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Global X Artificial Intelligence & Technology ETF(AIQ)
Top performer 
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
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- BUY Advisory
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Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for AIQ
09/15/2026: AIQ (5-star) is a REGULAR-BUY. BUY for 11 days. Simulated Profits (-2.08%). Updated daily EoD!
AIQ provides diversified exposure to the artificial intelligence and technology ecosystem by investing in companies across the AI stack, including software and semiconductor firms. Its main strengths include high liquidity and a well-defined thematic focus backed by a reputable issuer. It serves as a tactical growth component within a broader portfolio, though investors should be mindful of the 0.68% expense ratio and high concentration risk. The fund is most suitable for long-term growth investors who can tolerate sector volatility and the risks associated with premium-valued technology stocks.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | AIQ focuses on high-growth companies that are primary beneficiaries of the artificial intelligence revolution. |
| Momentum investor | Strong fit while signal remains positive | The fund often exhibits high momentum characteristics, making it attractive when sector trends are bullish. |
| Value investor | Weak fit | The fund consists primarily of high-multiple technology stocks, which rarely align with value-oriented metrics. |
| Dividend/Income investor | Weak fit | AIQ is a capital appreciation vehicle and offers minimal yield, making it unsuitable for income-focused portfolios. |
| Low-risk investor | Weak fit | The fund's concentration in volatile technology stocks exposes investors to significant short-term market fluctuations. |
Investor Profile
Ideal Investor Profile
The ideal investor is an aggressive growth seeker with a long time horizon and a high tolerance for sector-specific volatility.
Suitability
AIQ is best suited for long-term investors looking to build thematic exposure, rather than active traders or those seeking core portfolio stability.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | Technology-heavy portfolios are prone to significant price swings based on market sentiment. |
| Market risk | Medium / high | The ETF's performance is tied to broad economic health and the overall appetite for risk assets. |
| Concentration | Medium / high | Heavy exposure to a single industry (technology/semiconductors) can lead to sector-specific drawdowns. |
| Tracking/expense | Low | The fund manages tracking error effectively against its index, though the expense ratio is higher than broad market funds. |
| Liquidity | Low | High trading volume ensures that entry and exit costs are generally kept low for investors. |
| Business/sector quality | Medium | While holdings are high-quality, the long-term viability of some AI-adjacent companies remains unproven. |
Risk Analysis
Volatility
AIQ exhibits historical volatility higher than the S&P 500, characteristic of sector-specific growth funds.
Market Risk
The fund is sensitive to systematic risks, particularly those impacting the technology and communications sectors.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Industry | Semiconductors & Semiconductor Equipment | 35 | This sector provides the essential hardware and processing power required for all AI applications. |
| Industry | Software & IT Services | 45 | These companies develop the core AI algorithms, machine learning platforms, and cloud infrastructure driving industry growth. |
| Geography | United States | 15 | The vast majority of the fund's holdings are headquartered in the U.S., reflecting the center of global AI innovation. |
| Cash/collateral | Cash and Cash Equivalents | 5 | A small cash buffer is maintained for daily liquidity and portfolio rebalancing purposes. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type ETF | Historic Profit 53.53% | Avg. Invested days 58 | Today’s Advisory Regular Buy |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 09/15/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Sep 15, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $10.06B |
| Issuer | Global X Funds |
| Expense Ratio | 0.6799999999999999% |
| Distribution Yield | 0.07% |
| Inception | May 11, 2018 |
| Index Tracked | Indxx Artificial Intelligence & Big Data Index |
Performance
| Period | Total Return |
|---|---|
| YTD | +24.79% |
| 1 Year | +34.19% |
| 3 Year | +30.89% |
| 5 Year | +15.43% |
| 10 Year | +0.00% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 35.04% |
| 3Y Volatility | 24.49% |
| 3Y Sharpe Ratio | 1.05 |
Ratings
| Metric | Value |
|---|---|
| Morningstar Rating | ★★★★★ |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Mega Cap | 53.37% |
| Large Cap | 34.02% |
| Mid Cap | 8.26% |
| Micro Cap | 2.28% |
| Small Cap | 2.07% |
Top Sectors
| Sector | Weight |
|---|---|
| Technology | 69.90% |
| Communication Services | 12.96% |
| Consumer Cyclicals | 8.93% |
| Industrials | 7.39% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 17.45x |
| Portfolio P/B | 4.57x |
| Portfolio P/S | 3.73x |
| Holdings Turnover | 0.0% |
Top Holdings
| Holding | Weight |
|---|---|
| Palantir Technologies | 3.73% |
| Microsoft | 3.58% |
| Oracle | 3.53% |
| Space Exploration Technologies. Class A Common Stock | 3.47% |
| Tesla | 3.15% |
Upturn AI Summary
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
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