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Upturn AI SWOT - About
Global X Funds (DYLG)
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Upturn Advisory Summary
08/14/2025: DYLG (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 5.69% | Avg. Invested days 41 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 22.69 - 26.89 | Updated Date 06/30/2025 |
52 Weeks Range 22.69 - 26.89 | Updated Date 06/30/2025 |
Upturn AI SWOT
Global X Funds
ETF Overview
Overview
Global X Funds provides a range of ETFs focused on thematic investing, income strategies, and international markets. They aim to offer targeted exposure to specific sectors, countries, and investment themes. Their asset allocation varies based on the specific ETF, and their investment strategy revolves around index tracking and active selection within their thematic focus.
Reputation and Reliability
Global X Management is a well-regarded ETF provider known for innovation and thematic investing. They have a solid track record and are considered reliable.
Management Expertise
Global X's management team has considerable experience in ETF development, thematic investing, and asset management.
Investment Objective
Goal
To provide investors with targeted exposure to specific market segments, investment themes, or income strategies.
Investment Approach and Strategy
Strategy: Global X Funds primarily aims to track specific indexes or follows active management strategies within defined themes.
Composition The assets held include stocks, bonds, and potentially other assets depending on the fund, with a focus on the underlying theme or index.
Market Position
Market Share: Global X Funds's market share varies greatly depending on the specific thematic ETF considered, but they are a significant player in the thematic ETF space.
Total Net Assets (AUM): 43.81
Competitors
Key Competitors
- ARKK
- TAN
- ICLN
- SMH
- QQQ
Competitive Landscape
The ETF market is highly competitive. Global X Funds differentiates itself through its focus on thematic investing and targeted exposures. Advantages include its diverse range of thematic ETFs, while disadvantages may include higher expense ratios compared to broad-market ETFs and performance that is highly dependent on the chosen theme.
Financial Performance
Historical Performance: Historical performance varies significantly based on the specific Global X ETF. Some funds have experienced high growth while others have underperformed, based on the underlying market segment or theme.
Benchmark Comparison: Performance is typically compared to the underlying index or market segment that the ETF tracks or targets.
Expense Ratio: 0.5
Liquidity
Average Trading Volume
Average trading volume varies by fund but is generally sufficient for most investors, except for the smallest niche ETFs.
Bid-Ask Spread
Bid-ask spreads are generally tight for larger, more liquid Global X ETFs, but can be wider for smaller or more specialized funds.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, technological advancements, and regulatory changes all impact Global X Funds, depending on their underlying investments.
Growth Trajectory
Growth trends depend on the popularity and performance of the specific themes targeted by Global X Funds. There is a general trend towards innovative thematic investing.
Moat and Competitive Advantages
Competitive Edge
Global X Funds benefits from its early mover advantage in thematic ETFs, providing investors access to specialized investment themes. Their strength lies in identifying and packaging emerging trends into investable products. They have built a brand recognized for innovation and targeted exposure. This allows them to attract investors seeking concentrated exposure to specific sectors or themes. Their wide array of thematic offerings provides options for diverse investment goals.
Risk Analysis
Volatility
Volatility varies by fund. Sector-specific or thematic ETFs tend to be more volatile than broad-market ETFs.
Market Risk
Specific risks are tied to the underlying assets of each ETF, including sector-specific risks, geographic risks, and potential for thematic investments to fall out of favor.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking targeted exposure to specific themes, sectors, or international markets and who understands the risks involved in concentrated investing.
Market Risk
Global X Funds are best suited for investors looking to express specific market views or gain exposure to particular themes within a diversified portfolio. They are generally more appropriate for active traders or those with a longer-term view on specific trends, rather than passive index followers seeking broad market exposure.
Summary
Global X Funds offers a diverse range of thematic ETFs targeting specific sectors, countries, and investment trends. Their success is tied to the performance and popularity of these underlying themes. They provide a way for investors to express specific market views, but their specialized nature means they carry higher risk compared to broad market funds. The funds are best used as part of a diversified portfolio to gain exposure to niche areas.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Global X Funds Website
- ETF.com
- Morningstar
Disclaimers:
This analysis is based on available data and is not financial advice. Investment decisions should be based on individual circumstances and consultation with a 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 at least 80% of its total assets in the securities of the index. The index measures the performance of a partially covered call strategy that holds a theoretical portfolio of the underlying stocks of the Dow Jones Industrial Average® (the Reference index), and writes (or sells) a succession of one-month at-the-money covered call options on the Reference index. The fund is non-diversified.
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