4 min readBy Ron Koren ETF Insider
How does the XPND ETF work?
The XPND ETF is a specialized investment fund that focuses on a specific sector. This exchange-traded fund offers investors exposure to a range of companies in this sector.
The issuer of the XPND ETF is committed to investing in companies that are at the forefront of technology and innovation. With a focus on information technology, financial, and communication services companies that heavily rely on technology, this ETF offers exposure to the rapidly evolving tech sector. Employing an actively managed approach supported by a quantitative model, the issuer selects a concentrated portfolio of approximately 50 companies, aiming to provide investors with long-term capital appreciation potential. By targeting technology-dependent industries and utilizing data-driven insights, XPND ETF's issuer seeks to harness the potential of this dynamic sector for investors.
The Invesco S&P 500® Equal Weight Consumer Discretionary ETF (XPND) may not prioritize dividends, yet it reflects the dividend distribution of the underlying S&P 500 Equal Weight Consumer Discretionary Index. Dividend distributions are subject to the dividend policies and performances of constituent companies within the consumer discretionary sector. XPND's emphasis on this sector, known for its cyclical nature and sensitivity to economic trends, offers investors exposure to a broad range of consumer-oriented companies, potentially combining capital appreciation with some dividend returns.
Tracking the Expanded Technology Companies is the primary focus of the XPND ETF (Expanded Technology ETF). This ETF invests at least 80% of its net assets in common stocks of companies identified as information technology, financial, and communication services companies with technology-dependent operations. XPND employs an active management strategy that utilizes a quantitative model to select approximately 50 companies for the portfolio, with weights ranging between 0.25% and 4.50%. The ETF's investments are concentrated in the information technology sector and may adjust securities selection based on quantitative attributes such as return on equity, momentum, and free cash flow growth. XPND aims to provide investors with exposure to technology-driven industries and the potential for long-term capital appreciation within these sectors.
Understanding the correlation dynamics of the XPand International ETF (XPND) is key to gauging its performance in relation to the broader international markets. As XPND is designed to track international indices and assets, investors typically look for correlations with global economic trends and geopolitical factors. This correlation information is crucial for making strategic investment decisions, such as assessing the impact of international events on the ETF's performance. For investors seeking a comprehensive analysis of correlations, ETF Insider's web app offers a powerful solution. This tool empowers users to delve deep into correlation data for every U.S. ETF, providing valuable insights into how XPND aligns with other funds and sectors. The simple visualization tools offered by ETF Insider make it easy for investors to identify correlations, overlaps, and potential diversification opportunities, enhancing their ability to make well-informed investment choices.
The XPND Sector ETF primarily focuses on investing in companies operating within the information technology, financials, and communication services sectors, with a particular emphasis on technology-dependent industries. This ETF seeks to provide exposure to businesses that derive a significant portion of their operations from technology-related activities, such as information technology services, software development, communications equipment, electronic components, semiconductors, transaction and payment processing services, wireless telecommunications, media, entertainment, and interactive media and services.
The exposure characteristic of the XPND ETF is centered on companies operating within the Expanded Technology Companies sector. This ETF primarily invests in information technology companies, financial companies, and communication services companies whose operations are principally derived from technology. XPND leverages a quantitative model to identify approximately 50 companies within these sectors, aiming for long-term capital appreciation potential. Investors looking for exposure to technology-driven industries in the U.S. can utilize XPND to access this specific segment of the market.
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