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Global X Alternative Income ETF (ALTY)
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Upturn Advisory Summary
11/04/2025: ALTY (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 13.95% | Avg. Invested days 77 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 11/04/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.98 | 52 Weeks Range 10.23 - 11.78 | Updated Date 06/29/2025 |
52 Weeks Range 10.23 - 11.78 | Updated Date 06/29/2025 |
Upturn AI SWOT
Global X Alternative Income ETF
ETF Overview
Overview
The Global X Alternative Income ETF (ALTY) seeks to provide investment results that correspond to the Indxx Alternative Income Index. It focuses on alternative income strategies, investing in sectors like real estate, infrastructure, and energy.
Reputation and Reliability
Global X is a well-regarded ETF provider known for its thematic and income-oriented ETFs.
Management Expertise
Global X has a dedicated team of investment professionals with expertise in ETF management and alternative income strategies.
Investment Objective
Goal
To provide investment results that correspond to the Indxx Alternative Income Index, targeting high current income.
Investment Approach and Strategy
Strategy: Aims to track the Indxx Alternative Income Index, a rules-based index that measures the performance of companies involved in alternative income strategies.
Composition Primarily holds stocks in REITs, MLPs, infrastructure companies, and other sectors providing high dividend yields or distributions.
Market Position
Market Share: ALTY's market share within the broader alternative income ETF market is moderate but growing.
Total Net Assets (AUM): 109700000
Competitors
Key Competitors
- INF
- DIV
- YYY
Competitive Landscape
The alternative income ETF market is competitive, with several established players. ALTY's advantages include its broad sector coverage, while its disadvantages are its smaller size compared to larger competitors, translating to higher liquidity and potentially less efficient trading.
Financial Performance
Historical Performance: Historical performance data shows fluctuations based on market conditions and the performance of underlying sectors. Requires live data update to fill.
Benchmark Comparison: Benchmark comparisons require live data updates to determine effectiveness relative to the Indxx Alternative Income Index.
Expense Ratio: 0.065
Liquidity
Average Trading Volume
The average trading volume is moderate, which can affect order execution efficiency.
Bid-Ask Spread
The bid-ask spread is variable and depends on market conditions, impacting the cost of trading.
Market Dynamics
Market Environment Factors
Economic indicators like interest rates, inflation, and sector-specific growth prospects significantly affect ALTY. Current market conditions, including the overall economic climate and investor sentiment towards alternative income assets, influence its performance.
Growth Trajectory
Growth depends on the continued demand for alternative income strategies and the ETF's ability to attract assets. Changes to strategy and holdings are influenced by the index methodology.
Moat and Competitive Advantages
Competitive Edge
ALTY's competitive edge lies in its diversified exposure to various alternative income asset classes within a single ETF, providing investors with a convenient and potentially cost-effective way to access these markets. The fund aims to replicate the Index's performance and minimize tracking error, offering consistent exposure over time. It provides a relatively lower cost solution compared to actively managed alternative income funds, appealing to cost-conscious investors seeking exposure to a variety of income streams.
Risk Analysis
Volatility
ALTY's volatility is influenced by the volatility of its underlying assets, including REITs, MLPs, and infrastructure companies.
Market Risk
Specific risks include interest rate risk (affecting REITs), commodity price risk (affecting MLPs), and regulatory risk (affecting infrastructure companies).
Investor Profile
Ideal Investor Profile
Suitable for investors seeking high current income and diversification through alternative asset classes. Investors comfortable with moderate risk and potential volatility associated with alternative income investments are ideal.
Market Risk
Best suited for long-term investors seeking income and diversification. It is not generally recommended for active traders due to its moderate liquidity.
Summary
The Global X Alternative Income ETF provides exposure to a diversified basket of alternative income-generating assets. While offering relatively low expense ratio for accessing these sectors, the fund faces competition and involves volatility risks. It is suitable for long-term investors who understand alternative income strategies and seek consistent income. Performance is heavily tied to the overall performance of REITs, MLPs, and infrastructure companies, which can be volatile based on broader economic factors.
Similar ETFs
Sources and Disclaimers
Data Sources:
- Global X ETFs website
- ETF.com
- Bloomberg
- Indxx
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and consultation with a financial advisor. Market share estimations can fluctuate.
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 Alternative Income ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund invests at least 80% of its total assets in the securities of the underlying index and in American Depositary Receipts (ADRs) and Global Depositary Receipts (GDRs) based on the securities in the underlying index. The underlying index is intended to provide exposure to five income-producing categories: Master Limited Partnerships (MLPs) and Infrastructure, Real Estate, Preferreds, Emerging Market Bonds and Covered Calls.
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.