GURU - ETF AI Analysis
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Global X Guru Index ETF (GURU)
GURU’s rating reflects a portfolio tilted toward high-quality, growth-focused companies like Apple, Meta, Salesforce, Visa, and United Therapeutics, whose strong financial performance, innovation, and generally supportive technical trends help lift the fund’s overall quality. At the same time, weaker names such as Caris Life Sciences and Arcutis Biotherapeutics, which face profitability and cash flow challenges, along with holdings showing bearish momentum or high valuation risks, modestly weigh on the rating. The main risk factor is the fund’s concentration in growth-oriented, sometimes richly valued stocks, which can increase volatility and sensitivity to market downturns.
GURU vs. SPDR S&P 500 ETF (SPY)
- AUM
- 58.62M
- Region
- North America
- Expense Ratio
- 0.75%
- Beta
- 1.00
- Issuer
- Global X
- Inception Date
- Jun 04, 2012
- Dividend Yield
- 0.11%
- Asset Class
- Equity
- Index Tracked
- Solactive Guru Index
GURU Summary
Global X Guru Index ETF (GURU) follows the Solactive Guru Index, which copies stock picks from top hedge funds based on their public filings. It holds a mix of U.S. companies across many sectors, including well-known names like Apple, Visa, Salesforce, and Meta Platforms. Someone might invest in GURU to get broad diversification while also tapping into the ideas of professional money managers, without having to pick individual stocks themselves. A key risk is that these hedge fund picks can still be wrong, so the ETF’s value can go up and down with the stock market and may be more volatile than a simple index fund.
How much will it cost me?
This ETF has an expense ratio of 0.75%, which means you’ll pay about $7.50 per year for every $1,000 invested. That’s higher than the average ETF because it follows an actively managed strategy that tracks hedge fund managers’ top stock picks, which costs more to run than a simple index fund.
What would affect this ETF?
This ETF could benefit if the U.S. economy stays healthy, interest rates stabilize or fall, and hedge fund managers’ stock picks in areas like health care, technology, and major U.S. companies such as Apple, Microsoft, and Meta continue to do well. On the other hand, it could be hurt if rising rates, tighter regulations, or a broad U.S. market downturn weigh on hedge fund strategies, or if sectors like health care and tech fall out of favor, since the fund closely follows those positions.
GURU Top 10 Holdings
GURU is leaning heavily into U.S. health care and tech names, with Illumina and Natera helping to power returns as their momentum in genomics and diagnostics keeps rising. Meta and Microsoft add Big Tech firepower, though their performance has been more steady to mixed lately, so they’re not quite setting the pace. Apple is still a reliable engine, but it’s no longer the turbocharger it once was. Bloom Energy brings a punchy clean-energy angle, yet its choppy results can tug at the fund’s overall ride.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 CAI | Caris Life Sciences, Inc. | 2.06% | $1.21M | $9.04B | 1.07% | 49Neutral |
 ILMN | Illumina | 1.96% | $1.15M | $40.68B | 169.50% | 71Outperform |
 CRM | Salesforce | 1.84% | $1.08M | $204.57B | -2.54% | 80Outperform |
 NTRA | Natera | 1.80% | $1.05M | $58.23B | 107.15% | 73Outperform |
 ARQT | Arcutis Biotherapeutics | 1.77% | $1.04M | $3.92B | 55.38% | 60Neutral |
 V | Visa | 1.62% | $952.57K | $761.61B | 17.91% | 70Outperform |
 UTHR | United Therapeutics | 1.62% | $949.11K | $25.20B | 37.84% | 79Outperform |
 META | Meta Platforms | 1.60% | $940.83K | $1.64T | -12.45% | 76Outperform |
 AAPL | Apple | 1.60% | $940.19K | $5.07T | 33.96% | 79Outperform |
 ACI | Albertsons Companies | 1.60% | $937.94K | $6.57B | -27.33% | 64Neutral |
GURU Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For GURU, the sentiment is Negative. The current price of 65.09 is below the 20-day moving average (MA) of 67.09, below the 50-day MA of 68.50, and below the 200-day MA of 65.42, indicating a bearish trend. The MACD of -0.72 indicates Positive momentum. The RSI at 35.94 is Neutral, neither overbought nor oversold. The STOCH value of 25.63 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for GURU.
GURU Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| GURU | $65.09 | $71.00(9.08% Upside) | $58.62M | 0.75% | 69Neutral |
 STNC | $37.05 | $42.59(14.96% Upside) | $93.27M | 0.85% | 68Neutral |
 SOVF | $32.28 | $37.51(16.19% Upside) | $91.88M | 0.75% | 70Neutral |
 BUZZ | $34.24 | $52.41(53.07% Upside) | $90.48M | 0.76% | 65Neutral |
 PFOE | $22.30 | $29.19(30.87% Upside) | $89.36M | 0.59% | 75Outperform |
 VAMO | $36.21 | $42.41(17.14% Upside) | $87.59M | 0.65% | 63Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| GURU | Global X Guru Index ETF | 65.09 | 3.55 | 5.76% | |
| STNC | Stance Equity ESG Large Cap Core ETF | 37.05 | 3.54 | 10.57% | |
| SOVF | Sovereign's Capital Flourish Fund | 32.28 | 2.46 | 8.24% | |
| BUZZ | VanEck Social Sentiment ETF | 34.24 | -4.36 | -11.30% | |
| PFOE | Pathfinder Focused Opportunities ETF | 22.30 | -2.55 | -10.28% | |
| VAMO | Cambria Value & Momentum ETF | 36.21 | 2.92 | 8.78% |
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.