IVES vs DMXF
Comparison between Wedbush ETFMG Global Cloud Technology ETF (IVES, ETF) and ISHARES ESG ADVANCED MSCI EAFE ETF (DMXF, ETF).
IVES vs DMXF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IVES
$997M
DMXF
$992M
Expense Ratio
IVES
0.75%
Winner
DMXF
0.12%
Max Drawdown
Winner
IVES
22.95%
DMXF
36.29%
Sharpe Ratio
Winner
IVES
1.48
DMXF
0.74
5Y Beta
IVES
1.79
Winner
DMXF
0.81
P/E Ratio
IVES
117.91
DMXF
N/A
Forward P/E
IVES
9.05
DMXF
N/A
5Y Dividends CAGR
IVES
N/A
DMXF
87.16%
Debt to Equity
IVES
79.46%
DMXF
N/A
P/S Ratio
IVES
1.56
DMXF
N/A
P/B Ratio
IVES
4.18
DMXF
N/A
IVES vs DMXF - Holdings Comparison
IVES and DMXF have 0 common holdings. Overlap is 0.00%
IVES's top 25 holdings weight is 53.09%. DMXF's top 25 holdings weight is 36.17%.
| Rank | IVES | DMXF |
|---|---|---|
| #1 | ELASTIC NV (ESTC) - 4.43% | ASML HOLDING NV (n/a) - 6.11% |
| #2 | GDS HOLDINGS LTD ADR (GDS) - 4.08% | NOVARTIS AG REGISTERED SHARES (n/a) - 2.79% |
| #3 | MICROSTRATEGY INC CLASS A (MSTR) - 4.07% | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 2.11% |
| #4 | SAMSARA INC ORDINARY SHARES CLASS A (IOT) - 3.22% | SAP SE (n/a) - 1.77% |
| #5 | SUPER MICRO COMPUTER INC (SMCI) - 3.01% | SCHNEIDER ELECTRIC SE (n/a) - 1.65% |
| #6 | DATADOG INC CLASS A (DDOG) - 2.91% | ALLIANZ SE (n/a) - 1.64% |
| #7 | PURE STORAGE INC CLASS A (PSTG) - 2.86% | ABB LTD (n/a) - 1.62% |
| #8 | NETAPP INC (NTAP) - 2.77% | SOFTBANK GROUP CORP (n/a) - 1.52% |
| #9 | CLOUDFLARE INC (NET) - 2.68% | TOKYO ELECTRON LTD (n/a) - 1.35% |
| #10 | NUTANIX INC CLASS A (NTNX) - 2.51% | SUMITOMO MITSUI FINANCIAL GROUP INC (n/a) - 1.34% |
| #11 | MONGODB INC CLASS A (MDB) - 2.34% | ADVANTEST CORP (n/a) - 1.24% |
| #12 | OKTA INC CLASS A (OKTA) - 2.21% | AIR LIQUIDE SA (n/a) - 1.16% |
| #13 | DROPBOX INC CLASS A (DBX) - 1.49% | AIA GROUP LTD (n/a) - 1.13% |
| #14 | APPFOLIO INC CLASS A (APPF) - 1.47% | MIZUHO FINANCIAL GROUP INC (n/a) - 1.12% |
| #15 | GITLAB INC CLASS A (GTLB) - 1.44% | INFINEON TECHNOLOGIES AG (n/a) - 1.07% |
| #16 | SMARTSHEET INC CLASS A (SMAR) - 1.39% | ZURICH INSURANCE GROUP AG (n/a) - 1.02% |
| #17 | INFORMATICA INC (INFA) - 1.38% | KEYENCE CORP (n/a) - 0.94% |
| #18 | HASHICORP INC ORDINARY SHARES CLASS A (HCP) - 1.25% | DBS GROUP HOLDINGS LTD (n/a) - 0.88% |
| #19 | ZETA GLOBAL HOLDINGS CORP CLASS A (ZETA) - 1.21% | ING GROEP NV (n/a) - 0.87% |
| #20 | COMMVAULT SYSTEMS INC (CVLT) - 1.21% | WESTPAC BANKING CORP (n/a) - 0.86% |
| #21 | CONFLUENT INC CLASS A (CFLT) - 1.17% | RECRUIT HOLDINGS CO LTD (n/a) - 0.83% |
| #22 | VNET GROUP INC ADR (VNET) - 1.11% | TOKIO MARINE HOLDINGS INC (n/a) - 0.82% |
| #23 | KINGSOFT CLOUD HOLDINGS LTD ADR (KC) - 1.08% | NOKIA OYJ (n/a) - 0.79% |
