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Upturn AI SWOT - About
Global X Funds (BTRN)
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Upturn Advisory Summary
08/07/2025: BTRN (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 54.08% | Avg. Invested days 92 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 08/07/2025 |
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 focused on thematic, income, and international investing, targeting specific sectors, countries, and investment strategies. Their funds often focus on niche market segments.
Reputation and Reliability
Global X is a well-established ETF provider with a solid reputation for innovation and offering unique investment strategies.
Management Expertise
Global X has a team of experienced professionals with expertise in ETF management, product development, and investment strategy.
Investment Objective
Goal
To provide investors with targeted exposure to specific sectors, themes, countries, and income strategies.
Investment Approach and Strategy
Strategy: Global X Funds utilizes a variety of strategies, including index tracking, actively managed thematic investing, and income-focused approaches.
Composition The ETFs hold stocks, and occasionally bonds, commodities (indirectly through equity holdings in related companies), depending on the specific fund's objective.
Market Position
Market Share: Varies significantly by specific fund and investment category.
Total Net Assets (AUM): 46000000000
Competitors
Key Competitors
- ARKK
- ICLN
- BOTZ
- VTI
- VOO
Competitive Landscape
The ETF market is highly competitive, with numerous providers offering similar or overlapping investment strategies. Global X Funds differentiates itself through thematic and niche market offerings. Advantages include innovative products and targeted exposure; disadvantages include higher expense ratios compared to broad market ETFs and concentration risk in specific sectors.
Financial Performance
Historical Performance: Varies widely depending on the specific Global X Fund. Data not available at the aggregate level.
Benchmark Comparison: Varies widely depending on the specific Global X Fund and its benchmark.
Expense Ratio: Ranges from 0.20% to 0.95%, depending on the specific fund.
Liquidity
Average Trading Volume
Liquidity varies significantly depending on the specific Global X Fund, ranging from hundreds of thousands to millions of shares traded daily for the most popular funds.
Bid-Ask Spread
The bid-ask spread varies depending on the specific Global X Fund, generally ranging from 0.01% to 0.10%.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, inflation, technological advancements, and geopolitical events can all affect Global X Funds.
Growth Trajectory
Global X Funds' growth is tied to the increasing popularity of thematic investing and the demand for specialized investment solutions. They continue to launch new funds to capture emerging trends.
Moat and Competitive Advantages
Competitive Edge
Global X Funds' competitive advantage lies in its focus on thematic investing, offering exposure to emerging trends and niche market segments. They often provide unique access to areas not easily replicated by broad market ETFs. This specialization, combined with a strong brand recognition, allows them to attract investors seeking specific investment exposures. Their research and product development teams consistently identify and launch new, innovative ETFs.
Risk Analysis
Volatility
Volatility varies by fund. Sector-specific and thematic funds can be more volatile than broad market ETFs.
Market Risk
Specific risks depend on the underlying assets. Sector funds are susceptible to sector-specific downturns, while international funds face currency and political risks.
Investor Profile
Ideal Investor Profile
Investors seeking targeted exposure to specific sectors, themes, or countries, and who are comfortable with potentially higher volatility.
Market Risk
Best suited for long-term investors with a specific investment thesis, or active traders looking for tactical opportunities. Not generally suited for passive index followers seeking broad market exposure.
Summary
Global X Funds provides a range of ETFs focused on thematic, income, and international strategies. They stand out for their niche market focus and innovative products. While these funds can offer unique investment opportunities, they also come with higher expense ratios and greater volatility compared to broad market ETFs. Investors should carefully consider their risk tolerance and investment objectives before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Global X Funds website
- ETF.com
- Morningstar
- Yahoo Finance
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Investment decisions should be made after consulting 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 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.