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IQM - ETF AI Analysis
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Franklin Intelligent Machines ETF (IQM)
Rating:73Outperform
Price Target:
$100.00
Positive Factors
Strong Top Holdings
Several top holdings, including Nvidia, Broadcom, and TSMC, have delivered strong year-to-date performance, supporting the ETF's overall growth.
Sector Focus on Technology
With over 60% exposure to the technology sector, the ETF benefits from the strong momentum in innovative industries.
Healthy Year-to-Date Performance
The ETF has shown solid year-to-date returns, indicating strong recent performance for investors.
Negative Factors
High Geographic Concentration
The ETF is heavily concentrated in U.S. companies, with over 93% exposure, limiting diversification across global markets.
Underperforming Holdings
Some holdings, such as Intuitive Surgical, have shown weak year-to-date performance, which could drag on overall returns.
Moderate Expense Ratio
The ETF's expense ratio of 0.5% is higher than some low-cost alternatives, potentially reducing net returns for investors.
IQM vs. SPDR S&P 500 ETF (SPY)
AUM50.13M
RegionGlobal
Expense Ratio0.50%
Beta1.63
IssuerFranklin
Inception DateFeb 25, 2020
Dividend YieldN/A
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume6,657
30 Day Avg. Volume6,368
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
103.49Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering70
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
IQM Summary
The Franklin Intelligent Machines ETF (Ticker: IQM) is an investment fund focused on companies leading the way in robotics and artificial intelligence. It includes well-known names like Nvidia and Broadcom, which are at the forefront of developing advanced technologies such as machine learning and industrial automation. This ETF is a great option for investors looking to tap into the growth potential of cutting-edge tech and innovation while diversifying their portfolio across multiple industries. However, it’s important to note that the fund is heavily invested in the technology sector, meaning its performance could be impacted by fluctuations in the tech market.
How much will it cost me?The Franklin Intelligent Machines ETF (IQM) has an expense ratio of 0.50%, which means you’ll pay $5 per year for every $1,000 invested. This is higher than average for ETFs because it is actively managed, focusing on a specialized niche like robotics and AI that requires more research and expertise.
What would affect this ETF?The Franklin Intelligent Machines ETF (IQM), with its focus on robotics and AI, could benefit from increasing global investment in technology and automation as industries seek efficiency and innovation. However, it may face challenges from rising interest rates, which can negatively impact growth-focused sectors like technology, and potential regulatory scrutiny on AI development. Its global exposure and top holdings in companies like Nvidia and Tesla position it well for growth, but economic slowdowns or geopolitical tensions could also affect performance.
IQM Top 10 Holdings
The Franklin Intelligent Machines ETF (IQM) is riding the wave of innovation in robotics and AI, with a strong tilt toward technology and industrial sectors. Nvidia and Broadcom are key drivers, benefiting from their leadership in AI infrastructure and semiconductors, while Tesla’s recent rally adds to the fund’s momentum despite its high valuation risks. On the flip side, Axon Enterprise has been lagging, weighed down by valuation concerns and cash flow challenges. With a global focus, IQM offers exposure to cutting-edge companies, though its concentration in tech-heavy names makes it sensitive to sector swings.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 9.77% | $4.99M | $4.53T | 27.85% | 76 Outperform | |
| Broadcom | 7.59% | $3.87M | $1.67T | 116.19% | 76 Outperform | |
| Celestica | 6.56% | $3.35M | $36.00B | 259.26% | 74 Outperform | |
| Tesla | 6.40% | $3.27M | $1.34T | 18.12% | 73 Outperform | |
| TSMC | 5.72% | $2.92M | $1.16T | 49.91% | 81 Outperform | |
| Apple | 3.87% | $1.97M | $3.97T | 17.52% | 80 Outperform | |
| Kratos Defense | 3.35% | $1.71M | $11.93B | 180.21% | 61 Neutral | |
| Axon Enterprise | 3.26% | $1.66M | $41.91B | -12.91% | 58 Neutral | |
| Amphenol | 2.81% | $1.44M | $167.28B | 92.78% | 77 Outperform | |
| GE Vernova Inc. | 2.47% | $1.26M | $161.54B | 75.19% | 66 Neutral |
IQM Technical Analysis
Negative
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Price Trends
88.50
Negative
83.61
Negative
73.72
Positive
Market Momentum
-1.43
Positive
34.29
Neutral
12.72
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IQM, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 90.02, equal to the 50-day MA of 88.50, and equal to the 200-day MA of 73.72, indicating a neutral trend. The MACD of -1.43 indicates Positive momentum. The RSI at 34.29 is Neutral, neither overbought nor oversold. The STOCH value of 12.72 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for IQM.
IQM Peer Comparison
Comparison Results
Performance Comparison
IQM
Franklin Intelligent Machines ETF
81.92
14.41
21.34%
AGIX
KraneShares Artificial Intelligence & Technology ETF
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AIFD
TCW Artificial Intelligence ETF
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YNOT
Horizon Digital Frontier ETF
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TEKY
Lazard Next Gen Technologies ETF
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JHAI
Janus Henderson Global Artificial Intelligence ETF
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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.
Disclaimer
This 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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