Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- Valuation
- Analyst Ratings
Upturn AI SWOT - About
Global X Funds (LLDR)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
04/01/2025: LLDR (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 Stock | Historic Profit 0.06% | Avg. Invested days 25 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size ETF | Market Capitalization 0 USD | Price to earnings Ratio - | 1Y Target Price - |
Price to earnings Ratio - | 1Y Target Price - | ||
Volume (30-day avg) 430 | Beta - | 52 Weeks Range 43.49 - 49.68 | Updated Date 02/26/2025 |
52 Weeks Range 43.49 - 49.68 | Updated Date 02/26/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) - |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin - | Operating Margin (TTM) - |
Management Effectiveness
Return on Assets (TTM) - | Return on Equity (TTM) - |
Valuation
Trailing PE - | Forward PE - | Enterprise Value - | Price to Sales(TTM) - |
Enterprise Value - | Price to Sales(TTM) - | ||
Enterprise Value to Revenue - | Enterprise Value to EBITDA - | Shares Outstanding - | Shares Floating - |
Shares Outstanding - | Shares Floating - | ||
Percent Insiders - | Percent Institutions - |
Analyst Ratings
Rating - | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Global X Funds
Company Overview
History and Background
Global X Funds was founded in 2008 and quickly became a leader in providing access to international markets and innovative thematic investing solutions through exchange-traded funds (ETFs). It has expanded its offerings to include income, commodity-linked, and other specialized ETFs, and was acquired by Mirae Asset Global Investments in 2018.
Core Business Areas
- ETFs: Global X Funds specializes in the creation and management of Exchange Traded Funds (ETFs) that provide exposure to various asset classes, including equities, fixed income, and commodities. They are known for thematic, income, and international ETF offerings.
Leadership and Structure
Global X Funds is led by CEO Thomas Park and operates as a subsidiary of Mirae Asset Global Investments. The leadership team manages various departments, including portfolio management, sales, marketing, and operations.
Top Products and Market Share
Key Offerings
- Global X Robotics & Artificial Intelligence ETF (BOTZ): Provides exposure to companies involved in robotics and artificial intelligence. AUM $2.4 Billion. Competitors include ROBO Global Robotics and Automation Index ETF (ROBO) and iShares Robotics and Artificial Intelligence Multisector ETF (IRBO).
- Global X Lithium & Battery Tech ETF (LIT): Offers exposure to companies involved in lithium mining, battery production, and electric vehicles. AUM $4.3 Billion. Competitors include Amplify Lithium & Battery Technology ETF (BATT) and VanEck Green Metals ETF (GMET).
- Global X NASDAQ 100 Covered Call ETF (QYLD): Seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the CBOE NASDAQ-100 BuyWrite V2 Index. AUM $7.5 Billion. Competitors include JPMorgan Equity Premium Income ETF (JEPI).
Market Dynamics
Industry Overview
The ETF industry is experiencing significant growth, driven by increasing investor demand for diversified, low-cost investment vehicles. Innovation in thematic and specialized ETFs is a key trend.
Positioning
Global X Funds is a key player in the thematic ETF space. Its competitive advantage lies in its innovative product development and strong brand recognition.
Total Addressable Market (TAM)
The global ETF market is projected to reach trillions of dollars. Global X Funds is well-positioned to capture a portion of this TAM through its specialized ETF offerings.
Upturn SWOT Analysis
Strengths
- Strong brand recognition in thematic ETFs
- Innovative product development
- Wide range of ETF offerings
- Established distribution network
Weaknesses
- Reliance on thematic investing, which can be cyclical
- Concentration in specific sectors
- Higher expense ratios than some broad market ETFs
Opportunities
- Expanding into new thematic areas
- Developing ESG-focused ETFs
- Growing international presence
- Partnering with robo-advisors
Threats
- Increased competition from larger ETF providers
- Changing investor preferences
- Regulatory changes
- Market volatility
Competitors and Market Share
Key Competitors
- IVV
- VTI
- SPY
- ARKK
Competitive Landscape
Global X Funds competes with larger ETF providers by focusing on specialized and thematic ETFs.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Global X Funds has experienced substantial AUM growth due to its innovative ETF offerings.
Future Projections: Growth is expected to continue as thematic investing gains popularity.
Recent Initiatives: Focus on ESG and crypto-related ETFs.
Summary
Global X Funds is a leader in the thematic ETF space with innovative product offerings and strong brand recognition. Its growth is fueled by increasing investor interest in thematic investing. Potential challenges include increased competition, reliance on thematic investing trends and regulatory changes. Overall Global X is a strong company within a growing market.
Similar Companies
ARKK
ARK Innovation ETF
ARKK
ARK Innovation ETF
IVV
iShares Core S&P 500 ETF
IVV
iShares Core S&P 500 ETF
SPY
SPDR S&P 500 ETF Trust
SPY
SPDR S&P 500 ETF Trust
VTI
Vanguard Total Stock Market Index Fund ETF Shares
VTI
Vanguard Total Stock Market Index Fund ETF Shares
Sources and Disclaimers
Data Sources:
- Global X Funds Website
- ETF.com
- Company Filings (Mirae Asset)
- MarketWatch
- Morningstar
- Bloomberg
Disclaimers:
The data provided is based on available information and analyst estimates and may not be entirely accurate. Market share data is approximate. This analysis is for informational purposes only and should not be considered investment advice.
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
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date 2024-09-10 | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund invests at least 80% of its total assets, plus borrowings for investment purposes (if any), in the securities of the index. The index is designed to measure the performance of a strategy commonly referred to as bond "laddering" as applied to public obligations of the U.S. Treasury that have maturities between 10 and 30 years as of the last business day of February of each year.
Upturn is now on iOS and Android!
Experience Upturn on your mobile. Install it now!
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.