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Upturn AI SWOT - About
Roundhill BIG Tech ETF (BIGT)
Top performer.
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Upturn Advisory Summary
06/27/2025: BIGT (5-star) is a STRONG-BUY. BUY since 32 days. Profits (7.30%). Updated daily EoD!
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.
Number of Analysts
0 Analysts rated it
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Year Target Price $0
Year Target Price $0
| 0 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Under performing |
| 0 | Sell |
Analysis of Past Performance
Type ETF | Historic Profit 50.47% | Avg. Invested days 59 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 06/27/2025 |
Key Highlights
Volume (30-day avg) - | 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) focuses on investing in the largest technology and internet companies, aiming to provide exposure to innovation and growth in the digital economy. It generally holds a concentrated portfolio of mega-cap stocks.
Reputation and Reliability
Roundhill Investments is a boutique ETF issuer known for its thematic and innovative ETF offerings. They are relatively new but gaining recognition for specialized ETFs.
Management Expertise
Roundhill's management team has experience in ETF creation and management, focusing on niche investment themes.
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 aims to track the Roundhill BIG Tech Index, which is designed to provide exposure to the biggest and most innovative companies in the tech space.
Composition The ETF holds primarily stocks of large-cap technology and internet companies.
Market Position
Market Share: BIGT has a relatively small market share within the broader technology ETF space.
Total Net Assets (AUM): 17770000
Competitors
Key Competitors
- XLK
- QQQ
- VGT
Competitive Landscape
The technology ETF market is highly competitive, dominated by larger, more established funds like XLK and QQQ. BIGT differentiates itself through its specific weighting methodology and focus on 'Big Tech', potentially offering higher concentration but also increased risk. Competing ETFs offer diversification within the tech sector.
Financial Performance
Historical Performance: Historical performance data is needed to accurately assess the ETFu2019s performance over different time periods. Please refer to the Roundhill website for details.
Benchmark Comparison: Benchmark comparisons require historical performance data relative to the underlying Roundhill BIG Tech Index. Please refer to the Roundhill website for details.
Expense Ratio: 0.29
Liquidity
Average Trading Volume
The ETF's average trading volume is moderate, which may impact the ease of buying and selling shares quickly. Please refer to recent trading volume data from financial resources.
Bid-Ask Spread
The bid-ask spread can fluctuate, impacting trading costs; investors should check current spreads before trading.
Market Dynamics
Market Environment Factors
Economic indicators, tech sector growth, interest rate changes, and regulatory policies are all key market environment factors.
Growth Trajectory
Changes in investment strategy, index tracking, and holdings adjustments represent potential growth trajectory elements.
Moat and Competitive Advantages
Competitive Edge
BIGT's advantage lies in its concentrated exposure to the largest technology companies. This targeted approach allows for potentially higher returns if those companies outperform the broader market. However, this concentration also introduces higher stock-specific risk. The fund differentiates by applying a specific methodology to this segment of the market and by focusing solely on Big Tech players.
Risk Analysis
Volatility
Volatility will be dependent on the underlying assets and historical data analysis needs to be performed to assess the same.
Market Risk
Market risk is primarily linked to the performance of technology and internet companies. Any downturn in the tech sector or economic slowdown can impact the ETF's value.
Investor Profile
Ideal Investor Profile
Investors bullish on the long-term prospects of leading technology companies, seeking concentrated exposure, and willing to accept higher volatility are suitable investors.
Market Risk
BIGT is more suited for investors with a higher risk tolerance looking for potentially high growth within the tech sector, rather than passive index followers or risk-averse investors.
Summary
Roundhill BIG Tech ETF offers concentrated exposure to leading technology firms, suitable for those bullish on the sector's long-term growth. It provides focused investment, but it comes with the heightened risk associated with a concentrated portfolio. The ETF may appeal to investors who understand the tech sector and are willing to accept higher volatility for potentially outsized returns. Careful consideration of the ETF's concentration is crucial before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Roundhill Investments Website
- ETF.com
- Bloomberg
- Yahoo Finance
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Investment decisions should be made based on individual financial circumstances and consultation with a qualified 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 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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