Mutual Funds
How Every ETF and HOLDR Has Fared This Week, This Year
TSC Staff
11/24/00 - 04:06 PM EST
| The ETF and HOLDRs List | |||
| HOLDRs | |||
| Security (Ticker) | Inception Date | Price Change 1 Week | Price Change YTD* |
| Biotech HOLDRS (BBH) | Nov. 23, 1999 | -12.2% | 7.5% |
| Broadband HOLDRS (BDH) | April 6, 2000 | -12.1 | -44* |
| B2B Internet HOLDRS (BHH) | Feb. 24, 2000 | -31 | -76.6* |
| Internet HOLDRS (HHH) | Sept. 23, 1999 | -24.3 | -70.7 |
| Internet Architecture HOLDRS (IAH) | Feb. 25, 2000 | -10.2 | -21.3* |
| Internet Infrastructure HOLDRS (IIH) | Feb. 25, 2000 | -33.1 | -73.6* |
| Pharmaceutical HOLDRS (PPH) | Feb. 1, 2000 | -0.2 | 18.5* |
| Regional Bank HOLDRS (RKH) | June 23, 2000 | -3.6 | 5.5* |
| Semiconductor HOLDRS (SMH) | May 5, 2000 | -10.8 | -41.1* |
| Telecom HOLDRS (TTH) | Feb. 1, 2000 | -5.9 | -33.4* |
| Utilities HOLDRS (UTH) | June 23, 2000 | 3 | 24.2* |
| Sectors | |||
| Select Sector SPDR - Basic Industries (XLB) | Dec. 22, 1998 | -5.1 | -29.5 |
| Select Sector SPDR - Consumer Services (XLV) | Dec. 22, 1998 | -5.6 | -12.4 |
| Select Sector SPDR - Consumer Staples (XLP) | Dec. 22, 1998 | 1.3 | 18.5 |
| Select Sector SPDR - Cyclical/Transportation (XLY) | Dec. 22, 1998 | -5.4 | -25.4 |
| Select Sector SPDR - Energy (XLE) | Dec. 22, 1998 | -0.3 | 20.1 |
| Select Sector SPDR - Financial (XLF) | Dec. 22, 1998 | -6.2 | 9.1 |
| Select Sector SPDR - Industrial (XLI) | Dec. 22, 1998 | -1.7 | 2.1 |
| Select Sector SPDR - Technology (XLK) | Dec. 22, 1998 | -9.4 | -31.0 |
| Select Sector SPDR - Utilities (XLU) | Dec. 22, 1998 | 0.4 | 20 |
| iShares Dow Jones U.S. Basic Materials (IYM) | June 16, 2000 | -5.5 | -6.4* |
| iShares Dow Jones U.S. Chemicals (IYD) | June 16, 2000 | 0 | 0.3* |
| iShares Dow Jones U.S. Consumer Cyclical (IYC) | June 16, 2000 | -5 | -10.2* |
| iShares Dow Jones U.S. Consumer Non- Cyclical (IYK) | June 16, 2000 | -2.2 | 2* |
| iShares Dow Jones U.S. Energy (IYE) | June 16, 2000 | -0.6 | 1.7* |
| iShares Dow Jones U.S. Financial (IYF) | May 26, 2000 | -5.6 | 4.4* |
| iShares Dow Jones U.S. Financial Services (IYG) | June 16, 2000 | -5.4 | 4.8* |
| iShares Dow Jones U.S. Healthcare (IYH) | June 16, 2000 | -1.9 | 7.2 |
| iShares Dow Jones U.S. Industrial (IYJ) | June 16, 2000 | -1.8 | -5.4* |
| iShares Dow Jones U.S. Internet (IYV) | May 19, 2000 | -27.6 | -41.2* |
| iShares Dow Jones U.S. Real Estate (IYR) | June 16, 2000 | -0.6 | 1.2* |
| iShares Dow Jones U.S. Technology (IYW) | May 19, 2000 | -12.4 | -19.1* |
| iShares Dow Jones U.S. Telecommunications (IYZ) | May 26, 2000 | -9.2 | -23.2* |
| iShares Dow Jones U.S. Utilities (IDU) | June 16, 2000 | 0.9 | 21.7* |
| U.S. Stock Indices | |||
| Dow Diamonds (DIA) | Jan. 20, 1998 | -3.2 | -9.8 |
| MidCap SPDRs (MDY) | May 4, 1995 | -5.1 | 10.4 |
| Nasdaq-100 Tracking Stock (QQQ) | March 10, 1999 | -13.9 | -27.1 |
