IVEP vs. EXEQ

Last updated Jul 17, 2026

IVEP (Dan IVES Wedbush AI Power & Infrastructure ETF) and EXEQ (Wedbush ReturnOnLeadership U.S. Large-Cap ETF) are both exchange-traded funds - IVEP is a Industrials Equities fund tracking the Solactive Wedbush AI Power & Infrastructure Index, while EXEQ is a Large Cap Blend Equities fund tracking the Solactive Indiggo ReturnOnLeadership U.S. Large-Cap Index. Both are passively managed. At a 0.44 correlation, their price movements are largely independent. Both charge a 0.75% expense ratio.

Performance

IVEP vs. EXEQ - Performance Comparison

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

Returns By Period

IVEP

• 1D: -2.80%
• 1M: -7.80%
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

EXEQ

• 1D: 0.05%
• 1M: -2.16%
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

IVEP vs. EXEQ - Yearly Performance Comparison

	2026 (YTD)
IVEP Dan IVES Wedbush AI Power & Infrastructure ETF	-1.95%
EXEQ Wedbush ReturnOnLeadership U.S. Large-Cap ETF	12.13%

Correlation

The correlation between IVEP and EXEQ is 0.44, 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	0.44

Return for Risk

IVEP vs. EXEQ - Risk-Adjusted Trends Comparison

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

IVEP vs. EXEQ - Drawdown Comparison

The maximum IVEP drawdown since its inception was -12.17%, which is greater than EXEQ's maximum drawdown of -8.92%. Use the drawdown chart below to compare losses from any high point for IVEP and EXEQ.

Drawdown Indicators

	IVEP	EXEQ	Difference
Max Drawdown Largest peak-to-trough decline	-12.17%	-8.92%	-3.25%
Current Drawdown Current decline from peak	-12.17%	-2.16%	-10.01%
Average Drawdown Average peak-to-trough decline	-3.91%	-1.77%	-2.14%

Volatility

Volatility by Period

	IVEP	EXEQ	Difference
Volatility (1Y) Calculated over the trailing 1-year period	29.12%	14.89%	+14.23%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	29.12%	14.89%	+14.23%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	29.12%	14.89%	+14.23%

IVEP vs. EXEQ - Expense Ratio Comparison

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

Dividends

IVEP vs. EXEQ - Dividend Comparison

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

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 IVEP and EXEQ in my portfolio?

IVEP and EXEQ have a correlation of 0.44, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, IVEP or EXEQ?

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, IVEP or EXEQ?

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

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

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

What is the main difference between IVEP and EXEQ?

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