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COAL - ETF AI Analysis
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Range Global Coal Index ETF (COAL)
Rating:60Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown strong gains over the past month, three months, and year to date, indicating solid recent momentum.
Top Holdings Performing Well
Most of the largest positions, including several major coal producers, have delivered strong year-to-date gains that support the fund’s returns.
Global Coal Exposure
Holdings spread across the U.S., Australia, Europe, and Asia give investors access to coal companies operating in multiple key regions.
Negative Factors
High Expense Ratio
The fund charges a relatively high fee, which can eat into long-term returns compared with lower-cost ETFs.
Sector Concentration Risk
With almost all assets in the materials and energy sectors, the ETF is heavily exposed to swings in commodity prices and the coal industry.
Single-Industry Focus
Because the ETF is focused only on coal-related companies, it lacks diversification and can be more volatile than broader market funds.
COAL vs. SPDR S&P 500 ETF (SPY)
AUM34.88M
RegionGlobal
Expense Ratio0.85%
Beta1.15
IssuerRange
Inception DateJan 23, 2024
Dividend Yield2.38%
Asset ClassEquity
Index TrackedVettaFi Global Coal Index - Benchmark TR Net
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume32,799
30 Day Avg. Volume28,607
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
28.68Price Target Upside― Downside
Rating ConsensusHold
Number of Analyst Covering23
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
COAL Summary
The Range Global Coal Index ETF (COAL) tracks the VettaFi Global Coal Index, focusing on companies involved in coal and related fuels around the world. It mainly holds coal miners and energy producers, including well-known names like Peabody Energy and Glencore. Investors might consider COAL if they want targeted exposure to the traditional energy sector and believe coal demand and prices will stay strong or rise, adding diversification to a broader portfolio. However, this ETF is highly tied to the coal industry, so its price can be very volatile and may fall sharply if energy markets or coal demand weaken.
How much will it cost me?The Range Global Coal Index ETF (COAL) has an expense ratio of 0.85%, meaning you’ll pay $8.50 per year for every $1,000 invested. This is higher than average because it is actively managed and focuses on a specialized niche in the energy sector, which requires more research and management effort.
What would affect this ETF?The Range Global Coal Index ETF (COAL) could benefit from rising global energy demand and higher coal prices, especially as developing countries continue to rely on coal for power generation. However, stricter environmental regulations, the global shift toward renewable energy, and potential economic slowdowns could negatively impact coal-related companies and the ETF's performance.
COAL Top 10 Holdings
COAL is a pure play on the global coal story, with performance driven by a tight cluster of U.S. and Australian miners. Warrior Met Coal, Alpha Metallurgical, and Whitehaven Coal are doing the heavy lifting, with shares generally rising on solid operations and supportive coal prices. Peabody and Stanmore are also adding fuel to the rally, helped by improving sentiment. Ramaco, however, has been more of a roller coaster, with mixed trends that occasionally tug on returns. Overall, the fund is highly concentrated in coal producers, with broad global exposure but a very narrow industry focus.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Warrior Met Coal | 11.30% | $3.94M | $4.58B | 83.96% | 69 Neutral | |
| Yancoal Australia | 9.88% | $3.44M | AU$7.92B | 12.66% | 73 Outperform | |
| Whitehaven Coal Limited | 9.26% | $3.23M | AU$6.92B | 59.97% | 77 Outperform | |
| Alpha Metallurgical Resources | 8.20% | $2.86M | $2.32B | 14.25% | 59 Neutral | |
| Peabody Energy Comm | 6.50% | $2.27M | $4.05B | 129.03% | 61 Neutral | |
| Stanmore Resources Ltd | 6.05% | $2.11M | AU$2.36B | 1.94% | 66 Neutral | |
| Glencore | 5.29% | $1.84M | £59.43B | 56.55% | 68 Neutral | |
| Natural Resource PRN | 4.69% | $1.63M | $1.62B | 24.26% | 67 Neutral | |
| BHP Group | 4.58% | $1.60M | $186.65B | 49.34% | 73 Outperform | |
| New Hope Corporation Limited | 4.30% | $1.50M | AU$3.92B | 27.38% | 71 Outperform |
COAL Technical Analysis
Neutral
―
Price Trends
24.70
Positive
23.38
Positive
20.97
Positive
Market Momentum
0.05
Positive
44.93
Neutral
21.60
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For COAL, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 25.99, equal to the 50-day MA of 24.70, and equal to the 200-day MA of 20.97, indicating a neutral trend. The MACD of 0.05 indicates Positive momentum. The RSI at 44.93 is Neutral, neither overbought nor oversold. The STOCH value of 21.60 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for COAL.
COAL Peer Comparison
Comparison Results
Performance Comparison
COAL
Range Global Coal Index ETF
25.00
6.96
38.58%
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AIFD
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NVIR
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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.
Disclaimer
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.Date of analysis: ―
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