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GURU

GradeDNew York Stock Exchange Arca

Global X - Guru Index ETF

Major Indexes · Global X · Inception 2012-06-04 · SEC filings

$68.28−0.91 (−1.32%)

As of Sep 23, 2026, 2:22 PM EDT

Intraday session: down, 50 prints from 69.19 to 68.28. Range 68.17 to 69.19. Use the arrow keys to read each point.$68.50$68.75$69.00$69.2510 AM12 PM2 PM4 PM
Expense ratio
0.75%
Fund size
$62M
1Y return
+15.0%
Yield · Last 12 months
0.08%
Holdings
79
Volume · 30D
0M sh
NAV per share
$69.15
52W range
low $56.96high $71.08

The ETF.net GURU Grade

D

32/ 100

Rank 37 of 44 in Other Major Indexes

Confidence Medium

Six-pillar profile for GURU. Scores out of 100: Cost 8, Risk 44, Mission not scored, Tradability 33, Holdings 76, Durability 52. Strongest: Holdings (76). Weakest: Cost (8). Based on 5 of 6 pillars.
F< 25
D≥ 25
C≥ 40
B≥ 55
A≥ 70

Score 32 of 100 sits in the D band. Bands: A ≥ 70, B ≥ 55, C ≥ 40, D ≥ 25, F < 25; the scale skips E.

  • Cost

    What you pay to own it — the expense ratio plus trading frictions, ranked within its category.
    FScore 8
    Category rank40/44 · bottom quartile
  • Mission

    How faithfully it does the job it claims — tracking its mandate or index with minimal slippage.
    Not scored
  • Risk

    How violently it can move — volatility, drawdown depth, and downside capture versus its category.
    CScore 44
    Category rank24/43 · mid-pack
  • Tradability

    How cheaply and easily you can get in and out — liquidity, spread, and premium/discount stability.
    DScore 33
    Category rank33/44 · bottom quartile
  • Holdings

    What it actually owns — the quality, breadth, and concentration of the underlying portfolio.
    AScore 76
    Category rank8/42 · top 19%
  • Durability

    Whether it will still be here — the fund’s assets, age, flows, and issuer staying power.
    CScore 52
    Category rank25/44 · mid-pack

Graded as of Sep 22, 2026 · Based on 5 of 6 pillars

Our read on GURU

ETF.net Research

DThe hedge fund cloner. Since 2012, GURU has tracked an index built from hedge funds' high-conviction stock ideas, distilling them into roughly 90 US names you can own in a single ticker.

Stated mandate

The fund seeks to track the price and yield performance, before fees and expenses, of the Solactive Guru Index. It is designed to generate alpha over the broad market through high-conviction ideas selected from hedge funds.

Why people hold it

  1. 01One ticker, an index of hedge funds' highest-conviction stock ideas. That is a genuinely different way to assemble a US equity sleeve.globalxetfs.com
  2. 02Rules-based, not vibes: it follows the Solactive Guru Index under a published methodology, so the selection process is there to read.assets.globalxetfs.com
  3. 03Roughly 90 US stocks spread the exposure, so the portfolio is not riding one manager's single big idea.
  4. 04Launched in 2012, which gives this strategy more than a decade of real-world history to inspect rather than a backtest.

Worth knowing

  1. 01The idea carries a price: 0.75% a year, well above the typical index wrapper near 0.45%, while plain-beta peers like SCHK and VOOV charge single-digit basis points.
  2. 02Thinly traded and modest in size, so bid-ask spreads can run wider than in giant index funds and larger orders need more care.
  3. 03It is built to look different from the broad market, so results can diverge from plain S&P 500 exposure in either direction.globalxetfs.com

GURU Holdings

As of Sep 21, 2026, 6:06 PM
Asset class
Stocks
Holdings
79
Top-10 weight
16%
Largest holding
CAI1.8%

Sectors

  • Health Care24.9%
  • Technology24.6%
  • Industrials13.2%
  • Financials10.4%
  • Consumer Discr.7.4%
  • Communication5.6%
  • Energy5.2%
  • Cons. Staples3.9%
  • Utilities2.1%
  • Materials1.4%
  • Real Estate1.3%

Geography

  • United States92.56%
  • Canada1.37%
  • Taiwan1.32%
  • Ireland1.26%
  • Brazil1.24%
  • France1.17%
  • Netherlands1.08%
The fund’s holdings, weight-ordered — page 1 of 6.
#TickerCompanyWeight %SharesMarket valueIn ETFs
001CAICARIS LIFE SCIENCES INC1.84%36,992$1M83
002CRMSALESFORCE INC1.65%4,190$997K457
003ILMNILLUMINA INC1.64%4,142$993K305
004QRVOQORVO INC1.62%8,331$976K160
005NTRANATERA INC1.56%2,546$940K223
006METAMETA PLATFORMS INC1.55%1,406$935K683
007BEBLOOM ENERGY CORP- A1.52%3,446$915K304
008AAPLAPPLE INC1.46%2,619$880K707
009TRGPTARGA RESOURCES CORP1.39%2,879$841K340
010TFPMTRIPLE FLAG PRECIOUS MET1.39%25,290$838K16
011SPCXSPACE EXPLORATION TECHN-CL A1.38%5,472$836K268
012SMSM ENERGY CO1.38%22,553$834K161
013MSFTMICROSOFT CORP1.36%1,665$822K792
014VVISA INC-CLASS A SHARES1.36%2,230$821K550
015GOOGLALPHABET INC-CL A1.35%2,326$813K704

Showing 1–15 of 81 holdings

GURU Performance

Shows how $10,000 changes over the selected period, with cash distributions reinvested at the closing price on each ex-dividend date.

