COAL - ETF AI Analysis
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Range Global Coal Index ETF (COAL)
Rating:59Neutral
Price Target:―
Positive Factors
Strong Year-to-Date Performance
The ETF has delivered solid gains so far this year, showing that its coal-focused strategy has recently worked in investors’ favor.
Several Strong-Performing Top Holdings
Many of the largest positions, including major coal miners and related companies, have shown strong year-to-date performance, helping support the fund’s returns.
Global Diversification Within Coal
Holdings spread across the U.S., Australia, Europe, and Asia reduce the impact of problems in any single coal-producing country.
Negative Factors
High Sector Concentration in Coal-Linked Industries
With most assets in materials and energy, the fund is heavily tied to the coal industry and can be very sensitive to commodity price swings and regulatory changes.
Recent Short-Term Weakness
The ETF has shown weak performance over the past one and three months, which may signal near-term volatility or cooling momentum.
Relatively High Expense Ratio
The fund charges a higher fee than many broad-market ETFs, which can eat into returns over time, especially if performance slows.
COAL vs. SPDR S&P 500 ETF (SPY)
AUM68.14M
RegionGlobal
Expense Ratio0.85%
Beta0.91
IssuerRange
Inception DateJan 23, 2024
Dividend Yield2.44%
Asset ClassEquity
Index TrackedVettaFi Global Coal Index - Benchmark TR Net
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume50,556
30 Day Avg. Volume176,429
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
28.54Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering26
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 energy fuels around the world. It holds a mix of miners and energy firms, including well-known names like BHP Group and Glencore, with large exposure to the U.S. and Australia. An investor might consider COAL if they want targeted exposure to traditional energy and believe coal demand and prices will stay strong or rise. However, this ETF is concentrated in coal, so its price can be very volatile and is heavily exposed to energy and environmental policy risks.
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 tightly hitched to the global coal train, with a heavy tilt toward materials and energy names spread across the U.S. and Australia. BHP and Glencore are doing much of the heavy lifting, with their shares steadily rising and helping offset weakness elsewhere. Yancoal and Whitehaven have also been climbing, giving the fund a solid Australian backbone. On the flip side, Warrior Met Coal and Alpha Metallurgical have been lagging, acting like a headwind on returns and underscoring how concentrated the ETF is in a volatile corner of the fossil-fuel world.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Warrior Met Coal | 10.75% | $7.39M | $4.43B | 85.32% | 69 Neutral | |
| Yancoal Australia | 8.10% | $5.57M | AU$8.65B | 49.47% | 73 Outperform | |
| Alpha Metallurgical Resources | 7.70% | $5.30M | $2.23B | 51.17% | 59 Neutral | |
| Whitehaven Coal Limited | 6.19% | $4.26M | AU$6.68B | 70.59% | 77 Outperform | |
| Core Natural Resources | 5.86% | $4.03M | $4.24B | 20.12% | 57 Neutral | |
| BHP Group | 5.16% | $3.55M | $216.75B | 69.57% | 73 Outperform | |
| Glencore | 4.61% | $3.17M | £66.57B | 111.44% | 68 Neutral | |
| Natural Resource PRN | 4.55% | $3.13M | $1.35B | 5.57% | 67 Neutral | |
| Alliance Resource | 4.38% | $3.01M | $3.20B | -5.47% | 72 Outperform | |
| Aurizon Holdings | 4.26% | $2.93M | AU$7.12B | 43.38% | 60 Neutral |
COAL Technical Analysis
Negative
―
Price Trends
26.12
Negative
25.86
Negative
23.66
Positive
Market Momentum
-0.36
Positive
39.79
Neutral
17.97
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For COAL, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 25.31, equal to the 50-day MA of 26.12, and equal to the 200-day MA of 23.66, indicating a neutral trend. The MACD of -0.36 indicates Positive momentum. The RSI at 39.79 is Neutral, neither overbought nor oversold. The STOCH value of 17.97 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for COAL.
COAL Peer Comparison
Comparison Results
Performance Comparison
COAL
Range Global Coal Index ETF
24.61
7.67
45.28%
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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.
DisclaimerThis 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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