IART.L
iShares AI Innovation Active UCITS ETF
Global
EQUITY
Active
MANAGEMENT STYLE
£ 95.3 M
ASSETS UNDER MGMT
73 bp
EXPENSES
Fund Basics
| Inception date | Jan 16, 2025 |
| Regulation | UCITS |
| ISIN | IE000G0E83X3 |
| Distributions | |
| Currency | GBP |
| Holdings Transparency | Full |
| Derivatives-based | No |
| Options available | No |
| Currency hedged | No |
| Fund of funds | No |
Top 10 Holdings
| NVIDIA CORP | 8.3 % |
| BROADCOM INC. | 7.2 % |
| ALPHABET INC. CLASS A | 4.8 % |
| TAIWAN SEMICONDUCTOR-SP ADR | 4.3 % |
| LAM RESEARCH CORP | 3.7 % |
| MICROSOFT CORP | 3.6 % |
| TOWER SEMICONDUCTOR LTD | 3.5 % |
| ADVANCED MICRO DEVICES | 3.4 % |
| HYNIX SEMICONDUCTOR INC | 3.3 % |
| FABRINET | 3.3 % |
Constituent Breakdown
| Number of holdings | 76 |
| Herfindahl-Hirschman Index | 339 |
| Wgt avg mkt cap (mns) | $1,061,706 |
| Large cap (>$10bn) | 92.2% |
| Mid cap ($2-10bn) | 2.2% |
| Small cap (<$2bn) | 0.0% |
| Developed mkts. | 82.7% |
| Emerging mkts. | 13.6% |
Sector Breakdown
Country Exposure
 |
UNITED STATES | 64.4 % |
 |
TAIWAN | 7.9 % |
 |
SOUTH KOREA | 5.8 % |
 |
JAPAN | 4.5 % |
 |
CANADA | 4.4 % |
 |
ISRAEL | 3.5 % |
 |
CAYMAN ISLANDS | 3.3 % |
 |
SINGAPORE | 2.2 % |
 |
GERMANY | 1.9 % |
Historical Performance
Standardized Performance (as of 04/05/2026)
| YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | 20 YR | Incep. | |
|---|---|---|---|---|---|---|---|---|
| Price Returns | -- | -- | -- | -- | -- | -- | -- | -- |
| Dividend Yield | -- | -- | -- | -- | -- | -- | -- | -- |
| Total Returns | -- | -- | -- | -- | -- | -- | -- | -- | Ann. Volatility | -- | -- | -- | -- | -- | -- | -- | -- |
Market Correlations
| versus... | Beta | R-squared |
| S&P 500 | 0.00 | 0% |
| MSCI EAFE | 0.00 | 0% |
| MSCI Emg Mkts | 0.00 | 0% |
Liquidity Measures
| Avg. volume (000) | 0 |
| ADV traded (mns) | $0 |
| Turnover | 0.0% |
| Avg. Bid/Ask (% of price) | 0.00% |
Technical Indicators
| 30d moving avg. (EMA) | $0.00 |
| Relative strength (RSI) | 0 |
| MACD/Signal | 0.00/0.00 |
| Bollinger Bands (Upper/Lower) | $0.00/$0.00 |
| Short interest (% of AUM) | 0.0% |
Distributions
Top Ten Comparable ETFs only shown here. For an extended list become an Individual or Professional subscriber. Start your FREE trial
Comparable ETFs Based on Overlap
| Ticker | Fund Name | Overlap vs. IART.L |
Expenses vs. IART.L |
ALTAR Score™ vs. IART.L |
|---|---|---|---|---|
| QTOP.AS | iShares Nasdaq 100 Top 30 UCITS ETF | 38.0% | -43 bp | +1.8% |
| AIQU.L | Global X Artificial Intelligence UCITS ETF | 35.6% | -33 bp | +2.5% |
| CHPX.L | Global X AI Semiconductor & Quantum UCITS ETF | 34.6% | -38 bp | +1.6% |
| CNDX.L | iShares NASDAQ 100 UCITS ETF | 34.4% | -43 bp | +2.1% |
| NQSE.DE | iShares NASDAQ 100 UCITS ETF | 34.4% | -40 bp | +2.0% |
| XNAS.L | Xtrackers NASDAQ 100 UCITS ETF 1C | 33.5% | -53 bp | +2.1% |
| XNGI.DE | Xtrackers MSCI Next Generation Internet Innovation UCITS ETF | 33.4% | -43 bp | +2.4% |
| WELU.DE | Amundi S&P World Information technology Screened UCITS ETF A | 31.4% | -55 bp | +2.4% |
| MWOC.DE | Amundi S&P World Information Technology Screened UCITS ETF D | 31.4% | -55 bp | +2.4% |
| R1GR.L | iShares Russell 1000 Growth UCITS ETF | 31.3% | -55 bp | -2.3% |
Risk and Returns: IART.L vs. Comps (1 YR)
Notes: Top 10 overlapping ETFs. Funds with insufficient history not shown. Some funds may overlap. Hover over data point for ticker symbol.
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Results & Estimates (GBP)
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | ||
|---|---|---|---|---|---|---|---|---|---|
| Sales per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Earnings per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Dividends per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Book value per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- |
Return on Equity
Net Margins
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Valuation Metrics
| Fwd Est | 2025 | 2026 | 2027 | |
| Price-to-sales | --x | --x | --x | --x |
| Price-to-earnings | --x | --x | --x | --x |
| Price-to-cash flow | --x | --x | --x | --x |
| Price-to-growth | --x | --x | --x | --x |
| Price-to-book value | --x | --x | --x | --x |
| Yield | --% | --% | --x | --% |
Based on closing prices from 4/5/2026
Peer Group Comparison Sample data. Subscribe for access.
Price-to-Earnings
Price-to-Sales
Price-to-Book Value
Price-to-Cash Flow
Price-to-Growth
Dividend Yield
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ETF Research Center Rating
2.3%
ALTAR SCORE™
20nd
PERCENTILE
UNDERWEIGHT
ETFRC RATING
There are 579 funds in the Global Equity category with an average
ALTAR Score™ of 4.6% and a standard deviation
of 2.7%. IART.L's ALTAR Score™ is approximately -0.9 standard
deviations above the category average. This places IART.L in the 20nd percentile
among funds in the category.
Sell-Side Consensus
£5.72
PRICE TARGET
+30.4%
UPSIDE