FINX - ETF AI Analysis
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Global X Fintech Etf (FINX)
Rating:67Neutral
Price Target:―
Positive Factors
Focused Fintech Theme
The fund targets companies in the growing financial technology space, giving investors concentrated exposure to this long-term trend.
Blend of Technology and Financial Sectors
Holdings are spread mainly across technology and financial companies, offering exposure to both software-driven and traditional finance-related businesses.
Some Strong Individual Performers
A few top holdings have shown strong recent gains, which can help offset weaker names in the portfolio.
Negative Factors
High Expense Ratio
The fund charges relatively high annual fees, which can eat into long-term returns compared with lower-cost ETFs.
Weak Recent Overall Performance
The ETF has delivered negative returns so far this year and over the last three months, signaling recent performance challenges.
Concentration in Struggling Top Holdings
Several of the largest positions have been weak or lagging this year, increasing the fund’s sensitivity to a small group of underperforming fintech stocks.
FINX vs. SPDR S&P 500 ETF (SPY)
AUM192.87M
RegionDeveloped Markets
Expense Ratio0.68%
Beta1.36
IssuerGlobal X
Inception DateSep 12, 2016
Dividend Yield0.68%
Asset ClassEquity
Index TrackedIndxx Global Fintech Thematic Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume59,704
30 Day Avg. Volume99,721
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
32.76Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering71
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
FINX Summary
FINX is the Global X Fintech ETF, which follows the Indxx Global Fintech Thematic Index and focuses on companies using technology to change how we pay, borrow, invest, and manage money. It holds well-known names like PayPal and Intuit, along with newer players such as Robinhood and Coinbase. Someone might invest in FINX to seek growth from the long-term shift toward digital payments, mobile banking, and online financial services, while getting diversification across many fintech firms. A key risk is that it is heavily concentrated in tech-focused financial companies, so its price can be quite volatile and may fall sharply if fintech stocks struggle.
How much will it cost me?The Global X Fintech ETF (FINX) has an expense ratio of 0.68%, meaning you’ll pay $6.80 per year for every $1,000 invested. This is higher than average because the fund is actively managed and focuses on a niche sector like FinTech, which requires specialized research and management.
What would affect this ETF?The Global X Fintech ETF (FINX) could benefit from the growing adoption of digital payments, blockchain technology, and artificial intelligence in finance, as well as increased demand for mobile banking and e-commerce solutions. However, it may face challenges from rising interest rates, regulatory scrutiny on financial technology companies, and economic slowdowns that could impact consumer spending and innovation in the sector.
FINX Top 10 Holdings
FINX is very much a pure-play bet on fintech, with a heavy tilt toward U.S.-listed digital payments and trading platforms. Block and Robinhood have been rising lately and are helping to pull the fund forward, while PayPal and Fiserv are more steady workhorses. On the weaker side, Coinbase and Intuit have been losing steam, and European payments name Adyen has also been lagging, acting as a brake on returns. Overall, the ETF is concentrated in tech-driven financials across developed markets, with a noticeable cluster around payments and crypto-related names.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Block | 6.33% | $12.35M | $42.91B | 22.22% | 72 Outperform | |
| PayPal Holdings | 6.31% | $12.30M | $45.42B | -23.35% | 76 Outperform | |
| Robinhood | 6.26% | $12.20M | $76.27B | 71.57% | 68 Neutral | |
| Coinbase Global | 5.78% | $11.27M | $52.75B | -4.18% | 68 Neutral | |
| Fiserv | 5.68% | $11.06M | $32.54B | -65.58% | 68 Neutral | |
| Intuit | 5.05% | $9.84M | $109.50B | -36.93% | 73 Outperform | |
| Adyen | 4.72% | $9.21M | €30.76B | -30.40% | 66 Neutral | |
| SoFi | 4.24% | $8.27M | $23.52B | 42.12% | 68 Neutral | |
| Fidelity National Info | 4.04% | $7.87M | $23.52B | -41.52% | 64 Neutral | |
| Circle Internet Group, Inc. Class A | 3.89% | $7.59M | $24.64B | ― | 64 Neutral |
FINX Technical Analysis
Neutral
―
Price Trends
24.43
Positive
26.39
Negative
29.70
Negative
Market Momentum
0.37
Positive
52.30
Neutral
17.01
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For FINX, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 24.91, equal to the 50-day MA of 24.43, and equal to the 200-day MA of 29.70, indicating a neutral trend. The MACD of 0.37 indicates Positive momentum. The RSI at 52.30 is Neutral, neither overbought nor oversold. The STOCH value of 17.01 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for FINX.
FINX Peer Comparison
Comparison Results
Performance Comparison
FINX
Global X Fintech Etf
25.61
-2.74
-9.66%
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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