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Upturn AI SWOT - About
Roundhill BIG Tech ETF (BIGT)
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Upturn Advisory Summary
04/21/2025: BIGT (5-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Outstanding Performance
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
Analysis of Past Performance
Type ETF | Historic Profit 40.23% | Avg. Invested days 65 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 04/21/2025 |
Key Highlights
Volume (30-day avg) 3739724 | Beta - | 52 Weeks Range 38.21 - 58.23 | Updated Date 04/14/2024 |
52 Weeks Range 38.21 - 58.23 | Updated Date 04/14/2024 |
Upturn AI SWOT
Roundhill BIG Tech ETF
ETF Overview
Overview
The Roundhill BIG Tech ETF (BIGT) is designed to offer exposure to companies deemed to be at the forefront of innovation in the Big Tech industry. It focuses on firms involved in areas like artificial intelligence, cloud computing, and e-commerce.
Reputation and Reliability
Roundhill Investments is a newer ETF issuer known for thematic and innovative investment strategies.
Management Expertise
Roundhill Investments has a team with experience in ETF product development and portfolio management.
Investment Objective
Goal
To provide investment results that closely correspond, before fees and expenses, to the performance of the Roundhill BIG Tech Index.
Investment Approach and Strategy
Strategy: The ETF seeks to track the Roundhill BIG Tech Index, a rules-based index designed to represent the performance of companies involved in innovative technologies.
Composition Primarily holds stocks of publicly listed companies considered to be involved in Big Tech.
Market Position
Market Share: Data unavailable.
Total Net Assets (AUM): Data unavailable.
Competitors
Key Competitors
- XLK
- FTEC
- VGT
Competitive Landscape
The tech ETF industry is highly competitive, dominated by larger, well-established ETFs. BIGT faces challenges in gaining market share against these established players like XLK, FTEC and VGT which has the advantage of lower expense ratio, larger AUM and more liquidity. BIGT needs to demonstrate superior performance or a unique offering to attract investors.
Financial Performance
Historical Performance: Data unavailable due to the ETF's relatively recent inception.
Benchmark Comparison: Data unavailable due to the ETF's relatively recent inception.
Expense Ratio: 0.29
Liquidity
Average Trading Volume
Average trading volume information is not available, but likely to be relatively low due to new inception.
Bid-Ask Spread
Bid-ask spread is expected to be moderate, typical for a newer, less liquid ETF.
Market Dynamics
Market Environment Factors
Economic growth, interest rate movements, technological advancements, and regulatory changes can significantly impact the performance of BIGT.
Growth Trajectory
The growth trajectory depends on the fund's ability to attract assets and generate competitive returns.
Moat and Competitive Advantages
Competitive Edge
Roundhill BIG Tech ETF seeks to offer a more concentrated exposure to specific sub-sectors within the tech industry, differentiating it from broad-based tech ETFs. This focus on innovative technologies might appeal to investors seeking targeted exposure. The fund's success hinges on its ability to accurately identify and weight companies driving technological advancements. The specialized focus offers potentially higher growth but comes with increased volatility and risk. Its rules-based index is designed to adapt to changes in the technology landscape.
Risk Analysis
Volatility
Volatility is expected to be high, typical for tech-focused ETFs.
Market Risk
The fund is susceptible to market fluctuations, particularly in the technology sector. Concentration risk, stemming from its focused holdings, is also a factor.
Investor Profile
Ideal Investor Profile
The ideal investor is someone with a high-risk tolerance and a long-term investment horizon who is specifically interested in the Big Tech sector and its innovative technologies.
Market Risk
More suitable for long-term investors seeking targeted exposure to Big Tech.
Summary
The Roundhill BIG Tech ETF offers targeted exposure to the innovative Big Tech sector. It is a relatively new ETF with a focused investment strategy. The success hinges on its ability to select companies contributing to the growth of technological innovation. Potential investors should be aware of the fund's volatility, concentration risk and consider if its sector exposure is aligned with their investment objective and risk tolerance. Expense Ratio is 0.29%.
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Sources and Disclaimers
Data Sources:
- Roundhill Investments Website
- etf.com
- Finviz
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investors should consult with a financial advisor before making any investment decisions.
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 Roundhill BIG Tech ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is an actively managed exchange-traded fund ("ETF") that pursues its investment objective by seeking investment exposure to the largest companies ("Underlying Issuers") in one or more of the following industries, each of which is defined by an independent industry classification scheme: Technology Hardware Industry; E-Commerce Discretionary Industry; Internet Media & Services Industry; and Software Industry (collectively, the "Technology Industries"). The fund is non-diversified.
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