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IVES vs. MUXYX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

IVES vs. MUXYX

Last updated Apr 1, 2026

Compare and contrast key facts about Dan IVES Wedbush AI Revolution ETF (IVES) and Victory S&P 500 Index Fund (MUXYX).

IVES is a passively managed fund by Wedbush that tracks the performance of the Solactive Wedbush Artificial Intelligence Index. It was launched on Jun 4, 2025. MUXYX is a passively managed fund by Victory that tracks the performance of the S&P 500 Index. It was launched on Nov 29, 1991. Both IVES and MUXYX are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.

Performance

IVES vs. MUXYX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Dan IVES Wedbush AI Revolution ETF (IVES) and Victory S&P 500 Index Fund (MUXYX). The values are adjusted to include any dividend payments, if applicable.

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IVES vs. MUXYX - Yearly Performance Comparison

2026 (YTD)2025
IVES
Dan IVES Wedbush AI Revolution ETF		-10.25%25.06%
MUXYX
Victory S&P 500 Index Fund		-7.19%15.16%

Returns By Period

In the year-to-date period, IVES achieves a -10.25% return, which is significantly lower than MUXYX's -7.19% return.

IVES

1D
4.61%
1M
-4.73%
YTD
-10.25%
6M
-11.31%
1Y
—
3Y*
—
5Y*
—
10Y*
—

MUXYX

1D
-0.42%
1M
-7.72%
YTD
-7.19%
6M
-4.91%
1Y
13.94%
3Y*
16.64%
5Y*
10.88%
10Y*
13.17%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

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Dan IVES Wedbush AI Revolution ETF

Victory S&P 500 Index Fund

Often compared with IVES:
IVES vs. QQQIVES vs. SCHGIVES vs. SKYYIVES vs. SMHIVES vs. AIPOIVES vs. BTEKIVES vs. SPMO
Often compared with MUXYX:
MUXYX vs. USSPXMUXYX vs. USSCXMUXYX vs. FXAIXMUXYX vs. QQQMUXYX vs. VOOMUXYX vs. SWPPXMUXYX vs. Qtum

IVES vs. MUXYX - Expense Ratio Comparison

IVES has a 0.75% expense ratio, which is higher than MUXYX's 0.44% expense ratio.

IVES
Dan IVES Wedbush AI Revolution ETF
MUXYX
Victory S&P 500 Index Fund

Return for Risk

IVES vs. MUXYX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
IVES
MUXYX
MUXYX Risk / Return Rank: 4343
Overall Rank
MUXYX Sharpe Ratio Rank: 3838
Sharpe Ratio Rank
MUXYX Sortino Ratio Rank: 4141
Sortino Ratio Rank
MUXYX Omega Ratio Rank: 4646
Omega Ratio Rank
MUXYX Calmar Ratio Rank: 3939
Calmar Ratio Rank
MUXYX Martin Ratio Rank: 5050
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.

IVES vs. MUXYX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Dan IVES Wedbush AI Revolution ETF (IVES) and Victory S&P 500 Index Fund (MUXYX). 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.

IVES vs. MUXYX - Sharpe Ratio Comparison

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Sharpe Ratios by Period

IVESMUXYXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

—

0.81

—

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

—

0.56

—

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

—

0.69

—

Sharpe Ratio (All Time)

Calculated using the full available price history

0.61

0.54

+0.07

Correlation

The correlation between IVES and MUXYX is 0.79, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.

Dividends

IVES vs. MUXYX - Dividend Comparison

IVES's dividend yield for the trailing twelve months is around 0.46%, less than MUXYX's 8.80% yield.

TTM20252024202320222021202020192018201720162015
IVES
Dan IVES Wedbush AI Revolution ETF		0.46%0.41%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
MUXYX
Victory S&P 500 Index Fund		8.80%8.00%16.75%5.84%8.25%7.94%7.27%13.51%12.31%17.31%8.03%11.65%

Drawdowns

IVES vs. MUXYX - Drawdown Comparison

The maximum IVES drawdown since its inception was -22.64%, smaller than the maximum MUXYX drawdown of -55.74%. Use the drawdown chart below to compare losses from any high point for IVES and MUXYX.

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Drawdown Indicators

IVESMUXYXDifference

Max Drawdown

Largest peak-to-trough decline

-22.64%

-55.74%

+33.10%

Max Drawdown (1Y)

Largest decline over 1 year

—

-12.15%

—

Max Drawdown (5Y)

Largest decline over 5 years

—

-28.47%

—

Max Drawdown (10Y)

Largest decline over 10 years

—

-33.79%

—

Current Drawdown

Current decline from peak

-19.07%

-9.01%

-10.06%

Average Drawdown

Average peak-to-trough decline

-5.65%

-9.62%

+3.97%

Ulcer Index

Depth and duration of drawdowns from previous peaks

—

2.52%

—

Volatility

IVES vs. MUXYX - Volatility Comparison

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Volatility by Period

IVESMUXYXDifference

Volatility (1M)

Calculated over the trailing 1-month period

—

4.23%

—

Volatility (6M)

Calculated over the trailing 6-month period

—

9.08%

—

Volatility (1Y)

Calculated over the trailing 1-year period

25.09%

18.17%

+6.92%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

25.09%

19.41%

+5.68%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

25.09%

19.29%

+5.80%