IQM vs. XT
IQM (Franklin Intelligent Machines ETF) and XT (iShares Future Exponential Technologies ETF) are both Technology Equities funds. IQM is actively managed, while XT is passively managed. Over the past 5 years, IQM returned 15.99%/yr vs 6.52%/yr for XT. Their correlation of 0.88 means they have usually moved in the same direction. IQM charges 0.50%/yr vs 0.46%/yr for XT.
Performance
IQM vs. XT - Performance Comparison
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Returns By Period
In the year-to-date period, IQM achieves a 19.53% return, which is significantly higher than XT's 15.68% return.
IQM
- 1D
- 1.95%
- 1M
- -6.41%
- 6M
- 13.56%
- YTD
- 19.53%
- 1Y
- 34.87%
- 3Y*
- 30.20%
- 5Y*
- 15.99%
- 10Y*
- —
- ALL TIME*
- 25.29%
XT
- 1D
- 0.94%
- 1M
- -2.33%
- 6M
- 11.05%
- YTD
- 15.68%
- 1Y
- 33.19%
- 3Y*
- 16.27%
- 5Y*
- 6.52%
- 10Y*
- 13.72%
- ALL TIME*
- 12.32%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $905.23K | $711.02K | $931.48K | |
| $6.36M | $6.26M | $10.28M |
IQM vs. XT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
IQM Franklin Intelligent Machines ETF | 19.53% | 30.76% | 31.03% | 41.06% | -33.36% | 25.18% | 76.92% |
XT iShares Future Exponential Technologies ETF | 15.68% | 26.28% | 0.29% | 27.02% | -27.83% | 16.43% | 37.87% |
Correlation
The correlation between IQM and XT is 0.82, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.82 |
Correlation (3Y) Balances recent behavior with more history. | 0.83 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.88 |
Correlation (All Time) Calculated using the full available price history since Feb 27, 2020 | 0.88 |
The correlation between IQM and XT has been stable across timeframes, ranging from 0.82 to 0.88 - a consistent structural relationship.
IQM vs. XT - Sectors Allocation Comparison
Sectors
IQM
XT
Technology
Industrials
Utilities
Energy
Consumer Cyclical
Communication Services
Healthcare
Basic Materials
-
Consumer Defensive
-
Financial Services
-
Real Estate
-
Technology
IQM
XT
Industrials
IQM
XT
Utilities
IQM
XT
Energy
IQM
XT
Consumer Cyclical
IQM
XT
Communication Services
IQM
XT
Healthcare
IQM
XT
Basic Materials
IQM
-
XT
Consumer Defensive
IQM
-
XT
Financial Services
IQM
-
XT
Real Estate
IQM
-
XT
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Return for Risk
IQM vs. XT — Risk / Return Rank
IQM
XT
IQM vs. XT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Intelligent Machines ETF (IQM) and iShares Future Exponential Technologies ETF (XT). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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.
| IQM | XT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.90 | ||
| Sortino ratioReturn per unit of downside risk | -1.12 | ||
| Omega ratioGain probability vs. loss probability | 1.19 | 1.32 | -0.14 |
| Calmar ratioReturn relative to maximum drawdown | 1.39 | 3.19 | -1.80 |
| Martin ratioReturn relative to average drawdown | 5.25 | 11.45 | -6.21 |
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Drawdowns
IQM vs. XT - Drawdown Comparison
The maximum IQM drawdown since its inception was -44.91%, which is greater than XT's maximum drawdown of -34.41%. Use the drawdown chart below to compare losses from any high point for IQM and XT.
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Drawdown Indicators
| IQM | XT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.91% | -34.41% | -10.50% |
Max Drawdown (1Y)Largest decline over 1 year | -25.28% | -10.45% | -14.83% |
Max Drawdown (3Y)Largest decline over 3 years | -30.42% | -22.09% | -8.33% |
Max Drawdown (5Y)Largest decline over 5 years | -44.91% | -34.41% | -10.50% |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.41% | — |
Current DrawdownCurrent decline from peak | -17.03% | -4.22% | -12.81% |
Average DrawdownAverage peak-to-trough decline | -12.20% | -7.35% | -4.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.66% | 2.90% | +3.76% |
Volatility
IQM vs. XT - Volatility Comparison
Franklin Intelligent Machines ETF (IQM) has a higher volatility of 15.54% compared to iShares Future Exponential Technologies ETF (XT) at 5.03%. This indicates that IQM's price experiences larger fluctuations and is considered to be riskier than XT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IQM | XT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 15.54% | 5.03% | +10.51% |
Volatility (6M)Calculated over the trailing 6-month period | 31.13% | 14.41% | +16.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 36.17% | 17.83% | +18.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.64% | 21.09% | +9.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.69% | 20.13% | +11.56% |
IQM vs. XT - Expense Ratio Comparison
IQM has a 0.50% expense ratio, which is higher than XT's 0.46% expense ratio.
Dividends
IQM vs. XT - Dividend Comparison
IQM has not paid dividends to shareholders, while XT's dividend yield for the trailing twelve months is around 7.08%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IQM Franklin Intelligent Machines ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.17% | 0.01% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
XT iShares Future Exponential Technologies ETF | 7.08% | 7.95% | 0.66% | 0.41% | 0.78% | 0.84% | 0.77% | 1.55% | 1.40% | 0.97% | 1.37% | 1.34% |
Frequently Asked Questions
IQM and XT have a correlation of 0.82, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IQM has higher volatility (15.54%) compared to XT (5.03%). In terms of maximum drawdown, IQM dropped -44.91% vs XT's -34.41%.
On 5-year performance, IQM leads with 15.99% vs 6.52% for XT. On fees, XT is cheaper at 0.46% per year. On volatility, XT has been the lower-risk option at 5.03%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, IQM has performed better with a 15.99% return vs 6.52%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
XT is cheaper with a 0.46% expense ratio, compared with 0.50% for IQM.
XT has the higher dividend yield at 7.08%, compared with 0.00% for IQM.
They also come from different issuers: Franklin Templeton and iShares. Their fees differ too: 0.50% for IQM and 0.46% for XT.
XT currently has the higher Sharpe Ratio (1.87 vs 0.97), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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