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Upturn AI SWOT - About
iShares Nasdaq-100 ex Top 30 ETF (QNXT)
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Upturn Advisory Summary
10/24/2025: QNXT (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 5.26% | Avg. Invested days 36 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 20.48 - 26.72 | Updated Date 06/28/2025 |
52 Weeks Range 20.48 - 26.72 | Updated Date 06/28/2025 |
Upturn AI SWOT
iShares Nasdaq-100 ex Top 30 ETF
ETF Overview
Overview
The iShares Nasdaq-100 ex Top 30 ETF (QQQX) provides exposure to Nasdaq-100 stocks excluding the 30 largest companies by market capitalization, focusing on mid-sized growth companies within the technology-heavy index. The ETF aims for capital appreciation by investing in the constituent securities of the Nasdaq-100 ex Top 30 Index.
Reputation and Reliability
iShares is a reputable and reliable ETF issuer, managed by BlackRock, a leading global investment management firm with a strong track record.
Management Expertise
BlackRock possesses extensive experience and expertise in managing ETFs, with a large and experienced team of portfolio managers and analysts.
Investment Objective
Goal
The primary investment goal of QQQX is to track the investment results of an index composed of Nasdaq-100 stocks excluding the 30 largest companies.
Investment Approach and Strategy
Strategy: QQQX aims to replicate the performance of the Nasdaq-100 ex Top 30 Index, which provides targeted exposure to mid-cap tech and growth companies.
Composition The ETF predominantly holds stocks within the technology, consumer discretionary, healthcare, and communication services sectors.
Market Position
Market Share: The market share of QQQX is moderate when compared to the broader Nasdaq-100 ETF (QQQ) but represents a significant portion of the ex-large cap segment.
Total Net Assets (AUM): 490000000
Competitors
Key Competitors
- QQQ
- ONEQ
- FNDX
Competitive Landscape
The competitive landscape is dominated by broad Nasdaq-100 ETFs like QQQ. QQQX offers a more focused approach by excluding the top 30 companies, potentially providing higher growth opportunities but also greater risk. ONEQ and FNDX offers broader based diversified exposure compared to QQQX.
Financial Performance
Historical Performance: QQQX's performance is tied to the growth of its underlying holdings. Historical data should be reviewed for varying timeframes to understand its return profile.
Benchmark Comparison: QQQX's performance should be compared to the Nasdaq-100 ex Top 30 Index to assess tracking effectiveness.
Expense Ratio: 0.4
Liquidity
Average Trading Volume
The average daily trading volume indicates the ETF's ease of trading, with a volume that facilitates relatively easy entry and exit for most investors.
Bid-Ask Spread
The bid-ask spread provides an indication of the cost of trading; a narrower spread suggests greater liquidity and lower transaction costs.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects (especially in technology), and overall market sentiment significantly influence QQQX's performance.
Growth Trajectory
QQQX's growth is influenced by the performance of mid-sized growth companies within the Nasdaq-100, any changes to the index composition, and the overall market environment.
Moat and Competitive Advantages
Competitive Edge
QQQXu2019s competitive edge lies in its focused exposure to mid-sized companies within the Nasdaq-100, potentially capturing higher growth compared to the overall index. This targeted approach differentiates it from broader ETFs like QQQ. However, it is dependent on the performance of the mid-cap tech sector and excludes the stability offered by the mega-cap companies included in QQQ.
Risk Analysis
Volatility
QQQXu2019s volatility tends to be higher than the broader Nasdaq-100 due to its focus on mid-sized growth companies.
Market Risk
QQQX is subject to market risk, particularly risks associated with the technology and growth sectors, including interest rate sensitivity and valuation risks.
Investor Profile
Ideal Investor Profile
QQQX is suitable for investors seeking targeted exposure to mid-cap growth companies within the Nasdaq-100, who are comfortable with higher volatility and have a long-term investment horizon.
Market Risk
QQQX is best suited for long-term investors with a higher risk tolerance who are seeking growth potential and are comfortable with market fluctuations.
Summary
The iShares Nasdaq-100 ex Top 30 ETF (QQQX) offers targeted exposure to mid-sized growth companies within the technology-heavy Nasdaq-100, differentiating it from broader market ETFs. With a moderate expense ratio, QQQX is best suited for investors seeking long-term growth potential but also willing to accept the associated higher volatility. Economic conditions, sector performance, and market sentiment have substantial influence on QQQX's growth trajectory. Investors should thoroughly evaluate their risk tolerance and investment goals before adding QQQX to their portfolio.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- BlackRock
- Morningstar
- ETF.com
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investors should consult with a qualified 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 Nasdaq-100 ex Top 30 ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index measures the performance of approximately 70 securities of domestic and international non-financial companies listed on Nasdaq based on market capitalization, as determined by Nasdaq, Inc. The fund generally will invest at least 80% of its assets in the component securities of its underlying index.
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