FINX - ETF AI Analysis
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Global X Funds - Global X FinTech ETF (FINX)
FINX, the Global X Fintech ETF, has a solid overall rating driven mainly by strong, growth-focused holdings like PayPal and Intuit, which benefit from healthy financial performance, positive earnings calls, and promising long-term strategies in digital payments and AI. SS&C Technologies also supports the fund’s quality with strong results, though valuation concerns and some bearish technical signals across several holdings, including Coinbase and Affirm, introduce risk. The main risk factor is the ETF’s concentration in fintech names that share similar sensitivity to market volatility, high valuations, and technical weakness.
FINX vs. SPDR S&P 500 ETF (SPY)
- AUM
- 155.21M
- Region
- Developed Markets
- Expense Ratio
- 0.68%
- Beta
- 1.39
- Issuer
- Global X
- Inception Date
- Sep 12, 2016
- Dividend Yield
- 0.88%
- Asset Class
- Equity
- Index Tracked
- Indxx Global Fintech Thematic Index
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, and manage money. It holds well-known names like PayPal and Coinbase, along with other digital payment, trading, and financial software firms, mostly based in the U.S. Someone might invest in FINX to tap into the long-term growth of digital finance and to get broad exposure to many fintech companies in a single investment. A key risk is that it is heavily focused on fintech and tech-related stocks, so its price can swing a lot and may fall sharply if this sector struggles.
How much will it cost me?
FINX has an expense ratio of 0.68%, which means you’ll pay about $6.80 per year for every $1,000 invested. This cost is higher than the average ETF because FINX is a specialized, thematically focused fund rather than a broad, low-cost index tracker.
What would affect this ETF?
FINX could benefit if digital payments, online investing, and other fintech services keep growing in developed markets, helping major holdings like PayPal, Robinhood, and Coinbase as more people and businesses move away from traditional banking. On the downside, higher interest rates, stricter financial and crypto regulations, or a slowdown in technology and financial sectors could hurt these companies’ growth and make this focused fintech ETF more volatile than a broader market fund.
FINX Top 10 Holdings
FINX is a pure play on fintech, with U.S.-listed names like PayPal and Block helping to keep the fund’s engine humming as their recent gains offset earlier stumbles. SoFi and Affirm are rising again, adding some spark, but their past weakness means they’re still more story stocks than steady anchors. On the other side, Robinhood and Coinbase have been lagging, acting like a weight on the portfolio, while European player Adyen has lost steam. Overall, the ETF is tightly focused on digital payments and trading platforms across developed markets.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 PYPL | PayPal Holdings | 7.51% | $11.66M | $50.01B | -13.37% | 76Outperform |
 XYZ | Block | 7.73% | $12.00M | $52.97B | 14.11% | 72Outperform |
 HOOD | Robinhood | 6.46% | $10.03M | $78.71B | -44.98% | 68Neutral |
 GPN | Global Payments | 4.86% | $7.54M | $25.43B | 19.92% | 70Outperform |
 FISV | Fiserv | 5.78% | $8.97M | $33.00B | -1.97% | 68Neutral |
 INTU | Intuit | 4.54% | $7.05M | $95.31B | -45.85% | 73Outperform |
 COIN | Coinbase Global | 4.39% | $6.81M | $40.11B | -57.15% | 68Neutral |
 NL:ADYEN | Adyen | 3.98% | $6.17M | EUR 27.07B | -36.58% | 66Neutral |
 AFRM | Affirm Holdings | 3.99% | $6.20M | $25.63B | -2.60% | 71Outperform |
 SOFI | SoFi | 4.00% | $6.21M | $22.54B | -46.66% | 68Neutral |
FINX Technical Analysis
Price Trends
Market Momentum
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 24.19 is below the 20-day moving average (MA) of 24.47, below the 50-day MA of 25.25, and below the 200-day MA of 25.19, indicating a bearish trend. The MACD of -0.23 indicates Negative momentum. The RSI at 45.42 is Neutral, neither overbought nor oversold. The STOCH value of 59.20 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
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| FINX | $24.19 | $26.00(7.50% Upside) | $155.21M | 0.68% | 65Neutral |
 PBOG | $35.11 | $40.71(15.95% Upside) | $495.03M | 0.13% | 70Outperform |
 SRVR | $27.79 | $37.56(35.14% Upside) | $287.04M | 0.49% | 61Neutral |
 WCBR | $41.97 | $49.53(18.02% Upside) | $212.56M | 0.45% | 64Neutral |
 SNSR | $43.73 | $56.47(29.12% Upside) | $194.95M | 0.68% | 58Neutral |
 CRTC | $38.62 | $50.63(31.09% Upside) | $158.18M | 0.35% | 71Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| FINX | Global X Funds - Global X FinTech ETF | 24.19 | -7.02 | -22.50% | |
| PBOG | Portfolio Building Block Integrated Oil and Gas and Exploration and Production Index ETF | 35.11 | 10.26 | 41.28% | |
| SRVR | Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF | 27.79 | -1.32 | -4.53% | |
| WCBR | WisdomTree Cybersecurity Fund | 41.97 | 10.70 | 34.20% | |
| SNSR | Global X Internet of Things ETF | 43.73 | 7.07 | 19.29% | |
| CRTC | Xtrackers US National Critical Technologies ETF | 38.62 | 2.64 | 7.33% |
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.