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, has a solid overall rating driven largely by high-quality leaders like Alphabet and Microsoft, whose strong financial performance and growth in AI and cloud services support the fund’s long-term potential. However, some major holdings such as Nvidia, Costco, Visa, and Mastercard face bearish technical trends or high valuations, which may limit upside and add volatility. The main risk factor is the fund’s heavy reliance on a concentrated group of large, growth-focused tech and consumer names, which can make performance more sensitive to shifts in market sentiment toward these sectors.

Positive Factors

High-Quality Blue-Chip Holdings

The ETF holds many well-known, financially strong companies, which can provide stability and long-term growth potential.

Sector Diversification Across Growth Areas

Exposure to several key sectors like technology, health care, communication services, and financials helps spread risk across different parts of the economy.

Select Holdings Showing Positive Momentum

Some top positions, such as Alphabet, Costco, and TJX, have shown strong recent performance, helping offset weaker names in the portfolio.

Negative Factors

Relatively High Expense Ratio

The fund’s expense ratio is on the higher side for an ETF, which can eat into investor returns over time.

Recent Weak Overall Performance

The ETF has delivered weak returns over the past month, three months, and year to date, which may concern performance-focused investors.

Heavy U.S. and Mega-Cap Growth Concentration

With almost all assets in U.S. stocks and a large weight in a handful of big technology and payment companies that have recently lagged, the fund is exposed to both country and style-specific risks.

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

AUM65.03M

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. Volume4,386

30 Day Avg. Volume3,636

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

39.18

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 (SXQG) is an actively managed fund that invests in a wide range of U.S. companies with strong growth and solid financial health, rather than tracking a specific index. It focuses on the total market but leans toward high-quality growth names, with a big tilt to technology and communication services. Well-known holdings include Alphabet (Google), Nvidia, Apple, and Microsoft. Someone might invest in SXQG to seek long-term growth and diversification across many leading companies. A key risk is that it is heavily exposed to growth and tech-related stocks, so its price can swing up and down more than the overall market.

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

SXQG leans heavily into U.S. growth stories, with Big Tech and consumer standouts steering the ship. Nvidia and Alphabet are doing much of the heavy lifting, with their AI and cloud engines still humming, while Apple and Microsoft look a bit tired, with recent trading more mixed and occasionally losing steam. On the consumer side, Costco and TJX are quietly powering ahead, giving the fund a steady retail backbone. Overall, the ETF is clearly tilted toward U.S. technology and communication names, with a supporting cast in high-quality consumer and financial stocks.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
GOOGL	Alphabet Class A	6.74%	$4.42M	$3.76T	83.09%	85 Outperform
NVDA	Nvidia	5.85%	$3.84M	$4.69T	53.88%	76 Outperform
AAPL	Apple	5.81%	$3.81M	$4.00T	12.86%	79 Outperform
COST	Costco	4.63%	$3.04M	$443.17B	-3.61%	72 Outperform
TJX	TJX Companies	4.52%	$2.97M	$175.08B	27.20%	79 Outperform
ISRG	Intuitive Surgical	4.39%	$2.89M	$175.44B	-11.56%	78 Outperform
META	Meta Platforms	4.38%	$2.88M	$1.62T	-3.00%	76 Outperform
V	Visa	4.14%	$2.72M	$585.56B	-12.68%	70 Outperform
MSFT	Microsoft	4.05%	$2.66M	$2.89T	-1.07%	79 Outperform
MA	Mastercard	3.94%	$2.59M	$444.12B	-10.25%	75 Outperform

SXQG Technical Analysis

Technical Analysis Sentiment

Neutral

Last Price―

Price Trends

50DMA

32.33

Negative

100DMA

32.70

Negative

200DMA

32.64

Negative

Market Momentum

MACD

-0.21

Negative

RSI

52.41

Neutral

STOCH

100.05

Negative

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SXQG, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 31.64, equal to the 50-day MA of 32.33, and equal to the 200-day MA of 32.64, indicating a neutral trend. The MACD of -0.21 indicates Negative momentum. The RSI at 52.41 is Neutral, neither overbought nor oversold. The STOCH value of 100.05 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for SXQG.

SXQG Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
SXQG	―	―	$65.03M	0.70%	76 Outperform
SOVF	―	―	$96.53M	0.75%	69 Neutral
STNC	―	―	$94.05M	0.85%	71 Outperform
RFDA	―	―	$82.93M	0.52%	71 Outperform
VAMO	―	―	$80.31M	0.65%	63 Neutral
SEPI	―	―	$76.93M	0.54%	76 Outperform

Performance Comparison

SXQG

ETC 6 Meridian Quality Growth ETF

31.98

0.09

0.28%

SOVF

Sovereign's Capital Flourish Fund

―

STNC

Stance Equity ESG Large Cap Core ETF

―

RFDA

RiverFront Dynamic US Dividend Advantage ETF

―

VAMO

Cambria Value & Momentum ETF

―

SEPI

Shelton Equity Premium Income 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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