BTEK vs. IVES

Last updated Aug 4, 2026

BTEK (Future Tech ETF) and IVES (Dan IVES Wedbush AI Revolution ETF) are both exchange-traded funds - BTEK is a Technology Equities fund actively managed by BlackRock, while IVES is a Artificial Intelligence fund tracking the Solactive Wedbush Artificial Intelligence Index. 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: —
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: —

IVES

• 1D: 3.61%
• 1M: 0.16%
• 6M: 15.32%
• YTD: 18.13%
• 1Y: 37.89%
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: 39.89%

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

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
IVES Dan IVES Wedbush AI Revolution ETF	$10.92M	$16.04M	$21.36M

BTEK vs. IVES - Yearly Performance Comparison

	2026 (YTD)	2025
BTEK Future Tech ETF	0.00%	0.00%
IVES Dan IVES Wedbush AI Revolution ETF	18.13%	25.11%

BTEK vs. IVES - Sectors Allocation Comparison

Sectors	BTEK	IVES
Technology	79.0%	71.4%
Communication Services	9.2%	11.9%
Industrials	7.4%	4.4%
Consumer Cyclical	4.4%	9.4%
Basic Materials	-	-
Consumer Defensive	-	-
Energy	-	-
Financial Services	-	1.4%
Healthcare	-	-
Real Estate	-	-
Utilities	-	1.4%

Return for Risk

BTEK vs. IVES — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

BTEK

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

IVES

IVES Risk / Return Rank: 48
IVES Sharpe Ratio Rank: 54
IVES Sortino Ratio Rank: 53
IVES Omega Ratio Rank: 49
IVES Calmar Ratio Rank: 46
IVES Martin Ratio Rank: 39

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	BTEK	IVES	Difference
Sharpe ratio: Return per unit of total volatility	—	1.36	—
Sortino ratio: Return per unit of downside risk	—	1.90	—
Omega ratio: Gain probability vs. loss probability	—	1.23	—
Calmar ratio: Return relative to maximum drawdown	—	1.68	—
Martin ratio: Return relative to average drawdown	—	4.11	—

Drawdowns

Drawdown Indicators

	BTEK	IVES	Difference
Max Drawdown Largest peak-to-trough decline	—	-22.64%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-22.64%	—
Current Drawdown Current decline from peak	—	-10.52%	—
Average Drawdown Average peak-to-trough decline	—	-6.43%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	9.23%	—

Volatility

Volatility by Period

	BTEK	IVES	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	8.88%	—
Volatility (6M) Calculated over the trailing 6-month period	—	22.41%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	28.14%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	26.95%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	26.95%	—

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 0.35%.

Position	TTM	2025
BTEK Future Tech ETF	0.00%	0.00%
IVES Dan IVES Wedbush AI Revolution ETF	0.35%	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 0.35%, compared with 0.00% for BTEK.

What is the main difference between BTEK and IVES?

BTEK is categorized as Technology Equities, while IVES is Artificial Intelligence. They also come from different issuers: BlackRock and Wedbush. Their fees differ too: 0.88% for BTEK and 0.75% for IVES.