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Data as of .

IGPT vs IVEP: which is really different?

IGPT and IVEP hold 2% of their weight in the same names.

Invesco AI and Next Gen Software ETF and Dan IVES Wedbush AI Power & Infrastructure ETF.

75.3%IGPT in the S&P 500
71.2%IVEP in the S&P 500
+78.2%IGPT total return, 1 year
−2.5%IVEP total return, 1 year

ETFIQ Off-Index Score: IVEP scores higher

How much of it is not the index it is sold as an alternative to?

IGPT 9.9IVEP 39.70.1, the lowest in this set91.8, the highest

A percentile among the 379 thematic ETFs with a holdings filing. It is a position in a set, not a rating, and neither end of it is a recommendation. All thematic ETFs ranked by it · How it is computed

IGPT25% of its weight is outside the S&P 500 · 1 year to Sep 18, 2026
75%25%of its weight in S&P 500 companiesoutside the S&P 500active share 79% · top ten 62% of the fund · 116 holdings filed Sep 19, 2026 · Nasdaq-100: 69% in75%25%in the S&P 500outsideactive share 79% · top ten 62% of the fund
IVEP29% of its weight is outside the S&P 500 · 3 months to Sep 18, 2026
71%29%of its weight in S&P 500 companiesoutside the S&P 500active share 97% · top ten 41% of the fund · 30 holdings filed Apr 30, 2026 · Nasdaq-100: 11% in71%29%in the S&P 500outsideactive share 97% · top ten 41% of the fund

2% of the two portfolios are the same securities at the same weight.

What they hold in common

By the books each fund has filed, IGPT and IVEP hold 2% of their money in the same securities at the same weight.

Positions IGPT and IVEP both hold, largest shared weight first
HoldingIGPTIVEP
Equinix Inc1.52%3.78%
Digital Realty Trust Inc0.92%3.43%
Only in each
Only in IGPTOnly in IVEP
Meta Platforms Inc 9.22%BLOOM ENERGY CORP 4.98%
Advanced Micro Devices Inc 9.02%QUANTA SERVICES INC 4.31%
NVIDIA Corp 8.55%GE VERNOVA INC 4.16%
Micron Technology Inc 8.03%VERTIV HOLDINGS COMPANY 4.12%
Alphabet Inc 7.69%SIEMENS ENERGY AG 4.11%
SK hynix Inc 4.33%EATON CORP PLC 4.07%
Intel Corp 4.11%NEXTERA ENERGY INC 3.94%
Sandisk Corp 4.00%SCHNEIDER ELECTRIC SE 3.91%

Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Apr 30, 2026 and Sep 19, 2026.

Performance, window by window

IGPT and IVEP over each window. Every figure is an ETFIQ calculation with distributions reinvested. Source: ETFIQ.
WindowTotal returnvs the S&P 500vs the Nasdaq-100
IGPTIVEPIGPTIVEPIGPTIVEP
3 months−8.1%−11.8%−10.3 pts−14.0 pts−5.6 pts−9.3 pts
6 months+61.7%not published+43.7 ptsnot published+37.5 ptsnot published
1 year+78.2%not published+61.6 ptsnot published+56.4 ptsnot published
3 years+195.7%not published+117.3 ptsnot published+97.5 ptsnot published
Since launch+1395.7%−2.5%+592.1 pts−15.7 pts−294.6 pts−21.7 pts
Open the live comparison on ETFIQ
IGPT and IVEP on the same fields, as of Sep 18, 2026. Source: ETFIQ.
IGPT
Invesco AI and Next Gen Software ETF
Holds 116 stocks in artificial intelligence, 75% of its weight in S&P 500 companies
IVEP
Dan IVES Wedbush AI Power & Infrastructure ETF
Holds 30 stocks in aI infrastructure and chips, 71% of its weight in S&P 500 companies
IssuerInvescoWedbush
ThemeArtificial intelligenceAI infrastructure and chips
In the S&P 50075.3%71.2%
Active share vs the S&P 50079.2%97.0%
In the Nasdaq-10069.1%11.3%
Holdings11630
Top ten, share of the fund61.7%41.4%
Expense ratio0.57%0.75%
Fee for the differing part0.72%0.77%
Total return, 1 year+78.2%−2.5% (since launch on Apr 8, 2026)
vs the S&P 500+61.6 pts−15.7 pts
vs the Nasdaq-100+56.4 pts−21.7 pts
Below its high−9.5%−13.0%
Net assets$1.3bn$9m

IGPT in plain words

By weight, 75% of IGPT's portfolio is stocks that are also in the S&P 500; its active share against the S&P 500 is 79%. The top ten holdings are 62% of the fund across 116 positions, as published by its issuer for Sep 19, 2026. Over the year to Sep 18, 2026 the fund returned +78.2% with distributions reinvested against +16.6% for the S&P 500, so a holder was ahead by 61.6 pts. It sits 9.5% below its all-time high of Jun 22, 2026.

IVEP in plain words

By weight, 71% of IVEP's portfolio is stocks that are also in the S&P 500; its active share against the S&P 500 is 97%. The top ten holdings are 41% of the fund across 30 positions, as filed for Apr 30, 2026. Since it launched on Apr 8, 2026 the fund returned −2.5% with distributions reinvested against +13.2% for the S&P 500, so a holder was behind by 15.7 pts. It sits 13.0% below its all-time high of May 6, 2026.

Questions people ask

Do IGPT and IVEP hold the same stocks?
By their latest filings, 2% of their books are the same securities at the same weight, which is mostly different names. Overlap is the sum of the smaller weight of every security they share.
Which is more different from the S&P 500, IGPT or IVEP?
IGPT has 75% of its weight in S&P 500 names and IVEP has 71%, so IVEP differs more from the index.
Which is cheaper, IGPT or IVEP?
IGPT charges 0.57% a year and IVEP charges 0.75%, so IGPT is cheaper. Fees come from each fund's prospectus.

Other comparisons

Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

IGPT against IVEP, ETFIQ, data as of Sep 18, 2026. Every figure is calculated from a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, IGPT against IVEP, data as of Sep 18, 2026. https://etfiq.com/compare/themes/igpt-vs-ivep Free to use with attribution; the underlying files are at Open data.

How every figure is computed · Standards and sources