SXQG - ETF AI Analysis
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ETC 6 Meridian Quality Growth ETF (SXQG)
Rating:74Outperform
Price Target:―
Positive Factors
Strong Leading Growth Stocks
Several of the largest holdings, including major technology and healthcare names, have shown strong performance this year, helping support the ETF’s returns.
Sector Diversification Across Key Industries
The fund spreads its investments across technology, health care, communication services, financials, and consumer sectors, which helps reduce reliance on any single industry.
Defensive Consumer Exposure
Meaningful positions in consumer defensive companies like large retailers can provide some stability when the broader market is choppy.
Negative Factors
High U.S. Market Concentration
Almost all of the ETF’s holdings are in U.S. companies, so investors get very little geographic diversification outside the United States.
Heavy Tilt Toward Technology
A large portion of the portfolio is in technology stocks, which can make the fund more sensitive to swings in that sector.
Moderate Expense Ratio
The ETF’s fee is not extremely high but is noticeably above what many broad, low-cost index funds charge, slightly reducing net returns over time.
SXQG vs. SPDR S&P 500 ETF (SPY)
AUM62.27M
RegionNorth America
Expense Ratio0.55%
Beta0.93
IssuerMeridian
Inception DateMay 10, 2021
Dividend YieldN/A
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume4,176
30 Day Avg. Volume4,539
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
41.01Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering84
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
SXQG Summary
The ETC 6 Meridian Quality Growth ETF (SXQG) is a U.S. stock fund that focuses on “quality growth” companies across the total market rather than tracking a specific index. It holds a mix of large, well-known names like Apple and Microsoft, along with other growing businesses in technology, health care, and consumer sectors. Someone might invest in SXQG to seek long-term growth while staying diversified across many strong companies. A key risk is that it leans heavily toward tech and growth stocks, so its price can rise and fall more than the overall market.
How much will it cost me?The ETC 6 Meridian Quality Growth ETF (Ticker: SXQG) has an expense ratio of 0.7%, which means you’ll pay $7 per year for every $1,000 invested. This is higher than average because it is actively managed, focusing on selecting high-quality growth companies rather than tracking a broad index. Active management typically involves more research and decision-making, which increases costs.
What would affect this ETF?The ETC 6 Meridian Quality Growth ETF (SXQG) could benefit from continued innovation and growth in the technology sector, which makes up a significant portion of its holdings, as well as strong consumer spending trends supporting companies like Apple and Costco. However, rising interest rates or economic slowdowns could negatively impact growth-focused companies, particularly in sectors like technology and communication services, which are sensitive to broader market conditions. Regulatory changes affecting major holdings such as Nvidia, Alphabet, or Meta could also pose risks to the ETF's performance.
SXQG Top 10 Holdings
SXQG leans heavily into U.S. Big Tech, with Apple and Nvidia doing much of the heavy lifting as their shares keep rising on the back of strong demand for devices and AI chips. Micron has been a standout, giving the fund an extra boost as investors pile into memory and AI-related plays, while Palantir’s surge has added some spice to the mix. On the flip side, Alphabet has been more mixed lately, and steady but softer moves from Visa and Mastercard show that payments giants aren’t quite setting the pace. Overall, this is a tech-driven, U.S.-focused growth story with a few financial and consumer names riding shotgun.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Apple | 5.06% | $3.15M | $4.91T | 37.25% | 79 Outperform | |
| Microsoft | 4.98% | $3.10M | $3.97T | 4.72% | 79 Outperform | |
| Alphabet Class A | 4.89% | $3.04M | $4.28T | 48.65% | 85 Outperform | |
| Nvidia | 4.68% | $2.92M | $5.53T | 25.18% | 76 Outperform | |
| Palantir Technologies | 4.31% | $2.69M | $502.36B | 19.16% | 74 Outperform | |
| Micron | 4.01% | $2.50M | $1.16T | 466.63% | 79 Outperform | |
| Eli Lilly & Co | 3.96% | $2.46M | $1.11T | 41.48% | 72 Outperform | |
| Costco | 3.84% | $2.39M | $419.61B | 1.82% | 72 Outperform | |
| Visa | 3.83% | $2.39M | $719.65B | 12.16% | 70 Outperform | |
| Mastercard | 3.80% | $2.37M | $516.09B | 5.68% | 75 Outperform |
SXQG Technical Analysis
Positive
―
Price Trends
33.49
Positive
32.70
Positive
32.16
Positive
Market Momentum
0.30
Negative
64.98
Neutral
87.75
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SXQG, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 33.69, equal to the 50-day MA of 33.49, and equal to the 200-day MA of 32.16, indicating a bullish trend. The MACD of 0.30 indicates Negative momentum. The RSI at 64.98 is Neutral, neither overbought nor oversold. The STOCH value of 87.75 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for SXQG.
SXQG Peer Comparison
Comparison Results
Performance Comparison
SXQG
ETC 6 Meridian Quality Growth ETF
34.38
1.44
4.37%
BAMD
Brookstone Dividend Stock ETF
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STNC
Stance Equity ESG Large Cap Core ETF
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PFOE
Pathfinder Focused Opportunities ETF
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SOVF
Sovereign's Capital Flourish Fund
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VAMO
Cambria Value & Momentum 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.
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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