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IQM - ETF AI Analysis
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Franklin Intelligent Machines ETF (IQM)
Rating:72Outperform
Price Target:―
Positive Factors
Solid Recent Performance
The ETF has shown steady gains over the past month, three months, and year-to-date, indicating positive recent momentum.
Focused Exposure to Growth Sectors
With most assets in technology and industrials, the fund targets areas that can benefit from advances in intelligent machines and automation.
Meaningful Size for a Thematic Fund
The fund’s asset base is sizable for a specialized ETF, suggesting it has attracted a reasonable level of investor interest and liquidity.
Negative Factors
High Concentration in Top Holdings
A small group of stocks, including Nvidia, Tesla, and Broadcom, make up a large portion of the portfolio, increasing the impact of any weakness in these names.
Mixed Performance Among Key Stocks
Several major holdings such as Nvidia, Tesla, Broadcom, and Apple have recently shown weaker performance, which can drag on overall returns.
Heavy U.S. and Tech Dependence
The ETF is heavily tilted toward U.S. technology companies, which increases sensitivity to downturns in the U.S. tech sector and limits diversification across regions.
IQM vs. SPDR S&P 500 ETF (SPY)
AUM73.75M
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. Volume2,217
30 Day Avg. Volume6,896
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
113.53Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering78
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
IQM Summary
Franklin Intelligent Machines ETF (IQM) is a fund that focuses on the theme of robotics and artificial intelligence instead of tracking a traditional market index. It mainly holds U.S. technology and industrial companies that build chips, software, and equipment powering smart machines and automation. Well-known holdings include Nvidia and Tesla. Someone might invest in IQM if they believe AI and robotics will keep growing and want a simple way to spread their money across many leaders in this space. A key risk is that it is heavily concentrated in tech-related stocks, so its price can swing sharply.
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
IQM is leaning hard into the global AI and robotics boom, with chip powerhouses like Nvidia and TSMC setting the tone. TSMC has been a bright spot lately, while Nvidia looks more mixed, no longer sprinting ahead but still central to the story. On the downside, Tesla and Apple have been losing steam, quietly tugging at returns instead of driving them. Strength from industrial names like Celestica and Kratos Defense helps balance the ride, but this is still a tech-heavy, semiconductor-centric fund where a few big names steer performance.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 8.28% | $6.11M | $4.49T | 35.01% | 76 Outperform | |
| TSMC | 6.42% | $4.73M | $1.57T | 79.68% | 81 Outperform | |
| Tesla | 6.39% | $4.71M | $1.54T | 17.88% | 73 Outperform | |
| Broadcom | 6.02% | $4.44M | $1.58T | 45.38% | 76 Outperform | |
| Celestica | 5.33% | $3.93M | $32.84B | 117.86% | 73 Outperform | |
| Kratos Defense | 3.98% | $2.93M | $15.67B | 242.53% | 60 Neutral | |
| Apple | 3.47% | $2.56M | $3.87T | 7.76% | 79 Outperform | |
| GE Vernova Inc. | 3.13% | $2.31M | $220.79B | 114.90% | 69 Neutral | |
| Amphenol | 2.84% | $2.10M | $182.62B | 112.82% | 78 Outperform | |
| Teradyne | 2.66% | $1.96M | $47.85B | 173.43% | 71 Outperform |
IQM Technical Analysis
Positive
―
Price Trends
91.37
Positive
90.03
Positive
82.56
Positive
Market Momentum
0.14
Positive
50.98
Neutral
66.48
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IQM, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 93.01, equal to the 50-day MA of 91.37, and equal to the 200-day MA of 82.56, indicating a neutral trend. The MACD of 0.14 indicates Positive momentum. The RSI at 50.98 is Neutral, neither overbought nor oversold. The STOCH value of 66.48 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for IQM.
IQM Peer Comparison
Comparison Results
Performance Comparison
IQM
Franklin Intelligent Machines ETF
94.17
26.39
38.93%
FDCF
Fidelity Disruptive Communications ETF
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―
―
AIFD
TCW Artificial Intelligence ETF
―
―
―
TEKY
Lazard Next Gen Technologies ETF
―
―
―
JHAI
Janus Henderson Global Artificial Intelligence ETF
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―
PBOT
Pictet AI & Automation 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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