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BFIT
+0.02 · +0.10%
$21.88 · NASDAQ

Global X Health & Wellness ETF (BFIT) ETF Analysis | Global Small/Mid Stock

Global X Funds · United States
AUM:$8.4M
#– of – in Global Small/Mid Stock ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

BFIT returned -2.2% over the past year, broadly in line with flat market conditions.

Cost Efficiency

Ongoing charge of 0.50% — moderate cost. Consider how fees compound over long holding periods.

What is BFIT?

The fund invests more than 80% of its total assets in the securities of the underlying index and in ADRs and GDRs based on the securities in the underlying index. The underlying index is designed to provide exposure to exchange-listed companies in developed markets that provide products and services that facilitate physical wellness through active and healthy lifestyles.

Performance Highlights

Returns (%)
Cost & Yield (%)

Investment Breakdown

Negative 12-Month Return
BFIT returned -2.2% over the past year, reflecting recent market conditions.
Moderate Cost
Expense ratio of 0.50%. Consider how fees compound over a long holding period.
Moderate Concentration
Top 10 holdings make up 36.4% of the ETF — a moderate level of name concentration.
ETF Information
AUM$8.4M
Expense Ratio0.50%
Dividend Yield1.65%
Holdings10
Inception DateMay 2016
DomicileUnited States
DistributionNA
Index–
ProviderGlobal X Funds
Beta1.05
CategoryGlobal Small/Mid Stock
CurrencyUSD
Portfolio Impact

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+10.4%
1Y
+39.5%
3Y
+56.5%
5Y
+18.5%
OpenBook InsightIf you had invested £10,000 in BFIT 5 years ago, it would have grown to £11,847 — a gain of £1,847.

Annual Returns

Calendar year performance

BFIT delivered positive returns in 4 of the last 5 calendar years.
YearBFIT
2026 YTD+15.2%
2025+27.6%
2024+0.8%
2023+8.4%
2022-24.9%
CAGR 4yr+1.2%
4/5 positive yearsAvg return: +5.5%Worst year: -24.9% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
39.9%
High
Momentum
+17.2%
30-day change
Support Level
29.30
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Momentum is upward with a 17.2% move over 30 days.
  • Elevated volatility indicates higher short-term price variability and risk.
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