AGOX vs. IQM ETF Comparison
Comparison of Adaptive Growth Opportunities ETF (AGOX) to Franklin Intelligent Machines ETF (IQM)
AGOX
Adaptive Growth Opportunities ETF
AGOX Description
The investment seeks capital appreciation. The fund's portfolio manager seeks to achieve its investment objective of capital appreciation by investing in ETFs that are registered under the Investment Company Act of 1940, as amended and not affiliated with the fund that invest in equity securities of any market capitalization of issuers from a number of countries throughout the world, including emerging market countries. The manager primarily utilizes ETFs and equities but may also use fixed income securities to diversify its asset classes. The fixed income securities in which the fund will invest will be investment grade and may be of any duration or maturity.
Grade (RS Rating)
Last Trade
$29.17
Average Daily Volume
28,365
65
IQM
Franklin Intelligent Machines ETF
IQM Description
The investment seeks capital appreciation. Under normal market conditions, the fund invests at least 80% of its net assets in equity securities of companies that are relevant to its investment theme of intelligent machines. The fund invests predominantly in common stock. Although it may invest across economic sectors, the advisor expects to have significant positions in particular sectors including technology. The fund is non-diversified.Grade (RS Rating)
Last Trade
$67.49
Average Daily Volume
4,309
49
Performance
| Period | AGOX | IQM |
|---|---|---|
| 30 Days | 0.21% | 5.98% |
| 60 Days | 0.59% | 9.16% |
| 90 Days | 0.83% | 7.34% |
| 12 Months | 24.23% | 41.76% |
AGOX Overweight 57 Positions Relative to IQM
| Symbol | Grade | Weight | |
|---|---|---|---|
| QQQ | B | 22.48% | |
| AMZN | C | 8.06% | |
| XLC | A | 6.77% | |
| BSX | A | 4.69% | |
| HWM | A | 2.35% | |
| CRM | B | 1.72% | |
| SMH | C | 1.69% | |
| MSFT | D | 1.56% | |
| PGR | A | 1.34% | |
| GE | D | 1.22% | |
| DECK | A | 1.17% | |
| KCE | A | 1.14% | |
| FICO | B | 1.14% | |
| VRSK | A | 1.13% | |
| VRTX | D | 1.11% | |
| GWW | B | 0.98% | |
| BMI | B | 0.89% | |
| CPRT | B | 0.89% | |
| CRS | B | 0.86% | |
| T | A | 0.82% | |
| TDG | D | 0.8% | |
| INTC | C | 0.77% | |
| CEG | C | 0.76% | |
| NVO | F | 0.74% | |
| XAR | B | 0.72% | |
| MMS | F | 0.62% | |
| REGN | F | 0.62% | |
| SPSC | D | 0.61% | |
| CBOE | C | 0.56% | |
| ARGT | A | 0.53% | |
| ANF | F | 0.46% | |
| BKNG | A | 0.45% | |
| IESC | C | 0.45% | |
| AMP | A | 0.45% | |
| IR | B | 0.45% | |
| MOG.A | B | 0.41% | |
| RJF | A | 0.39% | |
| PTGX | D | 0.39% | |
| MDGL | B | 0.35% | |
| JPM | A | 0.34% | |
| FSS | B | 0.3% | |
| AI | B | 0.29% | |
| TYL | B | 0.29% | |
| ECL | D | 0.28% | |
| HUBB | B | 0.26% | |
| TPH | D | 0.26% | |
| GRBK | D | 0.25% | |
| LLY | F | 0.24% | |
| AROC | A | 0.23% | |
| META | D | 0.23% | |
| WINA | C | 0.21% | |
| MANH | D | 0.2% | |
| SWKS | F | 0.18% | |
| XOM | B | 0.02% | |
| ORCL | A | 0.01% | |
| BAC | A | 0.0% | |
| OGIG | A | 0.0% |
AGOX Underweight 41 Positions Relative to IQM
| Symbol | Grade | Weight | |
|---|---|---|---|
| ISRG | A | -5.7% | |
| AXON | A | -5.49% | |
| TSM | B | -4.05% | |
| CDNS | B | -3.99% | |
| SNPS | B | -3.87% | |
| ASML | F | -2.85% | |
| AMAT | F | -2.49% | |
| ADSK | A | -1.94% | |
| TER | F | -1.45% | |
| ADI | D | -1.36% | |
| APH | A | -1.33% | |
| UBER | F | -1.33% | |
| PTC | B | -1.31% | |
| KLAC | F | -1.31% | |
| VMI | B | -1.2% | |
| ALTR | B | -1.2% | |
| LRCX | F | -1.19% | |
| GEV | B | -1.16% | |
| ZBRA | B | -1.02% | |
| AVAV | C | -1.0% | |
| CRWD | B | -0.85% | |
| ROP | B | -0.84% | |
| KEYS | A | -0.8% | |
| PRCT | B | -0.71% | |
| IDXX | F | -0.71% | |
| TXN | C | -0.7% | |
| ENTG | D | -0.65% | |
| BKR | A | -0.55% | |
| IOT | A | -0.53% | |
| TRMB | B | -0.48% | |
| NXPI | D | -0.45% | |
| BSY | F | -0.39% | |
| FSLR | F | -0.36% | |
| PSTG | D | -0.35% | |
| PLTR | B | -0.33% | |
| SITM | B | -0.31% | |
| MCHP | F | -0.3% | |
| FTI | A | -0.26% | |
| OII | B | -0.26% | |
| ALGN | D | -0.22% | |
| MPWR | F | -0.19% |
AGOX: Top Represented Industries & Keywords
IQM: Top Represented Industries & Keywords
Compare ETFs
