IQM vs. LCLG ETF Comparison

Comparison of Franklin Intelligent Machines ETF (IQM) to Logan Capital Broad Innovative Growth ETF (LCLG)
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

$54.84

Average Daily Volume

2,505

Number of Holdings *

47

* may have additional holdings in another (foreign) market
LCLG

Logan Capital Broad Innovative Growth ETF

LCLG Description The investment seeks long-term capital appreciation. Under normal market conditions, the fund invests primarily in securities of companies that use innovative technologies or ideas to gain advantage over competitors. The Advisor expects to invest principally in large capitalization equity securities that are traded on U.S. securities exchanges. The fund may invest up to 20% of its total assets in securities of foreign issuers, including issuers in emerging markets.

Grade (RS Rating)

Last Trade

$42.74

Average Daily Volume

700

Number of Holdings *

10

* may have additional holdings in another (foreign) market
Performance
Period IQM LCLG
30 Days -6.19% -6.98%
60 Days -6.03% -4.61%
90 Days 3.66% 3.85%
12 Months 30.22% 29.49%
4 Overlapping Holdings
Symbol Grade Weight in IQM Weight in LCLG Overlap
AAPL F 3.76% 3.95% 3.76%
APH A 1.63% 3.92% 1.63%
AVGO D 1.85% 3.59% 1.85%
KLAC C 1.58% 5.43% 1.58%
IQM Overweight 43 Positions Relative to LCLG
Symbol Grade Weight
NVDA C 10.75%
ASML D 5.21%
ISRG C 4.94%
CDNS D 4.66%
SNPS D 4.56%
TSM C 3.48%
AXON B 3.43%
AMAT D 3.18%
AMD D 2.74%
PWR A 2.5%
TSLA C 2.44%
PTC D 2.14%
ANSS D 1.84%
ENTG D 1.83%
ADI A 1.74%
LRCX D 1.73%
ADSK F 1.68%
TER A 1.65%
DXCM D 1.56%
ETN B 1.46%
IDXX D 1.41%
ALTR D 1.2%
ROP D 0.99%
NXPI B 0.96%
KEYS D 0.9%
TEL C 0.71%
TXN A 0.68%
TEAM F 0.56%
BSY B 0.54%
VMI F 0.53%
TRMB D 0.49%
MCHP A 0.48%
FSLR A 0.45%
INTC F 0.41%
HON C 0.4%
UBER D 0.31%
INSP A 0.28%
PRCT A 0.27%
TXG F 0.16%
SITM D 0.14%
ZBRA A 0.1%
WOLF F 0.08%
ALGN F 0.08%
IQM Underweight 6 Positions Relative to LCLG
Symbol Grade Weight
MA D -4.77%
AMZN B -4.29%
NFLX D -4.24%
DKS B -3.82%
META D -3.79%
CTAS A -2.53%
Compare ETFs