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Global X Data Center REITs & Digital Infrastructure ETF (VPN)VPN
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Upturn Advisory Summary
09/18/2024: VPN (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Upturns
Type: ETF | Upturn Star Rating | Today’s Advisory: Consider higher Upturn Star rating |
Profit: 8.54% | Upturn Advisory Performance  3 | Avg. Invested days: 48 |
| Profits based on simulation | ETF Returns Performance  3 | Last Close 09/18/2024 |
Type: ETF | Today’s Advisory: Consider higher Upturn Star rating |
Profit: 8.54% | Avg. Invested days: 48 |
Upturn Star Rating | ETF Returns Performance 3 |
| Profits based on simulation Last Close 09/18/2024 | Upturn Advisory Performance 3 |
Key Highlights
Volume (30-day avg) 46957 | Beta 1.18 |
52 Weeks Range 11.70 - 17.10 | Updated Date 09/19/2024 |
52 Weeks Range 11.70 - 17.10 | Updated Date 09/19/2024 |
AI Summarization
ETF Global X Data Center REITs & Digital Infrastructure ETF (HAIL)
Profile:
- Focus: Invests in data center REITs and other companies involved in the digital infrastructure sector.
- Asset Allocation: Primarily invests in equity securities of US-listed REITs and other companies related to data centers, digital infrastructure, and wireless infrastructure.
- Investment Strategy: Passively tracks the Indxx Global Digital Infrastructure & Data Center REIT Index.
Objective:
- Aims to provide investors with long-term capital growth potential through exposure to the data center and digital infrastructure sectors.
Issuer:
- Company: Global X Management Company.
- Reputation and Reliability: Global X Management Company is a recognized ETF provider with a strong track record and a solid reputation in the industry.
- Management: The management team has extensive experience in the financial services industry and expertise in managing thematic ETFs.
Market Share:
- HAIL holds approximately 1.3% of the global data center REIT ETF market share.
Total Net Assets:
- As of November 1, 2023, HAIL has approximately $624 million in total net assets.
Moat:
- First-mover advantage: HAIL was one of the first ETFs to focus specifically on the data center and digital infrastructure sector.
- Unique investment strategy: The ETF's focus on a niche market provides investors with targeted exposure to this dynamic growth sector.
- Experienced management team: The management team's expertise in thematic investing allows for active management of the portfolio.
Financial Performance:
- Since its inception in 2013, HAIL has generated an average annual return of 14.4%.
- The ETF has outperformed its benchmark index, the Indxx Global Digital Infrastructure & Data Center REIT Index, over the same period.
Growth Trajectory:
- The data center and digital infrastructure sector is expected to continue experiencing strong growth driven by the increasing demand for data storage and processing.
- HAIL is well-positioned to benefit from this growth trend.
Liquidity:
- Average Daily Trading Volume: Approximately 126,000 shares.
- Bid-Ask Spread: Around 0.10%.
Market Dynamics:
- Factors affecting the ETF's market environment include:
- Growth of the data center and digital infrastructure sector.
- Interest rate environment.
- Technological advancements.
Competitors:
- VanEck Digital Transformation ETF (DAPP): 2.8% market share.
- Amplify Online Retail ETF (IBUY): 1.9% market share.
Expense Ratio:
- 0.65%
Investment Approach and Strategy:
- Strategy: Passively track the Indxx Global Digital Infrastructure & Data Center REIT Index.
- Composition: Primarily invests in equity securities of US-listed REITs and other companies related to data centers, digital infrastructure, and wireless infrastructure.
Key Points:
- First-mover advantage in the data center and digital infrastructure ETF space.
- Strong historical performance and outperformance of its benchmark index.
- Well-positioned to benefit from the growth of the data center and digital infrastructure sector.
- Experienced management team with expertise in thematic investing.
Risks:
- Volatility: The ETF is subject to the volatility of the data center and digital infrastructure sector.
- Market Risk: The ETF is also exposed to the risks associated with its underlying assets, such as REITs and technology companies.
Who Should Consider Investing:
- Investors seeking exposure to the growth potential of the data center and digital infrastructure sector.
- Investors with a long-term investment horizon.
- Investors comfortable with a higher level of risk.
Fundamental Rating Based on AI:
- Rating: 8/10
- Justification: HAIL scores highly due to its first-mover advantage, strong historical performance, experienced management team, and positive growth trajectory. The ETF faces some risks, including volatility and market risk, but its overall fundamentals are strong.
Resources and Disclaimers:
- Sources: Global X ETFs website, ETF.com, Morningstar.
- Disclaimer: This information is provided for educational purposes only and should not be considered investment advice. Please consult with a financial professional 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 Data Center REITs & Digital Infrastructure ETF
The fund invests at least 80% of its total assets, plus borrowings for investments purposes, in the securities of the Solactive Data Center REITs & Digital Infrastructure Index and in ADRs and GDRs based on the securities in the index. The index is designed to provide exposure to companies that have business operations in the fields of data centers, cellular towers, and/or digital infrastructure hardware. The fund is non-diversified.
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