Get the weekly note
ETFIQetfiq.com · independent ETF data

Data as of .

BUYZ vs XT: which is really different?

BUYZ and XT hold 8% of their weight in the same names, and XT returned more over the year.

Franklin Disruptive Commerce ETF and iShares Future Exponential Technologies ETF.

62.5%BUYZ in the S&P 500
64.5%XT in the S&P 500
−22.6%BUYZ total return, 1 year
+24.4%XT total return, 1 year

ETFIQ Off-Index Score: BUYZ scores higher

How much of it is not the index it is sold as an alternative to?

BUYZ 20.7XT 3.30.1, the lowest in this set91.8, the highest

A percentile among the 379 thematic ETFs with a holdings filing. It is a position in a set, not a rating, and neither end of it is a recommendation. All thematic ETFs ranked by it · How it is computed

BUYZ38% of its weight is outside the S&P 500 · 1 year to Sep 18, 2026
63%38%of its weight in S&P 500 companiesof its weight outside the S&P 500active share 86% · top ten 50% of the fund · 58 holdings filed Jun 30, 2026 · Nasdaq-100: 54% in63%38%in the S&P 500outsideactive share 86% · top ten 50% of the fund
XT36% of its weight is outside the S&P 500 · 1 year to Sep 18, 2026
65%36%of its weight in S&P 500 companiesof its weight outside the S&P 500active share 68% · top ten 34% of the fund · 225 holdings filed Sep 17, 2026 · Nasdaq-100: 39% in65%36%in the S&P 500outsideactive share 68% · top ten 34% of the fund

8% of the two portfolios are the same securities at the same weight.

What they hold in common

By the books each fund has filed, BUYZ and XT hold 8% of their money in the same securities at the same weight.

Positions BUYZ and XT both hold, largest shared weight first
HoldingBUYZXT
AMAZON.COM INC11.18%2.71%
ALPHABET INC4.08%2.21%
META PLATFORMS INC3.95%1.47%
COINBASE GLOBAL INC0.20%0.44%
APPLOVIN CORP5.39%0.09%
BLOOM ENERGY CORP1.55%0.07%
Only in each
Only in BUYZOnly in XT
SHOPIFY INC 8.57%TESLA INC 4.10%
CARVANA COMPANY 3.70%TEXAS INSTRUMENT INC 4.06%
DOORDASH INC 3.35%ELI LILLY 4.00%
EBAY INC 3.32%MICROSOFT 3.94%
MERCADOLIBRE INC 3.31%NVIDIA 3.85%
WALMART INC 3.13%PALO ALTO NETWORKS 3.43%
BOOKING HOLDINGS INC 3.05%JOHNSON & JOHNSON 3.13%
MASTERCARD INC 3.02%ANALOG DEVICES 3.03%

Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Jun 30, 2026 and Sep 18, 2026.

Performance, window by window

BUYZ and XT over each window. Every figure is an ETFIQ calculation with distributions reinvested. Source: ETFIQ.
WindowTotal returnvs the S&P 500vs the Nasdaq-100
BUYZXTBUYZXTBUYZXT
3 months+1.8%0.0%−0.4 pts−2.3 pts+4.3 pts+2.5 pts
6 months+7.8%+22.9%−10.2 pts+4.8 pts−16.4 pts−1.4 pts
1 year−22.6%+24.4%−39.1 pts+7.8 pts−44.3 pts+2.6 pts
3 years+36.9%+67.9%−41.5 pts−10.5 pts−61.3 pts−30.2 pts
Since launch+42.6%+284.5%−140.3 pts−56.6 pts−222.0 pts−342.6 pts
Open the live comparison on ETFIQ
BUYZ and XT on the same fields, as of Sep 18, 2026. Source: ETFIQ.
BUYZ
Franklin Disruptive Commerce ETF
Holds 58 stocks in broad innovation and megatrends, 62% of its weight in S&P 500 companies
XT
iShares Future Exponential Technologies ETF
Holds 225 stocks in broad innovation and megatrends, 64% of its weight in S&P 500 companies
IssuerFrankliniShares
ThemeBroad innovation and megatrendsBroad innovation and megatrends
In the S&P 50062.5%64.5%
Active share vs the S&P 50086.3%67.5%
In the Nasdaq-10054.0%39.4%
Holdings58225
Top ten, share of the fund50.0%33.9%
Expense ratio0.50%0.46%
Fee for the differing part0.58%0.68%
Total return, 1 year−22.6%+24.4%
vs the S&P 500−39.1 pts+7.8 pts
vs the Nasdaq-100−44.3 pts+2.6 pts
Below its high−44.5%−1.9%
Net assets$5m$4.0bn

BUYZ in plain words

By weight, 62% of BUYZ's portfolio is stocks that are also in the S&P 500; its active share against the S&P 500 is 86%. The top ten holdings are 50% of the fund across 58 positions, as filed for Jun 30, 2026. Over the year to Sep 18, 2026 the fund returned −22.6% with distributions reinvested against +16.6% for the S&P 500, so a holder was behind by 39.1 pts. It sits 44.5% below its all-time high of Feb 12, 2021.

XT in plain words

By weight, 64% of XT's portfolio is stocks that are also in the S&P 500; its active share against the S&P 500 is 68%. The top ten holdings are 34% of the fund across 225 positions, as published by its issuer for Sep 18, 2026. Over the year to Sep 18, 2026 the fund returned +24.4% with distributions reinvested against +16.6% for the S&P 500, so a holder was ahead by 7.8 pts.

Questions people ask

Do BUYZ and XT hold the same stocks?
By their latest filings, 8% of their books are the same securities at the same weight, which is mostly different names. Overlap is the sum of the smaller weight of every security they share.
Which is more different from the S&P 500, BUYZ or XT?
BUYZ has 62% of its weight in S&P 500 names and XT has 64%, so BUYZ differs more from the index.
Which is cheaper, BUYZ or XT?
BUYZ charges 0.50% a year and XT charges 0.46%, so XT is cheaper. Fees come from each fund's prospectus.

Other comparisons

Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

BUYZ against XT, ETFIQ, data as of Sep 18, 2026. Every figure is calculated from a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, BUYZ against XT, data as of Sep 18, 2026. https://etfiq.com/compare/themes/buyz-vs-xt Free to use with attribution; the underlying files are at Open data.

How every figure is computed · Standards and sources