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Global X Blockchain & Bitcoin Strategy ETF(BITS)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for BITS
09/25/2026: BITS (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Global X Blockchain & Bitcoin Strategy ETF (BITS) is an actively managed fund that provides unique, hybrid exposure to both Bitcoin futures and equities of companies within the blockchain sector. Its primary strength lies in its ability to capture both commodity-style price action and growth-oriented equity exposure in one vehicle. Investors typically use this ETF for tactical, high-growth portfolio tilts rather than as a core, diversified holding. Key risks include significant volatility, industry concentration, and the potential for regulatory headwinds impacting digital assets. It is most suitable for sophisticated investors comfortable with high-risk, thematic investments and requires monitoring of market sentiment and regulatory developments.
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 | The fund offers aggressive growth potential tied to the rapidly evolving blockchain sector. |
| Momentum investor | Strong fit while signal remains positive | Momentum investors may utilize this ETF to capitalize on strong price trends in Bitcoin and crypto-linked stocks. |
| Value investor | Weak fit | The assets held by this fund generally trade at high multiples and do not align with traditional value investing principles. |
| Dividend/Income investor | Weak fit | This fund does not provide meaningful dividend income and is focused on capital appreciation. |
| Low-risk investor | Weak fit | The extreme volatility of Bitcoin and blockchain equities makes this an unsuitable choice for risk-averse investors. |
Investor Profile
Ideal Investor Profile
The ideal investor is an aggressive growth seeker with a high tolerance for risk and a long-term belief in blockchain technology.
Suitability
BITS is best suited for growth-oriented investors looking for thematic exposure rather than core portfolio holdings.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | The underlying assets, particularly Bitcoin futures, are subject to extreme price fluctuations. |
| Market risk | High | The fund is highly sensitive to regulatory changes and macroeconomic sentiment regarding digital assets. |
| Concentration | Medium / high | The fund is concentrated specifically in the digital asset and blockchain industry, lacking broader market diversification. |
| Tracking/expense | Medium | Managing futures contracts can introduce tracking errors compared to physical Bitcoin holdings. |
| Liquidity | Medium | Lower trading volumes may result in higher execution costs during market stress. |
| Business/sector quality | Medium / high | Many blockchain companies are in early growth stages and carry higher business failure risks. |
Risk Analysis
Volatility
BITS exhibits high historical volatility, consistent with the speculative nature of Bitcoin and digital asset-related companies.
Market Risk
The fund faces significant market risk stemming from the concentration in the nascent and highly volatile blockchain and cryptocurrency industry.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Commodity | Bitcoin Futures Contracts | 50 | Provides direct price exposure to Bitcoin through regulated futures markets. |
| Industry | Blockchain Technology Equities | 45 | Offers indirect exposure to companies building infrastructure for the blockchain economy. |
| Cash/collateral | Cash and Cash Equivalents | 5 | Ensures liquidity and provides collateral for the underlying futures positions. |
Price Behavior
Flat / Range-Bound
The stock price has been trading within a narrow range with minimal directional movement.
Choppy
The stock has experienced frequent reversals and pronounced short-term price swings.
Analysis of Past Performance
Type ETF | Historic Profit 192.16% | Avg. Invested days 45 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 09/25/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Sep 27, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $27.37M |
| Issuer | Global X Funds |
| Expense Ratio | 0.65% |
| Distribution Yield | 22.02% |
| Inception | Nov 15, 2021 |
Performance
| Period | Total Return |
|---|---|
| YTD | +10.07% |
| 1 Year | -7.49% |
| 3 Year | +56.38% |
| 5 Year | +0.00% |
| 10 Year | +0.00% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 54.58% |
| 3Y Volatility | 57.04% |
| 3Y Sharpe Ratio | 0.89 |
Ratings
| Metric | Value |
|---|---|
| Morningstar Rating | ★★★★★ |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Small Cap | 22.17% |
| Mid Cap | 11.69% |
| Micro Cap | 6.14% |
| Large Cap | 4.88% |
Top Sectors
| Sector | Weight |
|---|---|
| Financial Services | 81.66% |
| Technology | 18.34% |
| Basic Materials | 0.00% |
| Consumer Cyclicals | 0.00% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 18x |
| Portfolio P/B | 1.27x |
| Portfolio P/S | 1.86x |
| Holdings Turnover | 24.2% |
Top Holdings
| Holding | Weight |
|---|---|
| Global X Blockchain ETF | 46.52% |
| Global X 1-3 Month T-Bill ETF | 24.88% |
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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