DGLO - ETF AI Analysis

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First Trust RBA Deglobalization ETF (DGLO)

Rating:71Outperform

Price Target:―

DGLO’s rating suggests it is a generally solid ETF, supported by strong holdings like General Dynamics and Cadre Holdings, which benefit from robust financial performance, healthy cash flow, and positive earnings outlooks. Additional contributors such as EOG Resources and CSX add strength through solid operations and shareholder returns, though some names like Masco, with higher leverage and declining sales, may weigh on the overall rating. Investors should also note that several holdings show signs of potential overvaluation or bearish technical momentum, which can add volatility risk.

Positive Factors

Solid Recent Performance

The ETF has shown steady gains over the past month, three months, and year-to-date, indicating positive recent momentum.

Strong Contributors Among Top Holdings

Several of the largest positions, such as Leonardo DRS and other industrial names, have delivered strong year-to-date results that support the fund’s overall performance.

Clear Sector Focus

The heavy tilt toward industrials, with additional exposure to energy and materials, gives investors targeted access to companies that may benefit from deglobalization trends.

Negative Factors

High Expense Ratio

The fund’s expense ratio is relatively high for an ETF, which means more of the returns are used to cover fees instead of going to investors.

Sector Concentration Risk

With most assets in industrials and limited exposure to other sectors, the ETF is vulnerable if industrial-related companies face a downturn.

Limited Geographic Diversification

Almost all of the fund’s holdings are in U.S. companies, so investors get little diversification across different countries and regions.

DGLO vs. SPDR S&P 500 ETF (SPY)

AUM2.20M

RegionNorth America

Expense Ratio0.70%

Beta0.86

IssuerFirst Trust

Inception DateAug 06, 2025

Dividend YieldN/A

Asset ClassEquity

Index TrackedRBA U.S. Deglobalization Index - Benchmark TR Gross

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume598

30 Day Avg. Volume1,169

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

25.50

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering113

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

DGLO Summary

The First Trust RBA Deglobalization ETF (DGLO) follows the RBA U.S. Deglobalization Index, focusing on U.S. companies that may benefit as production and supply chains move closer to home. It is heavily invested in industrials, energy, and materials, with well-known holdings like General Dynamics and Union Pacific. Someone might invest in DGLO to tap into a long-term trend of reshoring and to diversify within U.S. companies tied to infrastructure, transportation, and resources. A key risk is that this theme may not play out as expected, and the ETF’s value can go up and down with the broader stock market.

How much will it cost me?The First Trust RBA Deglobalization ETF (DGLO) has an expense ratio of 0.7%, which means you’ll pay $7 per year for every $1,000 invested. This is higher than average because the fund is actively managed, using a specialized strategy to target companies benefiting from deglobalization trends.

What would affect this ETF?The First Trust RBA Deglobalization ETF (DGLO) could benefit from trends like increased domestic manufacturing and energy independence, which align with its focus on U.S.-based industries such as Industrials and Energy. However, it may face challenges if global trade stabilizes or if sectors like Materials and Consumer Cyclical experience economic slowdowns due to rising interest rates or regulatory changes. Its reliance on U.S. markets also makes it vulnerable to domestic economic fluctuations.

DGLO Top 10 Holdings

DGLO is very much a “made-in-America” play, with all its top names rooted in the U.S. and heavily tilted toward industrials and energy. Rail giants like Union Pacific and CSX have been quietly powering the fund higher, while EOG Resources adds extra fuel from the energy patch. On the industrial side, Masco and Packaging Corp are also rising, helped by solid demand and efficiency gains. Defense-focused General Dynamics, however, has been more of a steady but slightly lagging anchor, keeping overall performance from running too hot.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
GD	General Dynamics	2.87%	$62.92K	$95.05B	34.15%	80 Outperform
DRS	Leonardo Drs	2.60%	$57.08K	$12.04B	40.55%	70 Outperform
UNP	Union Pacific	2.57%	$56.49K	$143.86B	2.07%	72 Outperform
RSG	Republic Services	2.48%	$54.50K	$69.26B	-3.33%	72 Outperform
EOG	EOG Resources	2.16%	$47.29K	$71.68B	7.81%	78 Outperform
PKG	Packaging	1.94%	$42.47K	$19.14B	8.99%	76 Outperform
AWI	Armstrong World	1.91%	$41.83K	$7.17B	19.30%	77 Outperform
CSX	CSX	1.87%	$40.95K	$73.08B	30.96%	78 Outperform
COP	Conocophillips	1.83%	$40.10K	$148.99B	23.18%	78 Outperform
MGY	Magnolia Oil & Gas	1.61%	$35.31K	$5.50B	26.77%	65 Neutral

DGLO Technical Analysis

Technical Analysis Sentiment

Negative

Last Price―

Price Trends

50DMA

22.31

Negative

100DMA

21.28

Positive

200DMA

Market Momentum

MACD

-0.02

Positive

RSI

37.66

Neutral

STOCH

0.25

Positive

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For DGLO, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 22.86, equal to the 50-day MA of 22.31, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of -0.02 indicates Positive momentum. The RSI at 37.66 is Neutral, neither overbought nor oversold. The STOCH value of 0.25 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for DGLO.

DGLO Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
DGLO	―	―	$2.20M	0.70%	71 Outperform
YALL	―	―	$97.33M	0.65%	71 Outperform
BAMD	―	―	$95.63M	0.89%	69 Neutral
SOVF	―	―	$93.20M	0.75%	69 Neutral
BUZZ	―	―	$92.97M	0.76%	68 Neutral
STNC	―	―	$89.46M	0.85%	71 Outperform

Performance Comparison

DGLO

First Trust RBA Deglobalization ETF

21.96

2.15

10.85%

YALL

God Bless America ETF

―

BAMD

Brookstone Dividend Stock ETF

―

SOVF

Sovereign's Capital Flourish Fund

―

BUZZ

VanEck Social Sentiment ETF

―

STNC

Stance Equity ESG Large Cap Core 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.

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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