GURU$11,499
SPY tracks large US stocks. It provides market context, rather than representing this fund’s strategy, asset class or investment benchmark.$11,723
Sep 22, 2025 to Sep 22, 2026. GURU $11,499. SPY $11,723. Use the arrow keys to read each point.$9,282$10,631$11,980Sep 2025Mar 2026Sep 2026

Sep 22, 2025 – Sep 22, 2026

Returns run to the Sep 22, 2026 close, with cash distributions reinvested. Each period starts on the same date that many months or years earlier. Periods over one year show the average yearly return.

Trailing total return for GURU. Periods over one year show the average yearly return.
PeriodGURU
Year to date+10.7%
1 month−1.6%
3 months+0.2%
1 year+15.0%
3 years+24.2%per year
5 years+7.0%per year
10 years+12.0%per year

As of the close, with distributions reinvested.

Calendar-year total return with cash distributions hypothetically reinvested at the ex-dividend date’s closing price. The current year shows year to date.

Annual total returns for GURU
YearReturn barGURU
2026 YTD+10.7%
2025+25.4%
2024+23.8%
2023+19.3%
2022−27.9%
2021+8.2%
2020+25.2%

GURU in the news

ETF.net Research hasn’t filed on GURU yet — coverage lands here as it’s written.

GURU Dividends

Adds up every distribution paid per share over the last 12 months, divided by the last completed close. Distributions are counted by ex-date. Data through Sep 22, 2026.
0.08%Last 12 months
Payout per share
$0.05Last 12 months
Last payment
$0.05 per share
Paid on
Shares bought on or after this date do not qualify for this distribution.
Frequency
Twice a year

Distribution history

2017–2026

One bar per payment. 15 payments from 2017 to 2026 YTD. Dec 28, 2017 $0.16; Dec 28, 2018 $0.15; Jun 27, 2019 $0.07; Dec 30, 2019 $0.06; Jun 29, 2020 $0.30; Dec 30, 2020 $0.90; Dec 30, 2021 $0.04; Jun 29, 2022 $0.01; Dec 29, 2022 $0.06; Jun 29, 2023 $0.05; Dec 28, 2023 $0.18; Jun 27, 2024 $0.0068; Dec 30, 2024 $0.08; Jun 27, 2025 $0.02; Dec 30, 2025 $0.05. Use the arrow keys to read each point.2017201820192020202120222023202420252026YTD
Ex-datePay dateAmount per share
Dec 30, 2025Jan 7, 2026$0.05
Jun 27, 2025Jul 7, 2025$0.02
Dec 30, 2024Jan 7, 2025$0.08
Jun 27, 2024Jul 5, 2024$0.0068
Dec 28, 2023Jan 8, 2024$0.18
Jun 29, 2023Jul 10, 2023$0.05
Dec 29, 2022Jan 9, 2023$0.06
Jun 29, 2022Jul 8, 2022$0.01
Dec 30, 2021Jan 7, 2022$0.04
Dec 30, 2020Jan 8, 2021$0.90
Jun 29, 2020Jul 8, 2020$0.30
Dec 30, 2019Jan 8, 2020$0.06

GURU Risk

How much the fund’s monthly returns vary, scaled to a year.
15.5%
Annualised · 36 months to Aug 2026
How it’s calculated: standard deviation

The sample standard deviation of monthly total returns, multiplied by the square root of 12.

Uses up to 36 complete months, with at least 12 required. Total returns include reinvested distributions.

Return above 3-month US Treasury bills per unit of volatility.
1.11
vs 3-month T-bills · to Aug 2026
How it’s calculated: Sharpe ratio

Subtract each month’s Treasury-bill return from the fund’s monthly total return.

Divide the average of those excess returns by their sample standard deviation, then multiply by the square root of 12.

Uses up to 36 complete months, with at least 12 required. Each month uses the Treasury yield quoted at the end of the previous month.

The largest fall from a peak to the low that followed.
−38.4%
Trough Oct 2022
How it’s calculated: maximum drawdown

The largest percentage decline from an earlier peak, using total returns with reinvested distributions.

Uses up to five years through the last close, with at least 12 months required.

How strongly the fund’s returns move with its asset-class index.
0.99
vs its asset-class index
How it’s calculated: beta

The beta figure is supplied by FMP. The comparison index depends on the fund’s broad asset class.

GURU Cost

Expense ratio0.75%
  • The middle half of Other Major Indexes funds
  • Median 0.29%

36 of the 42 Other Major Indexes funds charge less.

GURU costs $75.00 a year on $10,000. The median Other Major Indexes fund costs $29.00.