IVEP

$27.35+0.46 (+1.71%)
AUM $19.4MER 0.75%NAV $26.04Holdings

Price Chart

Key Statistics

Previous Close

$26.89

Day Range

$26.91$27.36

52-Week Range

$26.06$29.25

Avg Volume

38.1K

Dividend Yield

Expense Ratio

0.75%

AUM

$19.4M

Shares Outstanding

ETF Grades

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Sector Breakdown

SectorWeight %
Industrials43.60%
Utilities22.48%
Energy13.02%
Real Estate10.85%
Technology7.68%
Basic Materials2.36%
Cash & Others0.01%

Country Allocation

CountryWeight %
United States78.78%
Ireland7.62%
France4.05%
Germany3.40%
United Kingdom3.22%
Canada2.72%
Other0.21%

Fund Information

Category
Industrials
Inception Date
Apr 7, 2026
Description
IVEP provides exposure to companies believed necessary to power the next phase of the development of artificial intelligence. The underlying index for this ETF is constructed based on Dan Ives AI Power 30 Research Report. It invests primarily in equity securities and ADRs of companies identified as key contributors to the infrastructure supporting artificial intelligence (AI), including power generation, fuel supply, grid infrastructure, data centers, equipment, power management, materials, and enabling technologies. The index uses proprietary natural language processing algorithms, selecting companies generating at least 50% of their revenues from AI Power Businesses, with additional criteria for size and liquidity. Weights are assigned based on free-float market cap and are adjusted to manage concentration risk. The index is reconstituted semi-annually based on the research report release and rebalanced quarterly.

Similar ETFs

SymbolNameAUM
VBVanguard Small-Cap ETF$177.40B
IJHiShares Core S&P Mid-Cap ETF$122.05B
XLIState Street Industrial Select Sector SPDR ETF$30.66B
MDYState Street SPDR S&P MIDCAP 400 ETF Trust$26.79B
FBNDFidelity Total Bond ETF$26.06B

The Dan IVES Wedbush AI Power & Infrastructure ETF (IVEP) is an exchange-traded fund that launched on Apr 7, 2026. It currently manages $19.4M in assets under management. The fund charges an expense ratio of 0.75%. It falls under the Industrials category.

Top 10 holdings represent 0.0% of the fund

Holdings data not yet available for this ETF.

Holdings are updated periodically and may not be available for all funds.

Detailed Returns

PeriodReturnETF
1D
+1.71%
1W
+0.63%
1M
-2.26%
3M
+4.60%
6M
+4.60%
YTD
+4.60%
1Y
+4.60%
3Y
+4.60%
5Y
+4.60%

Moving Averages

20-Day MA

$27.72

Below 20-Day MA
50-Day MA

$27.83

Below 50-Day MA
200-Day MA

$27.83

Below 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$29.25

Current Price

$27.35

52-Week Low

$26.06

$26.06$29.25

Current Yield

Annual Dividend

Frequency

Last Ex-Date

Dividends

No dividend data available for this ETF.

Category Comparison

MetricIVEPIndustrials(361 ETFs)
Fund Info
Expense Ratio0.75%0.69%
AUM$19.4M$2.29B
Dividend Yield2.12%
Avg Volume38.1K227.6K
Holdings233
Performance
1-Month Return-4.86%+0.44%
6-Month Return+12.21%
YTD Return+13.91%
1-Year Return+28.59%

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