XDAT vs. IQM

The year-to-date returns for both investments are quite close, with XDAT having a 2.43% return and IQM slightly higher at 2.53%.

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Both XDAT and IQM have an expense ratio of 0.50%.

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.

The current XDAT Sharpe Ratio is 0.53, which is comparable to the IQM Sharpe Ratio of 0.44. The chart below compares the historical Sharpe Ratios of XDAT and IQM, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

XDAT's dividend yield for the trailing twelve months is around 0.12%, while IQM has not paid dividends to shareholders.

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.

The current volatility for Franklin Exponential Data ETF (XDAT) is 8.25%, while Franklin Intelligent Machines ETF (IQM) has a volatility of 8.91%. 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.