Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
How It Works 
News - Chart
- Upturn Summary
- Fund Details
Upturn AI Summary
Global X NASDAQ 100® Tail Risk ETF(QTR)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for QTR
10/28/2026: QTR (2-star) is currently NOT-A-BUY. Pass it for now.
Global X NASDAQ 100® Tail Risk ETF (QTR) provides exposure to the Nasdaq-100 index while systematically hedging against tail-risk events using put options. It is designed to offer a 'shock absorber' for tech-heavy portfolios, though investors pay for this protection through higher expense ratios and potential underperformance during steady bull markets. The fund is best suited for investors who want to stay invested in growth stocks but are wary of sharp, significant market corrections. Key risks include the drag of hedging costs and heavy concentration in top tech holdings. Monitoring the fund's hedging efficiency and overall tech sector trends is essential for potential users.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The hedging strategy may dampen total growth returns compared to an unhedged Nasdaq-100 tracker. |
| Momentum investor | Strong fit while signal remains positive | The fund provides exposure to momentum stocks while systematically managing the risk of sudden trend reversals. |
| Value investor | Weak fit | The fund is heavily skewed toward growth-oriented technology stocks rather than value factors. |
| Dividend/Income investor | Weak fit | The strategy prioritizes capital protection and growth exposure over yield generation. |
| Low-risk investor | Mixed fit | While it mitigates tail risk, the underlying assets remain highly volatile technology stocks. |
Investor Profile
Ideal Investor Profile
The ideal investor is a growth-oriented market participant who is concerned about potential market shocks but wants to remain invested in technology leaders.
Suitability
QTR is best suited for long-term investors using it as a tactical component within a broader portfolio to hedge downside risk.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | The underlying Nasdaq-100 assets are prone to significant price swings. |
| Market risk | High | The fund remains subject to the systemic risks of the broad technology sector. |
| Concentration | High | Heavy weighting in a small number of mega-cap tech stocks creates significant concentration risk. |
| Tracking/expense | Medium | Hedging costs and active management fees create a drag compared to passive tracking. |
| Liquidity | Medium | Derivative positions can be more difficult to trade in periods of extreme market stress. |
| Business/sector quality | Medium | Performance is tied to the growth prospects of the technology and communications sectors. |
Risk Analysis
Volatility
QTR is designed to reduce, but not eliminate, volatility; its historical volatility is lower than a pure Nasdaq-100 play during crashes but may seem higher during quiet markets due to option costs.
Market Risk
Market risk is substantial, as the fund is fundamentally long equity; the put options only cover specific tail-risk events and are not a complete market hedge.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Single stock | Nasdaq-100 Index Equity Components | 95 | This component provides the primary growth exposure to the 100 largest non-financial companies on the Nasdaq. |
| Derivatives | Nasdaq-100 Index Put Options | 5 | These derivative contracts are held to provide a hedge against major market sell-offs and mitigate tail risk. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 35.3% | Avg. Invested days 82 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.