IQM vs. WUGI ETF Comparison
Comparison of Franklin Intelligent Machines ETF (IQM) to Esoterica NextG Economy ETF (WUGI)
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
$67.51
Average Daily Volume
4,309
49
WUGI
Esoterica NextG Economy ETF
WUGI Description
The investment seeks capital appreciation. The fund is an actively-managed ETF that will invest, under normal circumstances, at least 80% of its total assets in domestic and foreign equity securities of companies whose economic fortunes are significantly tied to the fifth generation digital cellular network technology (5G) enabled digital economy, including companies involved in the production of 5G technology and companies that may benefit from the use of 5G. The fund is non-diversified.Grade (RS Rating)
Last Trade
$74.73
Average Daily Volume
2,317
25
Performance
Period | IQM | WUGI |
---|---|---|
30 Days | 5.98% | 1.82% |
60 Days | 9.16% | 9.83% |
90 Days | 7.34% | 8.11% |
12 Months | 41.76% | 54.47% |
IQM Overweight 44 Positions Relative to WUGI
Symbol | Grade | Weight | |
---|---|---|---|
ISRG | A | 5.7% | |
AXON | A | 5.49% | |
TSLA | B | 4.19% | |
AAPL | C | 4.09% | |
CDNS | B | 3.99% | |
ASML | F | 2.85% | |
PWR | A | 2.63% | |
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% | |
VRT | B | 1.1% | |
ETN | A | 1.04% | |
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% |
IQM Underweight 20 Positions Relative to WUGI
IQM: Top Represented Industries & Keywords
WUGI: Top Represented Industries & Keywords