FWD vs. IQM ETF Comparison
Comparison of AB Disruptors ETF (FWD) to Franklin Intelligent Machines ETF (IQM)
FWD
AB Disruptors ETF
FWD Description
FWD seeks capital growth by actively investing in companies globally, believed to be at the forefront of innovative growth trends. The funds adviser considers such companies as market disrupters. Many may utilize technology to enhance or create new demand for their product or service. The selection process combines a top-down evaluation of macroeconomic growth trends with fundamental, bottom-up analysis of individual companies. Factors such as current and projected profitability, pricing power, competitiveness, technological superiority, and management robustness of a company are considered. Targeted themes may include cloud infrastructure & AI, energy transition, transportation & logistics, medical innovation, digital transactions & media, and industrial innovation. The resulting portfolio of 80-120 stocks is considered non-diversified and may heavily focus on industries within the Information Technology sector.
Grade (RS Rating)
Last Trade
$83.95
Average Daily Volume
20,955
79
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
$67.74
Average Daily Volume
4,362
49
Performance
| Period | FWD | IQM |
|---|---|---|
| 30 Days | 6.41% | 7.46% |
| 60 Days | 8.28% | 9.03% |
| 90 Days | 8.11% | 7.71% |
| 12 Months | 46.37% | 42.26% |
20 Overlapping Holdings
| Symbol | Grade | Weight in FWD | Weight in IQM | Overlap | |
|---|---|---|---|---|---|
| ADI | D | 0.63% | 1.36% | 0.63% | |
| AMAT | F | 0.87% | 2.49% | 0.87% | |
| AMD | F | 0.7% | 2.09% | 0.7% | |
| AVGO | D | 1.29% | 2.12% | 1.29% | |
| BKR | B | 0.85% | 0.55% | 0.55% | |
| BSY | D | 0.48% | 0.39% | 0.39% | |
| CRWD | B | 1.11% | 0.85% | 0.85% | |
| ETN | A | 1.09% | 1.04% | 1.04% | |
| GEV | B | 2.15% | 1.16% | 1.16% | |
| IOT | A | 0.98% | 0.53% | 0.53% | |
| ISRG | A | 1.62% | 5.7% | 1.62% | |
| LRCX | F | 0.94% | 1.19% | 0.94% | |
| NVDA | C | 5.29% | 13.78% | 5.29% | |
| PLTR | B | 1.33% | 0.33% | 0.33% | |
| SNPS | B | 0.72% | 3.87% | 0.72% | |
| TER | D | 0.93% | 1.45% | 0.93% | |
| TSLA | B | 3.08% | 4.19% | 3.08% | |
| TXN | C | 1.51% | 0.7% | 0.7% | |
| UBER | D | 0.52% | 1.33% | 0.52% | |
| VRT | B | 1.67% | 1.1% | 1.1% |
FWD Overweight 59 Positions Relative to IQM
| Symbol | Grade | Weight | |
|---|---|---|---|
| VST | B | 2.35% | |
| ORCL | B | 1.81% | |
| AMZN | C | 1.73% | |
| BSX | B | 1.56% | |
| NFLX | A | 1.54% | |
| ANET | C | 1.53% | |
| META | D | 1.41% | |
| SHOP | B | 1.39% | |
| GOOGL | C | 1.3% | |
| HWM | A | 1.21% | |
| SPOT | B | 1.16% | |
| FTNT | C | 1.15% | |
| EPAM | C | 1.14% | |
| APO | B | 1.09% | |
| COHR | B | 1.06% | |
| DASH | A | 1.06% | |
| TTD | B | 1.05% | |
| TT | A | 1.05% | |
| MRVL | B | 1.02% | |
| MU | D | 1.01% | |
| DDOG | A | 0.99% | |
| CAT | B | 0.98% | |
| ON | D | 0.98% | |
| TEAM | A | 0.95% | |
| LSCC | D | 0.94% | |
| ARM | D | 0.91% | |
| MDB | C | 0.91% | |
| WAB | B | 0.86% | |
| SYK | C | 0.81% | |
| NEE | D | 0.79% | |
| GWRE | A | 0.79% | |
| LLY | F | 0.76% | |
| CIEN | B | 0.74% | |
| FROG | C | 0.74% | |
| MNDY | C | 0.74% | |
| ABBV | D | 0.73% | |
| RBLX | C | 0.72% | |
| ADBE | C | 0.71% | |
| MSFT | F | 0.7% | |
| LITE | B | 0.66% | |
| AFRM | B | 0.66% | |
| SLAB | D | 0.65% | |
| HUBS | A | 0.65% | |
| BKNG | A | 0.63% | |
| MELI | D | 0.62% | |
| TMO | F | 0.58% | |
| ILMN | D | 0.56% | |
| NOW | A | 0.55% | |
| GTLB | B | 0.53% | |
| RDDT | B | 0.53% | |
| ABT | B | 0.52% | |
| CRL | C | 0.5% | |
| CFLT | B | 0.48% | |
| ABNB | C | 0.46% | |
| IPGP | D | 0.44% | |
| IQV | D | 0.43% | |
| FCX | D | 0.42% | |
| RGEN | D | 0.41% | |
| Z | A | 0.4% |
FWD Underweight 29 Positions Relative to IQM
| Symbol | Grade | Weight | |
|---|---|---|---|
| AXON | A | -5.49% | |
| AAPL | C | -4.09% | |
| TSM | B | -4.05% | |
| CDNS | B | -3.99% | |
| ASML | F | -2.85% | |
| PWR | A | -2.63% | |
| ADSK | A | -1.94% | |
| APH | A | -1.33% | |
| PTC | A | -1.31% | |
| KLAC | D | -1.31% | |
| VMI | B | -1.2% | |
| ALTR | B | -1.2% | |
| ZBRA | B | -1.02% | |
| AVAV | D | -1.0% | |
| ROP | B | -0.84% | |
| KEYS | A | -0.8% | |
| PRCT | B | -0.71% | |
| IDXX | F | -0.71% | |
| ENTG | D | -0.65% | |
| TRMB | B | -0.48% | |
| NXPI | D | -0.45% | |
| FSLR | F | -0.36% | |
| PSTG | D | -0.35% | |
| SITM | B | -0.31% | |
| MCHP | D | -0.3% | |
| FTI | A | -0.26% | |
| OII | B | -0.26% | |
| ALGN | D | -0.22% | |
| MPWR | F | -0.19% |
FWD: Top Represented Industries & Keywords
IQM: Top Represented Industries & Keywords
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