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BUYZ - ETF AI Analysis

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BUYZ

Franklin Disruptive Commerce ETF (BUYZ)

Rating:71Outperform
Price Target:
BUYZ, the Franklin Disruptive Commerce ETF, earns a solid overall rating thanks to major positions in leaders like Alphabet and Amazon, which benefit from strong financial performance, positive earnings commentary, and growth in areas such as cloud, AI, and digital advertising. Other key holdings like Shopify, Walmart, and Mercadolibre further support the rating with robust revenue and e-commerce growth, even though some show signs of rich valuations or overbought technicals. The main risk is that several holdings, including Carvana, Netflix, and others, face high valuation and cash flow or technical pressures, which could make the fund more sensitive to market pullbacks in high-growth, tech-driven commerce names.
Positive Factors
Leading E‑Commerce and Tech Names
Top holdings like Amazon, Meta, Alphabet, and Walmart have shown generally strong or steady performance, helping support the fund despite recent volatility.
Sector Diversification Within Growth Areas
The ETF spreads its investments across consumer, communication services, and technology sectors, reducing the impact if any single growth industry stumbles.
Recent Short-Term Rebound
Despite weak year-to-date results, the fund has shown a strong one-month gain, suggesting some recovery in its underlying holdings.
Negative Factors
High U.S. Concentration
With the vast majority of assets in U.S. stocks, the fund is heavily tied to the direction of the U.S. market and offers limited global diversification.
Mixed Performance Among Top Holdings
Several large positions such as Shopify, AppLovin, DoorDash, and others have been weak this year, dragging on overall returns.
Higher Expense Ratio for a Thematic ETF
The fund’s expense ratio is on the higher side compared with many broad market ETFs, which can eat into long-term returns.

BUYZ vs. SPDR S&P 500 ETF (SPY)

BUYZ Summary

The Franklin Disruptive Commerce ETF (BUYZ) focuses on the theme of the digital economy, investing in companies changing how we shop and pay for things online. It holds well-known names like Amazon and Meta Platforms, along with e-commerce, fintech, and online services firms mostly based in the U.S. Someone might invest in BUYZ to seek growth from the long-term shift toward online shopping, digital payments, and tech-driven retail, while still getting diversification across many companies. A key risk is that it is heavily tied to technology and internet-related businesses, so its price can rise and fall sharply with trends in the digital economy.
How much will it cost me?The Franklin Disruptive Commerce ETF (BUYZ) has an expense ratio of 0.5%, meaning you’ll pay $5 per year for every $1,000 invested. This is higher than average because it is actively managed, focusing on a specific theme within the digital economy, which requires more research and expertise.
What would affect this ETF?The Franklin Disruptive Commerce ETF (BUYZ) could benefit from the continued growth of e-commerce, digital payments, and technological advancements in logistics, as well as increased consumer adoption of online platforms like Shopify and Amazon. However, it may face challenges from rising interest rates, which could impact growth-focused companies, and potential regulatory scrutiny on major tech firms like Meta and Amazon. Global economic uncertainty could also affect consumer spending and the performance of the ETF's holdings.

BUYZ Top 10 Holdings

BUYZ leans heavily into the digital shopping mall, with Amazon and Alphabet doing much of the heavy lifting as their shares keep climbing on the back of cloud, ads, and e‑commerce strength. eBay has also been rising, giving the fund another steady online retail engine. On the flip side, Shopify and MercadoLibre have been lagging, and Carvana’s choppy ride has occasionally dragged on returns. Overall, the ETF is tilted toward consumer and communication names tied to online commerce, with a global footprint but a clear U.S. tech-and-retail heartbeat.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Amazon11.34%$560.73K$2.56T13.26%
71
Outperform
Shopify8.26%$408.13K$140.56B1.15%
77
Outperform
AppLovin5.25%$259.31K$165.61B28.57%
74
Outperform
Alphabet Class A4.14%$204.56K$4.30T102.83%
85
Outperform
Meta Platforms4.07%$200.98K$1.45T-17.65%
76
Outperform
Carvana Co3.84%$189.98K$73.76B6.32%
66
Neutral
Walmart3.39%$167.62K$959.66B27.16%
78
Outperform
eBay3.21%$158.66K$47.25B37.41%
70
Outperform
Netflix3.19%$157.52K$345.29B-32.51%
73
Outperform
Mercadolibre3.15%$155.65K$80.52B-33.46%
77
Outperform

BUYZ Technical Analysis

Technical Analysis Sentiment
Negative
Last Price
Price Trends
50DMA
34.47
Negative
100DMA
34.35
Negative
200DMA
37.99
Negative
Market Momentum
MACD
-0.31
Positive
RSI
39.51
Neutral
STOCH
10.34
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For BUYZ, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 34.11, equal to the 50-day MA of 34.47, and equal to the 200-day MA of 37.99, indicating a bearish trend. The MACD of -0.31 indicates Positive momentum. The RSI at 39.51 is Neutral, neither overbought nor oversold. The STOCH value of 10.34 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for BUYZ.

BUYZ Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$5.05M0.50%
71
Outperform
$93.55M0.75%
52
Neutral
$84.53M0.50%
68
Neutral
$83.64M0.90%
64
Neutral
$57.60M0.50%
60
Neutral
$54.72M1.00%
56
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
BUYZ
Franklin Disruptive Commerce ETF
33.29
-5.79
-14.82%
MARS
Roundhill Space & Technology ETF
IQM
Franklin Intelligent Machines ETF
HECO
SPDR Galaxy Hedged Digital Asset Ecosystem ETF
TEKY
Lazard Next Gen Technologies ETF
NXTE
AXS Green Alpha ETF
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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