IVES vs. CRTC

Last updated Jun 4, 2026

IVES (Dan IVES Wedbush AI Revolution ETF) and CRTC (Xtrackers US National Critical Technologies ETF) are both Technology Equities funds - IVES tracks the Solactive Wedbush Artificial Intelligence Index while CRTC tracks the Solactive Whitney U.S. Critical Technologies Index. Both are passively managed. Their correlation of 0.85 suggests significant overlap in exposure. IVES charges 0.75%/yr vs 0.35%/yr for CRTC.

Performance

IVES vs. CRTC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Dan IVES Wedbush AI Revolution ETF (IVES) and Xtrackers US National Critical Technologies ETF (CRTC). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, IVES achieves a 27.14% return, which is significantly higher than CRTC's 8.59% return.

IVES

• 1D: -2.92%
• 1M: 18.28%
• YTD: 27.14%
• 6M: 24.59%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

CRTC

• 1D: -1.08%
• 1M: 4.98%
• YTD: 8.59%
• 6M: 8.79%
• 1Y: 23.78%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

IVES vs. CRTC - Yearly Performance Comparison

	2026 (YTD)	2025
IVES Dan IVES Wedbush AI Revolution ETF	27.14%	25.06%
CRTC Xtrackers US National Critical Technologies ETF	8.59%	13.74%

Correlation

The correlation between IVES and CRTC is 0.85, 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 Jun 5, 2025	0.85

IVES vs. CRTC - Sectors Allocation Comparison

Sectors	IVES	CRTC
Technology	67.8%	33.5%
Consumer Cyclical	12.9%	6.3%
Communication Services	11.8%	16.0%
Industrials	4.3%	14.1%
Financial Services	1.7%	0.2%
Utilities	1.7%	6.0%
Basic Materials	-	2.6%
Consumer Defensive	-	0.0%
Energy	-	7.1%
Healthcare	-	14.1%
Real Estate	-	0.1%

Return for Risk

IVES vs. CRTC — Risk / Return Rank

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

CRTC

CRTC Risk / Return Rank: 55
CRTC Sharpe Ratio Rank: 55
CRTC Sortino Ratio Rank: 54
CRTC Omega Ratio Rank: 53
CRTC Calmar Ratio Rank: 54
CRTC Martin Ratio Rank: 57

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.

IVES vs. CRTC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Dan IVES Wedbush AI Revolution ETF (IVES) and Xtrackers US National Critical Technologies ETF (CRTC). 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.

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

Sharpe Ratios by Period

	IVES	CRTC	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	1.87	—
Sharpe Ratio (All Time) Calculated using the full available price history	2.32	1.36	+0.96

Drawdowns

IVES vs. CRTC - Drawdown Comparison

The maximum IVES drawdown since its inception was -22.64%, which is greater than CRTC's maximum drawdown of -19.07%. Use the drawdown chart below to compare losses from any high point for IVES and CRTC.

Drawdown Indicators

	IVES	CRTC	Difference
Max Drawdown Largest peak-to-trough decline	-22.64%	-19.07%	-3.57%
Max Drawdown (1Y) Largest decline over 1 year	—	-9.05%	—
Current Drawdown Current decline from peak	-3.69%	-1.27%	-2.42%
Average Drawdown Average peak-to-trough decline	-5.63%	-2.13%	-3.50%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.41%	—

Volatility

Volatility by Period

	IVES	CRTC	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	3.20%	—
Volatility (6M) Calculated over the trailing 6-month period	—	9.64%	—
Volatility (1Y) Calculated over the trailing 1-year period	25.77%	12.76%	+13.01%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	25.77%	15.73%	+10.04%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	25.77%	15.73%	+10.04%

IVES vs. CRTC - Expense Ratio Comparison

IVES has a 0.75% expense ratio, which is higher than CRTC's 0.35% expense ratio.

Dividends

IVES vs. CRTC - Dividend Comparison

IVES's dividend yield for the trailing twelve months is around 0.33%, less than CRTC's 1.00% yield.

Position	TTM	2025	2024	2023
CRTC Xtrackers US National Critical Technologies ETF	1.00%	1.03%	1.13%	0.16%
IVES Dan IVES Wedbush AI Revolution ETF	0.33%	0.41%	0.00%	0.00%

Frequently Asked Questions

Can I hold both IVES and CRTC in my portfolio?

IVES and CRTC have a correlation of 0.85, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, IVES or CRTC?

On fees, CRTC is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, IVES or CRTC?

CRTC is cheaper with a 0.35% expense ratio, compared with 0.75% for IVES.

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

CRTC has the higher dividend yield at 1.00%, compared with 0.33% for IVES.

What is the main difference between IVES and CRTC?

IVES tracks Solactive Wedbush Artificial Intelligence Index, while CRTC tracks Solactive Whitney U.S. Critical Technologies Index. They also come from different issuers: Wedbush and Xtrackers. Their fees differ too: 0.75% for IVES and 0.35% for CRTC.