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IVEP - ETF AI Analysis

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IVEP

Dan IVES Wedbush AI Power & Infrastructure ETF (IVEP)

Rating:70Neutral
Price Target:
IVEP, the Dan IVES Wedbush AI Power & Infrastructure ETF, has a solid overall rating driven mainly by strong, growth-focused holdings like Vertiv, Eaton, Monolithic Power, and Siemens Energy, which all show robust financial performance and positive outlooks in key AI and infrastructure areas. However, several holdings such as Schneider Electric, Equinix, NextEra Energy, and others face valuation concerns and periods of weaker technical momentum, which temper the fund’s rating and highlight the risk that many of its core positions may be priced aggressively.
Positive Factors
Strong Top Holdings Performance
Most of the largest positions have shown strong gains so far this year, helping drive the ETF’s overall return.
Focused AI Infrastructure Theme
The fund targets companies tied to AI power and infrastructure, giving investors concentrated exposure to a fast-growing area of the market.
Broad Sector Mix Within Infrastructure
Holdings spread across industrials, utilities, energy, real estate, technology, and materials help reduce the impact if any one related industry weakens.
Negative Factors
High Expense Ratio
The fund’s fee is relatively high for an ETF, which can eat into long-term returns compared with lower-cost alternatives.
Sector Concentration in Industrials and Utilities
A large share of assets in industrials and utilities means the ETF could be hit hard if these sectors face a downturn.
Small Asset Base
With a relatively low level of assets under management, the fund may face higher trading spreads and a greater risk of closure than larger, more established ETFs.

IVEP vs. SPDR S&P 500 ETF (SPY)

IVEP Summary

The Dan Ives Wedbush AI Power & Infrastructure ETF (IVEP) follows the Solactive Wedbush AI Power & Infrastructure Index, focusing on companies that help power and support artificial intelligence, such as modern electric grids, data centers, and energy storage. It holds firms across utilities, industrials, energy, and tech, including well-known names like NextEra Energy and Equinix. Someone might invest in this ETF to tap into long-term growth from the global shift toward AI and upgraded power systems, while getting diversification across many companies. A key risk is that it’s concentrated in AI-related infrastructure, so its value can rise and fall more than the overall market.
How much will it cost me?This ETF has an expense ratio of 0.75%, which means you’ll pay about $7.50 per year for every $1,000 you invest. That’s higher than the average ETF because it’s a specialized, theme-focused fund that tracks a niche AI power and infrastructure index rather than a broad, plain-vanilla market index.
What would affect this ETF?IVEP could benefit if global spending on AI data centers, power grids, and clean energy keeps growing, since many of its industrial, utility, and energy holdings help build and run this infrastructure. On the other hand, higher interest rates, slower economic growth, or new regulations on energy projects and data centers could hurt demand for large infrastructure investments and weigh on the fund’s global portfolio.

IVEP Top 10 Holdings

IVEP is leaning hard into the global build-out of AI-ready power and infrastructure, with industrials and utilities in the driver’s seat. Bloom Energy and Vertiv are the fund’s real spark plugs right now, with rising momentum as demand for cleaner power and data-center gear heats up. GE Vernova and Siemens Energy are also climbing, helping anchor the portfolio’s energy transition theme. On the steadier side, names like Schneider Electric and Eaton are grinding higher but more slowly, while Constellation Energy has been a mild drag, losing a bit of steam this year.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
GE Vernova Inc.4.38%$345.03K$308.81B202.72%
69
Neutral
Bloom Energy4.21%$331.13K$65.28B1119.75%
62
Neutral
Vertiv Holdings4.12%$324.04K$124.24B274.26%
77
Outperform
Siemens Energy4.11%$323.28K$187.21B168.15%
76
Outperform
Schneider Electric SE4.09%$322.17K$182.07B30.69%
58
Neutral
Eaton4.00%$314.66K$164.47B44.84%
75
Outperform
Constellation Energy Corporation3.99%$313.91K$113.59B40.19%
68
Neutral
NextEra Energy3.90%$306.68K$198.69B43.27%
71
Outperform
Monolithic Power3.89%$306.40K$80.16B171.28%
75
Outperform
Equinix3.88%$305.16K$109.35B29.02%
73
Outperform

IVEP Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
100DMA
200DMA
Market Momentum
MACD
RSI
71.95
Negative
STOCH
78.31
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IVEP, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of ―, equal to the 50-day MA of ―, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of ― indicates undefined momentum. The RSI at 71.95 is Negative, neither overbought nor oversold. The STOCH value of 78.31 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for IVEP.

IVEP Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$9.76M0.75%
70
Neutral
$91.72M0.50%
71
Outperform
$67.40M0.47%
69
Neutral
$59.46M0.66%
62
Neutral
$52.38M0.50%
64
Neutral
$47.95M0.65%
68
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
IVEP
Dan IVES Wedbush AI Power & Infrastructure ETF
28.77
2.37
8.98%
IQM
Franklin Intelligent Machines ETF
IBOT
Vaneck Robotics ETF
PRNT
3D Printing ETF
TEKY
Lazard Next Gen Technologies ETF
FAI
First Trust Bloomberg Artificial Intelligence ETF
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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