IVES vs. YLDE ETF Comparison
Comparison of Wedbush ETFMG Global Cloud Technology ETF (IVES) to ClearBridge Dividend Strategy ESG ETF (YLDE)
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
YLDE
ClearBridge Dividend Strategy ESG ETF
YLDE Description
The investment seeks dividend income, growth of dividend income and long-term capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets, plus borrowings for investment purposes, if any, in dividend-paying stocks or other instruments with similar economic characteristics that offer the potential for income growth and capital appreciation over time and that meet its financial and environmental, social and governance (ESG) criteria. The fund may also invest in companies that the subadviser believes are making substantial progress toward becoming a leader in ESG policies.Grade (RS Rating)
Last Trade
$51.93
Average Daily Volume
2,708
50
Performance
| Period | IVES | YLDE |
|---|---|---|
| 30 Days | 7.17% | 0.90% |
| 60 Days | 5.41% | 4.08% |
| 90 Days | 7.27% | 7.91% |
| 12 Months | 43.26% | 24.07% |
IVES Overweight 31 Positions Relative to YLDE
| Symbol | Grade | Weight | |
|---|---|---|---|
| TEAM | A | 3.08% | |
| CFLT | C | 2.89% | |
| MRVL | B | 2.71% | |
| GTLB | B | 2.56% | |
| NVDA | B | 2.55% | |
| APPN | B | 2.53% | |
| VRT | A | 2.52% | |
| DELL | C | 2.43% | |
| AMZN | B | 2.4% | |
| CDNS | B | 2.38% | |
| SNPS | C | 2.38% | |
| MDB | C | 2.36% | |
| SNOW | C | 2.35% | |
| INTC | C | 2.29% | |
| CIEN | B | 2.28% | |
| HPE | B | 2.26% | |
| HPQ | B | 2.21% | |
| MU | D | 2.18% | |
| DDOG | B | 2.16% | |
| HCP | B | 2.15% | |
| ANET | C | 2.14% | |
| JNPR | D | 2.13% | |
| NTAP | D | 2.1% | |
| QCOM | F | 2.08% | |
| WDC | F | 2.07% | |
| IBM | D | 2.0% | |
| DOCN | D | 1.92% | |
| AMD | F | 1.8% | |
| BABA | D | 1.7% | |
| MPWR | F | 1.48% | |
| SMCI | F | 1.13% |
IVES Underweight 45 Positions Relative to YLDE
| Symbol | Grade | Weight | |
|---|---|---|---|
| WMB | A | -4.01% | |
| SRE | A | -3.51% | |
| JPM | A | -3.35% | |
| APO | A | -3.26% | |
| CMCSA | B | -3.03% | |
| TMUS | A | -2.91% | |
| V | A | -2.78% | |
| TRV | A | -2.73% | |
| BDX | F | -2.73% | |
| LIN | D | -2.46% | |
| KMI | A | -2.42% | |
| VMC | B | -2.38% | |
| COF | A | -2.1% | |
| AVB | A | -1.94% | |
| KO | D | -1.84% | |
| MET | A | -1.79% | |
| UNP | D | -1.68% | |
| HLN | D | -1.68% | |
| UNH | B | -1.65% | |
| AMT | D | -1.63% | |
| HON | A | -1.61% | |
| WM | B | -1.6% | |
| MRK | F | -1.58% | |
| PG | C | -1.57% | |
| HD | A | -1.52% | |
| SAP | C | -1.5% | |
| EQT | A | -1.4% | |
| APD | A | -1.38% | |
| EIX | C | -1.37% | |
| PNC | A | -1.33% | |
| JNJ | D | -1.25% | |
| DTE | C | -1.21% | |
| CSCO | B | -1.18% | |
| SBUX | A | -1.15% | |
| AZN | F | -1.12% | |
| PSA | C | -1.02% | |
| FCX | F | -0.94% | |
| PPG | F | -0.89% | |
| AIG | B | -0.88% | |
| NUE | D | -0.87% | |
| GILD | B | -0.81% | |
| GM | A | -0.79% | |
| DIS | A | -0.77% | |
| TXN | C | -0.68% | |
| UPS | C | -0.47% |
IVES: Top Represented Industries & Keywords
YLDE: Top Represented Industries & Keywords
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