XT - ETF AI Analysis
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iShares Exponential Technologies ETF (XT)
Rating:69Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown solid gains so far this year and over the past month, indicating positive recent momentum.
Leading Technology and Healthcare Names
Several top holdings in technology and healthcare, such as Texas Instruments, Analog Devices, Nvidia, Amazon, Johnson & Johnson, and Broadcom, have delivered strong results that support the fund’s performance.
Global Diversification
While most assets are in the U.S., the fund also invests across multiple countries in Europe and Asia, helping spread geographic risk.
Negative Factors
Moderate Fee Level
The expense ratio is not especially low, so costs may be higher than some broad market index ETFs and can slightly reduce long-term returns.
Heavy U.S. Concentration
With the majority of assets in U.S. companies, the fund is heavily tied to the direction of the U.S. market.
Mixed Performance Among Top Holdings
Some large positions like Microsoft, Tesla, and Eli Lilly have recently shown weaker performance, which can drag on the fund if this continues.
XT vs. SPDR S&P 500 ETF (SPY)
AUM3.86B
RegionGlobal
Expense Ratio0.46%
Beta1.08
IssueriShares
Inception DateMar 19, 2015
Dividend Yield7.24%
Asset ClassEquity
Index TrackedMorningstar Exponential Technologies Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume73,482
30 Day Avg. Volume97,343
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
87.55Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering178
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
XT Summary
The iShares Exponential Technologies ETF (XT) tracks the Morningstar Exponential Technologies Index, focusing on companies using cutting-edge tech like artificial intelligence, robotics, and advanced healthcare tools. It holds many U.S. stocks and mixes technology with health care and consumer companies. Well-known names in the fund include Nvidia, Microsoft, Amazon, and Tesla. An investor might choose XT for long-term growth potential and diversification across many innovative industries in a single investment. However, because it leans heavily toward technology and future-focused businesses, its price can be quite volatile and may go up and down more than the overall market.
How much will it cost me?The iShares Exponential Technologies ETF (XT) has an expense ratio of 0.46%, meaning you’ll pay $4.60 per year for every $1,000 invested. This cost is slightly higher than average for ETFs because it is actively managed to focus on innovative and emerging technologies, which require more research and specialized expertise.
What would affect this ETF?The iShares Exponential Technologies ETF (XT) could benefit from continued advancements in technology, such as artificial intelligence and robotics, which are driving innovation across industries globally. However, it may face challenges from rising interest rates, which can impact growth-focused companies, and potential regulatory changes affecting key sectors like healthcare and technology. Its global exposure and diversified holdings provide resilience, but economic slowdowns or geopolitical tensions could negatively affect its performance.
XT Top 10 Holdings
XT’s story is being written mostly by its chipmakers: Texas Instruments, Analog Devices, Broadcom, and Nvidia are all climbing, giving the fund a strong semiconductor backbone that’s doing the heavy lifting. Big Tech platforms like Amazon and Alphabet are also rising, adding steady support from cloud and AI themes. On the flip side, Microsoft has been more mixed lately, while Tesla and Eli Lilly are losing steam and quietly tugging on returns. With a global remit but a clear tilt toward U.S. tech and health care innovators, XT is very much a bet on next‑generation technology leaders.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Texas Instruments | 4.89% | $186.33M | $252.33B | 65.91% | 78 Outperform | |
| Nvidia | 4.40% | $167.67M | $5.06T | 99.22% | 76 Outperform | |
| Analog Devices | 3.94% | $150.19M | $195.07B | 102.66% | 78 Outperform | |
| Microsoft | 3.80% | $144.81M | $3.15T | 8.60% | 79 Outperform | |
| Tesla | 3.52% | $134.28M | $1.41T | 32.46% | 73 Outperform | |
| Eli Lilly & Co | 3.19% | $121.73M | $835.18B | -1.03% | 72 Outperform | |
| Amazon | 3.16% | $120.59M | $2.84T | 39.12% | 71 Outperform | |
| Johnson & Johnson | 2.64% | $100.49M | $547.64B | 45.05% | 78 Outperform | |
| Alphabet Class A | 2.61% | $99.32M | $4.15T | 118.13% | 85 Outperform | |
| Broadcom | 2.26% | $86.03M | $2.00T | 117.28% | 76 Outperform |
XT Technical Analysis
Positive
―
Price Trends
71.32
Positive
71.32
Positive
68.52
Positive
Market Momentum
1.63
Negative
70.40
Negative
76.43
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For XT, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 73.61, equal to the 50-day MA of 71.32, and equal to the 200-day MA of 68.52, indicating a bullish trend. The MACD of 1.63 indicates Negative momentum. The RSI at 70.40 is Negative, neither overbought nor oversold. The STOCH value of 76.43 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for XT.
XT Peer Comparison
Comparison Results
Performance Comparison
XT
iShares Exponential Technologies ETF
76.65
21.94
40.10%
GRID
First Trust Nasdaq Clean Edge Smart GRID Infrastructure Index
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ARKK
Ark Innovation Etf
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GUNR
FlexShares Morningstar Global Upstream Natural Resources Index Fund
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GNR
SPDR S&P Global Natural Resources ETF
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NFRA
FlexShares STOXX Global Broad Infrastructure Index Fund
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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.
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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