| #24 | KYNDRYL HOLDINGS INC ORDINARY SHARES (KD) - 0.98% | SPOTIFY TECHNOLOGY SA (SPOT) - 0.79% |
| #25 | BOX INC CLASS A (BOX) - 0.82% | AXA SA (n/a) - 0.75% |
| Total Holdings | 46 | 428 |
IVES vs DMXF - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IVES
+9.30%
DMXF
+1.32%
3M
Winner
IVES
+23.09%
DMXF
+5.32%
6M
Winner
IVES
+14.15%
DMXF
+9.77%
1Y
Winner
IVES
+48.66%
DMXF
+15.92%
5Y(CAGR)
IVES
N/A
DMXF
+6.28%
Max(CAGR)
Winner
IVES
+47.73%
DMXF
+10.70%
IVES vs DMXF - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | IVES | DMXF |
|---|---|---|
| 2026 | +16.78% | +7.33% |
| 2025 | +25.06% | +22.82% |
| 2024 | N/A | +5.40% |
| 2023 | N/A | +19.48% |
| 2022 | N/A | -19.36% |
| 2021 | N/A | +10.50% |
| 2020 | N/A | +23.13% |
IVES vs DMXF Drawdown Comparison
The maximum drawdown for IVES was -22.64%, occurring on Mar 30, 2026. Recovery took 129 trading sessions.
The maximum drawdown for DMXF was -34.49%, occurring on Oct 12, 2022. Recovery took 628 trading sessions.
The current IVES drawdown is -10.45%. The current DMXF drawdown is -3.40%.
| Rank | IVES | DMXF |
|---|---|---|
| #1 | -22.64% Oct 29, 2025 - May 6, 2026 | -34.49% Sep 7, 2021 - Mar 7, 2024 |
| #2 | -10.45% Jun 1, 2026 - Jun 5, 2026 | -16.53% Sep 26, 2024 - May 13, 2025 |
| #3 | -4.63% Aug 13, 2025 - Aug 28, 2025 | -11.84% Feb 25, 2026 - May 6, 2026 |
| #4 | -4.26% Jul 28, 2025 - Aug 13, 2025 | -7.98% Jul 12, 2024 - Aug 23, 2024 |
| #5 | -4.20% Oct 8, 2025 - Oct 24, 2025 | -6.89% Mar 7, 2024 - May 15, 2024 |
| #6 | -3.33% May 14, 2026 - May 21, 2026 | -6.81% Oct 12, 2020 - Nov 5, 2020 |
| #7 | -2.61% Jul 3, 2025 - Jul 17, 2025 | -6.77% Oct 27, 2025 - Dec 23, 2025 |
| #8 | -2.49% Sep 22, 2025 - Oct 1, 2025 | -5.39% Feb 16, 2021 - Apr 5, 2021 |
| #9 | -1.81% Jun 30, 2025 - Jul 3, 2025 | -5.23% Jul 23, 2025 - Aug 22, 2025 |
| #10 | -1.64% Jun 12, 2025 - Jun 16, 2025 | -4.47% Jun 15, 2021 - Aug 4, 2021 |
| #11 | -1.61% May 11, 2026 - May 14, 2026 | -4.23% Jan 14, 2021 - Feb 9, 2021 |
| #12 | -1.57% Aug 28, 2025 - Sep 5, 2025 | -4.06% May 7, 2021 - May 24, 2021 |
| #13 | -1.41% Jun 16, 2025 - Jun 24, 2025 | -3.86% Aug 27, 2024 - Sep 19, 2024 |
| #14 | -1.32% Oct 6, 2025 - Oct 8, 2025 | -3.83% Sep 2, 2020 - Oct 9, 2020 |
| #15 | -1.04% Jul 18, 2025 - Jul 23, 2025 | -3.66% Oct 6, 2025 - Oct 20, 2025 |
Correlation
Correlation between IVES and DMXF is 0.70 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.70
-101
Dividend Comparison (2020 - 2025)
IVES vs DMXF dividend yield comparison.
| Year | IVES | DMXF |
|---|---|---|
| 2025 | 0.41% | 4.85% |
| 2024 | 0.00% | 2.92% |
| 2023 | 0.00% | 2.29% |
| 2022 | 0.00% | 2.37% |
| 2021 | 0.00% | 1.91% |
| 2020 | 0.00% | 0.31% |
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