Get the weekly note
ETFIQetfiq.com · independent ETF data

Data as of .

FITE vs XDAT: which is really different?

FITE and XDAT hold 12% of their weight in the same names, and FITE returned more over the year.

State Street(R) SPDR(R) S&P Kensho Future Security ETF and Franklin Exponential Data ETF.

27.1%FITE in the S&P 500
61.1%XDAT in the S&P 500
+30.7%FITE total return, 1 year
−4.8%XDAT total return, 1 year

ETFIQ Off-Index Score: FITE scores higher

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

FITE 33.1XDAT 20.20.1, 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

FITE73% of its weight is outside the S&P 500 · 1 year to Sep 18, 2026
27%73%in the S&P 500of its weight outside the S&P 500active share 95% · top ten 20% of the fund · 80 holdings filed Sep 17, 2026 · Nasdaq-100: 11% in27%73%inoutside the S&P 500active share 95% · top ten 20% of the fund
XDAT39% of its weight is outside the S&P 500 · 1 year to Sep 18, 2026
61%39%of its weight in S&P 500 companiesof its weight outside the S&P 500active share 86% · top ten 57% of the fund · 59 holdings filed Jun 30, 2026 · Nasdaq-100: 50% in61%39%in the S&P 500outsideactive share 86% · top ten 57% of the fund

12% of the two portfolios are the same securities at the same weight.

What they hold in common

By the books each fund has filed, FITE and XDAT hold 12% of their money in the same securities at the same weight.

Positions FITE and XDAT both hold, largest shared weight first
HoldingFITEXDAT
CLOUDFLARE INC CLASS A1.97%10.14%
CROWDSTRIKE HOLDINGS INC A1.97%4.39%
PALO ALTO NETWORKS INC1.85%4.54%
DATADOG INC CLASS A1.34%4.11%
OKTA INC2.14%0.90%
ZSCALER INC2.05%0.87%
FORTINET INC1.60%0.84%
AKAMAI TECHNOLOGIES INC1.06%0.79%
SENTINELONE INC CLASS A2.03%0.61%
RUBRIK INC A1.96%0.43%
QUALYS INC2.09%0.32%
Only in each
Only in FITEOnly in XDAT
RAPID7 INC 2.23%ALPHABET INC 9.76%
VARONIS SYSTEMS INC 1.88%META PLATFORMS INC 6.43%
SAILPOINT INC 1.78%SNOWFLAKE INC 5.03%
TENABLE HOLDINGS INC 1.74%APPLOVIN CORP 5.02%
N ABLE INC 1.70%MONGODB INC 3.75%
ZIFF DAVIS INC 1.67%MICROSOFT CORP 3.55%
ONESPAN INC 1.65%JFROG LTD 3.45%
VAREX IMAGING CORP 1.60%ORACLE CORP 2.64%

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 17, 2026.

Performance, window by window

FITE and XDAT over each window. Every figure is an ETFIQ calculation with distributions reinvested. Source: ETFIQ.
WindowTotal returnvs the S&P 500vs the Nasdaq-100
FITEXDATFITEXDATFITEXDAT
3 months+2.7%+10.6%+0.5 pts+8.3 pts+5.2 pts+13.1 pts
6 months+25.9%+23.9%+7.9 pts+5.9 pts+1.7 pts−0.3 pts
1 year+30.7%−4.8%+14.1 pts−21.4 pts+8.9 pts−26.6 pts
3 years+130.9%+47.1%+52.5 pts−31.3 pts+32.8 pts−51.1 pts
Since launch+285.5%+9.1%+59.9 pts−108.2 pts−101.9 pts−127.9 pts
Open the live comparison on ETFIQ
FITE and XDAT on the same fields, as of Sep 18, 2026. Source: ETFIQ.
FITE
State Street(R) SPDR(R) S&P Kensho Future Security ETF
Holds 80 stocks in broad innovation and megatrends, 27% of its weight in S&P 500 companies
XDAT
Franklin Exponential Data ETF
Holds 59 stocks in broad innovation and megatrends, 61% of its weight in S&P 500 companies
IssuerState StreetFranklin
ThemeBroad innovation and megatrendsBroad innovation and megatrends
In the S&P 50027.1%61.1%
Active share vs the S&P 50095.3%86.2%
In the Nasdaq-10011.2%49.6%
Holdings8059
Top ten, share of the fund20.2%56.7%
Expense ratio0.45%0.50%
Fee for the differing part0.47%0.58%
Total return, 1 year+30.7%−4.8%
vs the S&P 500+14.1 pts−21.4 pts
vs the Nasdaq-100+8.9 pts−26.6 pts
Below its high−8.2%−12.3%
Net assets$151m$4m

FITE in plain words

By weight, 27% of FITE's portfolio is stocks that are also in the S&P 500; its active share against the S&P 500 is 95%. The top ten holdings are 20% of the fund across 80 positions, as published by its issuer for Sep 17, 2026. Over the year to Sep 18, 2026 the fund returned +30.7% with distributions reinvested against +16.6% for the S&P 500, so a holder was ahead by 14.1 pts. It sits 8.2% below its all-time high of Aug 13, 2026.

XDAT in plain words

By weight, 61% of XDAT'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 57% of the fund across 59 positions, as filed for Jun 30, 2026. Over the year to Sep 18, 2026 the fund returned −4.8% with distributions reinvested against +16.6% for the S&P 500, so a holder was behind by 21.4 pts. It sits 12.3% below its all-time high of Nov 9, 2021.

Questions people ask

Do FITE and XDAT hold the same stocks?
By their latest filings, 12% 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, FITE or XDAT?
FITE has 27% of its weight in S&P 500 names and XDAT has 61%, so FITE differs more from the index.
Which is cheaper, FITE or XDAT?
FITE charges 0.45% a year and XDAT charges 0.50%, so FITE 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.

FITE against XDAT, 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, FITE against XDAT, data as of Sep 18, 2026. https://etfiq.com/compare/themes/fite-vs-xdat Free to use with attribution; the underlying files are at Open data.

How every figure is computed · Standards and sources