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XPND - ETF AI Analysis
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First Trust Expanded Technology ETF (XPND)
Rating:76Outperform
Price Target:
$42.00
Positive Factors
Strong Top Holdings
Several key positions, such as AMD and Oracle, have delivered strong year-to-date performance, supporting the ETF’s overall returns.
Technology Focus
The ETF’s heavy allocation to the technology sector aligns with a high-growth industry that has performed well recently.
Healthy Year-to-Date Performance
The fund has shown solid year-to-date gains, indicating positive momentum for investors.
Negative Factors
High Sector Concentration
Over 66% of the ETF is invested in technology, making it vulnerable to downturns in this single sector.
Limited Geographic Diversification
With nearly all holdings based in the U.S., the ETF lacks exposure to international markets, reducing global diversification.
Above-Average Expense Ratio
The ETF’s expense ratio is higher than many similar funds, which could eat into long-term returns.
XPND vs. SPDR S&P 500 ETF (SPY)
AUM36.16M
RegionNorth America
Expense Ratio0.65%
Beta1.33
IssuerFirst Trust
Inception DateJun 14, 2021
Dividend Yield0.13%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume2,379
30 Day Avg. Volume5,120
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
43.76Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering52
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
XPND Summary
The First Trust Expanded Technology ETF (Ticker: XPND) focuses on companies driving innovation in the technology sector, including areas like artificial intelligence, cybersecurity, and cloud computing. It includes well-known companies such as Apple and Nvidia, alongside emerging tech firms. This ETF is ideal for investors looking for growth opportunities in a rapidly evolving industry and offers diversification across various tech sub-sectors. However, new investors should be aware that its performance is heavily tied to the technology sector, which can be volatile and sensitive to market changes.
How much will it cost me?The First Trust Expanded Technology ETF (XPND) has an expense ratio of 0.65%, meaning you’ll pay $6.50 per year for every $1,000 invested. This is higher than the average for ETFs because it is actively managed, focusing on a specialized portfolio of technology companies rather than tracking a broad index.
What would affect this ETF?The First Trust Expanded Technology ETF (XPND) could benefit from continued growth in areas like artificial intelligence, cloud computing, and cybersecurity, as these technologies drive innovation and demand across industries. However, rising interest rates or economic slowdowns could negatively impact the technology sector, as higher borrowing costs and reduced consumer spending may affect growth for both established companies like Apple and Microsoft and emerging innovators. Additionally, regulatory scrutiny on major tech firms such as Alphabet and Meta could pose challenges to the ETF's performance.
XPND Top 10 Holdings
The First Trust Expanded Technology ETF (XPND) is riding the wave of innovation, with a strong focus on North American tech giants and emerging leaders. Nvidia and Broadcom are steady performers, benefiting from their strategic positioning in AI infrastructure and semiconductors. Meanwhile, Alphabet and Microsoft are driving growth through cloud and AI services, though their high valuations warrant some caution. On the flip side, Oracle and Meta Platforms are lagging slightly, with mixed momentum and regulatory hurdles. With a heavy tilt toward technology and communication services, this fund is a bet on the future of tech-driven industries.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Advanced Micro Devices | 5.97% | $2.11M | $391.58B | 65.21% | 80 Outperform | |
| Alphabet Class A | 5.79% | $2.04M | $3.44T | 59.60% | 80 Outperform | |
| Apple | 5.00% | $1.76M | $3.95T | 17.15% | 80 Outperform | |
| Broadcom | 4.96% | $1.75M | $1.62T | 108.58% | 76 Outperform | |
| Cisco Systems | 4.86% | $1.71M | $307.48B | 34.56% | 77 Outperform | |
| Nvidia | 4.51% | $1.59M | $4.53T | 23.36% | 76 Outperform | |
| International Business Machines | 4.32% | $1.52M | $277.78B | 35.11% | 77 Outperform | |
| Oracle | 4.23% | $1.49M | $626.78B | 15.59% | 64 Neutral | |
| Microsoft | 4.23% | $1.49M | $3.77T | 18.84% | 82 Outperform | |
| Netflix | 4.09% | $1.44M | $467.33B | 30.94% | 69 Neutral |
XPND Technical Analysis
Neutral
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Price Trends
36.65
Negative
35.31
Positive
32.73
Positive
Market Momentum
-0.28
Positive
37.66
Neutral
12.81
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For XPND, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 37.00, equal to the 50-day MA of 36.65, and equal to the 200-day MA of 32.73, indicating a neutral trend. The MACD of -0.28 indicates Positive momentum. The RSI at 37.66 is Neutral, neither overbought nor oversold. The STOCH value of 12.81 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for XPND.
XPND Peer Comparison
Comparison Results
Performance Comparison
XPND
First Trust Expanded Technology ETF
35.51
5.44
18.09%
GPTY
YieldMax AI & Tech Portfolio Option Income ETF
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CEPI
REX Crypto Equity Premium Income ETF
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CCSO
Carbon Collective Climate Solutions U.S. Equity ETF
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LRNZ
TrueShares Technology, AI & Deep Learning ETF
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TEC
Harbor Transformative Technologies ETF
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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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