IYZ vs. ARKQ ETF Comparison

Comparison of iShares U.S. Telecommunications ETF (IYZ) to ARK Autonomous Technology & Robotics ETF (ARKQ)
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

$26.77

Average Daily Volume

801,695

Number of Holdings *

20

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

ARK Autonomous Technology & Robotics ETF

ARKQ Description Companies within ARK Autonomous Technology & Robotics ETF are focused on and are expected to substantially benefit from the development of new products or services, technological improvements and advancements in scientific research related to, among other things, energy, automation and manufacturing, materials, and transportation. These companies may develop, produce, or enable: Autonomous Transportation Robotics and Automation 3D Printing Energy Storage Space Exploration ARKQ 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 foreign equity securities of of autonomous technology and robotics companies that are relevant to the Fund’s investment theme of disruptive innovation.

Grade (RS Rating)

Last Trade

$68.93

Average Daily Volume

76,218

Number of Holdings *

30

* may have additional holdings in another (foreign) market
Performance
Period IYZ ARKQ
30 Days 2.41% 11.64%
60 Days 8.97% 20.92%
90 Days 16.05% 24.12%
12 Months 27.94% 32.81%
1 Overlapping Holdings
Symbol Grade Weight in IYZ Weight in ARKQ Overlap
IRDM F 3.59% 5.44% 3.59%
IYZ Overweight 19 Positions Relative to ARKQ
Symbol Grade Weight
CSCO B 17.04%
VZ C 12.54%
T A 11.76%
UI A 5.65%
LITE B 5.18%
TMUS B 4.42%
CMCSA B 4.41%
LBRDK C 4.34%
CIEN B 4.32%
ANET C 4.12%
CHTR B 4.1%
MSI B 4.06%
ROKU D 3.5%
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 29 Positions Relative to ARKQ
Symbol Grade Weight
TSLA A -15.91%
KTOS C -9.33%
TER F -7.31%
RKLB B -6.43%
TRMB B -4.8%
AVAV C -4.31%
PLTR A -3.56%
PATH C -3.26%
ACHR B -2.95%
DE C -2.8%
TSM B -2.72%
BLDE C -2.14%
NVDA A -2.13%
GOOG B -1.99%
AMD F -1.96%
AMZN B -1.68%
JOBY B -1.42%
SNPS C -1.28%
AUR C -1.27%
TDY B -1.27%
OKLO C -1.2%
QCOM F -1.19%
ISRG A -1.19%
LMT D -1.07%
CAT C -0.96%
DDD C -0.93%
BWXT A -0.92%
ANSS B -0.74%
MTLS B -0.0%
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