IVES vs IGPT
Comparison between Wedbush ETFMG Global Cloud Technology ETF (IVES, ETF) and INVESCO AI AND NEXT GEN SOFTWARE ETF (IGPT, ETF).
IVES vs IGPT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IVES
$1.20B
IGPT
$1.20B
Expense Ratio
IVES
0.75%
Winner
IGPT
0.56%
Max Drawdown
Winner
IVES
22.95%
IGPT
53.09%
Sharpe Ratio
IVES
1.41
Winner
IGPT
2.61
5Y Beta
IVES
1.78
Winner
IGPT
1.58
P/E Ratio
IVES
85.10
Winner
IGPT
51.48
Forward P/E
Winner
IVES
10.78
IGPT
19.99
PEG Ratio
IVES
N/A
IGPT
0.12
5Y Dividends CAGR
IVES
N/A
IGPT
-5.82%
5Y EPS CAGR
IVES
N/A
IGPT
34.97%
Debt to Equity
IVES
76.87%
Winner
IGPT
36.37%
IVES vs IGPT - Holdings Comparison
IVES and IGPT have 7 common holdings. Overlap is 1.87%
IVES's top 25 holdings weight is 53.09%. IGPT's top 25 holdings weight is 86.80%.
| Rank | IVES | IGPT |
|---|---|---|
| #1 | ELASTIC NV (ESTC) - 4.43% | MICRON TECHNOLOGY INC (MU) - 11.96% |
| #2 | GDS HOLDINGS LTD ADR (GDS) - 4.08% | SK HYNIX INC (n/a) - 11.05% |
| #3 | MICROSTRATEGY INC CLASS A (MSTR) - 4.07% | ADVANCED MICRO DEVICES INC (AMD) - 6.99% |
| #4 | SAMSARA INC ORDINARY SHARES CLASS A (IOT) - 3.22% | INTEL CORP (INTC) - 6.89% |
| #5 | SUPER MICRO COMPUTER INC (SMCI) - 3.01% | ALPHABET INC CLASS A (GOOGL) - 6.38% |
| #6 | DATADOG INC CLASS A (DDOG) - 2.91% | NVIDIA CORP (NVDA) - 5.95% |
| #7 | PURE STORAGE INC CLASS A (PSTG) - 2.86% | META PLATFORMS INC CLASS A (META) - 4.86% |
| #8 | NETAPP INC (NTAP) - 2.77% | MEDIATEK INC (n/a) - 3.88% |
| #9 | CLOUDFLARE INC (NET) - 2.68% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 3.30% |
| #10 | NUTANIX INC CLASS A (NTNX) - 2.51% | QUALCOMM INC (QCOM) - 3.23% |
| #11 | MONGODB INC CLASS A (MDB) - 2.34% | WESTERN DIGITAL CORP (WDC) - 3.08% |
| #12 | OKTA INC CLASS A (OKTA) - 2.21% | INTUITIVE SURGICAL INC (ISRG) - 2.63% |
| #13 | DROPBOX INC CLASS A (DBX) - 1.49% | EQUINIX INC (EQIX) - 1.88% |
| #14 | APPFOLIO INC CLASS A (APPF) - 1.47% | ADOBE INC (ADBE) - 1.77% |
| #15 | GITLAB INC CLASS A (GTLB) - 1.44% | KEYENCE CORP (n/a) - 1.72% |
| #16 | SMARTSHEET INC CLASS A (SMAR) - 1.39% | KIOXIA HOLDINGS CORP ORDINARY SHARES (n/a) - 1.71% |
| #17 | INFORMATICA INC (INFA) - 1.38% | CADENCE DESIGN SYSTEMS INC (CDNS) - 1.69% |
| #18 | HASHICORP INC ORDINARY SHARES CLASS A (HCP) - 1.25% | SNOWFLAKE INC ORDINARY SHARES (SNOW) - 1.52% |
| #19 | ZETA GLOBAL HOLDINGS CORP CLASS A (ZETA) - 1.21% | DIGITAL REALTY TRUST INC (DLR) - 1.09% |
| #20 | COMMVAULT SYSTEMS INC (CVLT) - 1.21% | SYNOPSYS INC (SNPS) - 1.08% |
| #21 | CONFLUENT INC CLASS A (CFLT) - 1.17% | ASTERA LABS INC (ALAB) - 0.93% |
| #22 | VNET GROUP INC ADR (VNET) - 1.11% | AUTODESK INC (ADSK) - 0.87% |
| #23 | KINGSOFT CLOUD HOLDINGS LTD ADR (KC) - 1.08% | HEWLETT PACKARD ENTERPRISE CO (HPE) - 0.79% |
| #24 | KYNDRYL HOLDINGS INC ORDINARY SHARES (KD) - 0.98% | ARM HOLDINGS PLC ADR (ARM) - 0.78% |
| #25 | BOX INC CLASS A (BOX) - 0.82% | EMERSON ELECTRIC CO (EMR) - 0.77% |
| Total Holdings | 46 | 113 |
IVES vs IGPT - Historical Returns
Returns include dividend reinvestment.
