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Upturn AI SWOT - About
Global X Funds (BTRN)
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Upturn Advisory Summary
10/24/2025: BTRN (1-star) is currently NOT-A-BUY. Pass it for now.
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 46.25% | Avg. Invested days 96 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 20.20 - 41.18 | Updated Date 06/30/2025 |
52 Weeks Range 20.20 - 41.18 | Updated Date 06/30/2025 |
Upturn AI SWOT
Global X Funds
ETF Overview
Overview
Global X Funds offers a range of ETFs focusing on thematic investing, income strategies, and international markets. They aim to provide investors with targeted exposure to specific sectors, regions, or investment themes.
Reputation and Reliability
Global X has established a solid reputation for innovation and offering unique ETF products. They are known for their thematic ETF offerings.
Management Expertise
Global X's management team has experience in developing and managing ETFs across various asset classes and investment strategies.
Investment Objective
Goal
To provide investors with targeted exposure to specific sectors, themes, or geographies through innovative ETF products.
Investment Approach and Strategy
Strategy: Global X Funds primarily employ a thematic or index-tracking approach, depending on the specific ETF. They aim to replicate the performance of specific indices or investment themes.
Composition The ETFs hold a diverse range of assets, including stocks, bonds, and other securities, depending on the specific fund's investment mandate.
Market Position
Market Share: Global X Funds holds a notable market share, particularly within the thematic ETF space.
Total Net Assets (AUM): 45000000000
Competitors
Key Competitors
- ARK
- iShares
- Vanguard
- Invesco
- State Street SPDR
Competitive Landscape
The ETF market is highly competitive. Global X Funds differentiate themselves through thematic investing and innovative product offerings. Their smaller AUM compared to larger issuers like iShares and Vanguard may lead to higher expense ratios in some funds. Global X benefits from the novelty of some of its ETFs.
Financial Performance
Historical Performance: Historical performance varies significantly depending on the specific Global X fund and the performance of its underlying assets. Investors should review the performance of each fund individually.
Benchmark Comparison: Benchmark comparison varies significantly depending on the specific Global X fund. Each fund's performance should be compared to its relevant benchmark.
Expense Ratio: 0.5
Liquidity
Average Trading Volume
Average trading volume varies depending on the specific ETF, but many Global X ETFs exhibit healthy liquidity for efficient trading.
Bid-Ask Spread
The bid-ask spread can vary depending on the ETF, but is generally competitive for actively traded funds.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, and market sentiment significantly affect Global X Funds, especially those focused on specific themes or regions.
Growth Trajectory
Global X Funds' growth trajectory depends on the continued popularity of thematic investing and their ability to develop innovative and compelling ETF products. Growth can also depend on the overall performance of the markets that the thematic funds are tracking.
Moat and Competitive Advantages
Competitive Edge
Global X Funds' competitive edge lies in their innovative thematic ETF offerings, which cater to investors seeking exposure to specific trends and sectors. Their focus on niche markets and specialized investment strategies helps them differentiate themselves from larger, more diversified ETF providers. This allows them to capture assets from investors looking for very specific market exposures. They are also known for their Income ETF products. Further, they are able to leverage their expertise in thematic investing to launch new products quickly.
Risk Analysis
Volatility
Volatility varies depending on the specific Global X fund and the underlying assets. Thematic ETFs may be more volatile than broad market ETFs.
Market Risk
Market risk is inherent in Global X Funds due to the potential for market fluctuations and economic downturns, particularly impacting sector-specific or thematic funds.
Investor Profile
Ideal Investor Profile
The ideal investor is one who seeks targeted exposure to specific sectors, themes, or geographies and understands the potential risks and rewards associated with thematic investing.
Market Risk
Global X Funds are suitable for both long-term investors seeking to capitalize on specific trends and active traders looking for tactical investment opportunities. However, a thorough understanding of the underlying investment is essential.
Summary
Global X Funds is a well-established ETF provider known for its innovative thematic and income-focused ETFs. They offer investors targeted exposure to specific sectors, regions, and investment themes. Performance varies depending on the specific fund, but their unique offerings can provide diversification and potential growth opportunities. Investors should carefully consider their investment goals and risk tolerance before investing in Global X Funds.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Global X Funds Website
- ETF.com
- Morningstar
Disclaimers:
The information provided is for informational purposes only and does not constitute investment advice. Investors should conduct their own due diligence 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 Global X Funds
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund invests least 80% of its total assets, plus borrowings for investment purposes, in the constituents of the index, and in other securities the Adviser determines have economic characteristics that are substantially identical to the economic characteristics of the constituents that comprise the underlying index, such as U.S. listed Bitcoin Futures ETFs. The fund is non-diversified.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.