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Upturn AI SWOT - About
Global X FinTech ETF (FINX)
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Upturn Advisory Summary
07/28/2025: FINX (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 36.9% | Avg. Invested days 41 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 07/28/2025 |
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 technology, including companies involved in mobile payments, lending, insurance, and blockchain technology.
Reputation and Reliability
Global X ETFs is known for its innovative and thematic ETF offerings, with a solid track record in providing access to specialized sectors.
Management Expertise
Global X ETFs has a dedicated team of investment professionals with expertise in various sectors, including technology and finance, which allows for effective management of thematic ETFs.
Investment Objective
Goal
The fund aims 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 ETF tracks an index focused on companies involved in the fintech industry.
Composition The ETF primarily holds stocks of companies operating in the fintech sector, including those involved in payments, lending, and blockchain.
Market Position
Market Share: The ETF's market share is subject to fluctuation based on investor interest and inflows.
Total Net Assets (AUM): 632844024.2
Competitors
Key Competitors
- ARK Fintech Innovation ETF (ARKF)
- Defiance Quantum ETF (QTUM)
Competitive Landscape
The fintech ETF market is competitive, with several players offering exposure to similar themes. FINX offers broad fintech exposure, while ARKF is more actively managed with a higher risk profile. QTUM focuses on companies leveraging quantum computing within fintech.
Financial Performance
Historical Performance: Historical performance data is available through financial data providers and reflects market conditions and the specific holdings of the ETF.
Benchmark Comparison: The ETF's performance is benchmarked against the Indxx Global FinTech Thematic Index.
Expense Ratio: 0.68
Liquidity
Average Trading Volume
The ETF generally exhibits moderate liquidity, facilitating relatively easy buying and selling of shares.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting good liquidity and efficient trading.
Market Dynamics
Market Environment Factors
Economic indicators, regulatory changes in the financial sector, and technological advancements influencing digital finance significantly impact the ETF.
Growth Trajectory
Growth patterns depend on the overall adoption of fintech solutions and the performance of the underlying companies in the ETF's portfolio.
Moat and Competitive Advantages
Competitive Edge
FINX offers a relatively pure-play exposure to the fintech sector through its index-tracking methodology. It provides investors with access to a diversified portfolio of companies involved in various areas of financial technology. The ETF's established presence and brand recognition within the thematic ETF space contribute to its competitive advantage. While ARKF is actively managed and may offer higher potential returns, FINX provides a more passive and potentially lower-cost option.
Risk Analysis
Volatility
Volatility is influenced by market conditions and the performance of the tech sector.
Market Risk
The specific risks include regulatory changes, technological obsolescence, and competition within the fintech industry.
Investor Profile
Ideal Investor Profile
Ideal investors are those seeking exposure to the high-growth potential of the fintech sector and are comfortable with the associated risks.
Market Risk
The ETF is suited for long-term investors with a growth-oriented investment strategy or those looking to capitalize on sector trends.
Summary
The Global X FinTech ETF provides exposure to the rapidly expanding fintech sector, offering investors a means to tap into innovations in finance through mobile payments, lending, and blockchain. It is designed to track the Indxx Global FinTech Thematic Index. Investors should be aware of the inherent volatility in the technology sector. This ETF is suitable for investors with a moderate to high-risk tolerance and those seeking growth opportunities in the financial technology industry.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Global X ETFs website
- ETF.com
- Yahoo Finance
- Bloomberg
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market conditions can change rapidly, and past performance is not indicative of future results.
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.
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.