IVES vs. BTEK

Last updated Aug 2, 2026

IVES (Dan IVES Wedbush AI Revolution ETF) and BTEK (Future Tech ETF) are both exchange-traded funds - IVES is a Artificial Intelligence fund tracking the Solactive Wedbush Artificial Intelligence Index, while BTEK is a Technology Equities fund actively managed by BlackRock. IVES is passively managed, while BTEK is actively managed. IVES charges 0.75%/yr vs 0.88%/yr for BTEK.

Performance

IVES vs. BTEK - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Dan IVES Wedbush AI Revolution ETF (IVES) and Future Tech ETF (BTEK). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

IVES

• 1D: 0.98%
• 1M: -3.33%
• 6M: 11.86%
• YTD: 14.01%
• 1Y: 33.09%
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: 35.99%

BTEK

• 1D: —
• 1M: —
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: —

*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	$10.98M	$16.97M	$21.59M

IVES vs. BTEK - Yearly Performance Comparison

	2026 (YTD)	2025
IVES Dan IVES Wedbush AI Revolution ETF	14.01%	25.11%
BTEK Future Tech ETF	0.00%	0.00%

IVES vs. BTEK - Sectors Allocation Comparison

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

Return for Risk

IVES vs. BTEK — Risk / Return Rank

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

IVES

IVES Risk / Return Rank: 38
IVES Sharpe Ratio Rank: 41
IVES Sortino Ratio Rank: 41
IVES Omega Ratio Rank: 39
IVES Calmar Ratio Rank: 37
IVES Martin Ratio Rank: 33

BTEK

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

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.

IVES vs. BTEK - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Dan IVES Wedbush AI Revolution ETF (IVES) and Future Tech ETF (BTEK). 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.

	IVES	BTEK	Difference
Sharpe ratio: Return per unit of total volatility	1.03	—	—
Sortino ratio: Return per unit of downside risk	1.51	—	—
Omega ratio: Gain probability vs. loss probability	1.18	—	—
Calmar ratio: Return relative to maximum drawdown	1.28	—	—
Martin ratio: Return relative to average drawdown	3.13	—	—

Drawdowns

Drawdown Indicators

	IVES	BTEK	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	-13.64%	—	—
Average Drawdown Average peak-to-trough decline	-6.41%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	9.21%	—	—

Volatility

Volatility by Period

	IVES	BTEK	Difference
Volatility (1M) Calculated over the trailing 1-month period	8.20%	—	—
Volatility (6M) Calculated over the trailing 6-month period	22.33%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	28.08%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	26.81%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	26.81%	—	—

IVES vs. BTEK - Expense Ratio Comparison

IVES has a 0.75% expense ratio, which is lower than BTEK's 0.88% expense ratio.

Dividends

IVES vs. BTEK - Dividend Comparison

IVES's dividend yield for the trailing twelve months is around 0.36%, while BTEK has not paid dividends to shareholders.

Position	TTM	2025
BTEK Future Tech ETF	0.00%	0.00%
IVES Dan IVES Wedbush AI Revolution ETF	0.36%	0.41%

Frequently Asked Questions

Which ETF is better, IVES or BTEK?

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, IVES or BTEK?

IVES is cheaper with a 0.75% expense ratio, compared with 0.88% for BTEK.

Which ETF pays a higher dividend yield, IVES or BTEK?

IVES has the higher dividend yield at 0.36%, compared with 0.00% for BTEK.

What is the main difference between IVES and BTEK?

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