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XDAT - ETF AI Analysis

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XDAT

Franklin Exponential Data ETF (XDAT)

Rating:69Neutral
Price Target:
XDAT’s rating reflects a generally solid, growth-focused tech and data portfolio led by strong, established names like Alphabet and Microsoft, whose robust financial performance and leadership in AI and cloud meaningfully support the fund’s quality. However, sizable positions in companies such as Snowflake and JFrog, which face profitability and valuation challenges, weigh on the overall assessment. The main risk is the fund’s concentration in high-growth, tech-oriented businesses, which can make returns more volatile if market sentiment toward expensive, fast-growing stocks weakens.
Positive Factors
Strong Recent Short-Term Performance
The ETF has shown strong gains over the past one and three months, suggesting improving momentum despite a weaker year-to-date result.
Leading Technology and Data Companies
Top holdings include several well-known technology and data-focused firms that have delivered strong or steady performance, helping support the fund’s returns.
Focused Growth Exposure
The heavy tilt toward technology and communication services gives investors targeted exposure to companies positioned for long-term digital and data-driven growth.
Negative Factors
High Concentration in a Few Stocks
A small number of holdings make up a large share of the portfolio, which increases the impact that any one company’s performance can have on the ETF.
Mixed Performance Among Top Holdings
Several major positions have shown weak or lagging performance this year, which has weighed on the fund’s overall year-to-date results.
Narrow U.S. and Tech Focus
With most assets in U.S. technology and communication services companies and very limited exposure to other regions or sectors, the fund is more vulnerable to downturns in this specific part of the market.

XDAT vs. SPDR S&P 500 ETF (SPY)

XDAT Summary

The Franklin Exponential Data ETF (XDAT) is a fund that focuses on companies using data and technology to drive their business, rather than tracking a traditional index. It invests mainly in U.S. tech and communication firms working in areas like artificial intelligence, cloud computing, and cybersecurity. Well-known holdings include Alphabet (Google’s parent company), Meta Platforms (Facebook), Microsoft, and Cloudflare. Someone might invest in XDAT for growth potential and to get diversified exposure to leading data-focused tech companies. However, because it is heavily concentrated in technology and related sectors, its price can rise and fall sharply with swings in the tech market.
How much will it cost me?The Franklin Exponential Data ETF (XDAT) has an expense ratio of 0.50%, which means you’ll pay $5 per year for every $1,000 invested. This is higher than average for ETFs because it is actively managed, focusing on specialized, high-growth areas like data-driven technologies.
What would affect this ETF?XDAT's focus on innovative technologies like artificial intelligence and cloud computing positions it to benefit from growing global demand for data-driven solutions, especially as businesses increasingly adopt digital transformation strategies. However, the ETF's heavy exposure to the technology sector makes it vulnerable to negative impacts from rising interest rates, regulatory scrutiny, or economic slowdowns, which could reduce investor confidence in high-growth tech stocks.

XDAT Top 10 Holdings

XDAT is essentially a bet on the global data and AI backbone, with big positions in Cloudflare, Snowflake, and MongoDB doing much of the heavy lifting. These data-infrastructure names have been rising, helped by strong growth and AI buzz, while cybersecurity leaders like Palo Alto Networks and CrowdStrike add steady, upbeat momentum. On the flip side, Meta has been lagging and Alphabet’s performance has been mixed, occasionally putting a lid on gains. Overall, the fund is heavily tilted toward U.S.-centric, cloud, data, and security plays, making it a focused tech story rather than a broad market basket.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Cloudflare10.87%$427.31K$99.32B30.08%
61
Neutral
Alphabet Class A8.72%$342.52K$4.12T44.02%
85
Outperform
Meta Platforms6.64%$260.89K$1.57T-18.03%
76
Outperform
Snowflake6.28%$246.82K$116.87B49.47%
54
Neutral
CrowdStrike Holdings4.62%$181.56K$218.20B104.10%
67
Neutral
Microsoft4.49%$176.39K$3.71T0.95%
79
Outperform
Palo Alto Networks4.18%$164.30K$271.61B71.38%
73
Outperform
MongoDB3.88%$152.66K$29.70B13.55%
75
Outperform
Datadog3.17%$124.56K$76.46B56.47%
69
Neutral
JFrog3.13%$123.17K$10.80B74.99%
73
Outperform

XDAT Technical Analysis

Technical Analysis Sentiment
Neutral
Last Price
Price Trends
50DMA
25.62
Positive
100DMA
24.81
Positive
200DMA
24.26
Positive
Market Momentum
MACD
0.18
Positive
RSI
50.60
Neutral
STOCH
31.72
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For XDAT, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 26.50, equal to the 50-day MA of 25.62, and equal to the 200-day MA of 24.26, indicating a neutral trend. The MACD of 0.18 indicates Positive momentum. The RSI at 50.60 is Neutral, neither overbought nor oversold. The STOCH value of 31.72 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for XDAT.

XDAT Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$3.97M0.50%
69
Neutral
$51.88M0.50%
58
Neutral
$40.77M0.75%
60
Neutral
$26.18M0.95%
63
Neutral
$14.78M
63
Neutral
$1.32M0.35%
67
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
XDAT
Franklin Exponential Data ETF
26.18
-1.41
-5.11%
FMED
Fidelity Disruptive Medicine ETF
TEK
iShares Technology Opportunities Active ETF
HBMX
Tuttle Capital Concentrated Memory Stack ETF
GGTL
Gabelli Global Technology Leaders ETF
EYES
Corgi Data & Surveillance ETF
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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