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Upturn AI SWOT - About
Global X Guru Index ETF (GURU)
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Upturn Advisory Summary
08/29/2025: GURU (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 37.44% | Avg. Invested days 64 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 08/29/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.01 | 52 Weeks Range 41.21 - 53.90 | Updated Date 06/29/2025 |
52 Weeks Range 41.21 - 53.90 | Updated Date 06/29/2025 |
Upturn AI SWOT
Global X Guru Index ETF
ETF Overview
Overview
The Global X Guru Index ETF (GURU) seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the Solactive Guru Index. It offers exposure to equity securities of US-listed companies in which the largest holdings of hedge funds are concentrated.
Reputation and Reliability
Global X is a well-established ETF provider known for its thematic and innovative ETF offerings.
Management Expertise
Global X has a dedicated team of investment professionals experienced in managing various types of ETFs.
Investment Objective
Goal
The fund seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the Solactive Guru Index.
Investment Approach and Strategy
Strategy: The ETF tracks the Solactive Guru Index, which is comprised of the highest conviction stock picks from a select pool of hedge funds.
Composition The ETF primarily holds equity securities of U.S. listed companies.
Market Position
Market Share: The Global X Guru Index ETFu2019s market share is relatively small compared to broad market ETFs.
Total Net Assets (AUM): 52250000
Competitors
Key Competitors
- SPDR S&P 500 ETF Trust (SPY)
- Invesco QQQ Trust (QQQ)
- iShares Core S&P 500 ETF (IVV)
Competitive Landscape
The competitive landscape is dominated by broad market ETFs such as SPY, QQQ, and IVV. GURU differentiates itself by its hedge fund replication strategy, which may appeal to investors seeking alternative sources of alpha. However, it faces competition from other actively managed ETFs.
Financial Performance
Historical Performance: Historical performance data should be retrieved from reliable financial sources.
Benchmark Comparison: Benchmark comparison should be performed against the Solactive Guru Index.
Expense Ratio: 0.0075
Liquidity
Average Trading Volume
The average trading volume for GURU is relatively low, which could impact trading costs.
Bid-Ask Spread
The bid-ask spread for GURU can be wider than more liquid ETFs, potentially increasing transaction costs.
Market Dynamics
Market Environment Factors
Economic conditions, investor sentiment towards hedge fund strategies, and overall market volatility can influence GURU's performance.
Growth Trajectory
GURU's growth depends on its ability to attract investors seeking to replicate hedge fund performance.
Moat and Competitive Advantages
Competitive Edge
GURU's competitive edge lies in its unique investment strategy that replicates the highest conviction stock picks from a select pool of hedge funds. This provides investors with access to the ideas of top hedge fund managers without the high fees and lock-up periods typically associated with hedge funds. It aims to outperform the market by capturing the alpha generated by these managers. However, its performance depends heavily on the accuracy of the hedge fund replication methodology and the continued success of the underlying hedge fund picks.
Risk Analysis
Volatility
GURU's volatility is expected to be comparable to that of its underlying holdings.
Market Risk
GURU is subject to market risk, including fluctuations in the value of its underlying equity holdings.
Investor Profile
Ideal Investor Profile
GURU may be suitable for investors seeking to replicate the performance of top hedge funds in a cost-effective and liquid manner. Investors need to understand that replicating hedge fund strategies may not always lead to outperformance.
Market Risk
GURU may be suitable for investors with a moderate to high risk tolerance seeking potentially higher returns than traditional market indexes, and who understand the nature of hedge fund replication strategies.
Summary
The Global X Guru Index ETF (GURU) aims to replicate the stock picks of hedge funds. It offers a unique approach to investing by attempting to mimic the alpha generated by successful hedge fund managers. However, its success depends on the accuracy of the replication methodology and the continued performance of the underlying hedge fund picks. Potential investors should carefully consider its relatively small AUM, potentially lower liquidity, and the risks associated with its concentrated strategy before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Global X ETFs website
- ETF.com
- Morningstar
- Solactive AG
Disclaimers:
This analysis is based on publicly available information and is for informational purposes only. It does not constitute financial advice. Investors should conduct their own research and consult with a qualified financial advisor before making any investment decisions. Market share data is approximate.
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 Guru Index ETF
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 underlying index and in American Depositary Receipts (ADRs) and Global Depositary Receipts (GDRs) based on the securities in the underlying index. The underlying index is comprised of the top U.S. listed equity positions reported on Form 13F by a select group of entities characterized as hedge funds.
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.