IYZ vs. AIFD ETF Comparison

Comparison of iShares U.S. Telecommunications ETF (IYZ) to TCW Artificial Intelligence ETF (AIFD)

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

$25.42

Average Daily Volume

624,140

Number of Holdings ^*

19

* may have additional holdings in another (foreign) market

AIFD

TCW Artificial Intelligence ETF

AIFD Description

The fund will invest, under normal circumstances, at least 80% of the value of its net assets, plus the amount of any borrowings for investment purposes, in securities of businesses that the Adviser has identified, through annual reports, press releases and other public statements by an issuer, as well as the Adviser"s due diligence process, as using, or as having demonstrated an intent to use, predictive or generative AI in a way that is or has the potential to deliver a material improvement in the company"s financial condition. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$27.24

Average Daily Volume

10,809

Number of Holdings ^*

10

* may have additional holdings in another (foreign) market

Performance

Period	IYZ	AIFD
30 Days	8.87%	9.49%
60 Days	17.48%	16.01%
90 Days	17.43%	-5.31%
12 Months	25.65%

2 Overlapping Holdings

	Symbol	Grade	Weight in IYZ	Weight in AIFD	Overlap
	ANET	A	4.34%	6.74%	4.34%
	MSI	A	3.93%	3.33%	3.33%

IYZ Overweight 17 Positions Relative to AIFD

	Symbol	Grade	Weight
	CSCO	A	16.69%
	VZ	C	14.75%
	T	B	12.39%
	CMCSA	B	4.52%
	LITE	A	4.21%
	CIEN	A	4.1%
	TMUS	A	4.08%
	LBRDK	C	4.04%
	IRDM	C	4.02%
	UI	B	3.87%
	ROKU	C	3.76%
	CHTR	D	3.63%
	JNPR	C	3.6%
	FYBR	C	3.51%
	LBTYA	C	1.93%
	LBTYK	C	1.91%
	LBRDA	C	0.6%

IYZ Underweight 8 Positions Relative to AIFD

	Symbol	Grade	Weight
	NVDA	B	-8.49%
	META	A	-5.69%
	PANW	B	-5.02%
	AMZN	C	-5.01%
	GOOGL	B	-4.95%
	MSFT	D	-4.57%
	NOW	B	-3.96%
	MU	D	-3.82%

IYZ: Top Represented Industries & Keywords

Industries: Pay TV Communication Equipment Telecom Services Computer Systems

Keywords: Broadband Telecommunications S&P 500 Internet Access Ethernet Information And Communications Technology Video Services Computer Network Computer Networking Nasdaq 100 Virgin Media Backhaul Computing High Speed Internet Internet Services Network Infrastructure VoIP Voice And Data Voice Over Internet Protocol Voice Services

AIFD: Top Represented Industries & Keywords

Industries: Internet Content & Information Software - Application Communication Equipment Computer Systems Semiconductor Memory Semiconductors Software - Infrastructure Specialty Retail

Keywords: S&P 500 Computing Nasdaq 100 Hyperscale IBD 50 Work From Home Mobile Devices Operating System Software Cloud Computing Computer Networking Consumer Devices Consumer Electronics Dow Jones Component Laptop Computer Mobile Computers Online Retail Smartphones Software Development Advertising Network