IVES vs RWK
Comparison between Wedbush ETFMG Global Cloud Technology ETF (IVES, ETF) and INVESCO S&P MIDCAP 400 REVENUE ETF (RWK, ETF).
IVES vs RWK - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IVES
$1.20B
RWK
$1.20B
Expense Ratio
IVES
0.75%
Winner
RWK
0.39%
Max Drawdown
Winner
IVES
22.95%
RWK
56.86%
Sharpe Ratio
IVES
1.34
Winner
RWK
1.39
5Y Beta
IVES
1.78
Winner
RWK
0.97
P/E Ratio
IVES
86.13
Winner
RWK
25.69
Forward P/E
Winner
IVES
11.16
RWK
13.43
5Y Dividends CAGR
IVES
N/A
RWK
18.52%
5Y EPS CAGR
IVES
N/A
RWK
12.25%
Debt to Equity
IVES
76.88%
Winner
RWK
17.69%
P/S Ratio
IVES
1.50
Winner
RWK
0.49
P/B Ratio
IVES
3.80
Winner
RWK
2.25
IVES vs RWK - Holdings Comparison
IVES and RWK have 7 common holdings. Overlap is 0.54%
IVES's top 25 holdings weight is 53.09%. RWK's top 25 holdings weight is 34.51%.
| Rank | IVES | RWK |
|---|---|---|
| #1 | ELASTIC NV (ESTC) - 4.43% | TD SYNNEX CORP (SNX) - 4.07% |
| #2 | GDS HOLDINGS LTD ADR (GDS) - 4.08% | PERFORMANCE FOOD GROUP CO (PFGC) - 2.82% |
| #3 | MICROSTRATEGY INC CLASS A (MSTR) - 4.07% | ALBERTSONS COMPANIES INC CLASS A (ACI) - 2.72% |
| #4 | SAMSARA INC ORDINARY SHARES CLASS A (IOT) - 3.22% | AMERICAN AIRLINES GROUP INC (AAL) - 2.63% |
| #5 | SUPER MICRO COMPUTER INC (SMCI) - 3.01% | FLEX LTD (FLEX) - 2.35% |
| #6 | DATADOG INC CLASS A (DDOG) - 2.91% | ARROW ELECTRONICS INC (ARW) - 1.80% |
| #7 | PURE STORAGE INC CLASS A (PSTG) - 2.86% | LITHIA MOTORS INC CLASS A (LAD) - 1.64% |
| #8 | NETAPP INC (NTAP) - 2.77% | US FOODS HOLDING CORP (USFD) - 1.45% |
| #9 | CLOUDFLARE INC (NET) - 2.68% | PENSKE AUTOMOTIVE GROUP INC (PAG) - 1.39% |
| #10 | NUTANIX INC CLASS A (NTNX) - 2.51% | HF SINCLAIR CORP (DINO) - 1.25% |
| #11 | MONGODB INC CLASS A (MDB) - 2.34% | AVNET INC (AVT) - 1.24% |
| #12 | OKTA INC CLASS A (OKTA) - 2.21% | WESCO INTERNATIONAL INC (WCC) - 1.19% |
| #13 | DROPBOX INC CLASS A (DBX) - 1.49% | MACY'S INC (M) - 1.09% |
| #14 | APPFOLIO INC CLASS A (APPF) - 1.47% | AUTONATION INC (AN) - 1.07% |
| #15 | GITLAB INC CLASS A (GTLB) - 1.44% | PBF ENERGY INC CLASS A (PBF) - 1.06% |
| #16 | SMARTSHEET INC CLASS A (SMAR) - 1.39% | LEAR CORP (LEA) - 1.06% |
| #17 | INFORMATICA INC (INFA) - 1.38% | JONES LANG LASALLE INC (JLL) - 1.04% |
| #18 | HASHICORP INC ORDINARY SHARES CLASS A (HCP) - 1.25% | CLEVELAND-CLIFFS INC (CLF) - 0.96% |
| #19 | ZETA GLOBAL HOLDINGS CORP CLASS A (ZETA) - 1.21% | ARAMARK (ARMK) - 0.96% |
| #20 | COMMVAULT SYSTEMS INC (CVLT) - 1.21% | MURPHY USA INC (MUSA) - 0.91% |
| #21 | CONFLUENT INC CLASS A (CFLT) - 1.17% | SPROUTS FARMERS MARKET INC (SFM) - 0.37% |
| #22 | VNET GROUP INC ADR (VNET) - 1.11% | TAYLOR MORRISON HOME CORP (TMHC) - 0.37% |
| #23 | KINGSOFT CLOUD HOLDINGS LTD ADR (KC) - 1.08% | NOV INC (NOV) - 0.36% |
| #24 | KYNDRYL HOLDINGS INC ORDINARY SHARES (KD) - 0.98% | XPO INC (XPO) - 0.36% |
| #25 | BOX INC CLASS A (BOX) - 0.82% | THOR INDUSTRIES INC (THO) - 0.35% |
| Total Holdings | 46 | 361 |
IVES vs RWK - Historical Returns
Returns include dividend reinvestment.
