Upturn unsubscribed user
$1.14/ day, billed weekly
Cancel anytime
(Ad-Free, Unlimited access)​
NO CREDIT CARD REQUIRED
BIGT
Upturn stock ratingUpturn stock rating

Roundhill BIG Tech ETF (BIGT)

Upturn stock ratingUpturn stock rating
$46.69
Delayed price
Today's Top Performer Top performer
upturn advisory
PASS
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
  • MONTH
  • WEEK

Upturn Advisory Summary

04/01/2025: BIGT (5-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

ratingratingratingratingrating

Outstanding Performance

These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.

AI Based Fundamental Rating

ratingratingratingratingrating

Outstanding Performance

These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.

Analysis of Past Performance

Type ETF
Historic Profit 40.23%
Avg. Invested days 65
Today’s Advisory PASS
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 5.0
ETF Returns Performance Upturn Returns Performance 5.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 04/01/2025

Key Highlights

Volume (30-day avg) 2860796
Beta -
52 Weeks Range 35.96 - 58.23
Updated Date 04/14/2024
52 Weeks Range 35.96 - 58.23
Updated Date 04/14/2024

ai summary icon Upturn AI SWOT

Roundhill BIG Tech ETF

stock logo

ETF Overview

overview logo Overview

The Roundhill BIG Tech ETF (BIGT) is designed to offer exposure to companies deemed to be at the forefront of innovation in the Big Tech industry. It focuses on firms involved in areas like artificial intelligence, cloud computing, and e-commerce.

reliability logo Reputation and Reliability

Roundhill Investments is a newer ETF issuer known for thematic and innovative investment strategies.

reliability logo Management Expertise

Roundhill Investments has a team with experience in ETF product development and portfolio management.

Investment Objective

overview logo Goal

To provide investment results that closely correspond, before fees and expenses, to the performance of the Roundhill BIG Tech Index.

Investment Approach and Strategy

Strategy: The ETF seeks to track the Roundhill BIG Tech Index, a rules-based index designed to represent the performance of companies involved in innovative technologies.

Composition Primarily holds stocks of publicly listed companies considered to be involved in Big Tech.

Market Position

Market Share: Data unavailable.

Total Net Assets (AUM): Data unavailable.

Competitors

overview logo Key Competitors

  • XLK
  • FTEC
  • VGT

Competitive Landscape

The tech ETF industry is highly competitive, dominated by larger, well-established ETFs. BIGT faces challenges in gaining market share against these established players like XLK, FTEC and VGT which has the advantage of lower expense ratio, larger AUM and more liquidity. BIGT needs to demonstrate superior performance or a unique offering to attract investors.

Financial Performance

Historical Performance: Data unavailable due to the ETF's relatively recent inception.

Benchmark Comparison: Data unavailable due to the ETF's relatively recent inception.

Expense Ratio: 0.29

Liquidity

Average Trading Volume

Average trading volume information is not available, but likely to be relatively low due to new inception.

Bid-Ask Spread

Bid-ask spread is expected to be moderate, typical for a newer, less liquid ETF.

Market Dynamics

Market Environment Factors

Economic growth, interest rate movements, technological advancements, and regulatory changes can significantly impact the performance of BIGT.

Growth Trajectory

The growth trajectory depends on the fund's ability to attract assets and generate competitive returns.

Moat and Competitive Advantages

Competitive Edge

Roundhill BIG Tech ETF seeks to offer a more concentrated exposure to specific sub-sectors within the tech industry, differentiating it from broad-based tech ETFs. This focus on innovative technologies might appeal to investors seeking targeted exposure. The fund's success hinges on its ability to accurately identify and weight companies driving technological advancements. The specialized focus offers potentially higher growth but comes with increased volatility and risk. Its rules-based index is designed to adapt to changes in the technology landscape.

Risk Analysis

Volatility

Volatility is expected to be high, typical for tech-focused ETFs.

Market Risk

The fund is susceptible to market fluctuations, particularly in the technology sector. Concentration risk, stemming from its focused holdings, is also a factor.

Investor Profile

Ideal Investor Profile

The ideal investor is someone with a high-risk tolerance and a long-term investment horizon who is specifically interested in the Big Tech sector and its innovative technologies.

Market Risk

More suitable for long-term investors seeking targeted exposure to Big Tech.

Summary

The Roundhill BIG Tech ETF offers targeted exposure to the innovative Big Tech sector. It is a relatively new ETF with a focused investment strategy. The success hinges on its ability to select companies contributing to the growth of technological innovation. Potential investors should be aware of the fund's volatility, concentration risk and consider if its sector exposure is aligned with their investment objective and risk tolerance. Expense Ratio is 0.29%.

Similar Companies

  • QQQ
  • SMH
  • IGV
  • SOXX
  • XSD

Sources and Disclaimers

Data Sources:

  • Roundhill Investments Website
  • etf.com
  • Finviz

Disclaimers:

The information provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investors should consult with a financial advisor before making any investment decisions.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About Roundhill BIG Tech ETF

Exchange NASDAQ
Headquaters -
IPO Launch date -
CEO -
Sector -
Industry -
Full time employees -
Website
Full time employees -
Website

The fund is an actively managed exchange-traded fund ("ETF") that pursues its investment objective by seeking investment exposure to the largest companies ("Underlying Issuers") in one or more of the following industries, each of which is defined by an independent industry classification scheme: Technology Hardware Industry; E-Commerce Discretionary Industry; Internet Media & Services Industry; and Software Industry (collectively, the "Technology Industries"). The fund is non-diversified.

Upturn is now on iOS and Android!

Experience Upturn on your mobile. Install it now!​