XPND vs. IQM ETF Comparison
Comparison of First Trust Expanded Technology ETF (XPND) to Franklin Intelligent Machines ETF (IQM)
XPND
First Trust Expanded Technology ETF
XPND Description
The investment seeks to provide long-term capital appreciation. The fund will invest at least 80% of its net assets in the common stocks of companies identified by it?s investment advisor as either information technology companies or consumer discretionary and communication services companies whose operations are principally derived from and/or dependent upon technology (such companies are collectively referred to herein as ?Expanded Technology Companies?). The fund?s investments will be concentrated (i.e., invest more than 25% of fund assets) in the industries or group of industries comprising the information technology sector. It is non-diversified.
Grade (RS Rating)
Last Trade
$28.93
Average Daily Volume
2,159
48
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
$63.34
Average Daily Volume
3,386
44
Performance
| Period | XPND | IQM |
|---|---|---|
| 30 Days | 6.52% | 8.19% |
| 60 Days | 14.38% | 15.76% |
| 90 Days | 0.17% | -3.18% |
| 12 Months | 41.41% | 44.22% |
14 Overlapping Holdings
| Symbol | Grade | Weight in XPND | Weight in IQM | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 4.33% | 4.48% | 4.33% | |
| ADSK | B | 1.08% | 1.82% | 1.08% | |
| AMAT | C | 3.18% | 2.86% | 2.86% | |
| APH | D | 1.46% | 1.6% | 1.46% | |
| AVGO | B | 4.77% | 2.18% | 2.18% | |
| BSY | D | 0.24% | 0.43% | 0.24% | |
| CRWD | D | 1.27% | 0.74% | 0.74% | |
| KLAC | B | 1.99% | 1.61% | 1.61% | |
| LRCX | D | 2.03% | 1.36% | 1.36% | |
| MPWR | B | 0.24% | 0.29% | 0.24% | |
| NVDA | B | 4.53% | 11.8% | 4.53% | |
| PTC | B | 0.24% | 1.3% | 0.24% | |
| TER | C | 0.24% | 1.88% | 0.24% | |
| TXN | C | 3.52% | 0.72% | 0.72% |
XPND Overweight 34 Positions Relative to IQM
| Symbol | Grade | Weight | |
|---|---|---|---|
| ORCL | A | 5.19% | |
| META | A | 4.75% | |
| CRM | B | 4.75% | |
| MSFT | D | 4.51% | |
| MA | A | 4.43% | |
| TMUS | A | 4.37% | |
| GOOGL | B | 4.34% | |
| V | B | 4.29% | |
| ADBE | F | 3.91% | |
| IBM | A | 3.79% | |
| QCOM | D | 3.54% | |
| NOW | B | 3.35% | |
| INTU | F | 3.28% | |
| ANET | A | 2.23% | |
| PANW | B | 2.02% | |
| PYPL | A | 1.51% | |
| MSI | A | 1.38% | |
| WDAY | D | 1.19% | |
| MRVL | C | 1.17% | |
| CHTR | D | 0.83% | |
| APP | A | 0.33% | |
| MANH | A | 0.26% | |
| WMG | D | 0.26% | |
| CDW | D | 0.25% | |
| FOXA | B | 0.25% | |
| OMC | C | 0.25% | |
| NTAP | D | 0.25% | |
| IT | A | 0.25% | |
| HPE | B | 0.25% | |
| CPAY | A | 0.24% | |
| TYL | D | 0.24% | |
| TDY | A | 0.24% | |
| EA | D | 0.23% | |
| SWKS | F | 0.22% |
XPND Underweight 30 Positions Relative to IQM
| Symbol | Grade | Weight | |
|---|---|---|---|
| ISRG | C | -5.59% | |
| ASML | F | -4.18% | |
| AXON | A | -3.99% | |
| TSM | B | -3.94% | |
| CDNS | D | -3.83% | |
| SNPS | F | -3.76% | |
| TSLA | C | -3.57% | |
| PWR | A | -2.58% | |
| AMD | C | -2.53% | |
| ADI | B | -1.8% | |
| ANSS | D | -1.55% | |
| ENTG | D | -1.4% | |
| ETN | B | -1.34% | |
| IDXX | D | -1.25% | |
| ALTR | B | -1.15% | |
| UBER | C | -1.08% | |
| VMI | B | -1.08% | |
| ROP | D | -0.88% | |
| NXPI | F | -0.86% | |
| KEYS | B | -0.84% | |
| PRCT | D | -0.62% | |
| ZBRA | B | -0.54% | |
| VRT | B | -0.53% | |
| FSLR | C | -0.52% | |
| ALGN | D | -0.46% | |
| TRMB | B | -0.44% | |
| MCHP | F | -0.38% | |
| HON | C | -0.37% | |
| PSTG | F | -0.37% | |
| SITM | A | -0.28% |
XPND: Top Represented Industries & Keywords
IQM: Top Represented Industries & Keywords
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