5 min readBy Beqa Bumbeishvili ETF Insider
EIS VS ITEQ: Tracking and Exposure
The ultimate choice between EIS and ITEQ boils down to your investment goals, risk tolerance, and preferred sectors. ETF Insider provides a valuable tool.
BlueStar Indexes® administers the BlueStar Israel Global Technology Index™ (BIGITech®), tracked by the ITEQ ETF. This ETF focuses on Israeli technology companies engaged in various sectors such as information technology, biotechnology, clean energy and water technology, and defense technology. With a replication strategy and at least 80% of its assets invested in Index components, ITEQ provides investors exposure to Israel's burgeoning tech industry while aiming to maintain a correlation of over 95% with its benchmark.
While the ITEQ ETF focuses on tracking the performance of the BlueStar Israel Global Technology Index™ (BIGITech®), it doesn't emphasize dividend yield as a primary investment objective. Dividend distribution in ITEQ is contingent upon the dividend policies and performances of its Israeli technology company constituents. Investors should note that due to the growth-oriented nature of the underlying companies, dividend yields may not be as significant as in traditional income-focused ETFs, making ITEQ more suitable for those seeking exposure to Israeli technology companies for potential capital appreciation.
Tracking the BlueStar Israel Global Technology Index™ (BIGITech®) lies at the heart of the ITEQ ETF's investment approach. This ETF aims to mirror the performance of exchange-listed Israeli technology companies across various sectors, including information technology, biotechnology, clean energy, water technology, and defense technology. Constituents of the index are meticulously selected based on qualitative and quantitative factors, including domicile, primary management location, and market capitalization. With a replication strategy in place, ITEQ ensures that at least 80% of its assets are invested in the component securities of the index, providing investors with a comprehensive exposure to the dynamic Israeli technology sector.
While specific correlation data for the ITEQ ETF may not be available, understanding correlations can provide insights into how this ETF behaves relative to its underlying Israeli technology companies. Investors often rely on correlations to gauge the ETF's sensitivity to market movements and assess its potential for diversification benefits within a portfolio. ETF Insider's web app offers a comprehensive tool to study correlations, providing deep insights and visualization of correlations with other US ETFs, aiding investors in making informed decisions. By utilizing this tool, investors can uncover overlaps and correlations, enhancing their understanding of ITEQ's performance dynamics.
The ITEQ ETF primarily focuses on the Israeli technology sector, tracking the performance of exchange-listed Israeli technology operating companies. These companies span various technology-related sectors, including information technology, biotechnology, clean energy and water technology, and defense technology. With a replication strategy, ITEQ aims to replicate the composition of the BlueStar Israel Global Technology Index™, offering investors exposure to the growth potential of Israeli technology companies. Given its concentration in a specific niche, ITEQ provides a targeted investment option for those interested in the innovative prowess of Israel's technology sector.
The ITEQ (BlueStar Israel Technology ETF) showcases a focused exposure to the vibrant landscape of Israeli technology companies. As it tracks the BlueStar Israel Global Technology Index™ (BIGITech®), ITEQ offers investors an opportunity to participate in the innovative endeavors spanning various sectors including information technology, biotechnology, clean energy and water technology, and defense technology within Israel. With a portfolio comprised of exchange-listed Israeli technology operating companies, ITEQ provides investors with a direct route to capitalize on the growth potential of this dynamic market.
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5 min readThe ultimate choice between EIS and ITEQ boils down to your investment goals, risk tolerance, and preferred sectors. ETF Insider provides a valuable tool.
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