IVES vs XAGG
Comparison between Wedbush ETFMG Global Cloud Technology ETF (IVES, ETF) and EATON VANCE INCOME OPPORTUNITIES ETF (XAGG, ETF).
IVES vs XAGG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IVES
$1.10B
Winner
XAGG
$1.20B
Expense Ratio
IVES
0.75%
Winner
XAGG
0.50%
Max Drawdown
IVES
22.95%
Winner
XAGG
3.39%
Sharpe Ratio
Winner
IVES
1.24
XAGG
0.60
5Y Beta
IVES
1.78
Winner
XAGG
0.17
P/E Ratio
IVES
98.60
XAGG
N/A
Forward P/E
IVES
11.98
XAGG
N/A
Debt to Equity
IVES
76.87%
XAGG
N/A
P/S Ratio
IVES
1.46
XAGG
N/A
P/B Ratio
IVES
3.68
XAGG
N/A
IVES vs XAGG - Historical Returns
Returns include dividend reinvestment.
1M
IVES
-1.98%
Winner
XAGG
-0.09%
3M
Winner
IVES
+20.20%
XAGG
+0.38%
6M
Winner
IVES
+14.80%
XAGG
+1.37%
1Y
IVES
+39.53%
XAGG
N/A
Max(CAGR)
Winner
IVES
+42.90%
XAGG
+5.87%
IVES vs XAGG - Annual Returns (2025 - 2026)
Returns include dividend reinvestment.
| Year | IVES | XAGG |
|---|---|---|
| 2026 | +17.34% | +2.07% |
| 2025 | +25.06% | +1.61% |
IVES vs XAGG Drawdown Comparison
The maximum drawdown for IVES was -22.64%, occurring on Mar 30, 2026. Recovery took 129 trading sessions.
The maximum drawdown for XAGG was -2.88%, occurring on Mar 30, 2026. Recovery took 75 trading sessions.
The current IVES drawdown is -10.02%. The current XAGG drawdown is -0.40%.
| Rank | IVES | XAGG |
|---|---|---|
| #1 | -22.64% Oct 29, 2025 - May 6, 2026 | -2.88% Feb 27, 2026 - Jun 16, 2026 |
| #2 | -14.02% Jun 1, 2026 - Jun 25, 2026 | -0.71% Dec 4, 2025 - Dec 22, 2025 |
| #3 | -4.63% Aug 13, 2025 - Aug 28, 2025 | -0.60% Jun 16, 2026 - Jun 29, 2026 |
| #4 | -4.26% Jul 28, 2025 - Aug 13, 2025 | -0.44% Jul 6, 2026 - Jul 13, 2026 |
| #5 | -4.20% Oct 8, 2025 - Oct 24, 2025 | -0.36% Nov 13, 2025 - Nov 21, 2025 |
| #6 | -3.33% May 14, 2026 - May 21, 2026 | -0.31% Jan 14, 2026 - Jan 22, 2026 |
| #7 | -2.61% Jul 3, 2025 - Jul 17, 2025 | -0.22% Nov 28, 2025 - Dec 3, 2025 |
| #8 | -2.49% Sep 22, 2025 - Oct 1, 2025 | -0.22% Feb 10, 2026 - Feb 12, 2026 |
| #9 | -1.81% Jun 30, 2025 - Jul 3, 2025 | -0.19% Jan 30, 2026 - Feb 6, 2026 |
| #10 | -1.64% Jun 12, 2025 - Jun 16, 2025 | -0.18% Jun 29, 2026 - Jul 6, 2026 |
| #11 | -1.61% May 11, 2026 - May 14, 2026 | -0.16% Dec 24, 2025 - Jan 2, 2026 |
| #12 | -1.57% Aug 28, 2025 - Sep 5, 2025 | -0.13% Jan 6, 2026 - Jan 9, 2026 |
| #13 | -1.41% Jun 16, 2025 - Jun 24, 2025 | -0.08% Nov 10, 2025 - Nov 12, 2025 |
| #14 | -1.32% Oct 6, 2025 - Oct 8, 2025 | -0.06% Jan 9, 2026 - Jan 14, 2026 |
| #15 | -1.04% Jul 18, 2025 - Jul 23, 2025 | -0.04% Feb 17, 2026 - Feb 24, 2026 |
Correlation
Correlation between IVES and XAGG is 0.56 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.56
-101
Dividend Comparison (2025 - 2026)
IVES vs XAGG dividend yield comparison.
| Year | IVES | XAGG |
|---|---|---|
| 2026 | 0.00% | 3.42% |
| 2025 | 0.41% | 1.02% |
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