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Upturn AI SWOT - About
Global X Defense Tech ETF (SHLD)
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Upturn Advisory Summary
09/16/2025: SHLD (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 111.23% | Avg. Invested days 101 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 09/16/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 32.52 - 60.64 | Updated Date 06/30/2025 |
52 Weeks Range 32.52 - 60.64 | Updated Date 06/30/2025 |
Upturn AI SWOT
Global X Funds
ETF Overview
Overview
The Global X Defense Tech ETF (DFEN) seeks to invest in companies that are positioned to benefit from the development of defense technology, such as those involved in advanced radar systems, cybersecurity, satellite technology, and autonomous and robotic systems.
Reputation and Reliability
Global X is a well-known ETF provider with a solid reputation for thematic and innovative ETFs.
Management Expertise
Global X has a dedicated team of portfolio managers and analysts experienced in managing thematic investment strategies.
Investment Objective
Goal
The fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the Indxx US Defense Tech Index.
Investment Approach and Strategy
Strategy: The ETF aims to track the Indxx US Defense Tech Index, which is designed to provide exposure to U.S. companies involved in defense technology.
Composition The ETF primarily holds stocks of companies involved in the defense technology sector.
Market Position
Market Share: DFEN holds a significant portion of the market share in the defense tech ETF category.
Total Net Assets (AUM): 28010000
Competitors
Key Competitors
- ITA
- PPA
Competitive Landscape
The defense tech ETF market is dominated by a few key players. DFEN offers a more focused approach on defense technology than broader aerospace and defense ETFs. However, broader ETFs might offer greater diversification.
Financial Performance
Historical Performance: Historical performance data should be sourced from reliable financial data providers. Please search for DFEN.
Benchmark Comparison: Benchmark comparison should be sourced from reliable financial data providers. Please search for DFEN versus the Indxx US Defense Tech Index.
Expense Ratio: 0.45
Liquidity
Average Trading Volume
DFEN exhibits moderate liquidity, facilitating relatively easy trading under normal market conditions.
Bid-Ask Spread
The bid-ask spread for DFEN is typically tight, indicating relatively low transaction costs.
Market Dynamics
Market Environment Factors
Economic indicators, geopolitical tensions, and government defense spending policies all influence DFEN. The defense tech sector is impacted by global security concerns and technological advancements.
Growth Trajectory
The growth trajectory of DFEN depends on factors such as increased defense spending, technological innovation in defense, and geopolitical instability. Increased focus on cybersecurity and autonomous systems also contribute.
Moat and Competitive Advantages
Competitive Edge
DFEN's competitive edge lies in its focused exposure to the defense technology sub-sector, differentiating it from broader aerospace and defense ETFs. This targeted approach allows investors to capitalize on specific technological advancements within the defense industry. The ETF's expense ratio is competitive, adding to its appeal. The Global X brand provides trust and recognition.
Risk Analysis
Volatility
Historical volatility data should be sourced from reliable financial data providers. Please search for DFEN.
Market Risk
DFEN is subject to market risk and sector-specific risks. Geopolitical events, changes in government regulations, and technological disruptions can impact the fund's performance.
Investor Profile
Ideal Investor Profile
The ideal investor is seeking targeted exposure to the defense technology sector and believes in the growth potential of companies involved in advanced defense technologies. This could include growth investors or those with sector-specific interests.
Market Risk
DFEN can be suitable for both long-term investors seeking thematic exposure and active traders looking to capitalize on short-term market trends in the defense sector.
Summary
The Global X Defense Tech ETF (DFEN) offers targeted exposure to companies involved in defense technology. This provides investors a way to capitalize on the defense industry and global security issues. DFEN's performance is influenced by defense spending, technological innovation, and geopolitical events. It competes with other aerospace and defense ETFs, and is suitable for investors with high risk tolerance. The AI rating is 4.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Global X ETFs website
- Indxx
- Financial data providers (e.g., Bloomberg, Yahoo Finance)
Disclaimers:
The information provided is for informational purposes only and should not be considered as investment advice. Investment decisions should be made based on individual circumstances and consultation with a qualified financial advisor. Market data can change rapidly.
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 Global X Funds
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund invests at least 80% of its net assets, plus borrowings for investment purposes (if any), in the securities of the Global X Defense Tech Index, which may include common stocks, American Depositary Receipts (ADRs) and Global Depositary Receipts (GDRs) based on the securities in the underlying index. The underlying index is owned and was developed by Global X Management Company LLC, an affiliate of the fund and the fund's investment adviser. The fund is non-diversified.
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.