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QTUM - ETF AI Analysis

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QTUM

Defiance Quantum ETF (QTUM)

Rating:60Neutral
Price Target:
QTUM’s rating suggests it is a reasonably solid but not top-tier ETF, with its quality driven largely by strong semiconductor and technology names like Micron, Applied Materials, AMD, and RTX, which benefit from robust financial performance, positive earnings, and strategic positioning in growth areas such as AI and data centers. However, weaker holdings like Arqit Quantum, which faces profitability and cash flow challenges, and names with bearish technical trends or overvaluation concerns, such as Airbus, slightly weigh on the fund’s overall appeal. The main risk factor is QTUM’s concentration in cyclical, tech-focused industries, where high valuations and sector-specific headwinds can increase volatility.
Positive Factors
Strong Year-to-Date Performance
The ETF has delivered strong gains so far this year, showing solid momentum in its strategy.
Leading Technology Holdings
Several key technology names in the top holdings, such as chip and cloud companies, have shown strong performance and helped drive returns.
Global, but U.S.-Focused Exposure
While most assets are in U.S. companies, the fund also holds positions in markets like Japan and Europe, adding some international diversification.
Negative Factors
High Technology Concentration
With a large share of assets in the technology sector, the ETF is heavily exposed to swings in tech stocks.
Mixed Performance Among Top Holdings
A few of the largest positions have shown weak or negative performance, which can offset gains from stronger names.
Moderately High Expense Ratio
The fund’s expense ratio is not especially low, meaning fees take a noticeable bite out of long-term returns compared with cheaper ETFs.

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

QTUM Summary

QTUM, the Defiance Quantum ETF, tracks the BlueStar Quantum Computing and Machine Learning Index and focuses on companies working on advanced tech like quantum computing and related software and hardware. It holds well-known names such as Cloudflare and AMD, along with other innovators in technology and industrials from the U.S. and around the world. Someone might invest in QTUM if they want growth potential from cutting-edge technology and diversification across many quantum-focused companies. However, this ETF is heavily tied to tech stocks, so its price can rise and fall sharply with changes in the technology sector.
How much will it cost me?The Defiance Quantum ETF (Ticker: QTUM) has an expense ratio of 0.4%, which means you’ll pay $4 per year for every $1,000 invested. This is slightly higher than average because the fund is actively managed and focuses on a specialized niche in quantum computing, requiring more research and expertise. It’s designed to give investors exposure to cutting-edge technology companies.
What would affect this ETF?The Defiance Quantum ETF (QTUM) could benefit from increasing global investment in quantum computing and advancements in technology, as well as growing demand for faster and more efficient computing solutions across industries. However, it may face challenges from regulatory hurdles, high development costs, and potential competition from other emerging technologies. Its heavy focus on the technology sector and reliance on top holdings like Rigetti Computing and Intel make it sensitive to fluctuations in tech industry performance and broader economic conditions.

QTUM Top 10 Holdings

QTUM is essentially a bet on the future of computing, with chipmakers and advanced hardware names doing most of the heavy lifting. Micron and AMD have been rising on AI and data-center optimism, while Applied Materials and NVE add steady strength from the semiconductor and components side. Cloudflare is contributing with solid, if sometimes choppy, momentum in cloud security and networking. On the flip side, Arqit Quantum and Horizon Quantum are lagging, reminding investors that pure-play quantum is still a bumpy ride. Overall, it’s a globally diversified, tech-heavy portfolio with a clear tilt toward semiconductors and next-gen infrastructure.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Arqit Quantum1.72%$86.94M$305.41M-53.55%
41
Neutral
RTX1.58%$79.90M$294.59B35.89%
74
Outperform
Cloudflare1.54%$77.97M$93.79B34.62%
61
Neutral
Airbus Group SE1.53%$77.45M$191.16B13.55%
68
Neutral
Nutanix1.52%$77.11M$15.96B-22.38%
62
Neutral
Horizon Quantum Holdings1.50%$75.73M$372.13M-9.09%
Snowflake1.44%$73.08M$93.71B28.43%
54
Neutral
NVE1.43%$72.23M$564.06M76.59%
68
Neutral
Lockheed Martin1.42%$71.81M$134.16B35.95%
70
Outperform
NEC1.41%$71.12M¥6.10T3.27%
62
Neutral

QTUM Technical Analysis

Technical Analysis Sentiment
Negative
Last Price
Price Trends
50DMA
153.93
Negative
100DMA
138.39
Positive
200DMA
125.34
Positive
Market Momentum
MACD
RSI
STOCH
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For QTUM, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 146.08, equal to the 50-day MA of 153.93, and equal to the 200-day MA of 125.34, indicating a neutral trend. The MACD of ― indicates undefined momentum. The RSI at ― is undefined, neither overbought nor oversold. The STOCH value of ― is undefined, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for QTUM.

QTUM Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$5.04B0.40%
60
Neutral
$8.09B0.39%
64
Neutral
$4.25B0.55%
64
Neutral
$4.19B0.40%
70
Outperform
$4.11B0.50%
74
Outperform
$1.11B0.56%
65
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
QTUM
Defiance Quantum ETF
140.31
50.75
56.67%
IXN
iShares Global Tech ETF
IDEF
iShares Defense Industrials Active ETF
IXJ
iShares Global Healthcare ETF
TDIV
First Trust NASDAQ Technology Dividend Index Fund
IGPT
Invesco Ai And Next Gen Software 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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