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Upturn AI SWOT - About
Global X FinTech ETF (FINX)
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Upturn Advisory Summary
09/11/2025: FINX (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 30.02% | Avg. Invested days 42 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 09/11/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.68 | 52 Weeks Range 23.32 - 34.25 | Updated Date 06/29/2025 |
52 Weeks Range 23.32 - 34.25 | Updated Date 06/29/2025 |
Upturn AI SWOT
Global X FinTech ETF
ETF Overview
Overview
The Global X FinTech ETF (FINX) seeks to invest in companies that are positioned to benefit from the increased adoption of financial technologies. This includes companies involved in mobile payments, peer-to-peer lending, blockchain technology, and other disruptive financial services.
Reputation and Reliability
Global X is a well-regarded ETF provider known for its thematic and innovative investment strategies.
Management Expertise
Global X has a dedicated team with expertise in thematic investing and ETF management.
Investment Objective
Goal
To provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the Indxx Global FinTech Thematic Index.
Investment Approach and Strategy
Strategy: The fund aims to track the Indxx Global FinTech Thematic Index, which measures the performance of companies providing financial technology solutions.
Composition The ETF primarily holds stocks of companies involved in various aspects of the fintech industry.
Market Position
Market Share: FINX has a significant market share in the fintech ETF segment.
Total Net Assets (AUM): 444210000
Competitors
Key Competitors
- ARK Fintech Innovation ETF (ARKF)
- First Trust Indxx Innovative Transaction & Process ETF (FTXL)
Competitive Landscape
The fintech ETF industry is moderately competitive. FINX focuses on a broad range of fintech companies, while ARKF has a more concentrated, high-growth strategy. FTXL tracks a similar index-based approach but has a smaller market share. Advantages of FINX include its established presence and broad diversification. Disadvantages might include lower potential for extreme growth compared to more concentrated ETFs like ARKF.
Financial Performance
Historical Performance: Historical performance data is needed for a complete analysis.
Benchmark Comparison: Benchmark comparison data is needed for a complete analysis.
Expense Ratio: 0.5
Liquidity
Average Trading Volume
The average trading volume for FINX is moderate, indicating sufficient liquidity for most investors.
Bid-Ask Spread
The bid-ask spread for FINX is generally tight, suggesting relatively low trading costs.
Market Dynamics
Market Environment Factors
Economic indicators such as interest rates, inflation, and technology adoption rates, as well as sector growth prospects in financial services and technology impact FINX. Current market conditions, including regulatory changes and investment trends, also affect the ETF.
Growth Trajectory
FINX's growth depends on the continued expansion of the fintech industry, including trends in mobile payments, blockchain technology, and digital banking. Any changes to strategy and holdings will be driven by the evolution of the fintech landscape and index rebalancing.
Moat and Competitive Advantages
Competitive Edge
FINX benefits from its established position in the fintech ETF market and the brand recognition of Global X. Its broad, diversified approach to fintech investing provides exposure to various sub-sectors within the industry. This diversification helps mitigate risk compared to more concentrated fintech ETFs. FINX aims to capture the overall growth of the fintech sector, making it a potentially suitable option for investors seeking broad exposure.
Risk Analysis
Volatility
Historical volatility data is needed for a complete assessment.
Market Risk
FINX is subject to market risk, particularly related to the technology and financial sectors. Risks include regulatory changes, competition among fintech companies, and overall market downturns.
Investor Profile
Ideal Investor Profile
The ideal investor for FINX is someone who believes in the long-term growth potential of the fintech industry and seeks diversified exposure to this sector. They should be comfortable with moderate risk associated with technology and financial stocks.
Market Risk
FINX is best suited for long-term investors looking to capitalize on the growth of the fintech industry. It can also be used by active traders seeking tactical exposure to the sector, but its diversified nature makes it less suitable for short-term speculation.
Summary
Global X FinTech ETF (FINX) offers investors broad exposure to the rapidly growing fintech industry. With a moderate expense ratio and a focus on tracking the Indxx Global FinTech Thematic Index, FINX provides diversification across various sub-sectors of fintech. While facing competition from other fintech ETFs like ARKF, FINX benefits from the established reputation of Global X and its diversified approach. Ideal for long-term investors bullish on fintech, FINX presents a compelling option for capturing the industry's potential growth.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Global X ETFs Website
- ETF.com
- Yahoo Finance
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market conditions and ETF performance can change rapidly.
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 FinTech ETF
Exchange NASDAQ | 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 underlying index. The underlying index is designed to provide exposure to exchange-listed companies in developed markets that provide financial technology products and services, including companies involved in mobile payments, peer-to-peer (P2P) and marketplace lending, financial analytics software and alternative currencies, as defined by the index provider. The fund is non-diversified.
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