BTEK vs. IVES

Last updated Jun 4, 2026

BTEK (Future Tech ETF) and IVES (Dan IVES Wedbush AI Revolution ETF) are both Technology Equities funds. BTEK is actively managed, while IVES is passively managed. BTEK charges 0.88%/yr vs 0.75%/yr for IVES.

Performance

BTEK vs. IVES - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Future Tech ETF (BTEK) and Dan IVES Wedbush AI Revolution ETF (IVES). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

BTEK

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

IVES

• 1D: -2.92%
• 1M: 18.28%
• YTD: 27.14%
• 6M: 24.59%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

BTEK vs. IVES - Yearly Performance Comparison

	2026 (YTD)	2025
BTEK Future Tech ETF	0.00%	0.00%
IVES Dan IVES Wedbush AI Revolution ETF	27.14%	25.06%

BTEK vs. IVES - Sectors Allocation Comparison

Sectors	BTEK	IVES
Technology	79.0%	67.8%
Communication Services	9.2%	11.8%
Industrials	7.4%	4.3%
Consumer Cyclical	4.4%	12.9%
Basic Materials	-	-
Consumer Defensive	-	-
Energy	-	-
Financial Services	-	1.7%
Healthcare	-	-
Real Estate	-	-
Utilities	-	1.7%

Return for Risk

BTEK vs. IVES - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Future Tech ETF (BTEK) and Dan IVES Wedbush AI Revolution ETF (IVES). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	BTEK	IVES	Difference
Sharpe Ratio (All Time) Calculated using the full available price history	—	2.32	—

Drawdowns

Drawdown Indicators

	BTEK	IVES	Difference
Max Drawdown Largest peak-to-trough decline	—	-22.64%	—
Current Drawdown Current decline from peak	—	-3.69%	—
Average Drawdown Average peak-to-trough decline	—	-5.63%	—

Volatility

Volatility by Period

	BTEK	IVES	Difference
Volatility (1Y) Calculated over the trailing 1-year period	—	25.77%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	25.77%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	25.77%	—

BTEK vs. IVES - Expense Ratio Comparison

BTEK has a 0.88% expense ratio, which is higher than IVES's 0.75% expense ratio.

Dividends

BTEK vs. IVES - Dividend Comparison

BTEK has not paid dividends to shareholders, while IVES's dividend yield for the trailing twelve months is around 0.33%.

Position	TTM	2025
BTEK Future Tech ETF	0.00%	0.00%
IVES Dan IVES Wedbush AI Revolution ETF	0.33%	0.41%

Frequently Asked Questions

Which ETF is better, BTEK or IVES?

On fees, IVES is cheaper at 0.75% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, BTEK or IVES?

IVES is cheaper with a 0.75% expense ratio, compared with 0.88% for BTEK.

Which ETF pays a higher dividend yield, BTEK or IVES?

IVES has the higher dividend yield at 0.33%, compared with 0.00% for BTEK.

What is the main difference between BTEK and IVES?

They also come from different issuers: BlackRock and Wedbush. Their fees differ too: 0.88% for BTEK and 0.75% for IVES.