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 delivered solid gains so far this year and over the past three months, showing positive momentum.
Leading Technology and Healthcare Names
Several top holdings in technology and healthcare, such as major chipmakers and drug companies, have shown strong or steady performance, helping support the fund’s returns.
Broad Sector and Global Spread
While tilted toward technology and healthcare, the fund also holds companies across multiple sectors and countries, which helps spread risk beyond any single industry or region.
Negative Factors
Heavy Tilt to U.S. Market
With most assets in U.S. companies, the ETF is heavily tied to the U.S. market and offers limited diversification if U.S. stocks struggle.
Concentration in Tech and Healthcare
A large share of the portfolio sits in technology and healthcare, which can make the fund more sensitive to swings in these growth-oriented sectors.
Mixed Performance Among Top Holdings
Some major positions, including well-known technology and auto names, have recently shown weak performance, which could weigh on future returns if the trend continues.
XT vs. SPDR S&P 500 ETF (SPY)
AUM3.97B
RegionGlobal
Expense Ratio0.46%
Beta1.09
IssueriShares
Inception DateMar 19, 2015
Dividend Yield6.91%
Asset ClassEquity
Index TrackedMorningstar Exponential Technologies Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume60,475
30 Day Avg. Volume79,779
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
100.14Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering176
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 tools like robotics, artificial intelligence, and advanced healthcare technology. It holds many U.S. stocks and mixes tech and health care names, including well-known companies like Microsoft, Nvidia, Amazon, and Eli Lilly. Someone might invest in XT to seek long-term growth and diversify across many innovative businesses in one fund. A key risk is that it’s heavily tied to technology and future-focused companies, so its price can be more volatile and can go up and down sharply with market sentiment.
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 is powered by a mix of Big Tech and big pharma, with Microsoft and Nvidia doing much of the heavy lifting as their cloud and AI stories keep humming along. On the health care side, Eli Lilly and AbbVie are steadily adding support, while Johnson & Johnson provides a more defensive anchor. Tesla, however, is losing steam and has been a noticeable drag, and Amazon’s performance has been a bit mixed lately. Overall, the fund leans heavily into global technology and innovative health care, with most of its leaders based in the U.S.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Microsoft | 4.29% | $169.89M | $3.81T | 1.35% | 79 Outperform | |
| Nvidia | 4.08% | $161.22M | $5.24T | 24.90% | 76 Outperform | |
| Eli Lilly & Co | 3.99% | $158.04M | $1.11T | 60.34% | 72 Outperform | |
| Texas Instruments | 3.47% | $137.47M | $236.20B | 27.74% | 78 Outperform | |
| Johnson & Johnson | 3.42% | $135.48M | $645.95B | 51.29% | 78 Outperform | |
| Tesla | 3.33% | $131.86M | $1.38T | 4.46% | 73 Outperform | |
| Amazon | 2.97% | $117.55M | $2.87T | 16.34% | 71 Outperform | |
| Palo Alto Networks | 2.95% | $116.60M | $302.85B | 95.04% | 73 Outperform | |
| Analog Devices | 2.82% | $111.68M | $175.31B | 43.96% | 78 Outperform | |
| AbbVie | 2.41% | $95.24M | $451.46B | 21.42% | 66 Neutral |
XT Technical Analysis
Positive
―
Price Trends
81.62
Positive
80.30
Positive
75.20
Positive
Market Momentum
0.24
Positive
51.43
Neutral
41.65
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 82.70, equal to the 50-day MA of 81.62, and equal to the 200-day MA of 75.20, indicating a neutral trend. The MACD of 0.24 indicates Positive momentum. The RSI at 51.43 is Neutral, neither overbought nor oversold. The STOCH value of 41.65 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
82.38
17.93
27.82%
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FWD
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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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