IQM vs. EMSF ETF Comparison
Comparison of Franklin Intelligent Machines ETF (IQM) to Matthews Emerging Markets Sustainable Future Active ETF (EMSF)
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
$67.74
Average Daily Volume
4,362
49
EMSF
Matthews Emerging Markets Sustainable Future Active ETF
EMSF Description
EMSF actively invests in common and preferred stocks of companies in emerging markets, including countries that may be considered frontier. While the fund has an all-cap exposure, it expects to invest substantially in smaller companies. The fund looks for sustainable growth based on fundamental characteristics such as balance sheet information, size, cash flow stability, and financial health. It also applies various ESG standards, using third-party data and the adviser's proprietary research, to identify investments that potentially contribute to a sustainable future by addressing global environmental and social challenges. The fund also employs exclusionary ESG screens, which avoid controversial businesses such as tobacco, weapons, and fossil fuels. The fund may engage its portfolio companies on sustainability and governance matters through active dialogue, exercising shareholder rights, and encouraging enhanced ESG disclosure.Grade (RS Rating)
Last Trade
$25.86
Average Daily Volume
2,360
6
Performance
| Period | IQM | EMSF |
|---|---|---|
| 30 Days | 7.46% | -5.22% |
| 60 Days | 9.03% | -1.79% |
| 90 Days | 7.71% | -0.15% |
| 12 Months | 42.26% | 0.79% |
1 Overlapping Holdings
| Symbol | Grade | Weight in IQM | Weight in EMSF | Overlap | |
|---|---|---|---|---|---|
| LRCX | F | 1.12% | 1.18% | 1.12% |
IQM Overweight 48 Positions Relative to EMSF
| Symbol | Grade | Weight | |
|---|---|---|---|
| NVDA | C | 13.69% | |
| ISRG | A | 5.81% | |
| AXON | A | 5.68% | |
| TSLA | B | 4.41% | |
| AAPL | C | 4.22% | |
| CDNS | B | 4.11% | |
| TSM | B | 4.01% | |
| SNPS | B | 3.83% | |
| ASML | F | 2.83% | |
| PWR | A | 2.7% | |
| AMAT | F | 2.3% | |
| AMD | F | 2.02% | |
| AVGO | D | 1.98% | |
| ADSK | A | 1.94% | |
| TER | D | 1.4% | |
| ADI | D | 1.32% | |
| APH | A | 1.32% | |
| UBER | D | 1.31% | |
| PTC | A | 1.29% | |
| GEV | B | 1.24% | |
| KLAC | D | 1.23% | |
| VRT | B | 1.23% | |
| ALTR | B | 1.22% | |
| VMI | B | 1.19% | |
| ETN | A | 1.03% | |
| ZBRA | B | 0.98% | |
| AVAV | D | 0.91% | |
| CRWD | B | 0.87% | |
| ROP | B | 0.83% | |
| KEYS | A | 0.83% | |
| IDXX | F | 0.71% | |
| PRCT | B | 0.7% | |
| TXN | C | 0.66% | |
| ENTG | D | 0.61% | |
| BKR | B | 0.57% | |
| IOT | A | 0.53% | |
| TRMB | B | 0.47% | |
| NXPI | D | 0.45% | |
| BSY | D | 0.38% | |
| FSLR | F | 0.37% | |
| PLTR | B | 0.35% | |
| PSTG | D | 0.35% | |
| SITM | B | 0.32% | |
| MCHP | D | 0.3% | |
| FTI | A | 0.26% | |
| OII | B | 0.26% | |
| ALGN | D | 0.23% | |
| MPWR | F | 0.17% |
IQM: Top Represented Industries & Keywords
EMSF: Top Represented Industries & Keywords
Compare ETFs