1M
IVES
+2.84%
Winner
RWK
+6.02%
3M
Winner
IVES
+22.94%
RWK
+16.45%
6M
Winner
IVES
+16.43%
RWK
+13.48%
1Y
Winner
IVES
+41.88%
RWK
+29.52%
5Y(CAGR)
IVES
N/A
RWK
+11.09%
10Y(CAGR)
IVES
N/A
RWK
+13.16%
Max(CAGR)
Winner
IVES
+45.15%
RWK
+11.52%
IVES vs RWK - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | IVES | RWK |
|---|---|---|
| 2026 | +15.56% | +14.46% |
| 2025 | +25.06% | +10.81% |
| 2024 | N/A | +12.34% |
| 2023 | N/A | +24.64% |
| 2022 | N/A | -8.33% |
| 2021 | N/A | +37.09% |
| 2020 | N/A | +10.96% |
| 2019 | N/A | +27.67% |
| 2018 | N/A | -15.60% |
| 2017 | N/A | +12.47% |
| 2016 | N/A | +22.86% |
| 2015 | N/A | -5.22% |
| 2014 | N/A | +10.62% |
| 2013 | N/A | +37.24% |
| 2012 | N/A | +14.53% |
| 2011 | N/A | -2.71% |
| 2010 | N/A | +21.37% |
| 2009 | N/A | +47.01% |
| 2008 | N/A | -34.94% |
IVES vs RWK Drawdown Comparison
The maximum drawdown for IVES was -22.64%, occurring on Mar 30, 2026. Recovery took 129 trading sessions.
The maximum drawdown for RWK was -56.48%, occurring on Mar 6, 2009. Recovery took 452 trading sessions.
The current IVES drawdown is -11.38%.
| Rank | IVES | RWK |
|---|---|---|
| #1 | -22.64% Oct 29, 2025 - May 6, 2026 | -56.48% Jun 5, 2008 - Mar 23, 2010 |
| #2 | -13.54% Jun 1, 2026 - Jun 10, 2026 | -46.19% Jan 16, 2020 - Nov 16, 2020 |
| #3 | -4.63% Aug 13, 2025 - Aug 28, 2025 | -28.25% Apr 28, 2011 - Feb 23, 2012 |
| #4 | -4.26% Jul 28, 2025 - Aug 13, 2025 | -25.24% Aug 29, 2018 - Dec 12, 2019 |
| #5 | -4.20% Oct 8, 2025 - Oct 24, 2025 | -24.59% Nov 25, 2024 - Aug 27, 2025 |
| #6 | -3.33% May 14, 2026 - May 21, 2026 | -22.05% Nov 16, 2021 - Jan 31, 2023 |
| #7 | -2.61% Jul 3, 2025 - Jul 17, 2025 | -22.00% Jun 23, 2015 - Aug 15, 2016 |
| #8 | -2.49% Sep 22, 2025 - Oct 1, 2025 | -20.17% Apr 23, 2010 - Dec 2, 2010 |
| #9 | -1.81% Jun 30, 2025 - Jul 3, 2025 | -13.54% Mar 15, 2012 - Dec 18, 2012 |
| #10 | -1.64% Jun 12, 2025 - Jun 16, 2025 | -13.24% Feb 2, 2023 - Jul 11, 2023 |
| #11 | -1.61% May 11, 2026 - May 14, 2026 | -13.10% Aug 1, 2023 - Dec 13, 2023 |
| #12 | -1.57% Aug 28, 2025 - Sep 5, 2025 | -12.51% Sep 2, 2014 - Nov 24, 2014 |
| #13 | -1.41% Jun 16, 2025 - Jun 24, 2025 | -11.14% Feb 6, 2026 - Apr 17, 2026 |
| #14 | -1.32% Oct 6, 2025 - Oct 8, 2025 | -10.83% Feb 26, 2008 - Apr 30, 2008 |
| #15 | -1.04% Jul 18, 2025 - Jul 23, 2025 | -10.68% Jan 22, 2018 - Aug 6, 2018 |
Correlation
Correlation between IVES and RWK is 0.73 which considered as a strong positive correlation - the stocks tend to move together.
0.73
-101
Dividend Comparison (2008 - 2026)
IVES vs RWK dividend yield comparison.
| Year | IVES | RWK |
|---|---|---|
| 2026 | 0.00% | 0.27% |
| 2025 | 0.41% | 1.25% |
| 2024 | 0.00% | 1.11% |
| 2023 | 0.00% | 1.05% |
| 2022 | 0.00% | 1.18% |
| 2021 | 0.00% | 0.85% |
| 2020 | 0.00% | 0.96% |
| 2019 | 0.00% | 1.09% |
| 2018 | 0.00% | 1.22% |
| 2017 | 0.00% | 0.99% |
| 2016 | 0.00% | 1.30% |
| 2015 | 0.00% | 0.92% |
| 2014 | 0.00% | 1.04% |
| 2013 | 0.00% | 1.29% |
| 2012 | 0.00% | 1.32% |
| 2011 | 0.00% | 3.10% |
| 2010 | 0.00% | 0.57% |
| 2009 | 0.00% | 0.63% |
| 2008 | 0.00% | 1.07% |
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