COAL - ETF AI Analysis
Top Page
Range Global Coal Index ETF (COAL)
Rating:59Neutral
Price Target:―
Positive Factors
Supportive Year-To-Date Performance
The ETF’s overall year-to-date performance has been positive, showing that the portfolio has held up reasonably well despite recent short-term weakness.
Strong International Diversification
Holdings spread across the U.S., Australia, and several other countries help reduce the risk of being tied to the economic fortunes of any single region.
Several Strong-Performing Core Holdings
Key positions such as BHP Group and multiple Australian coal-related companies have shown strong year-to-date performance, helping support the fund’s returns.
Negative Factors
High Sector Concentration in Coal-Linked Industries
Heavy exposure to materials and energy sectors means the ETF is very sensitive to coal market cycles and commodity price swings.
Weak Recent Short-Term Performance
The ETF has shown weak performance over the last one and three months, indicating recent pressure on coal-related stocks.
Relatively High Expense Ratio
The fund’s expense ratio is on the higher side for an ETF, which can eat into investor returns over time.
COAL vs. SPDR S&P 500 ETF (SPY)
AUM48.62M
RegionGlobal
Expense Ratio0.85%
Beta0.85
IssuerRange
Inception DateJan 23, 2024
Dividend Yield2.65%
Asset ClassEquity
Index TrackedVettaFi Global Coal Index - Benchmark TR Net
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume35,434
30 Day Avg. Volume52,982
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
26.99Price Target Upside― Downside
Rating ConsensusHold
Number of Analyst Covering26
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
COAL Summary
COAL is the Range Global Coal Index ETF, which follows the VettaFi Global Coal Index. It invests in coal-related companies around the world, mainly in the energy and materials sectors. Well-known names in the fund include BHP Group and Warrior Met Coal. Someone might invest in COAL to gain focused exposure to the coal industry and potentially benefit if global demand for coal and energy prices rise. However, this ETF is heavily tied to the coal and fossil fuel sector, so its value can go up or down sharply with changes in energy markets, regulations, and environmental policies.
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 largely steered by a handful of heavyweight names. BHP and New Hope have been rising steadily, giving the fund a solid backbone, while Australian players like Stanmore Resources and Aurizon add more fuel to the rally. On the flip side, Alpha Metallurgical Resources and Warrior Met Coal have been lagging, acting like a brake on returns. With a tight focus on coal miners and related infrastructure across Australia and the U.S., this ETF is firmly concentrated in traditional fossil-fuel energy.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Warrior Met Coal | 10.95% | $5.26M | $4.17B | 56.48% | 69 Neutral | |
| Yancoal Australia | 7.48% | $3.60M | AU$7.55B | -5.09% | 73 Outperform | |
| Alpha Metallurgical Resources | 6.42% | $3.08M | $1.77B | 21.80% | 59 Neutral | |
| Whitehaven Coal Limited | 6.11% | $2.93M | AU$5.92B | 20.77% | 77 Outperform | |
| Core Natural Resources | 5.96% | $2.86M | $3.93B | 9.92% | 57 Neutral | |
| BHP Group | 5.50% | $2.64M | $214.69B | 69.53% | 73 Outperform | |
| Alliance Resource | 5.18% | $2.49M | $3.34B | -1.10% | 72 Outperform | |
| Aurizon Holdings | 4.86% | $2.34M | AU$7.12B | 77.14% | 60 Neutral | |
| New Hope Corporation Limited | 4.69% | $2.25M | AU$4.51B | 41.70% | 71 Outperform | |
| Stanmore Resources Ltd | 4.68% | $2.25M | AU$2.19B | 13.14% | 66 Neutral |
COAL Technical Analysis
Negative
―
Price Trends
24.42
Negative
25.33
Negative
24.51
Negative
Market Momentum
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 23.11, equal to the 50-day MA of 24.42, and equal to the 200-day MA of 24.51, indicating a bearish trend. The MACD of ― indicates undefined momentum. The RSI at ― is undefined, neither overbought nor oversold. The STOCH value of ― is undefined, 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
22.62
3.45
18.00%
FFND
Future Fund Active ETF
―
―
―
FDCF
Fidelity Disruptive Communications ETF
―
―
―
CSNR
Cohen & Steers Natural Resources Active ETF
―
―
―
NBET
Neuberger Berman Energy Transition & Infrastructure Etf
―
―
―
NVIR
Horizon Kinetics Energy and Remediation ETF
―
―
―
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: ―
Table of Contents