AIBU vs. IQM ETF Comparison

Comparison of Direxion Daily AI and Big Data Bull 2X Shares (AIBU) to Franklin Intelligent Machines ETF (IQM)
AIBU

Direxion Daily AI and Big Data Bull 2X Shares

AIBU Description

The index is designed by Solactive AG to represent the securities of companies from the United States that have business operations in the field of artificial intelligence ("AI") applications and big data. The fund, under normal circumstances, invests at least 80% of its net assets (plus borrowing for investment purposes) in financial instruments, such as swap agreements, securities of the index, and exchange-traded funds (ETFs) that track the index. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$29.68

Average Daily Volume

7,656

Number of Holdings *

9

* may have additional holdings in another (foreign) market
IQM

Franklin Intelligent Machines ETF

IQM Description The investment seeks capital appreciation. Under normal market conditions, the fund invests at least 80% of its net assets in equity securities of companies that are relevant to its investment theme of intelligent machines. The fund invests predominantly in common stock. Although it may invest across economic sectors, the advisor expects to have significant positions in particular sectors including technology. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$62.57

Average Daily Volume

3,223

Number of Holdings *

45

* may have additional holdings in another (foreign) market
Performance
Period AIBU IQM
30 Days 9.04% 0.88%
60 Days 22.25% 11.42%
90 Days -0.58% -3.62%
12 Months 44.40%
2 Overlapping Holdings
Symbol Grade Weight in AIBU Weight in IQM Overlap
AAPL C 6.65% 4.45% 4.45%
NVDA C 6.6% 12.05% 6.6%
AIBU Overweight 7 Positions Relative to IQM
Symbol Grade Weight
META A 7.42%
MSFT D 6.17%
AMZN C 6.06%
GOOGL B 5.92%
NOW C 4.49%
IBM B 4.22%
ACN B 4.15%
AIBU Underweight 43 Positions Relative to IQM
Symbol Grade Weight
ISRG A -5.52%
TSM C -4.12%
ASML F -4.09%
CDNS D -3.93%
AXON A -3.89%
SNPS F -3.81%
TSLA C -3.48%
AMAT B -2.82%
PWR B -2.57%
AMD D -2.47%
AVGO C -2.25%
TER C -1.89%
ADI C -1.81%
ADSK B -1.81%
APH D -1.64%
KLAC B -1.63%
ANSS D -1.59%
ENTG D -1.41%
LRCX D -1.34%
ETN C -1.32%
PTC D -1.29%
IDXX D -1.26%
ALTR B -1.16%
UBER C -1.11%
VMI B -1.07%
ROP C -0.88%
NXPI F -0.86%
KEYS B -0.82%
CRWD D -0.77%
TXN C -0.73%
TEL D -0.64%
PRCT C -0.63%
FSLR C -0.53%
ZBRA A -0.53%
VRT B -0.52%
ALGN D -0.47%
BSY D -0.43%
TRMB B -0.42%
MCHP F -0.38%
PSTG F -0.37%
HON C -0.36%
MPWR B -0.29%
SITM B -0.27%
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