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Invesco Golden Dragon China ETF (PGJ)
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Upturn Advisory Summary
12/05/2025: PGJ (2-star) is currently NOT-A-BUY. Pass it for now.
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 8.45% | Avg. Invested days 43 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 12/05/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.34 | 52 Weeks Range 19.59 - 32.53 | Updated Date 06/29/2025 |
52 Weeks Range 19.59 - 32.53 | Updated Date 06/29/2025 |
Upturn AI SWOT
Invesco Golden Dragon China ETF
ETF Overview
Overview
The Invesco Golden Dragon China ETF (PGJ) tracks the Nasdaq Golden Dragon China Index, providing exposure to U.S.-listed companies with the majority of their revenue from the Peopleu2019s Republic of China. It focuses on technology, consumer discretionary, and other growth-oriented sectors.
Reputation and Reliability
Invesco is a well-established global investment management firm with a strong reputation and long track record.
Management Expertise
Invesco has a dedicated team of investment professionals experienced in managing ETFs and tracking international markets.
Investment Objective
Goal
To track the investment results (before fees and expenses) of the Nasdaq Golden Dragon China Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive investment strategy, seeking to replicate the performance of the Nasdaq Golden Dragon China Index.
Composition Primarily holds U.S.-listed equities of companies with a majority of their revenue derived from China.
Market Position
Market Share: Data not readily available to assess specific market share.
Total Net Assets (AUM): 247910000
Competitors
Key Competitors
- MCHI
- KWEB
- ASHR
Competitive Landscape
The China-focused ETF market is competitive, with several large funds vying for investor capital. PGJ offers a focused approach on U.S.-listed Chinese companies, while its competitors may have broader China exposure. PGJ's narrow focus can lead to higher volatility but also potentially higher growth. PGJ also offers a potential tax benefit to certain shareholders who may have to worry about the PFIC status of their positions in KWEB or ASHR.
Financial Performance
Historical Performance: Historical performance data is readily available but must be sourced from financial data providers for accurate numerical representation.
Benchmark Comparison: Benchmark comparison requires access to specific index data over time, readily available from financial data providers, to compare to the ETFu2019s performance.
Expense Ratio: 0.7
Liquidity
Average Trading Volume
The average trading volume of PGJ indicates moderate liquidity, which could impact the ease of buying or selling shares.
Bid-Ask Spread
The bid-ask spread provides insight into trading costs for PGJ, with a tighter spread indicating lower transaction costs.
Market Dynamics
Market Environment Factors
PGJ's performance is influenced by factors such as Chinese economic growth, regulatory changes in China and the U.S., and the overall performance of the technology and consumer discretionary sectors.
Growth Trajectory
PGJ's growth trajectory is closely tied to the performance of the Chinese economy and the appetite of U.S. investors for exposure to Chinese companies.
Moat and Competitive Advantages
Competitive Edge
PGJ's competitive advantage lies in its targeted exposure to U.S.-listed Chinese companies. Its focus may attract investors seeking specific exposure to this segment of the market. This focused strategy differentiates it from broader China ETFs. However, this focused approach also introduces more volatility than competitors such as MCHI.
Risk Analysis
Volatility
PGJ's historical volatility can be assessed using standard deviation calculations based on its historical price data.
Market Risk
PGJ is subject to market risk, including geopolitical risks, regulatory changes in China, and currency fluctuations.
Investor Profile
Ideal Investor Profile
PGJ is suitable for investors seeking targeted exposure to U.S.-listed Chinese companies and willing to accept higher volatility.
Market Risk
PGJ may be more suitable for long-term investors with a higher risk tolerance, rather than active traders seeking short-term gains.
Summary
The Invesco Golden Dragon China ETF provides investors with targeted exposure to U.S.-listed Chinese companies, particularly in the technology and consumer discretionary sectors. Its focused strategy can offer higher growth potential but also comes with increased volatility. It is suitable for investors with a long-term investment horizon and a higher risk tolerance. Investors should carefully consider the risks associated with investing in China and the potential impact of regulatory changes.
Similar ETFs
Sources and Disclaimers
Data Sources:
- Invesco website
- Nasdaq website
- Various financial data providers (e.g., Bloomberg, Yahoo Finance).
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Investors should conduct their own research and consult with a qualified financial advisor before making any investment decisions. 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 Invesco Golden Dragon China ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally will invest at least 90% of its total assets in the securities that comprise the underlying index. The underlying index is composed of securities of U.S. exchange-listed companies that are headquartered or incorporated in the People's Republic of China. The fund is non-diversified.
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