SXQG - ETF AI Analysis

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ETC 6 Meridian Quality Growth ETF (SXQG)

Rating:76Outperform

Price Target:―

SXQG, the ETC 6 Meridian Quality Growth ETF, earns a solid overall rating thanks to large positions in high-quality growth names like Alphabet, Microsoft, Apple, and Nvidia, all supported by strong financial performance and promising long-term opportunities in AI, cloud, and services. These strengths are partly offset by holdings such as Visa, Mastercard, and Costco, where bearish technical trends and rich valuations introduce some caution. The main risk factor is the fund’s heavy tilt toward a concentrated group of large U.S. growth and technology-related companies, which can increase sensitivity to shifts in tech sentiment and valuation.

Positive Factors

Strong Top Holdings

Several of the ETF's largest positions, like Nvidia and Alphabet, have delivered strong year-to-date gains, supporting overall performance.

Sector Diversification

The ETF spreads its investments across multiple sectors, including technology, healthcare, and consumer goods, reducing reliance on any single industry.

Healthy Year-to-Date Performance

The ETF has shown solid year-to-date growth, indicating positive momentum for investors.

Negative Factors

High Geographic Concentration

The ETF is heavily focused on U.S. companies, offering little exposure to international markets and limiting global diversification.

Expense Ratio is Relatively High

The ETF charges a higher expense ratio compared to many similar funds, which could eat into investor returns over time.

Recent Short-Term Weakness

The ETF experienced a slight decline in one-month performance, signaling potential near-term volatility.

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

AUM67.28M

RegionNorth America

Expense Ratio0.70%

Beta1.01

IssuerMeridian

Inception DateMay 10, 2021

Dividend Yield0.15%

Asset ClassEquity

Index TrackedNo Underlying Index

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume5,469

30 Day Avg. Volume2,563

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

39.88

Price Target Upside― Downside

Rating ConsensusStrong Buy

Number of Analyst Covering90

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

SXQG Summary

The ETC 6 Meridian Quality Growth ETF (Ticker: SXQG) is an investment fund focused on high-quality growth companies across the total market. It includes well-known names like Nvidia and Alphabet (Google), along with other large and emerging firms in sectors like technology, healthcare, and consumer goods. This ETF is designed for investors seeking growth and diversification, as it balances strong financial health with consistent earnings potential. However, new investors should be aware that its performance is heavily tied to the overall market, meaning it can go up or down depending on broader economic conditions.

How much will it cost me?The ETC 6 Meridian Quality Growth ETF (Ticker: SXQG) has an expense ratio of 0.7%, which means you’ll pay $7 per year for every $1,000 invested. This is higher than average because it is actively managed, focusing on selecting high-quality growth companies rather than tracking a broad index. Active management typically involves more research and decision-making, which increases costs.

What would affect this ETF?The ETC 6 Meridian Quality Growth ETF (SXQG) could benefit from continued innovation and growth in the technology sector, which makes up a significant portion of its holdings, as well as strong consumer spending trends supporting companies like Apple and Costco. However, rising interest rates or economic slowdowns could negatively impact growth-focused companies, particularly in sectors like technology and communication services, which are sensitive to broader market conditions. Regulatory changes affecting major holdings such as Nvidia, Alphabet, or Meta could also pose risks to the ETF's performance.

SXQG Top 10 Holdings

The ETC 6 Meridian Quality Growth ETF leans heavily into technology, with names like Alphabet and Nvidia driving its performance. Alphabet is rising on strong AI and cloud momentum, while Nvidia shows mixed signals as inventory challenges weigh on its otherwise robust AI-driven growth. Microsoft, another tech giant, is steady but facing valuation pressures. Outside tech, Intuitive Surgical is a bright spot in healthcare, benefiting from strong operational metrics, while Meta Platforms is lagging due to expense concerns despite its focus on AI innovation. The fund’s U.S.-centric portfolio is tech-heavy, making it sensitive to shifts in the sector.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
GOOGL	Alphabet Class A	6.99%	$4.71M	$4.02T	68.37%	85 Outperform
NVDA	Nvidia	5.46%	$3.68M	$4.55T	35.23%	76 Outperform
AAPL	Apple	5.34%	$3.59M	$3.80T	11.11%	79 Outperform
ISRG	Intuitive Surgical	4.59%	$3.09M	$191.90B	-9.72%	78 Outperform
MSFT	Microsoft	4.51%	$3.03M	$3.39T	7.18%	79 Outperform
TJX	TJX Companies	4.42%	$2.97M	$173.41B	29.16%	79 Outperform
COST	Costco	4.35%	$2.93M	$424.67B	2.16%	72 Outperform
V	Visa	4.24%	$2.85M	$626.74B	2.72%	70 Outperform
MA	Mastercard	4.09%	$2.76M	$487.30B	2.82%	75 Outperform
META	Meta Platforms	4.06%	$2.73M	$1.56T	1.22%	76 Outperform

SXQG Technical Analysis

Technical Analysis Sentiment

Negative

Last Price―

Price Trends

50DMA

32.90

Negative

100DMA

33.10

Negative

200DMA

32.28

Positive

Market Momentum

MACD

-0.13

Positive

RSI

34.34

Neutral

STOCH

3.26

Positive

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SXQG, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 32.96, equal to the 50-day MA of 32.90, and equal to the 200-day MA of 32.28, indicating a neutral trend. The MACD of -0.13 indicates Positive momentum. The RSI at 34.34 is Neutral, neither overbought nor oversold. The STOCH value of 3.26 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for SXQG.

SXQG Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
SXQG	―	―	$67.28M	0.70%	―
BAMD	―	―	$96.47M	0.89%	―
STNC	―	―	$91.57M	0.85%	―
RFDA	―	―	$83.77M	0.52%	―
STOX	―	―	$82.79M	0.70%	―
VAMO	―	―	$77.76M	0.65%	―

Performance Comparison

SXQG

ETC 6 Meridian Quality Growth ETF

32.31

-0.27

-0.83%

BAMD

Brookstone Dividend Stock ETF

―

STNC

Stance Equity ESG Large Cap Core ETF

―

RFDA

RiverFront Dynamic US Dividend Advantage ETF

―

STOX

Horizon Core Equity ETF

―

VAMO

Cambria Value & Momentum 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.

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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