EXEQ vs. IVEP

Last updated Jul 8, 2026

EXEQ (Wedbush ReturnOnLeadership U.S. Large-Cap ETF) and IVEP (Dan IVES Wedbush AI Power & Infrastructure ETF) are both exchange-traded funds - EXEQ is a Large Cap Blend Equities fund tracking the Solactive Indiggo ReturnOnLeadership U.S. Large-Cap Index, while IVEP is a Industrials Equities fund tracking the Solactive Wedbush AI Power & Infrastructure Index. Both are passively managed. At a 0.46 correlation, their price movements are largely independent. Both charge a 0.75% expense ratio.

Performance

EXEQ vs. IVEP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Wedbush ReturnOnLeadership U.S. Large-Cap ETF (EXEQ) and Dan IVES Wedbush AI Power & Infrastructure ETF (IVEP). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

EXEQ

• 1D: -0.42%
• 1M: 2.22%
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

IVEP

• 1D: -2.46%
• 1M: -2.60%
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

EXEQ vs. IVEP - Yearly Performance Comparison

	2026 (YTD)
EXEQ Wedbush ReturnOnLeadership U.S. Large-Cap ETF	13.77%
IVEP Dan IVES Wedbush AI Power & Infrastructure ETF	1.26%

Correlation

The correlation between EXEQ and IVEP is 0.46, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (All Time) Calculated using the full available price history since Apr 8, 2026	0.46

Return for Risk

EXEQ vs. IVEP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Wedbush ReturnOnLeadership U.S. Large-Cap ETF (EXEQ) and Dan IVES Wedbush AI Power & Infrastructure ETF (IVEP). 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.

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

Drawdowns

EXEQ vs. IVEP - Drawdown Comparison

The maximum EXEQ drawdown since its inception was -8.92%, smaller than the maximum IVEP drawdown of -10.90%. Use the drawdown chart below to compare losses from any high point for EXEQ and IVEP.

Drawdown Indicators

	EXEQ	IVEP	Difference
Max Drawdown Largest peak-to-trough decline	-8.92%	-10.90%	+1.98%
Current Drawdown Current decline from peak	-0.73%	-9.30%	+8.57%
Average Drawdown Average peak-to-trough decline	-1.77%	-3.28%	+1.51%

Volatility

Volatility by Period

	EXEQ	IVEP	Difference
Volatility (1Y) Calculated over the trailing 1-year period	15.21%	29.71%	-14.50%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	15.21%	29.71%	-14.50%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	15.21%	29.71%	-14.50%

EXEQ vs. IVEP - Expense Ratio Comparison

Both EXEQ and IVEP have an expense ratio of 0.75%.

Dividends

EXEQ vs. IVEP - Dividend Comparison

EXEQ's dividend yield for the trailing twelve months is around 0.09%, while IVEP has not paid dividends to shareholders.

Position	TTM
EXEQ Wedbush ReturnOnLeadership U.S. Large-Cap ETF	0.09%
IVEP Dan IVES Wedbush AI Power & Infrastructure ETF	0.00%

Frequently Asked Questions

Can I hold both EXEQ and IVEP in my portfolio?

EXEQ and IVEP have a correlation of 0.46, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, EXEQ or IVEP?

Both ETFs have the same 0.75% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, EXEQ or IVEP?

EXEQ and IVEP have the same expense ratio: 0.75% per year.

Which ETF pays a higher dividend yield, EXEQ or IVEP?

EXEQ has the higher dividend yield at 0.09%, compared with 0.00% for IVEP.

What is the main difference between EXEQ and IVEP?

EXEQ is categorized as Large Cap Blend Equities, while IVEP is Industrials Equities. EXEQ tracks Solactive Indiggo ReturnOnLeadership U.S. Large-Cap Index, while IVEP tracks Solactive Wedbush AI Power & Infrastructure Index.