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Upturn AI SWOT - About
iShares Global Financials ETF (IXG)
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Upturn Advisory Summary
07/31/2025: IXG (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 21.73% | Avg. Invested days 59 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 07/31/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.01 | 52 Weeks Range 80.65 - 110.89 | Updated Date 06/29/2025 |
52 Weeks Range 80.65 - 110.89 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares Global Financials ETF
ETF Overview
Overview
The iShares Global Financials ETF (IXG) seeks to track the investment results of an index composed of global equities in the financial services sector. It provides exposure to companies that provide financial services, including banks, insurance companies, and investment firms.
Reputation and Reliability
BlackRock is one of the world's largest asset managers with a strong reputation for providing reliable and well-managed ETFs.
Management Expertise
BlackRock has a dedicated team of experienced portfolio managers and analysts specializing in sector-specific and global equities.
Investment Objective
Goal
To track the investment results of an index composed of global equities in the financial services sector.
Investment Approach and Strategy
Strategy: IXG aims to track the S&P Global 1200 Financials Sector Index, a market-capitalization weighted index representing global financial companies.
Composition The ETF holds stocks of financial companies across various sub-sectors such as banks, insurance, real estate and capital markets.
Market Position
Market Share: Difficult to determine exact market share due to varying ETF classifications and global scope. The market is composed of ETFs with varying global, and domestic market cap weighting.
Total Net Assets (AUM): 163000000
Competitors
Key Competitors
- Financial Select Sector SPDR Fund (XLF)
- Vanguard Financials ETF (VFH)
- Invesco KBW Bank ETF (KBWB)
Competitive Landscape
The financials ETF sector is highly competitive. IXG offers global diversification, while competitors like XLF and VFH focus primarily on US financials. KBWB focuses on US Banks only. IXG's global scope provides broader exposure but may dilute returns compared to a US-focused fund during periods of strong US financial sector performance.
Financial Performance
Historical Performance: Historical performance data is readily available from financial data providers.
Benchmark Comparison: Performance should be compared against the S&P Global 1200 Financials Sector Index.
Expense Ratio: 0.4
Liquidity
Average Trading Volume
The ETF's average trading volume indicates moderate liquidity, facilitating relatively easy buying and selling of shares.
Bid-Ask Spread
The bid-ask spread is typically small, reflecting reasonable transaction costs for investors.
Market Dynamics
Market Environment Factors
Economic growth, interest rate movements, regulatory changes, and global financial stability significantly influence IXG's performance.
Growth Trajectory
IXG's growth is tied to the overall performance of the global financial sector and international market conditions. It provides a way for investors to gain exposure to global markets.
Moat and Competitive Advantages
Competitive Edge
IXGu2019s primary advantage is its global diversification within the financial sector, offering exposure beyond the US market. This international scope differentiates it from purely US-focused financial ETFs. The ETF's global exposure allows investors to capitalize on growth opportunities in emerging and developed markets. Moreover, it provides a risk diversification strategy, mitigating concentrated regional risks present in US-only financial ETFs.
Risk Analysis
Volatility
Volatility is dependent on global market conditions and the inherent risk associated with the financial sector.
Market Risk
IXG is subject to market risk related to fluctuations in the financial sector, as well as currency risk due to its global holdings. Exposure to international markets introduces currency fluctuations and political risks.
Investor Profile
Ideal Investor Profile
Investors seeking global exposure to the financial sector and those looking to diversify their portfolios beyond domestic markets.
Market Risk
Suitable for long-term investors looking for sector-specific global diversification, potentially less suitable for active traders due to the lower trading volume and wider bid/ask spreads compared to XLF or VFH.
Summary
The iShares Global Financials ETF (IXG) offers a diversified approach to investing in the global financial sector. It provides exposure to a broad range of financial companies worldwide, mitigating regional risk. However, it's crucial to consider the ETF's expense ratio, relative performance compared to US-focused financials ETFs, and currency risks involved with international investing. Ideal investors are those seeking sector-specific global diversification and willing to accept moderate volatility.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares.com
- ETF.com
- Morningstar.com
- YCharts.com
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and consultation with a financial professional. Market share data is approximate and based on available resources.
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 iShares Global Financials ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally invests at least 80% of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The index measures the performance of companies that the index provider deems to be part of the financials sector of the economy and that the index provider believes are important to global markets.
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.