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IVESvsLRNDETF Comparison
Dan IVES Wedbush AI Revolution ETF (IVES) belongs to the AI & Big Data segment. NYLI U.S. Large Cap R&D Leaders ETF (LRND) is part of the US Large Cap segment. IVES's top 3 sector exposures are Information Technology, Communication Services and Consumer Discretionary. In contrast, LRND's top sector exposures are Information Technology, Communication Services and Health Care. IVES is more expensive with a Total Expense Ratio (TER) of 0.75%, versus 0.15% for LRND. IVES is down -2.99% year-to-date (YTD) with -$6M in YTD flows. LRND performs worse with -3.35% YTD performance, and +$102M in YTD flows. Run a side-by-side ETF comparison of IVES and LRND below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
IVES vs LRND performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | IVES LRND | -1.24%-1.99% | -6.55%-4.28% | -2.99%-3.35% | n/a+21.57% | n/a+93.01% | n/an/a |
| Flows | IVES LRND | -$45M+$54M | -$596K+$159M | -$6M+$102M | -+$160M | -+$161M | -- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | IVES LRND | +27.78%+15.11% | n/a+20.80% | n/a+17.13% | n/an/a |
| Max drawdown | IVES LRND | -12.70%-5.64% | n/a-16.04% | n/a-20.97% | n/an/a |
| Max drawdown duration | IVES LRND | 42d42d | n/a49d | n/a126d | n/an/a |
IVES | LRND | |
Last sale 3/13/2026 at 1:30 PM | $29.81 | $38.29 |
| Previous close 03/12/2026 | $30.08 | $38.72 |
| Consolidated volume 03/12/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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IVES | LRND | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
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| Average | ||
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IVES | LRND | |
|---|---|---|
| Last price | $29.81 | $38.29 |
| 1D performance | -0.90% | -1.10% |
| AuM | $928.88 M | $165.40 M |
| E/R | 0.75% | 0.15% |
IVES | LRND | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | Wedbush Funds | New York Life Investments |
| Benchmark | Solactive Wedbush Artificial Intelligence Index | NYLI U.S. Large Cap R&D Leaders Index |
| N° of holdings | 22 | 93 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | June 4, 2025 | February 8, 2022 |
| ESG | No | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
Top 15 holdings
How have the IVES and LRND ETFs performed in 2026?
As of March 11, 2026, IVES is down -2.99% year-to-date (YTD), while LRND has lost -3.35%. That puts IVES better performer ahead so far this year.
Which ETF is attracting more investor money: IVES or LRND?
Year-to-date, the IVES ETF saw -$6M in flows, compared to +$102M for LRND.
Which ETF is bigger: IVES or LRND?
As of March 11, 2026, IVES holds $928.88 M in assets under management (AUM), while LRND manages $165.40 M.
What sectors do the IVES and LRND ETFs invest in?
IVES leans toward sectors like Information Technology, Communication Services and Consumer Discretionary. Meanwhile, LRND focuses on Information Technology, Communication Services and Health Care.
What are the top holdings of the IVES ETF and LRND ETF?
IVES top holdings include MICRON TECHNOLOGY, NVIDIA and US8740391003. LRND holds in its top three: NVIDIA, APPLE and MICROSOFT-T.
Which ETF is more diversified: IVES or LRND?
IVES holds 25 securities with 68.17% of its assets in the top 15. LRND has 95 securities and a top 15 weight of 75.02%.
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