COAL - ETF AI Analysis
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Range Global Coal Index ETF (COAL)
Rating:59Neutral
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)
AUM103.46M
RegionGlobal
Expense Ratio0.85%
Beta1.00
IssuerRange
Inception DateJan 23, 2024
Dividend Yield2.18%
Asset ClassEquity
Index TrackedVettaFi Global Coal Index - Benchmark TR Net
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume361,569
30 Day Avg. Volume124,640
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
30.97Price 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 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 very much a pure-play bet on global coal, with performance driven by a handful of heavyweight miners. Yancoal Australia and New Hope are doing the heavy lifting, with rising share prices that reflect strong demand and solid balance sheets. Whitehaven and Peabody are also pulling their weight, adding steady momentum. On the flip side, Alpha Metallurgical Resources has been more mixed, occasionally taking some wind out of the sails. With major positions in Australia and the U.S., this is a concentrated, globally focused fossil-fuel story rather than a broad energy mix.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Warrior Met Coal | 10.92% | $7.57M | $4.89B | 114.11% | 69 Neutral | |
| Yancoal Australia | 8.68% | $6.02M | AU$10.89B | 93.44% | 73 Outperform | |
| Alpha Metallurgical Resources | 8.21% | $5.69M | $2.61B | 81.72% | 59 Neutral | |
| Core Natural Resources | 6.85% | $4.75M | $5.07B | 44.49% | 57 Neutral | |
| Whitehaven Coal Limited | 6.08% | $4.22M | AU$7.42B | 137.74% | 77 Outperform | |
| Natural Resource PRN | 4.79% | $3.32M | $1.62B | 36.43% | 67 Neutral | |
| Peabody Energy Comm | 4.77% | $3.31M | $3.89B | 183.84% | 61 Neutral | |
| Alliance Resource | 4.75% | $3.29M | $3.57B | 7.21% | 72 Outperform | |
| Stanmore Resources Ltd | 4.43% | $3.07M | AU$2.41B | 54.17% | 66 Neutral | |
| New Hope Corporation Limited | 3.92% | $2.72M | AU$4.93B | 110.00% | 71 Outperform |
COAL Technical Analysis
Positive
―
Price Trends
26.35
Positive
24.63
Positive
22.44
Positive
Market Momentum
0.53
Negative
58.54
Neutral
36.23
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For COAL, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 27.20, equal to the 50-day MA of 26.35, and equal to the 200-day MA of 22.44, indicating a bullish trend. The MACD of 0.53 indicates Negative momentum. The RSI at 58.54 is Neutral, neither overbought nor oversold. The STOCH value of 36.23 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for COAL.
COAL Peer Comparison
Comparison Results
Performance Comparison
COAL
Range Global Coal Index ETF
27.56
11.82
75.10%
FDCF
Fidelity Disruptive Communications ETF
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TCAI
Tortoise AI Infrastructure ETF
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EVX
VanEck Environmental Services ETF
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NBET
Neuberger Berman Energy Transition & Infrastructure Etf
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NVIR
Horizon Kinetics Energy and Remediation ETF
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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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