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ISIN
US46434V3814
CUSIP
46434V381
Issuer
iShares
Inception Date
Mar 19, 2015
Region
Developed Markets (Broad)
Leveraged
1x (No leverage)
Index Tracked
Morningstar Exponential Technologies Index (Net)
Domicile
United States
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Blend
Assets Under Management
$4B

Share Price Chart


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Performance

XT Performance Chart

iShares Future Exponential Technologies ETF (XT) is up 19.1% since the beginning of the year. XT is currently trading at $83 per share. Investors who bought $1,000 worth of XT shares 5 years ago would now be looking at an investment worth $1,473.


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S&P 500 Index

Returns By Period

iShares Future Exponential Technologies ETF (XT) has returned 19.11% so far this year and 43.47% over the past 12 months. Looking at the last ten years, XT has achieved an annualized return of 15.21%, outperforming the S&P 500 Index benchmark, which averaged 13.88% per year.


iShares Future Exponential Technologies ETF

1D
0.53%
1M
2.58%
YTD
19.11%
6M
18.09%
1Y
43.47%
3Y*
18.87%
5Y*
8.06%
10Y*
15.21%

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

XT Monthly Returns History

Based on dividend-adjusted daily data since Mar 24, 2015, XT's average daily return is +0.06%, while the average monthly return is +1.12%. At this rate, an investment would double in approximately 5.2 years.

Historically, 65% of months were positive and 35% were negative. The best month was Nov 2020 with a return of +13.3%, while the worst month was Mar 2020 at -11.8%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 3 months.

On a daily basis, XT closed higher 54% of trading days. The best single day was Apr 9, 2025 with a return of +9.6%, while the worst single day was Mar 16, 2020 at -10.8%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20263.79%0.18%-6.01%12.27%9.55%-0.90%19.11%
20254.02%-1.39%-5.95%0.64%5.70%6.92%1.07%3.41%5.48%4.52%-1.01%0.89%26.28%
2024-4.66%4.56%-0.10%-6.42%4.12%1.55%0.66%0.88%1.91%-3.58%4.99%-2.83%0.29%
202311.77%-3.95%3.70%-3.61%4.98%4.53%5.11%-5.17%-5.79%-6.15%13.29%8.05%27.02%
2022-10.02%-2.59%1.95%-11.35%-0.57%-7.51%8.47%-4.92%-9.83%5.61%8.43%-6.97%-27.83%
20211.87%0.69%0.87%3.61%0.62%2.90%1.15%2.97%-4.77%3.75%-0.45%2.40%16.43%

Benchmark Metrics

iShares Future Exponential Technologies ETF has an annualized alpha of 0.76%, beta of 1.03, and R2 of 0.85 versus S&P 500 Index. Calculated based on daily prices since March 24, 2015.

  • This ETF captured 109.07% of S&P 500 Index gains and 106.26% of its losses - amplifying both gains and losses, but participating more in upside than downside.
  • With beta of 1.03 and R2 of 0.85, this ETF moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.

Alpha
0.76%
Beta
1.03
0.85
Upside Capture
109.07%
Downside Capture
106.26%

Expense Ratio

XT has an expense ratio of 0.46%, placing it in the medium range.


Return for Risk

Risk / Return Rank

XT ranks 81 for risk / return — in the top 81% of ETFs on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.


XT Risk / Return Rank: 8181
Overall Rank
XT Sharpe Ratio Rank: 8383
Sharpe Ratio Rank
XT Sortino Ratio Rank: 7979
Sortino Ratio Rank
XT Omega Ratio Rank: 7878
Omega Ratio Rank
XT Calmar Ratio Rank: 8282
Calmar Ratio Rank
XT Martin Ratio Rank: 8484
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for iShares Future Exponential Technologies ETF (XT) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


XTBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

+0.53

Sortino ratioReturn per unit of downside risk

+0.60

Omega ratioGain probability vs. loss probability

1.44

1.37

+0.07

Calmar ratioReturn relative to maximum drawdown

4.18

2.78

+1.39

Martin ratioReturn relative to average drawdown

16.72

12.44

+4.28

Dividends

Dividend History

iShares Future Exponential Technologies ETF provided a 6.88% dividend yield over the last twelve months, with an annual payout of $5.69 per share. The fund has been increasing its distributions for 2 consecutive years.


0.00%2.00%4.00%6.00%8.00%$0.00$1.00$2.00$3.00$4.00$5.00$6.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$5.69$5.54$0.39$0.25$0.37$0.55$0.44$0.66$0.47$0.34$0.37$0.33

Dividend yield

6.88%7.95%0.66%0.41%0.78%0.84%0.77%1.55%1.40%0.97%1.37%1.34%

Monthly Dividends

The table displays the monthly dividend distributions for iShares Future Exponential Technologies ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.00$0.00$0.00$0.36$0.36
2025$0.00$0.00$0.00$0.00$0.00$0.21$0.00$0.00$0.00$0.00$0.00$5.33$5.54
2024$0.00$0.00$0.00$0.00$0.00$0.16$0.00$0.00$0.00$0.00$0.00$0.23$0.39
2023$0.00$0.00$0.00$0.00$0.00$0.14$0.00$0.00$0.00$0.00$0.00$0.11$0.25
2022$0.00$0.00$0.00$0.00$0.00$0.22$0.00$0.00$0.00$0.00$0.00$0.15$0.37
2021$0.00$0.00$0.00$0.00$0.00$0.27$0.00$0.00$0.00$0.00$0.00$0.28$0.55

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the iShares Future Exponential Technologies ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the iShares Future Exponential Technologies ETF was 34.41%, occurring on Oct 14, 2022. Recovery took 679 trading sessions.

The current iShares Future Exponential Technologies ETF drawdown is 1.38%.


Related event

Drawdown

Fall

Recovery

Underwater

Bear market2022
-34.41%Oct 2022
11mo 1d2y 8mo
3y 7moNov 2021 - Jul 2025
COVID crash2020
-32.21%Mar 2020
1mo 2d3mo 11d
4mo 13dFeb 2020 - Jul 2020
2016 correction2016
-19.47%Feb 2016
7mo 23d5mo 26d
1y 1moJun 2015 - Aug 2016
Rate-hike selloffLate 2018
-18.90%Dec 2018
3mo 26d3mo 10d
7mo 6dAug 2018 - Apr 2019
2026 correction2026
-10.45%Mar 2026
2mo17d
2mo 17dJan 2026 - Apr 2026

Drawdown Indicators


XTBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-34.41%

-56.78%

+22.37%

Max Drawdown (1Y)

Largest decline over 1 year

-10.45%

-9.10%

-1.35%

Max Drawdown (3Y)

Largest decline over 3 years

-22.09%

-18.90%

-3.19%

Max Drawdown (5Y)

Largest decline over 5 years

-34.41%

-25.43%

-8.98%

Max Drawdown (10Y)

Largest decline over 10 years

-34.41%

-33.92%

-0.49%

Current Drawdown

Current decline from peak

-1.38%

-1.80%

+0.42%

Average Drawdown

Average peak-to-trough decline

-7.39%

-10.71%

+3.32%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.61%

2.03%

+0.58%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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