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Upturn AI SWOT - About
Global X Alternative Income ETF (ALTY)
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Upturn Advisory Summary
08/14/2025: ALTY (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 10.55% | Avg. Invested days 68 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.98 | 52 Weeks Range 10.23 - 11.78 | Updated Date 06/29/2025 |
52 Weeks Range 10.23 - 11.78 | Updated Date 06/29/2025 |
Upturn AI SWOT
Global X Alternative Income ETF
ETF Overview
Overview
The Global X Alternative Income ETF (ALTY) seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the Indxx Alternative Income Index. It invests in a variety of alternative income-generating assets, including REITs, MLPs, preferred stocks, and covered call strategies.
Reputation and Reliability
Global X is a well-established ETF provider known for its innovative and thematic ETFs.
Management Expertise
Global X has a dedicated team of investment professionals with experience in managing various asset classes, including alternative income strategies.
Investment Objective
Goal
To provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the Indxx Alternative Income Index.
Investment Approach and Strategy
Strategy: The ETF tracks the Indxx Alternative Income Index, which is designed to provide exposure to a diversified basket of alternative income-generating assets.
Composition The ETF holds a mix of REITs, MLPs, preferred stocks, and covered call strategies, aiming for a diversified income stream.
Market Position
Market Share: Data not available to determine market share accurately.
Total Net Assets (AUM): 27340000
Competitors
Key Competitors
- VYM
- SCHD
- SPHD
- DVY
Competitive Landscape
The alternative income ETF market is competitive, with several ETFs offering exposure to different income-generating assets. ALTY offers a blend of REITs, MLPs, preferred stocks and covered call strategies which makes it a unique diversified offering. It does not hold as many holdings and offers less liquidity and thus smaller AUM, as well as possibly higher expense ratios due to active management.
Financial Performance
Historical Performance: Historical performance data is not included, but can be obtained from financial data providers.
Benchmark Comparison: Performance can be compared to the Indxx Alternative Income Index to assess its tracking effectiveness.
Expense Ratio: 0.45
Liquidity
Average Trading Volume
The average trading volume is relatively low, indicating moderate liquidity.
Bid-Ask Spread
The bid-ask spread can fluctuate, but is generally moderate based on the trading volume.
Market Dynamics
Market Environment Factors
Economic conditions, interest rate movements, sector-specific trends (e.g., REITs, MLPs), and market volatility impact ALTY's performance.
Growth Trajectory
Growth trends depend on the performance of its underlying assets and investor demand for alternative income strategies. There are no significant changes to the strategy and holdings.
Moat and Competitive Advantages
Competitive Edge
ALTY offers a diversified approach to alternative income by investing in a blend of REITs, MLPs, preferred stocks, and covered call strategies within a single ETF. This blend helps investors diversify their exposure to income-generating assets beyond traditional bonds or dividend-paying stocks. The ETF's unique mix can provide a potentially more stable income stream compared to investing in each asset class separately. However, the active management and complexity of the portfolio may lead to higher expenses.
Risk Analysis
Volatility
Volatility depends on the underlying assets. REITs and MLPs can be sensitive to interest rate changes, while covered call strategies can limit upside potential.
Market Risk
Specific risks include interest rate risk, commodity price risk (MLPs), real estate market risk (REITs), and credit risk (preferred stocks).
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking diversified income streams and willing to accept moderate risk. Those interested in alternative income assets in one easy ETF would also find this attractive.
Market Risk
ALTY may be suitable for long-term investors seeking income and diversification but not ideal for short-term traders due to liquidity and potential volatility.
Summary
The Global X Alternative Income ETF (ALTY) offers a diversified approach to generating income through a blend of REITs, MLPs, preferred stocks, and covered call strategies. It aims to track the Indxx Alternative Income Index, providing investors with exposure to a range of income-producing assets in a single ETF. Its performance is impacted by economic conditions, interest rates, and sector-specific factors. ALTY is suitable for long-term investors seeking income and diversification, though potential investors should be aware of its moderate liquidity and potential volatility.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Global X ETFs website
- Indxx website
- Financial data providers
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and consultation with a financial advisor.
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.
About Global X Alternative Income ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund invests at least 80% of its total assets in the securities of the underlying index and in American Depositary Receipts (ADRs) and Global Depositary Receipts (GDRs) based on the securities in the underlying index. The underlying index is intended to provide exposure to five income-producing categories: Master Limited Partnerships (MLPs) and Infrastructure, Real Estate, Preferreds, Emerging Market Bonds and Covered Calls.
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