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Upturn AI SWOT - About
Global X Funds (LLDR)
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Upturn Advisory Summary
10/15/2025: LLDR (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 Stock | Historic Profit 0.8% | Avg. Invested days 55 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/15/2025 |
Key Highlights
Company Size ETF | Market Capitalization 0 USD | Price to earnings Ratio - | 1Y Target Price - |
Price to earnings Ratio - | 1Y Target Price - | ||
Volume (30-day avg) - | Beta - | 52 Weeks Range 43.17 - 49.32 | Updated Date 05/20/2025 |
52 Weeks Range 43.17 - 49.32 | Updated Date 05/20/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) - |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin - | Operating Margin (TTM) - |
Management Effectiveness
Return on Assets (TTM) - | Return on Equity (TTM) - |
Valuation
Trailing PE - | Forward PE - | Enterprise Value - | Price to Sales(TTM) - |
Enterprise Value - | Price to Sales(TTM) - | ||
Enterprise Value to Revenue - | Enterprise Value to EBITDA - | Shares Outstanding - | Shares Floating - |
Shares Outstanding - | Shares Floating - | ||
Percent Insiders - | Percent Institutions - |
Upturn AI SWOT
Global X Funds
Company Overview
History and Background
Global X Funds was founded in 2008. It quickly established itself as a provider of innovative and thematic ETFs, focusing on emerging markets and alternative investment strategies. The company has since expanded its offerings to include a broad range of ETF categories, including income, sector, and international funds.
Core Business Areas
- Thematic ETFs: Offers ETFs focused on specific themes like robotics, cloud computing, and renewable energy.
- Income ETFs: Provides ETFs designed to generate income through dividends and interest payments.
- International ETFs: Offers ETFs that invest in companies located outside of the United States.
- Sector ETFs: Provides ETFs focused on specific market sectors such as technology, healthcare, and financials.
Leadership and Structure
Global X Funds is led by CEO Luis Berruga. The company operates as a subsidiary of Mirae Asset Global Investments, a global investment management firm.
Top Products and Market Share
Key Offerings
- Global X Robotics & Artificial Intelligence ETF (BOTZ): This ETF invests in companies involved in robotics and artificial intelligence. As of March 2024, BOTZ has over $2 billion in AUM. Competitors include ROBO Global Robotics and Automation Index ETF (ROBO) and iShares Robotics and Artificial Intelligence ETF (IRBO).
- Global X Lithium & Battery Tech ETF (LIT): This ETF invests in companies involved in the lithium cycle, from mining to battery production. As of March 2024, LIT has over $4 billion in AUM. Competitors include Amplify Lithium & Battery Technology ETF (BATT) and VanEck Green Metals ETF (GMET).
- Global X NASDAQ 100 Covered Call ETF (QYLD): This ETF uses a covered call strategy to generate income on the NASDAQ 100 index. As of March 2024, QYLD has over $7 billion in AUM. Competitors include JPMorgan Equity Premium Income ETF (JEPI) and Global X S&P 500 Covered Call ETF (XYLD).
Market Dynamics
Industry Overview
The ETF industry is experiencing strong growth, driven by increasing investor demand for low-cost, diversified investment options. Thematic investing is also gaining popularity, leading to the development of specialized ETFs that target specific trends and industries.
Positioning
Global X Funds is positioned as a leading provider of thematic and innovative ETFs. Its competitive advantages include its focus on niche markets, its strong brand recognition, and its affiliation with Mirae Asset Global Investments.
Total Addressable Market (TAM)
The global ETF market is expected to reach trillions of dollars. Global X Funds is well-positioned to capture a significant share of this market through its innovative product offerings and distribution capabilities.
Upturn SWOT Analysis
Strengths
- Innovative product development
- Strong brand recognition
- Thematic focus
- Distribution network through Mirae Asset
- First mover advantage in some thematic categories
Weaknesses
- Higher expense ratios compared to broad market ETFs
- Concentration risk in thematic ETFs
- Reliance on specific market trends
- Potential for performance drag from covered call strategies
Opportunities
- Growth in thematic investing
- Expansion into new markets
- Development of new ETF strategies
- Partnerships with other financial institutions
Threats
- Increased competition in the ETF market
- Changes in market sentiment towards thematic investing
- Regulatory changes
- Economic downturn
Competitors and Market Share
Key Competitors
- IVV
- VOO
- SCHX
- ROBO
- BATT
Competitive Landscape
Global X Funds competes with larger ETF providers like BlackRock (IVV), Vanguard (VOO), and State Street. Its advantage lies in its niche thematic offerings, while its disadvantage is its smaller scale and higher expense ratios compared to broad market ETFs.
Growth Trajectory and Initiatives
Historical Growth: Global X Funds has experienced significant growth in assets under management (AUM) over the past decade, driven by the increasing popularity of ETFs and its innovative product offerings.
Future Projections: Future growth is expected to be driven by continued demand for ETFs, particularly in the thematic investing space. Analyst estimates suggest continued AUM growth and expansion into new markets.
Recent Initiatives: Recent initiatives include the launch of new thematic ETFs, expansion into international markets, and partnerships with other financial institutions.
Summary
Global X Funds is a strong ETF provider focusing on thematic investments, experiencing substantial growth and innovation. Its strength lies in its niche market focus and product development. It needs to watch out for increasing competition and economic shifts that could impact thematic investing. The company can enhance its reach through strategic collaborations and market expansion.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Website
- SEC Filings
- ETF.com
- Morningstar
- Yahoo Finance
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Market data is subject to change. Market share estimates are approximations based on available data.
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 2024-09-10 | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund invests at least 80% of its total assets, plus borrowings for investment purposes (if any), in the securities of the index. The index is designed to measure the performance of a strategy commonly referred to as bond "laddering" as applied to public obligations of the U.S. Treasury that have maturities between 10 and 30 years as of the last business day of February of each year.
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