | A | -0.63% | |
| DXC | B | -0.63% | |
| DLB | B | -0.62% | |
| YEXT | A | -0.62% | |
| ASGN | F | -0.62% | |
| ROP | B | -0.62% | |
| APPF | B | -0.62% | |
| QXO | D | -0.62% | |
| CXM | C | -0.61% | |
| GDYN | B | -0.61% | |
| BLKB | B | -0.61% | |
| SEMR | B | -0.61% | |
| ADBE | C | -0.6% | |
| INFA | D | -0.6% | |
| ENV | B | -0.6% | |
| VRNT | C | -0.59% | |
| MLNK | B | -0.59% | |
| BSY | D | -0.59% | |
| VRNS | D | -0.59% | |
| U | C | -0.58% | |
| SPSC | C | -0.58% | |
| IBUY | A | -0.55% | |
| NABL | F | -0.53% | |
| JAMF | F | -0.52% | |
| YOU | D | -0.52% | |
| WEAV | B | -0.46% | |
| ETWO | F | -0.44% | |
| CCSI | C | -0.4% | |
| HCKT | B | -0.4% | |
| ZETA | D | -0.39% | |
| DMRC | C | -0.39% | |
| LGTY | D | -0.26% |
IVES: Top Represented Industries & Keywords
XSW: Top Represented Industries & Keywords
Compare ETFs
