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XCHG - ETF AI Analysis
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AB US Equity ETF (XCHG)
Rating:68Neutral
Price Target:―
Positive Factors
Strong Top Holdings
Major holdings like Microsoft, Apple, and Nvidia have shown strong performance, contributing positively to the ETF's returns.
Sector Diversification
The ETF is spread across multiple sectors, including Technology, Financials, and Health Care, reducing reliance on any single industry.
Moderate Expense Ratio
The ETF's expense ratio is reasonable, ensuring that investors retain more of their returns compared to higher-cost funds.
Negative Factors
High U.S. Concentration
Over 91% of the ETF's assets are invested in U.S. companies, limiting exposure to international markets.
Overweight in Technology
With nearly 25% of the portfolio in Technology, the ETF is vulnerable to downturns in this sector.
Underwhelming Year-to-Date Performance
The ETF's year-to-date performance has been modest, which may not meet the expectations of growth-focused investors.
XCHG vs. SPDR S&P 500 ETF (SPY)
AUM671.47M
RegionNorth America
Expense Ratio0.50%
Beta1.20
IssuerAB Funds
Inception DateDec 12, 2025
Dividend Yield0.05%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume2,711
30 Day Avg. Volume2,908
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
29.33Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering850
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
XCHG Summary
The AB US Equity ETF (XCHG) is an actively managed fund that focuses on growth opportunities across the entire U.S. stock market, with an emphasis on mid- and large-cap companies. It includes a mix of well-known companies like Microsoft and Apple, along with other leaders in sectors such as technology, healthcare, and finance. This ETF is designed for investors seeking long-term growth and diversification by investing in a broad range of industries. However, new investors should note that its performance can fluctuate with the overall stock market, making it sensitive to market downturns.
How much will it cost me?The AB US Equity ETF (ticker: XCHG) has an expense ratio of 0.50%, which means you’ll pay $5 per year for every $1,000 invested. This is higher than the average for ETFs because it is actively managed, requiring more research and decision-making by fund managers compared to passively managed funds that simply track an index.
What would affect this ETF?The AB US Equity ETF (XCHG) could benefit from continued growth in the technology sector, as it has significant exposure to companies like Microsoft, Apple, and Nvidia, which are leaders in innovation. However, rising interest rates or economic slowdowns could negatively impact its financial and consumer cyclical holdings, while regulatory changes in the tech industry might pose additional risks. The ETF's broad exposure to the U.S. market provides diversification, but its performance is closely tied to the overall health of the U.S. economy.
XCHG Top 10 Holdings
The AB US Equity ETF (XCHG) leans heavily into technology, with Microsoft and Apple among its top holdings. While Microsoft has shown mixed signals recently, its strong cloud and AI growth provide long-term promise. Apple, on the other hand, has been steady, with its focus on services and emerging markets helping offset short-term overbought concerns. Nvidia is rising on AI momentum but faces valuation challenges, while Alphabet’s robust performance in AI and cloud services has been a bright spot for the fund. Overall, the ETF’s tech-heavy tilt is driving much of its performance, though some names are losing steam.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Microsoft | 5.06% | $33.73M | $3.57T | 8.65% | 79 Outperform | |
| Apple | 3.96% | $26.39M | $3.80T | 7.90% | 79 Outperform | |
| Nvidia | 3.43% | $22.81M | $4.58T | 52.40% | 76 Outperform | |
| Alphabet Class C | 3.24% | $21.59M | $4.04T | 70.54% | 82 Outperform | |
| ― | 2.78% | $18.51M | ― | ― | ― | |
| Amazon | 2.65% | $17.67M | $2.62T | 3.21% | 71 Outperform | |
| Alphabet Class A | 2.29% | $15.24M | $4.04T | 71.20% | 85 Outperform | |
| Costco | 2.21% | $14.70M | $430.68B | -0.34% | 72 Outperform | |
| Visa | 2.09% | $13.94M | $621.97B | -3.16% | 70 Outperform | |
| Meta Platforms | 1.82% | $12.12M | $1.70T | -1.15% | 76 Outperform |
XCHG Technical Analysis
Positive
―
Price Trends
Market Momentum
0.09
Negative
55.07
Neutral
86.34
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For XCHG, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 25.38, equal to the 50-day MA of ―, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.09 indicates Negative momentum. The RSI at 55.07 is Neutral, neither overbought nor oversold. The STOCH value of 86.34 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for XCHG.
XCHG Peer Comparison
Comparison Results
Performance Comparison
XCHG
AB US Equity ETF
25.45
0.47
1.88%
SYLD
Cambria Shareholder Yield ETF
―
―
―
PLDR
Putnam Sustainable Leaders ETF
―
―
―
ABFL
Fcf Us Quality Etf
―
―
―
BGDV
Bahl & Gaynor Dividend ETF
―
―
―
EBI
Longview Advantage 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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