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Upturn AI SWOT - About
Global X Funds - Global X Information Technology Covered Call & Growth ETF (TYLG)
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Upturn Advisory Summary
03/11/2025: TYLG (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
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 35.15% | Avg. Invested days 89 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 03/11/2025 |
Key Highlights
Volume (30-day avg) 1850 | Beta - | 52 Weeks Range 26.83 - 34.57 | Updated Date 04/2/2025 |
52 Weeks Range 26.83 - 34.57 | Updated Date 04/2/2025 |
Upturn AI SWOT
Global X Funds - Global X Information Technology Covered Call & Growth ETF
ETF Overview
Overview
The Global X Information Technology Covered Call & Growth ETF (AIQY) seeks to provide investment results that correspond to the price and yield performance of the Indxx Artificial Intelligence and Big Data Index, while writing covered call options on a portion of its portfolio.
Reputation and Reliability
Global X is a well-known ETF provider with a solid reputation for thematic and innovative ETFs.
Management Expertise
Global X has experienced portfolio managers and a dedicated team focused on ETF product development and management.
Investment Objective
Goal
To provide investment results that correspond to the price and yield performance of the Indxx Artificial Intelligence and Big Data Index while generating income through covered call options.
Investment Approach and Strategy
Strategy: The ETF tracks the Indxx Artificial Intelligence and Big Data Index and employs a covered call strategy.
Composition The ETF holds stocks within the Artificial Intelligence and Big Data Index.
Market Position
Market Share: Data unavailable to determine market share.
Total Net Assets (AUM): 34680000
Competitors
Key Competitors
- BOTZ
- IRBO
- ROBO
Competitive Landscape
The AI and robotics ETF landscape is competitive, with several established players. AIQY differentiates itself with a covered call strategy, aiming to provide income in addition to exposure to the AI and big data sector. Competitors offer pure exposure to the sector without covered calls, potentially providing more capital appreciation during bull markets but less income.
Financial Performance
Historical Performance: Historical performance data needs to be sourced.
Benchmark Comparison: Benchmark comparison requires historical performance data.
Expense Ratio: 0.5
Liquidity
Average Trading Volume
The ETF's average trading volume indicates moderate liquidity.
Bid-Ask Spread
The bid-ask spread is relatively tight, suggesting reasonable trading costs.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects (AI and Big Data), and overall market conditions all impact AIQY. Rising interest rates may negatively impact growth stocks, while technological advancements in AI and Big Data should positively influence the ETF.
Growth Trajectory
The growth trajectory is tied to the growth of the AI and big data sectors. Changes to the underlying index or covered call strategy would influence the ETF's holdings.
Moat and Competitive Advantages
Competitive Edge
AIQY's competitive edge lies in its covered call strategy combined with exposure to the high-growth AI and big data sectors. The covered call approach differentiates it from many competitors, providing investors with income generation. The covered call strategy may limit upside potential but can offer downside protection and regular income, a strategy that resonates with certain investors. This combination makes it a unique offering in the broader technology ETF space.
Risk Analysis
Volatility
Volatility will depend on the volatility of the underlying stocks in the AI and Big Data sector, and the impact of the covered call strategy, which is designed to reduce volatility and generate income. However, the Covered Call strategy can reduce volatility.
Market Risk
The ETF is subject to market risk, especially related to the technology sector and specifically AI and Big Data. A downturn in the overall market or negative sentiment towards technology stocks could negatively impact the ETF's performance.
Investor Profile
Ideal Investor Profile
AIQY is suitable for investors seeking exposure to the AI and Big Data sectors while also generating income through covered calls. It appeals to those who want a balance between growth potential and income generation.
Market Risk
The ETF is best for long-term investors seeking income and growth in the AI and Big Data sectors. It can be part of a diversified portfolio for those with a moderate risk tolerance.
Summary
The Global X Information Technology Covered Call & Growth ETF (AIQY) offers exposure to the AI and big data sectors while generating income through covered calls. It aims to provide investors with a balance between growth potential and income, differentiating itself from competitors with its covered call strategy. While the covered call strategy may limit upside potential, it can offer downside protection and regular income. The fund's performance is tied to the growth of the AI and big data sectors, as well as the effectiveness of its covered call strategy. Therefore, itu2019s suitable for investors seeking income and growth with moderate risk tolerance.
Similar Companies
- BOTZ
- IRBO
- ROBO
- QQQ
- XLK
Sources and Disclaimers
Data Sources:
- Global X Funds website
- ETF.com
- Seeking Alpha
Disclaimers:
The data and analysis provided are for informational purposes only and do not constitute financial advice. Past performance is not indicative of future results. Market share data is based on available information and may not be precise.
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 - Global X Information Technology Covered Call & Growth ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index measures the performance of a partially covered call strategy that holds a theoretical portfolio of the securities of the Information Technology Select Sector Index. The fund invests in the securities reflected in theindex or in investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities and cannot invest directly in the index itself. It is non-diversified.
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