# IQM (Franklin Intelligent Machines ETF)

Franklin · Stock ETFs · Global large-cap growth · data as of Oct 9, 2026

IQM is actively managed and returned +23.3% over the past year.

## Key facts

- IQM, total return, 1 year: +23.3%, as of Oct 9, 2026.
- IQM, expense ratio: 0.50%, as of Oct 9, 2026.
- IQM, holdings: 75, as of Oct 9, 2026.
- IQM, below its high: −11.5%, as of Oct 9, 2026.
- IQM, last payment, ex-date Dec 13, 2021: $0.094, as of Oct 9, 2026.
- IQM, net assets: $89m (issuer page, as of Oct 9, 2026).

## IQM over each window to Oct 9, 2026

| Window | Total return | S&P 500 (SPY) | Gap to SPY |
| --- | --- | --- | --- |
| 1 month | +3.2% | +2.4% | +0.9 pts |
| 3 months | −2.2% | +3.4% | −5.5 pts |
| 6 months | +13.9% | +15.2% | −1.2 pts |
| Year to date | +27.4% | +15.1% | +12.4 pts |
| 1 year | +23.3% | +17.3% | +6.0 pts |
| 3 years | +146.2% | +85.8% | +60.4 pts |
| Since launch | +358.7% | +188.0% | +170.7 pts |

## Every published field

| Field | Value | Source |
| --- | --- | --- |
| What it tracks | No index, actively managed | ETFIQ |
| Fund type | Equity fund | ETFIQ |
| Category | Stocks · Global large-cap growth | ETFIQ |
| Expense ratio | 0.50% | 485BPOS XBRL, Jul 27, 2026 |
| Price | $111.41 | ETFIQ |
| First traded | Feb 27, 2020 | ETFIQ |
| Net assets | $89m | issuer page, as of Oct 9, 2026 |
| Benchmark | Its own holdings, as of Jun 30, 2026; its prospectus names no index it tracks | ETFIQ, from its filings |
| Below its high | −11.5% | ETFIQ |
| Holdings | 75 | ETFIQ |
| Top ten weight | 42.4% | ETFIQ |
| Holdings as of | Jun 30, 2026 | SEC N-PORT |
| Already in the S&P 500, by weight | 56.8% | ETFIQ |
| Active share vs the S&P 500 | 76.4% | ETFIQ |
| Already in the Nasdaq-100, by weight | 41.8% | ETFIQ |

## Questions

### How has IQM performed?

Over the year to Oct 9, 2026, IQM returned +23.3% with distributions reinvested, against +17.3% for the S&P 500. Over three years the figure is +146.2%.

### What does IQM cost?

The prospectus expense ratio is 0.50% a year.

### What does IQM hold?

75 positions as filed for Jun 30, 2026, with the top ten at 42.4% of the fund. 57% of its weight is in stocks the S&P 500 also holds.

### How far is IQM below its high?

11.5% below its high of Jun 22, 2026, measured on the reinvested series to Oct 9, 2026.


## Cite this page

ETFIQ, IQM, stock fund, data as of Oct 9, 2026. https://etfiq.com/funds/iqm
Free to use with attribution for figures ETFIQ computes; issuer data stays under its owner's terms. The underlying files are at https://etfiq.com/data/.

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