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IVEP vs. RBLD
Performance
Return for Risk
Drawdowns
Volatility
Dividends

IVEP vs. RBLD

Last updated Jul 17, 2026
Documentation

IVEP (Dan IVES Wedbush AI Power & Infrastructure ETF) and RBLD (First Trust Alerian U.S. NextGen Infrastructure ETF) are both Industrials Equities funds - IVEP tracks the Solactive Wedbush AI Power & Infrastructure Index while RBLD tracks the Alerian US NextGen Infrastructure Index - Benchmark TR Net. Both are passively managed. Their correlation of 0.80 suggests significant overlap in exposure. IVEP charges 0.75%/yr vs 0.65%/yr for RBLD.

Performance

IVEP vs. RBLD - Performance Comparison

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

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Returns By Period

IVEP

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

RBLD

1D
0.03%
1M
-1.71%
6M
12.88%
YTD
18.76%
1Y
24.35%
3Y*
19.26%
5Y*
12.23%
10Y*
8.40%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IVEP vs. RBLD - Yearly Performance Comparison

2026 (YTD)
IVEP
Dan IVES Wedbush AI Power & Infrastructure ETF		-1.95%
RBLD
First Trust Alerian U.S. NextGen Infrastructure ETF		7.27%

Correlation

The correlation between IVEP and RBLD is 0.80, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

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

0.80

IVEP vs. RBLD - Sectors Allocation Comparison

Sectors
IVEP
RBLD

Industrials

43.6%
40.4%

Utilities

22.5%
27.6%

Energy

13.0%
8.7%

Real Estate

10.9%
4.9%

Technology

7.7%
11.8%

Basic Materials

2.4%
6.6%

Communication Services

-

1.0%

Consumer Cyclical

-

-

Consumer Defensive

-

-

Financial Services

-

-

Healthcare

-

-

Industrials

IVEP
43.6%
RBLD
40.4%

Utilities

IVEP
22.5%
RBLD
27.6%

Energy

IVEP
13.0%
RBLD
8.7%

Real Estate

IVEP
10.9%
RBLD
4.9%

Technology

IVEP
7.7%
RBLD
11.8%

Basic Materials

IVEP
2.4%
RBLD
6.6%

Communication Services

IVEP

-

RBLD
1.0%

Consumer Cyclical

IVEP

-

RBLD

-

Consumer Defensive

IVEP

-

RBLD

-

Financial Services

IVEP

-

RBLD

-

Healthcare

IVEP

-

RBLD

-

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Dan IVES Wedbush AI Power & Infrastructure ETF

First Trust Alerian U.S. NextGen Infrastructure ETF

Often compared with IVEP:
IVEP vs. AIPOIVEP vs. IVESIVEP vs. HVACIVEP vs. DTCRIVEP vs. RIFRIVEP vs. YCSIVEP vs. XLII
Often compared with RBLD:
RBLD vs. AIPORBLD vs. GRIDRBLD vs. PAVERBLD vs. UTESRBLD vs. QGRWRBLD vs. GABFRBLD vs. VIS

Return for Risk

IVEP vs. RBLD — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
IVEP

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

RBLD
RBLD Risk / Return Rank: 7070
Overall Rank
RBLD Sharpe Ratio Rank: 6767
Sharpe Ratio Rank
RBLD Sortino Ratio Rank: 6464
Sortino Ratio Rank
RBLD Omega Ratio Rank: 6060
Omega Ratio Rank
RBLD Calmar Ratio Rank: 8181
Calmar Ratio Rank
RBLD Martin Ratio Rank: 7676
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

IVEP vs. RBLD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Dan IVES Wedbush AI Power & Infrastructure ETF (IVEP) and First Trust Alerian U.S. NextGen Infrastructure ETF (RBLD). 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.

IVEPRBLDDifference
Sharpe ratioReturn per unit of total volatility

—

1.74

—

Sortino ratioReturn per unit of downside risk

—

2.38

—

Omega ratioGain probability vs. loss probability

—

1.29

—

Calmar ratioReturn relative to maximum drawdown

—

3.40

—

Martin ratioReturn relative to average drawdown

—

11.30

—

IVEP vs. RBLD - Sharpe Ratio Comparison

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Drawdowns

IVEP vs. RBLD - Drawdown Comparison

The maximum IVEP drawdown since its inception was -12.17%, smaller than the maximum RBLD drawdown of -50.07%. Use the drawdown chart below to compare losses from any high point for IVEP and RBLD.

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Drawdown Indicators

IVEPRBLDDifference

Max Drawdown

Largest peak-to-trough decline

-12.17%

-50.07%

+37.90%

Max Drawdown (1Y)

Largest decline over 1 year

—

-7.19%

—

Max Drawdown (3Y)

Largest decline over 3 years

—

-19.14%

—

Max Drawdown (5Y)

Largest decline over 5 years

—

-22.54%

—

Max Drawdown (10Y)

Largest decline over 10 years

—

-50.07%

—

Current Drawdown

Current decline from peak

-12.17%

-2.52%

-9.65%

Average Drawdown

Average peak-to-trough decline

-3.91%

-10.78%

+6.87%

Ulcer Index

Depth and duration of drawdowns from previous peaks

—

2.16%

—

Volatility

IVEP vs. RBLD - Volatility Comparison

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Volatility by Period

IVEPRBLDDifference

Volatility (1M)

Calculated over the trailing 1-month period

—

3.80%

—

Volatility (6M)

Calculated over the trailing 6-month period

—

10.82%

—

Volatility (1Y)

Calculated over the trailing 1-year period

29.12%

14.02%

+15.10%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

29.12%

16.80%

+12.32%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

29.12%

18.48%

+10.64%

IVEP vs. RBLD - Expense Ratio Comparison

IVEP has a 0.75% expense ratio, which is higher than RBLD's 0.65% expense ratio.

Dividends

IVEP vs. RBLD - Dividend Comparison

IVEP has not paid dividends to shareholders, while RBLD's dividend yield for the trailing twelve months is around 0.95%.

PositionTTM20252024202320222021202020192018201720162015
IVEP
Dan IVES Wedbush AI Power & Infrastructure ETF		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
RBLD
First Trust Alerian U.S. NextGen Infrastructure ETF		0.95%1.19%1.31%1.16%2.10%1.45%2.88%1.84%1.74%1.49%2.01%1.17%

Frequently Asked Questions

IVEP and RBLD have a correlation of 0.80, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, RBLD is cheaper at 0.65% per year. The better choice depends on whether you care most about return, fees, risk, or income.

RBLD is cheaper with a 0.65% expense ratio, compared with 0.75% for IVEP.

RBLD has the higher dividend yield at 0.95%, compared with 0.00% for IVEP.

IVEP tracks Solactive Wedbush AI Power & Infrastructure Index, while RBLD tracks Alerian US NextGen Infrastructure Index - Benchmark TR Net. They also come from different issuers: Wedbush and First Trust. Their fees differ too: 0.75% for IVEP and 0.65% for RBLD.

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