1M
IVES
+5.26%
Winner
IGPT
+22.68%
3M
IVES
+26.05%
Winner
IGPT
+70.00%
6M
IVES
+22.39%
Winner
IGPT
+84.96%
1Y
IVES
+46.41%
Winner
IGPT
+127.62%
5Y(CAGR)
IVES
N/A
IGPT
+20.06%
10Y(CAGR)
IVES
N/A
IGPT
+24.78%
Max(CAGR)
Winner
IVES
+48.24%
IGPT
+16.89%
IVES vs IGPT - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | IVES | IGPT |
|---|---|---|
| 2026 | +18.84% | +74.40% |
| 2025 | +25.06% | +30.52% |
| 2024 | N/A | +20.71% |
| 2023 | N/A | +27.99% |
| 2022 | N/A | -24.92% |
| 2021 | N/A | +0.80% |
| 2020 | N/A | +53.33% |
| 2019 | N/A | +35.94% |
| 2018 | N/A | +15.43% |
| 2017 | N/A | +33.68% |
| 2016 | N/A | +15.11% |
| 2015 | N/A | +8.15% |
| 2014 | N/A | +11.66% |
| 2013 | N/A | +29.37% |
| 2012 | N/A | +15.69% |
| 2011 | N/A | -7.39% |
| 2010 | N/A | +17.40% |
| 2009 | N/A | +51.50% |
| 2008 | N/A | -32.06% |
| 2007 | N/A | +4.26% |
| 2006 | N/A | +8.83% |
| 2005 | N/A | +14.69% |
IVES vs IGPT Drawdown Comparison
The maximum drawdown for IVES was -22.64%, occurring on Mar 30, 2026. Recovery took 129 trading sessions.
The maximum drawdown for IGPT was -48.44%, occurring on Nov 20, 2008. Recovery took 589 trading sessions.
The current IVES drawdown is -8.87%.
| Rank | IVES | IGPT |
|---|---|---|
| #1 | -22.64% Oct 29, 2025 - May 6, 2026 | -48.44% Oct 31, 2007 - Mar 5, 2010 |
| #2 | -13.54% Jun 1, 2026 - Jun 10, 2026 | -44.05% Feb 12, 2021 - Jul 10, 2024 |
| #3 | -4.63% Aug 13, 2025 - Aug 28, 2025 | -30.69% Feb 19, 2020 - May 20, 2020 |
| #4 | -4.26% Jul 28, 2025 - Aug 13, 2025 | -29.30% Jul 10, 2024 - Jul 16, 2025 |
| #5 | -4.20% Oct 8, 2025 - Oct 24, 2025 | -27.75% Jul 7, 2011 - Sep 6, 2012 |
| #6 | -3.33% May 14, 2026 - May 21, 2026 | -27.57% May 6, 2010 - Jul 7, 2011 |
| #7 | -2.61% Jul 3, 2025 - Jul 17, 2025 | -23.00% Sep 14, 2018 - Mar 1, 2019 |
| #8 | -2.49% Sep 22, 2025 - Oct 1, 2025 | -21.18% Jul 22, 2015 - Jun 7, 2016 |
| #9 | -1.81% Jun 30, 2025 - Jul 3, 2025 | -16.68% Jan 28, 2026 - Apr 14, 2026 |
| #10 | -1.64% Jun 12, 2025 - Jun 16, 2025 | -14.55% May 8, 2006 - Oct 5, 2006 |
| #11 | -1.61% May 11, 2026 - May 14, 2026 | -13.97% Mar 4, 2014 - Nov 10, 2014 |
| #12 | -1.57% Aug 28, 2025 - Sep 5, 2025 | -13.96% Jul 26, 2019 - Jan 16, 2020 |
| #13 | -1.41% Jun 16, 2025 - Jun 24, 2025 | -12.77% Jun 4, 2007 - Oct 9, 2007 |
| #14 | -1.32% Oct 6, 2025 - Oct 8, 2025 | -11.90% Oct 29, 2025 - Jan 6, 2026 |
| #15 | -1.04% Jul 18, 2025 - Jul 23, 2025 | -11.52% Jun 3, 2026 - Jun 15, 2026 |
Correlation
Correlation between IVES and IGPT is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
0.88
-101
Dividend Comparison (2014 - 2025)
IVES vs IGPT dividend yield comparison.
| Year | IVES | IGPT |
|---|---|---|
| 2025 | 0.41% | 0.04% |
| 2022 | 0.00% | 4.23% |
| 2021 | 0.00% | 18.63% |
| 2020 | 0.00% | 0.11% |
| 2019 | 0.00% | 0.15% |
| 2016 | 0.00% | 0.09% |
| 2015 | 0.00% | 0.44% |
| 2014 | 0.00% | 0.29% |
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