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XPND - ETF AI Analysis
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First Trust Expanded Technology ETF (XPND)
Rating:76Outperform
Price Target:―
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)
AUM55.12M
RegionNorth America
Expense Ratio0.65%
Beta1.34
IssuerFirst Trust
Inception DateJun 14, 2021
Dividend Yield0.08%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume53,010
30 Day Avg. Volume11,192
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
44.16Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering51
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 heavily concentrated in the technology sector, with a strong emphasis on AI, cloud computing, and cybersecurity. Nvidia and Alphabet are driving performance, thanks to their strategic focus on AI and cloud services, though Nvidia’s momentum has cooled recently. Meta Platforms and Oracle are lagging, with Meta facing expense management challenges and Oracle grappling with bearish trends. Meanwhile, Cisco’s steady gains and robust shareholder returns provide a stabilizing force. With its U.S.-centric portfolio, XPND offers a mix of rising stars and steady players in the tech space.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Palantir Technologies | 4.83% | $2.65M | $438.98B | 143.53% | 74 Outperform | |
| Nvidia | 4.70% | $2.58M | $4.57T | 36.90% | 76 Outperform | |
| Visa | 4.69% | $2.57M | $678.10B | 12.20% | 70 Outperform | |
| Mastercard | 4.64% | $2.55M | $518.95B | 9.75% | 75 Outperform | |
| Meta Platforms | 4.49% | $2.47M | $1.66T | 12.50% | 76 Outperform | |
| Microsoft | 4.37% | $2.40M | $3.62T | 15.56% | 79 Outperform | |
| Apple | 4.34% | $2.38M | $4.05T | 9.32% | 79 Outperform | |
| Cisco Systems | 4.33% | $2.38M | $307.36B | 31.40% | 77 Outperform | |
| Alphabet Class A | 4.32% | $2.37M | $3.79T | 65.64% | 85 Outperform | |
| Oracle | 4.27% | $2.34M | $561.35B | 17.25% | 66 Neutral |
XPND Technical Analysis
Positive
―
Price Trends
36.55
Negative
35.97
Positive
33.44
Positive
Market Momentum
0.06
Negative
51.60
Neutral
86.51
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For XPND, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 36.43, equal to the 50-day MA of 36.55, and equal to the 200-day MA of 33.44, indicating a neutral trend. The MACD of 0.06 indicates Negative momentum. The RSI at 51.60 is Neutral, neither overbought nor oversold. The STOCH value of 86.51 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for XPND.
XPND Peer Comparison
Comparison Results
Performance Comparison
XPND
First Trust Expanded Technology ETF
36.48
6.06
19.92%
CEPI
REX Crypto Equity Premium Income ETF
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GPTY
YieldMax AI & Tech Portfolio Option Income ETF
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CCSO
Carbon Collective Climate Solutions U.S. Equity ETF
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JXX
Janus Henderson Transformational Growth ETF
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―
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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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