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Upturn AI SWOT - About
Robo Global® Healthcare Technology and Innovation ETF (HTEC)
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Upturn Advisory Summary
08/14/2025: HTEC (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 -11.11% | Avg. Invested days 40 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.17 | 52 Weeks Range 23.77 - 31.50 | Updated Date 06/30/2025 |
52 Weeks Range 23.77 - 31.50 | Updated Date 06/30/2025 |
Upturn AI SWOT
Robo Global® Healthcare Technology and Innovation ETF
ETF Overview
Overview
The Robo Globalu00ae Healthcare Technology and Innovation ETF (HTEC) focuses on companies that are developing or utilizing healthcare technology and innovation. It aims to provide exposure to the rapidly evolving healthcare sector by investing in companies that are driving innovation in medical devices, healthcare IT, and other related areas. The ETF utilizes a proprietary index to select and weight its holdings, emphasizing companies involved in cutting-edge healthcare technologies.
Reputation and Reliability
ROBO Global is a well-regarded firm specializing in robotics and automation thematic ETFs. They have a solid track record in creating and managing innovative investment products.
Management Expertise
ROBO Global's management team possesses expertise in robotics, automation, and technology investing, enabling them to effectively manage the HTEC ETF.
Investment Objective
Goal
The primary investment goal of the Robo Globalu00ae Healthcare Technology and Innovation ETF (HTEC) is to provide investors with capital appreciation by investing in companies that are driving innovation in the healthcare sector.
Investment Approach and Strategy
Strategy: HTEC aims to track the ROBO Global Healthcare Technology and Innovation Index.
Composition The ETF primarily holds stocks of companies involved in healthcare technology and innovation.
Market Position
Market Share: HTEC has a modest market share within the broader healthcare ETF landscape.
Total Net Assets (AUM): 87527615
Competitors
Key Competitors
- ARK Genomic Revolution ETF (ARKG)
- iShares Biotechnology ETF (IBB)
- SPDR S&P Biotech ETF (XBI)
- Invesco QQQ Trust (QQQ)
Competitive Landscape
The competitive landscape is dominated by larger, broader healthcare and biotechnology ETFs like ARKG, IBB, and XBI. HTEC differentiates itself with a specific focus on technology and innovation within healthcare, providing a niche exposure that the broader ETFs may not fully capture. This targeted focus can be advantageous for investors seeking exposure to specific technological advancements in healthcare but also means that HTEC's performance can diverge significantly from the broader market.
Financial Performance
Historical Performance: The ETF's performance varies based on market conditions and innovation adoption rates, historical financial data is easily accessible via various financial data providers such as Yahoo Finance, Google Finance, etc.
Benchmark Comparison: HTEC's performance should be compared to its underlying index, the ROBO Global Healthcare Technology and Innovation Index, to assess its tracking efficiency.
Expense Ratio: 0.5
Liquidity
Average Trading Volume
HTEC has a moderate average trading volume, influencing the ease of buying and selling shares.
Bid-Ask Spread
The bid-ask spread is typically moderate, impacting the cost of trading the ETF.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects within healthcare technology, regulatory changes, and overall market conditions significantly impact the ETF's performance.
Growth Trajectory
HTEC's growth trajectory is closely tied to the adoption of new healthcare technologies, regulatory approvals, and the overall health of the healthcare sector; changes to holdings and strategy are periodically announced by ROBO Global.
Moat and Competitive Advantages
Competitive Edge
HTEC distinguishes itself through its specialized focus on healthcare technology and innovation, providing investors with targeted exposure to this high-growth area. ROBO Global's expertise in thematic investing and index construction further enhances the ETF's appeal. The proprietary index methodology helps to identify and select companies at the forefront of healthcare technology advancements. HTEC's concentrated exposure can potentially lead to higher returns compared to broader healthcare ETFs, but it also increases the risk profile.
Risk Analysis
Volatility
HTEC's volatility can be higher compared to broader market ETFs due to its concentrated focus on a specific sector and the inherent risks associated with innovation.
Market Risk
Market risk is associated with fluctuations in the healthcare sector, regulatory changes affecting healthcare technology, and the potential for technological obsolescence.
Investor Profile
Ideal Investor Profile
The ideal investor for HTEC is someone who is optimistic about the future of healthcare technology and is comfortable with higher levels of risk and volatility in pursuit of potentially higher returns.
Market Risk
HTEC is best suited for long-term investors with a high-risk tolerance who are seeking exposure to the healthcare technology sector.
Summary
Robo Globalu00ae Healthcare Technology and Innovation ETF (HTEC) offers targeted exposure to companies driving innovation in the healthcare technology space, making it an option for investors seeking specialized thematic exposure. HTEC's expense ratio of 0.50% positions it competitively, while its market share remains modest compared to broader healthcare ETFs. The ETF's performance is closely tied to the adoption of new technologies and faces regulatory and market risks. Overall, HTEC caters to investors with a higher risk tolerance and a long-term horizon who believe in the growth potential of healthcare technology.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ROBO Global Website
- ETF.com
- Yahoo Finance
- Google Finance
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Investors should conduct their own research and consult with a financial advisor before making any investment decisions. Market share data is estimated and may not be precise.
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 Robo Global® Healthcare Technology and Innovation ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund will normally invest at least 80% of its total assets in securities of the index or in depositary receipts representing securities of the index. The index is designed to measure the performance of companies that have a portion of their business and revenue derived from the field of healthcare technology, and the potential to grow within this space through innovation and market adoption of such companies" products and services. It 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.