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XDAT - ETF AI Analysis

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XDAT

Franklin Exponential Data ETF (XDAT)

Rating:70Neutral
Price Target:
XDAT, the Franklin Exponential Data ETF, earns a solid overall rating thanks to major positions in high-quality tech leaders like Alphabet, Microsoft, and Arista Networks, which benefit from strong financial performance and growth in AI and cloud services. The fund’s rating is held back somewhat by holdings such as Cloudflare and Palo Alto Networks, where profitability challenges, high valuations, and weaker technical momentum add risk. Investors should also note that the ETF is heavily concentrated in technology and data-focused companies, which can increase volatility if the sector faces a downturn.
Positive Factors
Leading Tech and Communication Names
The ETF’s largest positions include well-known technology and communication services companies that have generally shown strong or steady performance, helping support the fund’s returns.
Focused Growth Exposure
With most assets in technology and communication services, the fund targets areas of the market that can benefit from long-term growth in data and digital services.
Recent Short-Term Rebound
Despite weak year-to-date results, the ETF has shown a positive move over the past month, suggesting some recent recovery in its holdings.
Negative Factors
High Concentration in Top Holdings
A small group of stocks makes up a large share of the portfolio, which increases the impact that any one company’s weak performance can have on the fund.
Mixed Performance Among Key Positions
Several major holdings have been lagging this year, which has weighed on the ETF’s overall year-to-date performance.
Narrow Sector and U.S. Focus
The fund is heavily tilted toward U.S. technology and communication services, offering limited diversification across other sectors and regions.

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

XDAT Summary

Franklin Exponential Data ETF (XDAT) is a tech-focused fund that invests in companies using data in powerful ways, such as artificial intelligence, cloud computing, and cybersecurity. It doesn’t track a traditional index, but instead follows the theme of “exponential data” and is mostly invested in U.S. technology and communication companies. Well-known holdings include Microsoft and Alphabet (Google), along with firms like Cloudflare and Meta Platforms. Someone might invest for long-term growth and to get diversified exposure to leading data and tech innovators. A key risk is that it is heavily dependent on technology stocks, which can rise and fall sharply.
How much will it cost me?The Franklin Exponential Data ETF (XDAT) 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 specialized, high-growth areas like data-driven technologies.
What would affect this ETF?XDAT's focus on innovative technologies like artificial intelligence and cloud computing positions it to benefit from growing global demand for data-driven solutions, especially as businesses increasingly adopt digital transformation strategies. However, the ETF's heavy exposure to the technology sector makes it vulnerable to negative impacts from rising interest rates, regulatory scrutiny, or economic slowdowns, which could reduce investor confidence in high-growth tech stocks.

XDAT Top 10 Holdings

XDAT is leaning hard into U.S.-centric, data-driven Big Tech, with Alphabet and Meta helping to power recent gains as their AI and ad businesses keep humming. Arista Networks has been a standout, sprinting ahead on AI networking demand and giving the fund an extra boost. On the flip side, Microsoft’s more mixed stretch and AppLovin’s and Palantir’s weaker runs have been putting a bit of drag on returns. With heavy exposure to cloud, cybersecurity, and AI platforms, this ETF is very much a bet on the digital backbone of the global economy.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Alphabet Class A11.45%$405.61K$4.84T162.39%
85
Outperform
Cloudflare9.47%$335.38K$68.97B48.20%
61
Neutral
Meta Platforms7.28%$257.87K$1.55T2.89%
76
Outperform
Microsoft5.99%$212.13K$3.08T-5.38%
79
Outperform
AppLovin4.78%$169.15K$157.56B42.62%
74
Outperform
Oracle3.69%$130.70K$563.56B30.34%
66
Neutral
3.20%$113.33K
Palo Alto Networks2.89%$102.48K$169.63B11.21%
73
Outperform
Arista Networks2.64%$93.43K$178.52B63.86%
83
Outperform
Netflix2.47%$87.49K$368.40B-23.27%
73
Outperform

XDAT Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
22.22
Positive
100DMA
23.16
Positive
200DMA
25.12
Negative
Market Momentum
MACD
0.50
Negative
RSI
60.06
Neutral
STOCH
88.44
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For XDAT, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 22.90, equal to the 50-day MA of 22.22, and equal to the 200-day MA of 25.12, indicating a neutral trend. The MACD of 0.50 indicates Negative momentum. The RSI at 60.06 is Neutral, neither overbought nor oversold. The STOCH value of 88.44 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for XDAT.

XDAT Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$3.63M0.50%
70
Neutral
$58.47M0.50%
59
Neutral
$47.50M0.80%
71
Outperform
$44.00M0.65%
68
Neutral
$39.47M0.75%
61
Neutral
$12.17M
59
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
XDAT
Franklin Exponential Data ETF
23.60
-1.96
-7.67%
FMED
Fidelity Disruptive Medicine ETF
BCFN
Baron Financials ETF
NBET
Neuberger Berman Energy Transition & Infrastructure Etf
TEK
iShares Technology Opportunities Active ETF
GGTL
Gabelli Global Technology Leaders 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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