XDAT vs. IQM
Compare and contrast key facts about Franklin Exponential Data ETF (XDAT) and Franklin Intelligent Machines ETF (IQM).
XDAT and IQM are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XDAT is an actively managed fund by Franklin Templeton. It was launched on Jan 12, 2021. IQM is an actively managed fund by Franklin Templeton. It was launched on Feb 25, 2020.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: XDAT or IQM.
Correlation
The correlation between XDAT and IQM is 0.83, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
XDAT vs. IQM - Performance Comparison
Key characteristics
XDAT:
0.76
IQM:
1.09
XDAT:
1.13
IQM:
1.52
XDAT:
1.14
IQM:
1.20
XDAT:
0.46
IQM:
1.57
XDAT:
1.97
IQM:
4.98
XDAT:
7.79%
IQM:
5.85%
XDAT:
20.14%
IQM:
26.73%
XDAT:
-54.87%
IQM:
-44.91%
XDAT:
-13.42%
IQM:
-5.18%
Returns By Period
In the year-to-date period, XDAT achieves a 5.43% return, which is significantly higher than IQM's 2.72% return.
XDAT
5.43%
5.43%
26.68%
16.77%
N/A
N/A
IQM
2.72%
2.72%
22.28%
29.80%
N/A
N/A
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XDAT vs. IQM - Expense Ratio Comparison
Both XDAT and IQM have an expense ratio of 0.50%.
Risk-Adjusted Performance
XDAT vs. IQM — Risk-Adjusted Performance Rank
XDAT
IQM
XDAT vs. IQM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Exponential Data ETF (XDAT) and Franklin Intelligent Machines ETF (IQM). 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.
Dividends
XDAT vs. IQM - Dividend Comparison
XDAT's dividend yield for the trailing twelve months is around 0.12%, while IQM has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
XDAT Franklin Exponential Data ETF | 0.12% | 0.13% | 0.00% | 0.00% | 0.00% | 0.00% |
IQM Franklin Intelligent Machines ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.17% | 0.01% |
Drawdowns
XDAT vs. IQM - Drawdown Comparison
The maximum XDAT drawdown since its inception was -54.87%, which is greater than IQM's maximum drawdown of -44.91%. Use the drawdown chart below to compare losses from any high point for XDAT and IQM. For additional features, visit the drawdowns tool.
Volatility
XDAT vs. IQM - Volatility Comparison
The current volatility for Franklin Exponential Data ETF (XDAT) is 5.92%, while Franklin Intelligent Machines ETF (IQM) has a volatility of 11.32%. This indicates that XDAT experiences smaller price fluctuations and is considered to be less risky than IQM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.