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Upturn AI SWOT - About
Global X Guru Index ETF (GURU)
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Upturn Advisory Summary
04/01/2025: GURU (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit 14.72% | Avg. Invested days 58 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 1693 | Beta 1.02 | 52 Weeks Range 40.19 - 53.92 | Updated Date 04/2/2025 |
52 Weeks Range 40.19 - 53.92 | Updated Date 04/2/2025 |
Upturn AI SWOT
Global X Guru Index ETF
ETF Overview
Overview
The Global X Guru Index ETF (GURU) seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the Solactive Guru Index. It tracks investment ideas from hedge funds' public disclosures.
Reputation and Reliability
Global X is a well-established ETF provider known for its thematic and innovative ETF offerings.
Management Expertise
Global X has a team of experienced investment professionals managing its suite of ETFs.
Investment Objective
Goal
To replicate, before fees and expenses, the price and yield performance of the Solactive Guru Index.
Investment Approach and Strategy
Strategy: The ETF attempts to capture the collective intelligence of hedge funds by investing in their most popular stock picks.
Composition Primarily holds U.S. equity securities selected based on the 13F filings of a select group of hedge funds.
Market Position
Market Share: GURU's market share is small compared to broader market ETFs, given its niche strategy.
Total Net Assets (AUM): 69890000
Competitors
Key Competitors
- SPY
- IVV
- VOO
- QQQ
Competitive Landscape
The ETF industry is highly competitive. GURU's unique approach offers differentiation, but it competes against larger, more diversified ETFs. It offers a targeted approach to potential outperformance but has higher risk due to concentrated positions. Compared to its competitors, GURU might also have a higher expense ratio and less liquidity.
Financial Performance
Historical Performance: Past performance is not indicative of future results; refer to financial data for time-series returns.
Benchmark Comparison: Benchmark performance depends on the specific benchmark used; compare GURU's returns to the Solactive Guru Index.
Expense Ratio: 0.0075
Liquidity
Average Trading Volume
The ETF's average trading volume is approximately 25000 shares, indicating moderate liquidity.
Bid-Ask Spread
The typical bid-ask spread is around 0.07%, signifying the cost to trade is relatively low.
Market Dynamics
Market Environment Factors
Market sentiment, hedge fund performance, and economic conditions can all affect GURU's performance.
Growth Trajectory
The ETF's growth depends on its ability to attract investors seeking a unique investment strategy and its performance relative to its benchmark.
Moat and Competitive Advantages
Competitive Edge
GURU's competitive edge lies in its unique investment strategy that seeks to replicate the investment ideas of hedge funds. This approach could potentially capture alpha from top money managers. However, successful implementation depends on the accuracy of hedge fund filings and continued performance. The strategy differentiates it from broad market ETFs.
Risk Analysis
Volatility
GURU may exhibit higher volatility than broad market ETFs due to its concentrated holdings and unique strategy.
Market Risk
GURU is subject to market risk, including potential losses from adverse movements in equity markets.
Investor Profile
Ideal Investor Profile
Investors who believe in the potential for hedge funds to generate alpha and are willing to accept higher volatility may find GURU attractive.
Market Risk
GURU is better suited for investors seeking an active strategy as a component of their portfolio and less suitable for passive index followers due to its active and concentrated approach.
Summary
The Global X Guru Index ETF (GURU) aims to mirror the investment ideas of hedge funds. It invests in top hedge fund holdings and may offer potential outperformance to its investors. The ETF's concentrated portfolio may lead to higher volatility. GURU is best fit for investors looking for unique strategies and a higher-risk profile in an attempt to have higher returns compared to other broader ETF's.
Similar Companies
IWM
iShares Russell 2000 ETF
IWM
iShares Russell 2000 ETF
QQQ
Invesco QQQ Trust
QQQ
Invesco QQQ Trust
SPY
SPDR S&P 500 ETF Trust
SPY
SPDR S&P 500 ETF Trust
Sources and Disclaimers
Data Sources:
- Global X ETFs website
- ETF.com
- Morningstar
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results. Please consult with a financial advisor before making any investment decisions.
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 Guru Index ETF
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 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 comprised of the top U.S. listed equity positions reported on Form 13F by a select group of entities characterized as hedge funds.
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