FINX - ETF AI Analysis
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Global X Fintech Etf (FINX)
Rating:66Neutral
Price Target:―
Positive Factors
Focused Fintech Exposure
The ETF targets leading fintech and payment companies, giving investors concentrated access to a fast-growing part of the financial and technology markets.
Blend of Technology and Financial Sectors
Holdings are spread mainly across technology and financial stocks, which can benefit from long-term trends like digital payments and online banking.
Global Reach Beyond the U.S.
While most holdings are U.S.-based, the fund also includes companies from Europe, Asia, and other regions, adding some international diversification.
Negative Factors
Weak Recent Performance
The ETF’s year-to-date returns have been negative, showing that its fintech focus has struggled in the current market environment.
Underperforming Top Holdings
Several of the largest positions, including major names like PayPal, Fiserv, Coinbase, SoFi, Adyen, and Intuit, have shown weak performance this year, which drags on the fund.
High Expense Ratio
The fund charges a relatively high fee compared with many broad market ETFs, which can eat into long-term returns for investors.
FINX vs. SPDR S&P 500 ETF (SPY)
AUM162.64M
RegionDeveloped Markets
Expense Ratio0.68%
Beta1.39
IssuerGlobal X
Inception DateSep 12, 2016
Dividend Yield0.83%
Asset ClassEquity
Index TrackedIndxx Global Fintech Thematic Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume45,068
30 Day Avg. Volume70,505
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
33.20Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering77
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 Robinhood, along with other digital payment, online lending, and financial software firms, giving investors a way to bet on the long-term growth of financial technology and diversify within this theme. A key risk is that it is heavily concentrated in fintech and tech-related stocks, so its price can be quite volatile and may go up and down more than the broader market.
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 leaning hard into the fintech revolution, with U.S.-listed names like Robinhood, PayPal, and Block doing much of the heavy lifting as their shares keep rising on solid earnings and digital payments momentum. Global Payments adds steady strength to that core, while crypto-exposed Coinbase and European processor Adyen have been more mixed, occasionally tugging performance back when sentiment cools. Intuit and SoFi are also losing steam this year, reminding investors that even in a fast-growing, mostly developed-markets fintech cluster, not every disruptor moves in a straight line.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Robinhood | 7.68% | $12.39M | $93.88B | -9.18% | 68 Neutral | |
| Block | 6.72% | $10.85M | $46.04B | -1.16% | 72 Outperform | |
| PayPal Holdings | 6.54% | $10.56M | $45.09B | -22.74% | 76 Outperform | |
| Coinbase Global | 4.74% | $7.64M | $43.40B | -49.30% | 68 Neutral | |
| Fiserv | 4.58% | $7.39M | $26.30B | -62.90% | 68 Neutral | |
| Global Payments | 4.35% | $7.02M | $22.89B | -0.78% | 70 Outperform | |
| Adyen | 4.34% | $7.00M | €28.98B | -37.06% | 66 Neutral | |
| Intuit | 4.03% | $6.50M | $85.02B | -53.61% | 73 Outperform | |
| SoFi | 3.86% | $6.22M | $21.75B | -40.48% | 68 Neutral | |
| Affirm Holdings | 3.76% | $6.07M | $24.15B | -21.83% | 71 Outperform |
FINX Technical Analysis
Negative
―
Price Trends
26.27
Negative
25.65
Positive
26.07
Negative
Market Momentum
-0.23
Positive
45.40
Neutral
21.35
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 26.71, equal to the 50-day MA of 26.27, and equal to the 200-day MA of 26.07, indicating a bearish trend. The MACD of -0.23 indicates Positive momentum. The RSI at 45.40 is Neutral, neither overbought nor oversold. The STOCH value of 21.35 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
25.76
-8.93
-25.74%
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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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