IVEP vs. TRUI
IVEP (Dan IVES Wedbush AI Power & Infrastructure ETF) and TRUI (VanEck Industrials TruSector ETF) are both Industrials Equities funds. IVEP is passively managed, while TRUI is actively managed. Their 0.75 correlation means they have sometimes moved together and sometimes differently. IVEP charges 0.75%/yr vs 0.10%/yr for TRUI.
Performance
IVEP vs. TRUI - Performance Comparison
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Returns By Period
IVEP
- 1D
- -0.29%
- 1M
- -1.84%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
TRUI
- 1D
- -0.04%
- 1M
- 0.56%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $588.24K | $553.57K | $816.67K | |
| $16.41K | $8.72K | $10.93K |
IVEP vs. TRUI - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
IVEP Dan IVES Wedbush AI Power & Infrastructure ETF | -6.41% |
TRUI VanEck Industrials TruSector ETF | 5.92% |
Correlation
The correlation between IVEP and TRUI is 0.75, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jun 3, 2026 | 0.75 |
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Return for Risk
IVEP vs. TRUI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dan IVES Wedbush AI Power & Infrastructure ETF (IVEP) and VanEck Industrials TruSector ETF (TRUI). 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.
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Drawdowns
IVEP vs. TRUI - Drawdown Comparison
The maximum IVEP drawdown since its inception was -17.54%, which is greater than TRUI's maximum drawdown of -4.71%. Use the drawdown chart below to compare losses from any high point for IVEP and TRUI.
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Drawdown Indicators
| IVEP | TRUI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.54% | -4.71% | -12.83% |
Current DrawdownCurrent decline from peak | -8.72% | -0.04% | -8.68% |
Average DrawdownAverage peak-to-trough decline | -5.16% | -1.57% | -3.59% |
Volatility
IVEP vs. TRUI - Volatility Comparison
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Volatility by Period
| IVEP | TRUI | Difference | |
|---|---|---|---|
Volatility (1Y)Calculated over the trailing 1-year period | 31.21% | 20.54% | +10.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 31.21% | 20.54% | +10.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.21% | 20.54% | +10.67% |
IVEP vs. TRUI - Expense Ratio Comparison
IVEP has a 0.75% expense ratio, which is higher than TRUI's 0.10% expense ratio.
Dividends
IVEP vs. TRUI - Dividend Comparison
Neither IVEP nor TRUI has paid dividends to shareholders.
Frequently Asked Questions
IVEP and TRUI have a correlation of 0.75, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, TRUI is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.
TRUI is cheaper with a 0.10% expense ratio, compared with 0.75% for IVEP.
IVEP and TRUI have nearly identical dividend yields, around 0.00%.
They also come from different issuers: Wedbush and VanEck. Their fees differ too: 0.75% for IVEP and 0.10% for TRUI.
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