TEKY vs IWFG
Comparison between LAZARD NEXT GEN TECHNOLOGIES ETF (TEKY, ETF) and NYLI WINSLOW FOCUSED LARGE CAP GROWTH ETF (IWFG, ETF).
TEKY vs IWFG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
TEKY
$61M
IWFG
$61M
Expense Ratio
TEKY
0.50%
Winner
IWFG
0.46%
Max Drawdown
Winner
TEKY
21.60%
IWFG
25.60%
Sharpe Ratio
Winner
TEKY
0.86
IWFG
0.03
5Y Beta
TEKY
1.39
Winner
IWFG
1.22
P/E Ratio
TEKY
56.61
Winner
IWFG
36.55
Forward P/E
TEKY
32.89
Winner
IWFG
26.88
PEG Ratio
TEKY
0.74
Winner
IWFG
0.50
5Y EPS CAGR
TEKY
31.06%
Winner
IWFG
36.47%
Debt to Equity
TEKY
N/A
IWFG
27.24%
P/S Ratio
Winner
TEKY
3.51
IWFG
8.76
P/B Ratio
Winner
TEKY
9.14
IWFG
12.44
TEKY vs IWFG - Holdings Comparison
TEKY and IWFG have 8 common holdings. Overlap is 19.94%
TEKY's top 25 holdings weight is 69.93%. IWFG's top 25 holdings weight is 95.35%.
| Rank | TEKY | IWFG |
|---|---|---|
| #1 | ALPHABET INC CLASS A (GOOGL) - 5.75% | NVIDIA CORP (NVDA) - 14.33% |
| #2 | NVIDIA CORP (NVDA) - 5.53% | MICROSOFT CORP (MSFT) - 9.55% |
| #3 | AMAZON.COM INC (AMZN) - 4.19% | APPLE INC (AAPL) - 9.38% |
| #4 | BROADCOM INC (AVGO) - 3.72% | ALPHABET INC CLASS C (GOOG) - 7.71% |
| #5 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 3.71% | AMAZON.COM INC (AMZN) - 6.63% |
| #6 | ADVANCED MICRO DEVICES INC (AMD) - 3.55% | BROADCOM INC (AVGO) - 4.80% |
| #7 | DATADOG INC CLASS A (DDOG) - 3.11% | META PLATFORMS INC CLASS A (META) - 4.05% |
| #8 | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 2.90% | GE VERNOVA INC (GEV) - 3.72% |
| #9 | SK HYNIX INC (n/a) - 2.88% | ANALOG DEVICES INC (ADI) - 3.31% |
| #10 | APPLIED MATERIALS INC (AMAT) - 2.69% | TRANE TECHNOLOGIES PLC CLASS A (TT) - 3.23% |
| #11 | TOKYO ELECTRON LTD (n/a) - 2.64% | MASTERCARD INC CLASS A (MA) - 2.95% |
| #12 | ADVANTEST CORP (n/a) - 2.51% | ELI LILLY AND CO (LLY) - 2.77% |
| #13 | PALO ALTO NETWORKS INC (PANW) - 2.47% | HILTON WORLDWIDE HOLDINGS INC (HLT) - 2.68% |
| #14 | PRYSMIAN SPA (n/a) - 2.40% | SNOWFLAKE INC ORDINARY SHARES (SNOW) - 2.27% |
| #15 | AMPHENOL CORP CLASS A (APH) - 2.19% | GE AEROSPACE (GE) - 2.21% |
| #16 | PALANTIR TECHNOLOGIES INC ORDINARY SHARES CLASS A (PLTR) - 2.13% | ASML HOLDING NV ADR (ASML) - 2.06% |
| #17 | CISCO SYSTEMS INC (CSCO) - 2.12% | AMPHENOL CORP CLASS A (APH) - 1.80% |
| #18 | ARISTA NETWORKS INC (ANET) - 2.04% | ORACLE CORP (ORCL) - 1.74% |
| #19 | ASML HOLDING NV ADR (ASML) - 2.01% | O'REILLY AUTOMOTIVE INC (ORLY) - 1.61% |
| #20 | TWILIO INC CLASS A (TWLO) - 2.00% | PALANTIR TECHNOLOGIES INC ORDINARY SHARES CLASS A (PLTR) - 1.59% |
| #21 | EATON CORP PLC (ETN) - 1.99% | CME GROUP INC CLASS A (CME) - 1.58% |
| #22 | CADENCE DESIGN SYSTEMS INC (CDNS) - 1.95% | SANDISK CORP ORDINARY SHARES (SNDK) - 1.42% |
| #23 | ALIBABA GROUP HOLDING LTD ADR (BABA) - 1.85% | STRYKER CORP (SYK) - 1.40% |
| #24 | DYNATRACE INC ORDINARY SHARES (DT) - 1.83% | DREY INST PREF GOV MM INS (n/a) - 1.28% |
| #25 | AUTODESK INC (ADSK) - 1.77% | C.H. ROBINSON WORLDWIDE INC (CHRW) - 1.28% |
| Total Holdings | 49 | 29 |
TEKY vs IWFG - Historical Returns
Returns include dividend reinvestment.
