Global X FinTech ETF (FINX)
FINX is a passive ETF by Global X tracking the investment results of the Indxx Global FinTech Thematic Index. FINX launched on Sep 12, 2016 and has a 0.68% expense ratio.
ETF Info
| ISIN | US37954Y8140 |
|---|---|
| CUSIP | 37954Y814 |
| Issuer | Global X |
| Inception Date | Sep 12, 2016 |
| Region | Developed Markets (Broad) |
| Category | Technology Equities |
| Leveraged | 1x |
| Index Tracked | Indxx Global FinTech Thematic Index |
| Home Page | www.globalxetfs.com |
| Asset Class | Equity |
Asset Class Size | Multi-Cap |
Asset Class Style | Blend |
Expense Ratio
FINX features an expense ratio of 0.68%, falling within the medium range.
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: FINX vs. ARKF, FINX vs. BLCN, FINX vs. CRT, FINX vs. HERO, FINX vs. VOO, FINX vs. XLF, FINX vs. VGT, FINX vs. IPAY, FINX vs. VONG, FINX vs. MCHI
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Global X FinTech ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Global X FinTech ETF had a return of 27.28% year-to-date (YTD) and 56.64% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 27.28% | 25.48% |
| 1 month | 11.20% | 2.14% |
| 6 months | 23.93% | 12.76% |
| 1 year | 56.64% | 33.14% |
| 5 years (annualized) | 2.91% | 13.96% |
| 10 years (annualized) | N/A | 11.39% |
Monthly Returns
The table below presents the monthly returns of FINX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -5.71% | 9.91% | 5.13% | -10.19% | 0.80% | -0.01% | 4.81% | 4.13% | 2.04% | 3.28% | 27.28% | ||
| 2023 | 15.38% | -5.72% | -0.57% | 0.17% | -0.50% | 6.61% | 12.01% | -12.18% | -7.23% | -7.10% | 19.29% | 14.57% | 33.15% |
| 2022 | -15.24% | -5.30% | -0.34% | -16.61% | -5.13% | -15.71% | 14.41% | -3.49% | -13.78% | 5.33% | -3.75% | -6.37% | -51.80% |
| 2021 | -3.66% | 4.58% | -6.23% | 5.42% | -2.97% | 5.60% | -1.47% | 9.52% | -6.65% | 7.06% | -11.22% | -7.53% | -9.65% |
| 2020 | 4.86% | -5.51% | -19.73% | 16.18% | 14.54% | 3.34% | 7.70% | 8.97% | -2.62% | -4.29% | 17.58% | 9.31% | 53.76% |
| 2019 | 13.54% | 7.46% | 2.71% | 4.26% | -2.81% | 5.19% | 3.64% | -5.20% | -0.76% | -0.59% | 6.75% | -0.51% | 37.52% |
| 2018 | 9.25% | -3.67% | 1.21% | 0.94% | 8.56% | 1.68% | 0.81% | 11.54% | -1.85% | -12.56% | -2.31% | -9.90% | 0.81% |
| 2017 | 4.27% | 4.71% | 1.75% | 5.04% | 5.79% | 2.16% | 6.28% | 2.04% | 3.59% | 4.24% | 0.88% | 0.66% | 49.96% |
| 2016 | 3.27% | -3.75% | 0.94% | -2.24% | -1.92% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of FINX is 65, suggesting that the investment has average results relative to other ETFs in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Global X FinTech ETF (FINX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Global X FinTech ETF provided a 0.18% dividend yield over the last twelve months, with an annual payout of $0.06 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|
| Dividend | $0.06 | $0.05 | $0.05 | $2.16 | $0.00 | $0.00 | $0.04 | $0.03 |
Dividend yield | 0.18% | 0.21% | 0.27% | 5.40% | 0.00% | 0.00% | 0.18% | 0.11% |
Monthly Dividends
The table displays the monthly dividend distributions for Global X FinTech ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.06 | |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.05 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.05 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.16 | $2.16 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.04 | $0.04 |
| 2017 | $0.03 | $0.03 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Global X FinTech ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Global X FinTech ETF was 63.53%, occurring on Oct 27, 2023. The portfolio has not yet recovered.
The current Global X FinTech ETF drawdown is 34.74%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -63.53% | Oct 26, 2021 | 505 | Oct 27, 2023 | — | — | — |
| -40.98% | Feb 20, 2020 | 23 | Mar 23, 2020 | 72 | Jul 6, 2020 | 95 |
| -29.34% | Sep 5, 2018 | 77 | Dec 24, 2018 | 114 | Jun 10, 2019 | 191 |
| -21.61% | Feb 17, 2021 | 61 | May 13, 2021 | 114 | Oct 25, 2021 | 175 |
| -12.26% | Jul 29, 2019 | 61 | Oct 22, 2019 | 56 | Jan 13, 2020 | 117 |
Volatility
Volatility Chart
The current Global X FinTech ETF volatility is 7.67%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.