IYZ vs. ARKW ETF Comparison

Comparison of iShares U.S. Telecommunications ETF (IYZ) to ARK Next Generation Internet ETF (ARKW)
IYZ

iShares U.S. Telecommunications ETF

IYZ Description

The investment seeks to track the investment results of an index composed of U.S. equities in the telecommunications sector. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Dow Jones U.S. Select Telecommunications Index (the "underlying index"), which measures the performance of the telecommunications sector of the U.S. equity market. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$27.18

Average Daily Volume

814,479

Number of Holdings *

20

* may have additional holdings in another (foreign) market
ARKW

ARK Next Generation Internet ETF

ARKW Description Companies within the ARK Next Generation Internet ETF* (ARKW) are focused on and expected to benefit from shifting the bases of technology infrastructure to the cloud, enabling mobile, new and local services, such as companies that rely on or benefit from the increased use of shared technology, infrastructure and services, internet-based products and services, new payment methods, big data, the internet of things, and social distribution and media. These companies may develop, produce or enable: Cloud Computing & Cyber Security; E-Commerce; Big Data & Artificial Intelligence (AI); Mobile Technology and Internet of Things; Social Platforms; Blockchain & P2P; ARKW is an actively managed ETF that seeks long-term growth of capital by investing under normal circumstances primarily (at least 80% of its assets) in domestic and U.S. exchange traded foreign equity securities of companies that are relevant to the Fund’s investment theme of next generation internet.

Grade (RS Rating)

Last Trade

$106.43

Average Daily Volume

152,120

Number of Holdings *

33

* may have additional holdings in another (foreign) market
Performance
Period IYZ ARKW
30 Days 5.45% 21.77%
60 Days 10.43% 26.66%
90 Days 16.16% 30.24%
12 Months 30.08% 67.63%
1 Overlapping Holdings
Symbol Grade Weight in IYZ Weight in ARKW Overlap
ROKU D 3.5% 7.92% 3.5%
IYZ Overweight 19 Positions Relative to ARKW
Symbol Grade Weight
CSCO B 17.04%
VZ C 12.54%
T A 11.76%
UI B 5.65%
LITE B 5.18%
TMUS B 4.42%
CMCSA B 4.41%
LBRDK C 4.34%
CIEN C 4.32%
ANET C 4.12%
CHTR C 4.1%
MSI B 4.06%
IRDM D 3.59%
JNPR D 3.31%
FYBR C 3.19%
SNRE D 1.49%
LBTYA F 1.06%
LBTYK A 1.04%
LBRDA C 0.65%
IYZ Underweight 32 Positions Relative to ARKW
Symbol Grade Weight
TSLA B -9.88%
COIN C -7.68%
RBLX C -5.81%
HOOD B -4.88%
SQ A -4.86%
META D -4.37%
PLTR B -4.26%
SHOP B -4.13%
GENI C -2.55%
DKNG B -2.28%
CRWD B -2.02%
TTD B -1.89%
NET B -1.83%
SPOT B -1.59%
PATH C -1.56%
MELI C -1.54%
PD C -1.51%
AMD F -1.47%
TOST B -1.27%
NVDA B -1.24%
U C -1.21%
PINS F -1.18%
RDDT A -1.17%
RBRK A -1.09%
AMZN C -1.05%
TSM B -1.02%
GTLB B -0.99%
DDOG A -0.88%
NU C -0.78%
MSFT D -0.73%
PSTG D -0.56%
QCOM F -0.4%
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