IQM - ETF AI Analysis
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Franklin Intelligent Machines ETF (IQM)
IQM, the Franklin Intelligent Machines ETF, earns a solid overall rating thanks to major positions in leaders like Nvidia, TSMC, Apple, Broadcom, Arista Networks, and AMD, all of which show strong financial performance and benefit from powerful long-term trends in AI, data centers, and advanced semiconductors. However, weaker names such as SanDisk and more leveraged or potentially overvalued holdings like Bloom Energy and GE Vernova slightly weigh on the fund’s appeal. The main risk is the ETF’s heavy concentration in high-valuation, AI-focused semiconductor and technology companies, which could be more volatile if growth expectations or market sentiment shift.
IQM vs. SPDR S&P 500 ETF (SPY)
- AUM
- 79.04M
- Region
- Global
- Expense Ratio
- 0.50%
- Beta
- 1.61
- Issuer
- Franklin
- Inception Date
- Feb 25, 2020
- Dividend Yield
- 0.10%
- Asset Class
- Equity
- Index Tracked
- No Underlying Index
IQM Summary
Franklin Intelligent Machines ETF (IQM) is a fund that focuses on companies involved in robotics and artificial intelligence, rather than following a traditional stock index. It mainly holds technology and industrial firms from the U.S. and around the world. Well-known companies in the fund include Nvidia and Apple, along with other chipmakers and automation businesses that power AI and smart machines. Someone might invest in IQM for growth potential and to get diversified exposure to the AI and robotics theme in a single investment. A key risk is that it is heavily dependent on tech and AI stocks, so its price can rise and fall sharply with that sector.
How much will it cost me?
This ETF has an expense ratio of 0.50%, which means you’ll pay about $5 per year for every $1,000 you invest. That’s higher than the average low-cost index ETF because this fund is more specialized and actively focused on the robotics and AI theme.
What would affect this ETF?
IQM could benefit from growing global demand for robotics and AI, especially if major technology leaders like Nvidia, TSMC, and Apple continue to drive innovation and businesses invest more in automation and advanced computing. On the downside, the fund is sensitive to changes in interest rates, economic slowdowns, and tighter regulations on AI or technology, and its heavy focus on tech and industrial companies worldwide means it may be more volatile if sentiment toward these sectors weakens.
IQM Top 10 Holdings
IQM is essentially a bet on the brains behind intelligent machines, with a heavy tilt toward semiconductor and AI powerhouses. Nvidia and AMD have been rising over the year, helping drive the fund, even if their recent momentum looks a bit mixed. TSMC and Arista are also steady engines of growth, riding the global chip and cloud boom. On the flip side, Celestica and Bloom Energy have been lagging lately, acting as a bit of sand in the gears. Overall, it’s a globally focused, tech-centric portfolio with performance largely dictated by a handful of big AI names.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 NVDA | Nvidia | 8.51% | $6.35M | $4.93T | 0.86% | 76Outperform |
 TSM | TSMC | 6.50% | $4.85M | $1.88T | 33.94% | 81Outperform |
 AAPL | Apple | 4.77% | $3.56M | $5.03T | 26.98% | 79Outperform |
 AVGO | Broadcom | 4.40% | $3.28M | $1.56T | -13.38% | 76Outperform |
 TSE:CLS | Celestica | 4.14% | $3.09M | CAD 46.58B | -22.39% | 73Outperform |
 SNDK | SanDisk Corp | 3.68% | $2.74M | $166.34B | 487.73% | 55Neutral |
 BE | Bloom Energy | 3.20% | $2.39M | $60.07B | 58.91% | 62Neutral |
 GEV | GE Vernova Inc. | 3.02% | $2.25M | $227.06B | 49.44% | 69Neutral |
 AMD | Advanced Micro Devices | 2.63% | $1.97M | $824.07B | 98.09% | 73Outperform |
 ANET | Arista Networks | 2.64% | $1.97M | $212.97B | 6.58% | 83Outperform |
IQM Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IQM, the sentiment is Negative. The current price of 93.13 is below the 20-day moving average (MA) of 102.44, below the 50-day MA of 105.05, and below the 200-day MA of 104.07, indicating a bearish trend. The MACD of -3.41 indicates Positive momentum. The RSI at 36.05 is Neutral, neither overbought nor oversold. The STOCH value of 65.06 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for IQM.
IQM Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| IQM | $93.13 | $118.00(26.71% Upside) | $79.04M | 0.50% | 69Neutral |
 TEKY | $40.83 | $54.61(33.74% Upside) | $56.20M | 0.50% | 63Neutral |
 JHAI | $31.51 | $45.73(45.15% Upside) | $29.82M | 0.59% | 72Outperform |
 PBOT | $30.96 | $43.59(40.83% Upside) | $16.32M | 0.70% | 68Neutral |
 OAIW | $20.66 | $32.57(57.63% Upside) | $6.10M | 0.59% | 64Neutral |
 HUMM | $22.62 | $32.97(45.80% Upside) | $2.16M | 0.49% | 56Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| IQM | Franklin Intelligent Machines ETF | 93.13 | -2.44 | -2.55% | |
| TEKY | Lazard Next Gen Technologies ETF | 40.83 | -0.44 | -1.06% | |
| JHAI | Janus Henderson Global Artificial Intelligence ETF | 31.51 | 2.88 | 10.06% | |
| PBOT | Pictet AI & Automation ETF | 30.96 | 4.57 | 17.31% | |
| OAIW | OpenAI Lab Ecosystem ETF | 20.66 | -4.29 | -17.21% | |
| HUMM | 800VDC AI Datacenter Ecosystem ETF | 22.61 | -3.03 | -11.80% |
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.