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FINX - ETF AI Analysis
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Global X Fintech Etf (FINX)
Rating:67Neutral
Price Target:―
Positive Factors
Strong Performing Holdings
Several top holdings, such as SoFi and Coinbase, have delivered strong year-to-date gains, supporting the ETF's overall performance.
Sector Focus on Growth Industries
The ETF is heavily weighted in technology and financial sectors, which are known for innovation and long-term growth potential.
Global Exposure Beyond the U.S.
While primarily U.S.-focused, the ETF includes holdings from countries like Australia, the Netherlands, and the UK, adding some international diversification.
Negative Factors
High Expense Ratio
The ETF charges a relatively high expense ratio compared to many other funds, which can eat into investor returns over time.
Underperforming Holdings
Several key positions, such as PayPal and Fidelity National Info, have lagged year-to-date, dragging down the fund's momentum.
Over-Concentration in U.S. Market
With over 82% of its exposure in U.S. companies, the ETF is highly sensitive to domestic market conditions and lacks broader global balance.
FINX vs. SPDR S&P 500 ETF (SPY)
AUM260.94M
RegionDeveloped Markets
Expense Ratio0.68%
Beta1.30
IssuerGlobal X
Inception DateSep 12, 2016
Dividend Yield0.74%
Asset ClassEquity
Index TrackedIndxx Global Fintech Thematic Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume54,597
30 Day Avg. Volume59,170
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
40.74Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering62
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
FINX Summary
The Global X Fintech ETF (FINX) focuses on financial technology companies that are transforming the way money is managed, transferred, and secured. It includes innovative firms like Coinbase and PayPal, which are leaders in areas such as digital payments and blockchain technology. This ETF is ideal for investors looking to tap into the growth potential of the FinTech sector, driven by trends like mobile banking and e-commerce. However, new investors should be aware that the ETF is heavily dependent on the technology sector, meaning its value can fluctuate with changes in tech industry performance.
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
The Global X Fintech ETF (FINX) is heavily concentrated in the technology and financial sectors, with names like Coinbase and PayPal leading the charge in digital payments and blockchain innovation. However, both stocks have been lagging recently, weighed down by bearish technical trends and macroeconomic headwinds. On the brighter side, Intuit has shown steady performance, buoyed by its strategic focus on AI and mid-market expansion. Meanwhile, SoFi is rising thanks to strong financial results and optimism around its growth trajectory. Overall, the fund’s positioning reflects a bold bet on FinTech’s transformative potential, though some holdings are struggling to keep pace.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Coinbase Global | 6.84% | $18.07M | $72.54B | -13.38% | 68 Neutral | |
| SoFi | 6.38% | $16.86M | $34.12B | 67.88% | 68 Neutral | |
| Intuit | 6.06% | $16.03M | $188.12B | 2.20% | 73 Outperform | |
| Fidelity National Info | 5.20% | $13.74M | $34.82B | -20.20% | 64 Neutral | |
| PayPal Holdings | 4.93% | $13.04M | $57.72B | -32.26% | 76 Outperform | |
| Adyen | 4.74% | $12.53M | €41.96B | -3.40% | 66 Neutral | |
| Block | 4.34% | $11.48M | $38.65B | -29.60% | 72 Outperform | |
| SS&C Technologies Holdings | 4.20% | $11.11M | $21.25B | 13.45% | 78 Outperform | |
| Affirm Holdings | 4.14% | $10.95M | $22.79B | 0.38% | 66 Neutral | |
| Toast Inc | 3.82% | $10.09M | $21.15B | -9.19% | 73 Outperform |
FINX Technical Analysis
Negative
―
Price Trends
32.06
Negative
32.92
Negative
31.60
Negative
Market Momentum
-0.34
Negative
46.94
Neutral
71.71
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For FINX, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 29.92, equal to the 50-day MA of 32.06, and equal to the 200-day MA of 31.60, indicating a neutral trend. The MACD of -0.34 indicates Negative momentum. The RSI at 46.94 is Neutral, neither overbought nor oversold. The STOCH value of 71.71 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for FINX.
FINX Peer Comparison
Comparison Results
Performance Comparison
FINX
Global X Fintech Etf
30.47
-3.02
-9.02%
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SNSR
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WCBR
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CRTC
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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.
Disclaimer
This 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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