IVES vs. EINC

Last updated Jun 5, 2026

IVES (Dan IVES Wedbush AI Revolution ETF) and EINC (VanEck Energy Income ETF) are both exchange-traded funds - IVES is a Technology Equities fund tracking the Solactive Wedbush Artificial Intelligence Index, while EINC is a Energy Equities fund tracking the MVIS North America Energy Infrastructure Index. Both are passively managed. Over the past year, IVES returned 57.58% vs 26.00% for EINC. At a correlation of -0.13, they often move in opposite directions. IVES charges 0.75%/yr vs 0.45%/yr for EINC.

Performance

IVES vs. EINC - Performance Comparison

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

Returns By Period

The year-to-date returns for both stocks are quite close, with IVES having a 26.00% return and EINC slightly lower at 24.74%.

IVES

• 1D: -0.90%
• 1M: 16.50%
• YTD: 26.00%
• 6M: 22.83%
• 1Y: 57.58%
• 3Y*: —
• 5Y*: —
• 10Y*: —

EINC

• 1D: -0.39%
• 1M: -1.60%
• YTD: 24.74%
• 6M: 24.40%
• 1Y: 26.00%
• 3Y*: 29.18%
• 5Y*: 20.73%
• 10Y*: 11.62%

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

IVES vs. EINC - Yearly Performance Comparison

	2026 (YTD)	2025
IVES Dan IVES Wedbush AI Revolution ETF	26.00%	25.06%
EINC VanEck Energy Income ETF	24.74%	2.29%

Correlation

The correlation between IVES and EINC is -0.13, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.

	Correlation
Correlation (All Time) Calculated using the full available price history since Jun 5, 2025	-0.13

IVES vs. EINC - Sectors Allocation Comparison

Sectors	IVES	EINC
Technology	67.8%	-
Consumer Cyclical	12.9%	-
Communication Services	11.8%	-
Industrials	4.3%	2.5%
Financial Services	1.7%	-
Utilities	1.7%	0.6%
Basic Materials	-	-
Consumer Defensive	-	-
Energy	-	99.5%
Healthcare	-	-
Real Estate	-	-

Return for Risk

IVES vs. EINC — Risk / Return Rank

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

EINC

EINC Risk / Return Rank: 53
EINC Sharpe Ratio Rank: 51
EINC Sortino Ratio Rank: 49
EINC Omega Ratio Rank: 49
EINC Calmar Ratio Rank: 66
EINC Martin Ratio Rank: 53

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. EINC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Dan IVES Wedbush AI Revolution ETF (IVES) and VanEck Energy Income ETF (EINC). 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	EINC	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	1.78	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	1.07	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.46	—
Sharpe Ratio (All Time) Calculated using the full available price history	2.25	0.04	+2.22

Drawdowns

IVES vs. EINC - Drawdown Comparison

The maximum IVES drawdown since its inception was -22.64%, smaller than the maximum EINC drawdown of -87.55%. Use the drawdown chart below to compare losses from any high point for IVES and EINC.

Drawdown Indicators

	IVES	EINC	Difference
Max Drawdown Largest peak-to-trough decline	-22.64%	-87.55%	+64.91%
Max Drawdown (1Y) Largest decline over 1 year	-22.64%	-7.89%	-14.75%
Max Drawdown (3Y) Largest decline over 3 years	—	-16.01%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-19.87%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-68.85%	—
Current Drawdown Current decline from peak	-4.55%	-5.44%	+0.89%
Average Drawdown Average peak-to-trough decline	-5.62%	-44.29%	+38.67%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.85%	—

Volatility

Volatility by Period

	IVES	EINC	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	6.39%	—
Volatility (6M) Calculated over the trailing 6-month period	—	11.57%	—
Volatility (1Y) Calculated over the trailing 1-year period	25.74%	14.72%	+11.02%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	25.74%	19.58%	+6.16%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	25.74%	25.43%	+0.31%

IVES vs. EINC - Expense Ratio Comparison

IVES has a 0.75% expense ratio, which is higher than EINC's 0.45% expense ratio.

Dividends

IVES vs. EINC - Dividend Comparison

IVES's dividend yield for the trailing twelve months is around 0.33%, less than EINC's 3.55% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
EINC VanEck Energy Income ETF	3.55%	4.51%	3.33%	3.77%	2.89%	6.03%	6.69%	9.66%	11.31%	8.53%	9.71%	28.53%
IVES Dan IVES Wedbush AI Revolution ETF	0.33%	0.41%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both IVES and EINC in my portfolio?

IVES and EINC have a correlation of -0.13, 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 EINC?

On 1-year performance, IVES leads with 57.58% vs 26.00% for EINC. On fees, EINC is cheaper at 0.45% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, IVES or EINC?

Over the 1-year period, IVES has performed better with a 57.58% return vs 26.00%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, IVES or EINC?

EINC is cheaper with a 0.45% expense ratio, compared with 0.75% for IVES.

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

EINC has the higher dividend yield at 3.55%, compared with 0.33% for IVES.

What is the main difference between IVES and EINC?

IVES is categorized as Technology Equities, while EINC is Energy Equities. IVES tracks Solactive Wedbush Artificial Intelligence Index, while EINC tracks MVIS North America Energy Infrastructure Index. They also come from different issuers: Wedbush and VanEck. Their fees differ too: 0.75% for IVES and 0.45% for EINC.