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IVES vs DGCB

Comparison between Wedbush ETFMG Global Cloud Technology ETF (IVES, ETF) and DIMENSIONAL GLOBAL CREDIT ETF (DGCB, ETF).

IVES vs DGCB - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IVES
$1.10B
DGCB
$1.10B
Expense Ratio
IVES
0.75%
Winner
DGCB
0.20%
Max Drawdown
IVES
22.95%
Winner
DGCB
5.78%
Sharpe Ratio
Winner
IVES
1.24
DGCB
0.16
5Y Beta
IVES
1.78
Winner
DGCB
0.09
P/E Ratio
IVES
98.60
DGCB
N/A
Forward P/E
IVES
11.98
DGCB
N/A
Debt to Equity
IVES
76.87%
DGCB
N/A
P/S Ratio
IVES
1.46
DGCB
N/A
P/B Ratio
IVES
3.68
DGCB
N/A

IVES vs DGCB - Historical Returns

Returns include dividend reinvestment.

1M
IVES
-1.98%
Winner
DGCB
-0.66%
3M
Winner
IVES
+20.20%
DGCB
-0.02%
6M
Winner
IVES
+14.80%
DGCB
+0.29%
1Y
Winner
IVES
+39.53%
DGCB
+4.44%
Max(CAGR)
Winner
IVES
+42.90%
DGCB
+6.59%

IVES vs DGCB - Annual Returns (2023 - 2026)

Returns include dividend reinvestment.

YearIVESDGCB
2026+17.34%+1.05%
2025+25.06%+6.67%
2024N/A+4.23%
2023N/A+6.14%

IVES vs DGCB Drawdown Comparison

The maximum drawdown for IVES was -22.64%, occurring on Mar 30, 2026. Recovery took 129 trading sessions.

The maximum drawdown for DGCB was -3.50%, occurring on Jan 13, 2025. Recovery took 102 trading sessions.

The current IVES drawdown is -10.02%. The current DGCB drawdown is -1.25%.

RankIVESDGCB
#1-22.64%
Oct 29, 2025 - May 6, 2026
-3.50%
Oct 1, 2024 - Feb 28, 2025
#2-14.02%
Jun 1, 2026 - Jun 25, 2026
-3.13%
Mar 3, 2025 - Jun 4, 2025
#3-4.63%
Aug 13, 2025 - Aug 28, 2025
-3.08%
Feb 27, 2026 - Jun 24, 2026
#4-4.26%
Jul 28, 2025 - Aug 13, 2025
-2.14%
Feb 1, 2024 - May 15, 2024
#5-4.20%
Oct 8, 2025 - Oct 24, 2025
-1.54%
Dec 27, 2023 - Feb 1, 2024
#6-3.33%
May 14, 2026 - May 21, 2026
-1.32%
Jun 29, 2026 - Jul 13, 2026
#7-2.61%
Jul 3, 2025 - Jul 17, 2025
-1.21%
May 15, 2024 - Jun 3, 2024
#8-2.49%
Sep 22, 2025 - Oct 1, 2025
-1.16%
Oct 27, 2025 - Jan 14, 2026
#9-1.81%
Jun 30, 2025 - Jul 3, 2025
-1.15%
Aug 2, 2024 - Aug 14, 2024
#10-1.64%
Jun 12, 2025 - Jun 16, 2025
-1.09%
Jun 13, 2024 - Jul 5, 2024
#11-1.61%
May 11, 2026 - May 14, 2026
-0.85%
Jun 5, 2024 - Jun 13, 2024
#12-1.57%
Aug 28, 2025 - Sep 5, 2025
-0.85%
Jul 3, 2025 - Jul 29, 2025
#13-1.41%
Jun 16, 2025 - Jun 24, 2025
-0.72%
Jul 17, 2024 - Jul 29, 2024
#14-1.32%
Oct 6, 2025 - Oct 8, 2025
-0.62%
Sep 24, 2024 - Oct 1, 2024
#15-1.04%
Jul 18, 2025 - Jul 23, 2025
-0.58%
Sep 11, 2025 - Oct 2, 2025

Correlation

Correlation between IVES and DGCB is 0.72 which considered as a strong positive correlation - the stocks tend to move together.

0.72
-101

Dividend Comparison (2023 - 2026)

IVES vs DGCB dividend yield comparison.

YearIVESDGCB
20260.00%1.16%
20250.41%3.43%
20240.00%4.72%
20230.00%0.63%

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