GET DAILY SIGNALSUSXF: Evaluating the -7% Drawdown in This ESG-Focused Tech ETF
Key Takeaways
- USXF tracks the MSCI USA Choice ESG Screened Index, providing large- and mid-cap U.S. equity exposure with favorable ESG ratings and exclusions for controversial activities.
- Information technology accounts for about 54% of assets, with Nvidia (NVDA), Broadcom (AVGO), Micron (MU), and Advanced Micro Devices (AMD) among the top holdings.
- The fund has no energy exposure due to fossil-fuel screens, with the next largest sector weights in financials, industrials, and consumer discretionary.
- Recent performance reflects a broad AI- and semiconductor-led pullback linked to midterm-election policy uncertainty around data-center buildout and AI infrastructure spending.
- USXF is a passively managed index ETF with a 0.10% expense ratio, around 290 holdings, and roughly $1.4 billion in assets under management.
- For more on valuation and forward expectations, see the fund's Price Targets and Forecast pages.
- Explore Trending AI Robots to monitor automated trading strategies across stocks and ETFs.
A Closer Look at USXF
USXF is a passively managed exchange-traded fund that aims to track the MSCI USA Choice ESG Screened Index. This benchmark focuses on large- and mid-cap U.S. companies with strong ESG profiles while applying screens to exclude fossil fuels, controversial weapons, tobacco, thermal coal, and oil sands.
The fund holds about 290 securities and carries a net expense ratio of 0.10%, making it a low-cost core equity holding with an ESG focus. Information technology represents roughly 54% of assets, followed by financials, industrials, consumer discretionary, and health care, while energy exposure is effectively zero. Top positions cluster in semiconductors and related areas, led by Nvidia (NVDA), Broadcom (AVGO), Micron (MU), and Advanced Micro Devices (AMD), along with names like Mastercard, Visa, Cisco, and Lam Research. I also checked this using Tickeron’s AI Screener to see how the fund compares to others in the industry.
The Broader Industry Context
USXF’s results are closely tied to the environment for large-cap growth and semiconductor stocks. Through 2026, AI infrastructure spending drove much of the leadership in U.S. equities, boosting chipmakers, memory suppliers, and data-center equipment firms. That concentration left the sector exposed to shifts in expectations around AI spending.
The November U.S. midterm elections added uncertainty. Changes in congressional control, along with local resistance to data-center projects in certain states, led investors to reassess the pace of AI buildout. Worries about capital-expenditure financing, power supply, and possible regulatory pressure sparked a sharp selloff in semiconductors. Given USXF’s heavy weighting in these names, the fund felt the impact despite its diversification.
Recent Performance Snapshot
USXF has moved lower recently alongside the semiconductor pullback, declining roughly 7% over the trailing month. The drop came in a concentrated period as AI and data-center stocks sold off sharply, followed by a partial rebound. The fund’s sizable technology allocation, especially its positions in Nvidia (NVDA), Broadcom (AVGO), Micron (MU), and Advanced Micro Devices (AMD), magnified the move compared with broader U.S. equity benchmarks.
Over the trailing quarter the fund has also trended lower amid a rotation away from high-valuation growth stocks. Financials and industrials offered some balance, but technology exposure remained the main driver. The zero-energy allocation meant no direct benefit from commodity strength, as that exclusion is built into the strategy.
Looking Ahead to 2026
The key factor for USXF continues to be the trajectory of the AI-infrastructure cycle and valuations of its largest semiconductor holdings. It will be important to monitor data-center construction pace, state-level regulatory moves, and the funding capacity of cloud providers and AI developers. Earnings guidance from major chipmakers and memory suppliers should provide signals on whether growth expectations hold.
Interest rates and inflation will influence multiples for growth equities. A softer rate backdrop could support the fund’s technology tilt, while ongoing cost pressures might weigh on higher-valuation names. Post-midterm policy shifts around energy, data-center permitting, and technology regulation present both risks and opportunities. The fund’s ESG screens will keep its profile distinct from broad benchmarks over time.
Using Tickeron’s AI Screener for ETF Analysis
I regularly turn to Tickeron’s AI Screener when reviewing funds like USXF. It lets me scan thousands of securities with technical indicators, fundamentals, volatility measures, AI signals, and custom filters to compare sector exposure, momentum, and risk across the market. This helps surface context on how an ESG-tilted, tech-heavy ETF fits alongside other options without manual effort.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
Contributor
I’m a trader and independent researcher. My interest lies at the intersection of financial markets, algorithms, and capital management. I develop data-driven tools and strategies and study algorithmic approaches to market analysis. I help turn complex market data into clear insights and practical systems. I believe technology should support, not replace, investment thinking
USXF's RSI Oscillator ascends from oversold territory
The RSI Indicator for USXF moved out of oversold territory on November 09, 2026. This could be a sign that the stock is shifting from a downward trend to an upward trend. Traders may want to buy the stock or call options. The A.I.dvisor looked at 20 similar instances when the indicator left oversold territory. In 20 of the 20 cases the stock moved higher. This puts the odds of a move higher at 90%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Stochastic Oscillator shows that the ticker has stayed in the oversold zone for 5 days. The price of this ticker is presumed to bounce back soon, since the longer the ticker stays in the oversold zone, the more promptly an upward trend is expected.
Following a +4.02% 3-day Advance, the price is estimated to grow further. Considering data from situations where USXF advanced for three days, in 302 of 354 cases, the price rose further within the following month. The odds of a continued upward trend are 85%.
USXF may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.
Bearish Trend Analysis
The Momentum Indicator moved below the 0 level on October 30, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on USXF as a result. In 69 of 83 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are 83%.
The Moving Average Convergence Divergence Histogram (MACD) for USXF turned negative on October 30, 2026. This could be a sign that the stock is set to turn lower in the coming weeks. Traders may want to sell the stock or buy put options. Tickeron's A.I.dvisor looked at 53 similar instances when the indicator turned negative. In 41 of the 53 cases the stock turned lower in the days that followed. This puts the odds of success at 77%.
USXF moved below its 50-day moving average on October 14, 2026 date and that indicates a change from an upward trend to a downward trend.
The 10-day moving average for USXF crossed bearishly below the 50-day moving average on October 19, 2026. This indicates that the trend has shifted lower and could be considered a sell signal. In 15 of 16 past instances when the 10-day crossed below the 50-day, the stock continued to move higher over the following month. The odds of a continued downward trend are 90%.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where USXF declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 78%.
The Aroon Indicator for USXF entered a downward trend on November 10, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
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