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Upturn AI SWOT - About
Robo Global® Healthcare Technology and Innovation ETF (HTEC)
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Upturn Advisory Summary
03/06/2025: HTEC (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
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 -24.91% | Avg. Invested days 41 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/06/2025 |
Key Highlights
Volume (30-day avg) 7571 | Beta 1.25 | 52 Weeks Range 25.69 - 31.50 | Updated Date 04/2/2025 |
52 Weeks Range 25.69 - 31.50 | Updated Date 04/2/2025 |
Upturn AI SWOT
Robo Global® Healthcare Technology and Innovation ETF
ETF Overview
Overview
The Robo Globalu00ae Healthcare Technology and Innovation ETF (HTEC) seeks to provide investment results that, before fees and expenses, correspond generally to the price and yield performance of the ROBO Globalu00ae Healthcare Technology and Innovation Index. The ETF focuses on companies that are driving innovation in healthcare through technology.
Reputation and Reliability
ROBO Global is a well-regarded index provider specializing in robotics, automation and healthcare technology. Their ETFs have a track record of tracking their respective indices closely.
Management Expertise
ROBO Global has a dedicated team focused on research and index design, providing expertise in thematic investing and technology trends.
Investment Objective
Goal
To provide investment results that closely correspond to the price and yield performance of the ROBO Globalu00ae Healthcare Technology and Innovation Index.
Investment Approach and Strategy
Strategy: The ETF aims to track the ROBO Globalu00ae Healthcare Technology and Innovation Index, which is a rules-based index. The Index uses proprietary algorithms to identify companies that are enabling technological advancements in healthcare.
Composition The ETF primarily holds stocks of companies involved in healthcare technology and innovation, including robotics, automation, and data analytics related to healthcare.
Market Position
Market Share: Detail information about Robo Globalu00ae Healthcare Technology and Innovation ETFu2019s market share in its sector is not available.
Total Net Assets (AUM): 112100000
Competitors
Key Competitors
- ARK Genomic Revolution ETF (ARKG)
- iShares U.S. Healthcare ETF (IYH)
- Health Care Select Sector SPDR Fund (XLV)
Competitive Landscape
The healthcare ETF market is competitive, with various ETFs offering different exposures and strategies. HTEC differentiates itself by focusing specifically on healthcare technology and innovation. Compared to broader healthcare ETFs like XLV and IYH, HTEC offers a more targeted approach. However, it is also more concentrated. Compared to ARKG, HTEC has a broader mandate beyond genomics, resulting in a less volatile investment.
Financial Performance
Historical Performance: Historical financial performance data is needed to complete.
Benchmark Comparison: Benchmark comparison data is needed to complete.
Expense Ratio: 0.5
Liquidity
Average Trading Volume
The average trading volume of the ETF is moderate, indicating reasonable liquidity.
Bid-Ask Spread
The bid-ask spread is typically tight, but is contingent upon market conditions.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, and current market conditions that affect the healthcare industry, as well as trends in technological advancement, significantly impact HTEC's performance.
Growth Trajectory
The growth trajectory follows the adoption of technology, and growth and innovation of new tech companies and patterns in healthcare.
Moat and Competitive Advantages
Competitive Edge
HTEC's competitive advantage lies in its specialized focus on healthcare technology and innovation, offering investors targeted exposure to this rapidly growing sector. The ETF's index uses a proprietary methodology to identify companies at the forefront of healthcare technology, potentially leading to superior returns. By focusing on innovation, HTEC captures opportunities beyond traditional healthcare companies. The rules-based index approach helps to ensure that the ETF maintains its focus on technology and innovation.
Risk Analysis
Volatility
Historical volatility is required to fully assess HTEC's risk profile.
Market Risk
HTEC is subject to market risk, particularly within the technology and healthcare sectors. Concentration in specific sub-sectors exposes it to higher volatility compared to broad market ETFs.
Investor Profile
Ideal Investor Profile
The ideal investor is someone who is seeking exposure to the healthcare technology and innovation sector, is comfortable with the higher risk and volatility associated with investing in a niche sector, and has a long-term investment horizon.
Market Risk
This ETF is suitable for long-term investors who believe in the growth potential of healthcare technology and innovation and are willing to accept higher volatility.
Summary
The Robo Globalu00ae Healthcare Technology and Innovation ETF (HTEC) offers targeted exposure to the healthcare technology and innovation sector, appealing to investors seeking growth in this rapidly evolving area. The ETF's focus on disruptive technologies and its rules-based index provide a differentiated investment strategy. While this focused approach can lead to higher potential returns, it also carries increased volatility and sector-specific risks. HTEC is best suited for long-term investors comfortable with risk and seeking exposure to healthcare innovation.
Similar Companies
- ARKG
- XBI
- IBB
- XLV
Sources and Disclaimers
Data Sources:
- ROBO Global Website
- ETF.com
- Bloomberg
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be made based on your own research and risk tolerance. Market share data is estimated based on AUM comparisons and may not be exact.
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 Robo Global® Healthcare Technology and Innovation ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund will normally invest at least 80% of its total assets in securities of the index or in depositary receipts representing securities of the index. The index is designed to measure the performance of companies that have a portion of their business and revenue derived from the field of healthcare technology, and the potential to grow within this space through innovation and market adoption of such companies" products and services. It is non-diversified.
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