1M
TEKY
-7.19%
Winner
IWFG
-1.28%
3M
Winner
TEKY
+11.80%
IWFG
+4.30%
6M
Winner
TEKY
+18.17%
IWFG
+4.99%
1Y
Winner
TEKY
+25.79%
IWFG
+2.66%
5Y(CAGR)
TEKY
N/A
IWFG
+22.32%
Max(CAGR)
Winner
TEKY
+55.06%
IWFG
+22.32%
TEKY vs IWFG - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | TEKY | IWFG |
|---|---|---|
| 2026 | +16.60% | +1.42% |
| 2025 | +50.31% | +14.28% |
| 2024 | N/A | +39.97% |
| 2023 | N/A | +39.37% |
| 2022 | N/A | +3.75% |
TEKY vs IWFG Drawdown Comparison
The maximum drawdown for TEKY was -21.42%, occurring on Mar 30, 2026. Recovery took 124 trading sessions.
The maximum drawdown for IWFG was -21.97%, occurring on Apr 8, 2025. Recovery took 93 trading sessions.
The current TEKY drawdown is -8.05%. The current IWFG drawdown is -4.08%.
| Rank | TEKY | IWFG |
|---|---|---|
| #1 | -21.42% Nov 3, 2025 - May 4, 2026 | -21.97% Jan 23, 2025 - Jun 6, 2025 |
| #2 | -10.62% Jun 2, 2026 - Jul 17, 2026 | -20.20% Oct 29, 2025 - Mar 30, 2026 |
| #3 | -5.51% Apr 9, 2025 - Apr 23, 2025 | -17.45% Aug 15, 2022 - Feb 2, 2023 |
| #4 | -5.37% May 14, 2026 - May 26, 2026 | -12.99% Jul 10, 2024 - Oct 11, 2024 |
| #5 | -4.29% Oct 8, 2025 - Oct 27, 2025 | -9.95% Jul 18, 2023 - Nov 14, 2023 |
| #6 | -3.02% Jul 28, 2025 - Aug 13, 2025 | -6.80% Mar 22, 2024 - May 15, 2024 |
| #7 | -2.79% Aug 18, 2025 - Aug 28, 2025 | -6.35% Feb 2, 2023 - Mar 31, 2023 |
| #8 | -2.66% May 14, 2025 - Jun 3, 2025 | -5.69% Dec 16, 2024 - Jan 23, 2025 |
| #9 | -2.64% Sep 22, 2025 - Oct 2, 2025 | -4.22% Jun 24, 2022 - Jul 19, 2022 |
| #10 | -2.32% Aug 28, 2025 - Sep 8, 2025 | -3.61% Sep 22, 2025 - Oct 24, 2025 |
| #11 | -2.22% Jul 9, 2025 - Jul 17, 2025 | -3.30% Dec 19, 2023 - Jan 10, 2024 |
| #12 | -1.95% May 11, 2026 - May 13, 2026 | -3.11% Oct 29, 2024 - Nov 6, 2024 |
| #13 | -1.93% Jun 16, 2025 - Jun 24, 2025 | -3.11% Jul 21, 2022 - Jul 27, 2022 |
| #14 | -1.84% Jun 12, 2025 - Jun 16, 2025 | -3.04% May 18, 2023 - May 26, 2023 |
| #15 | -1.51% Jun 30, 2025 - Jul 3, 2025 | -2.75% Jul 28, 2025 - Aug 28, 2025 |
Correlation
Correlation between TEKY and IWFG is 0.79 which considered as a strong positive correlation - the stocks tend to move together.
0.79
-101
Dividend Comparison (2022 - 2026)
TEKY vs IWFG dividend yield comparison.
| Year | TEKY | IWFG |
|---|---|---|
| 2026 | 0.17% | 0.00% |
| 2025 | 0.05% | 0.00% |
| 2024 | 0.00% | 5.44% |
| 2023 | 0.00% | 1.01% |
| 2022 | 0.00% | 0.05% |
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