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Upturn AI SWOT - About
iShares Global Financials ETF (IXG)
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Upturn Advisory Summary
10/30/2025: IXG (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 25.73% | Avg. Invested days 68 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/30/2025 |
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 offers exposure to companies that provide financial services, including banks, insurance firms, and investment companies.
Reputation and Reliability
iShares is a well-established and reputable ETF issuer, known for its wide range of investment products and sound management practices.
Management Expertise
BlackRock, the issuer of iShares, has extensive experience and expertise in managing ETFs and other investment vehicles.
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 replicate the performance of the S&P Global 1200 Financials Sector Index.
Composition The ETF holds stocks of companies primarily involved in the financial services sector globally.
Market Position
Market Share: Data not available to determine market share.
Total Net Assets (AUM): 179630000
Competitors
Key Competitors
- Vanguard Financials ETF (VFH)
- Financial Select Sector SPDR Fund (XLF)
- Invesco KBW Bank ETF (KBWB)
Competitive Landscape
The financials ETF market is highly competitive, with VFH and XLF dominating in terms of AUM. IXG offers a global perspective, whereas other ETFs focus mainly on the US market. One advantage of IXG is its global exposure, but disadvantages are higher expense ratio and lower liquidity compared to its US-focused counterparts.
Financial Performance
Historical Performance: Historical performance data unavailable in this context.
Benchmark Comparison: Benchmark comparison data unavailable in this context.
Expense Ratio: 0.4
Liquidity
Average Trading Volume
IXG's average trading volume is relatively low compared to its US-focused counterparts.
Bid-Ask Spread
The bid-ask spread for IXG can be wider compared to more liquid ETFs, indicating higher trading costs.
Market Dynamics
Market Environment Factors
Economic indicators such as interest rates, inflation, and global economic growth significantly impact the performance of IXG. Regulatory changes and financial market stability also play a key role.
Growth Trajectory
IXG's growth is tied to the overall performance of the global financial sector. Changes in strategy and holdings are dependent on the index it tracks.
Moat and Competitive Advantages
Competitive Edge
IXG's primary advantage is its global diversification, offering investors exposure to financial institutions beyond the US market. This diversification can potentially reduce risk and enhance returns compared to solely US-focused financials ETFs. However, the ETF is smaller than many of its competitors, which may lead to higher expenses for the end user. The fund's strategy offers diversified sector coverage including banks, insurance, and diversified financial services.
Risk Analysis
Volatility
IXG's volatility is influenced by the global financial markets and can be subject to fluctuations based on economic events and regulatory changes.
Market Risk
IXG faces market risk associated with the financial sector, including risks related to interest rate changes, credit conditions, and regulatory oversight.
Investor Profile
Ideal Investor Profile
IXG is suited for investors seeking exposure to the global financial sector and diversification beyond the US market. This may be appropriate for those expecting growth in international financial markets.
Market Risk
IXG is suitable for long-term investors seeking diversified exposure to the global financial sector. It may also appeal to investors seeking a tactical allocation to financials with a global outlook.
Summary
The iShares Global Financials ETF (IXG) provides exposure to the global financial services sector, offering diversification beyond the US market. Its performance is influenced by global economic conditions, interest rates, and regulatory changes. While it offers diversification benefits, its liquidity and expense ratio may be less attractive compared to larger, US-focused financials ETFs. IXG is best suited for long-term investors seeking global exposure within the financial sector. Investors should carefully consider its risk profile and compare it to alternative investment options.
Similar ETFs
Sources and Disclaimers
Data Sources:
- iShares.com
- etf.com
- Bloomberg
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market share data is based on available AUM and may not be entirely accurate. Past performance is not indicative of future results. Consult with a financial advisor before making any investment decisions.
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.