| SPDRs (SPY) | Jan. 29, 1993 | -5.3 | -10 |
| iShares Dow Jones U.S. Total Market (IYY) | June 16, 2000 | -5.8 | -9.8* |
| iShares Russell 1000 Growth (IWF) | May 26, 2000 | -6.5 | -11.1* |
| iShares Russell 1000 (IWB) | May 19, 2000 | -5.6 | -5.5* |
| iShares Russell 1000 Value (IWD) | May 26, 2000 | -2.6 | 2* |
| iShares Russell 2000 Growth (IWO) | July 28, 2000 | -11.6 | -15.8* |
| iShares Russell 2000 (IWM) | May 26, 2000 | -7.4 | -0.1* |
| iShares Russell 2000 Value (IWN) | July 28, 2000 | -1.9 | 3.1* |
| iShares Russell 3000 Growth (IWZ) | July 28, 2000 | -7.8 | -15.7* |
| iShares Russell 3000 (IWV) | May 26, 2000 | -5.7 | -3.8* |
| iShares Russell 3000 Value (IWW) | July 28, 2000 | -2.3 | 0* |
| iShares S&P 500 (IVV) | May 19, 2000 | -5.1 | -6* |
| iShares S&P 500/BARRA Growth (IVW) | May 26, 2000 | -5.4 | -8.7* |
| iShares S&P 500/BARRA Value (IVE) | May 26, 2000 | -3.3 | 2.1* |
| iShares S&P MidCap 400 (IJH) | May 26, 2000 | -5.1 | 6.7* |
| iShares S&P MidCap 400/BARRA Growth (IJK) | July 28, 2000 | -8.2 | -3.3* |
| iShares S&P MidCap 400/BARRA Value (IJJ) | July 28, 2000 | -1.5 | 7* |
| iShares S&P SmallCap 600 (IJR) | May 26, 2000 | -6 | 6.1* |
| iShares S&P SmallCap 600/BARRA Growth (IJT) | July 28, 2000 | -7.9 | -2.7* |
| iShares S&P SmallCap 600/BARRA Value (IJS) | July 28, 2000 | -3.9 | 3.7* |
| Foreign Stock Indices | |||
| iShares MSCI Australia (EWA) | March 22, 1996 | -0.7 | -17.5 |
| iShares MSCI Austria (EWO) | March 22, 1996 | -0.9 | -13.5 |
| iShares MSCI Belgium (EWK) | March 22, 1996 | -1.5 | -24.4 |
| iShares MSCI Brazil (EWZ) | July 14, 2000 | -3.5 | -18.5* |
| iShares MSCI Canada (EWC) | March 22, 1996 | -4.5 | -19.7 |
| iShares MSCI France (EWQ) | March 22, 1996 | -7.5 | -19.5 |
| iShares MSCI Germany (EWG) | March 22, 1996 | -7.2 | -33.5 |
| iShares MSCI Hong Kong (EWH) | March 22, 1996 | -2.2 | -23.2 |
| iShares MSCI Italy (EWI) | Mach 22, 1996 | -4.7 | -14.8 |
| iShares MSCI Japan (EWJ) | March 22, 1996 | -6.5 | -28.4 |
| iShares MSCI Malaysia (EWM) | March 22, 1996 | -3.4 | -24.8 |
| iShares MSCI Mexico (EWW) | March 22, 1996 | -1.6 | -17.3 |
| iShares MSCI Netherlands (EWN) | March 22, 1996 | -5.3 | -15.8 |
| iShares MSCI Singapore (EWS) | March 22, 1996 | -2.8 | -29.9 |
| iShares MSCI South Korea (EWY) | May 12, 2000 | -8.8 | -31.1* |
| iShares MSCI Spain (EWP) | March 22, 1996 | -9.7 | -26.1 |
| iShares MSCI Sweden (EWD) | March 22, 1996 | -9.2 | -41.7 |
| iShares MSCI Switzerland (EWL) | March 22, 1996 | -3.6 | -6.6 |
| iShares MSCI Taiwan (EWT) | June 23, 2000 | -13.0 | -41.6* |
| iShares MSCI United Kingdom (EWU) | March 22, 1996 | -3.9 | -20.7 |
| iShares S&P Europe 350 (IEV) | July 28, 2000 | -4.6 | -6.4* |
| iShares S&P/TSE 60 (IKC) | June 16, 2000 | -3.4 | -12.8* |
| Source: American Stock Exchange, Merrill Lynch, Barclays Global Advisors, Baseline. Price data through Nov. 16. *Price change since inception. | |||