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IGF - ETF AI Analysis

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IGF

iShares Global Infrastructure ETF (IGF)

Rating:65Neutral
Price Target:
IGF, the iShares Global Infrastructure ETF, earns a solid overall rating thanks to strong core holdings like Aena SA, which shows robust revenue growth, high profitability, no debt, and an attractive dividend, and NextEra Energy, which combines strong earnings and strategic growth plans despite some valuation and technical risks. Other key positions such as Enbridge, Williams Co, and Duke Energy add to the fund’s quality through solid operations, positive earnings outlooks, and reliable dividends, even though many of them carry high debt and occasional bearish technical signals. The main risk factor is that several major holdings face leverage and cash flow challenges, which can increase volatility and pressure returns if market or financing conditions worsen.
Positive Factors
Strong Top Holdings Performance
Several of the largest positions, including major infrastructure and utility companies, have shown solid gains so far this year, helping support the ETF’s overall results.
Global Infrastructure Diversification
The fund spreads its investments across multiple countries such as the U.S., Spain, Australia, and others, reducing reliance on any single market’s economy or regulations.
Large Asset Base
The ETF manages a substantial amount of assets, which can help with trading liquidity and signal that many investors are comfortable with this strategy.
Negative Factors
Sector Concentration in Utilities and Industrials
A large portion of the portfolio is tied up in utilities and industrials, which can hurt performance if these sectors face pressure from interest rates, regulation, or slower growth.
Mixed Results Among Top Holdings
While some leading positions have done well, others have shown weak or negative performance, which can drag on the fund’s overall returns.
Moderate Expense Ratio
The fund’s fee is not especially low for an ETF, meaning a noticeable slice of returns goes toward expenses each year.

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

IGF Summary

The iShares Global Infrastructure ETF (IGF) is a fund that follows the S&P Global Infrastructure Index, investing in companies that own and run essential systems like power lines, pipelines, toll roads, and airports. It holds well-known names such as NextEra Energy and Enbridge, and spreads your money across many countries and sectors like utilities, industrials, and energy. Someone might invest in IGF to seek long-term growth and diversification tied to global infrastructure spending. A key risk is that it can go up and down with the stock market and is heavily focused on infrastructure-related businesses.
How much will it cost me?The iShares Global Infrastructure ETF (IGF) has an expense ratio of 0.39%, which means you’ll pay $3.90 per year for every $1,000 invested. This is slightly higher than the average for passively managed ETFs because it focuses on a specific sector (global infrastructure), which requires more specialized management.
What would affect this ETF?The iShares Global Infrastructure ETF (IGF) could benefit from increased global spending on infrastructure development and modernization, driven by government initiatives and the growing need for sustainable energy and transportation systems. However, it may face challenges from rising interest rates, which can increase borrowing costs for infrastructure projects, and regulatory changes that could impact the profitability of its top holdings in utilities, energy, and industrial sectors.

IGF Top 10 Holdings

IGF is built around steady, essential infrastructure, with a clear tilt toward utilities and energy names across the U.S., Europe, and other global markets. Williams, Enbridge, and NextEra have been doing much of the heavy lifting lately, with rising or solid trends that help power the fund’s returns. European utilities like Iberdrola and airport operator Aena are contributing more quietly, adding stability rather than fireworks. On the flip side, Grupo Aeroportuario del Pacifico has been losing altitude, acting as a noticeable drag in an otherwise resilient lineup.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
NextEra Energy5.21%$509.01M$189.93B30.73%
71
Outperform
Aena SA4.87%$475.55M€38.55B16.70%
80
Outperform
Transurban Group4.75%$464.23MAU$43.15B23.12%
52
Neutral
Enbridge4.28%$418.30M$118.83B22.37%
69
Neutral
Iberdrola3.86%$377.50M€129.58B33.64%
67
Neutral
Grupo Aeroportuario del Pacifico3.34%$326.70M$12.73B32.09%
65
Neutral
Williams Co3.21%$313.31M$90.16B23.12%
76
Outperform
Southern Co2.88%$281.43M$105.91B6.23%
68
Neutral
Auckland International Airport 2.85%$278.43M$13.69B2.06%
Duke Energy2.78%$271.80M$99.67B9.44%
70
Outperform

IGF Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
66.08
Positive
100DMA
63.58
Positive
200DMA
61.36
Positive
Market Momentum
MACD
-0.07
Positive
RSI
50.95
Neutral
STOCH
47.30
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IGF, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 67.23, equal to the 50-day MA of 66.08, and equal to the 200-day MA of 61.36, indicating a neutral trend. The MACD of -0.07 indicates Positive momentum. The RSI at 50.95 is Neutral, neither overbought nor oversold. The STOCH value of 47.30 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for IGF.

IGF Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$9.93B0.39%
65
Neutral
$9.54B0.58%
71
Outperform
$9.50B0.55%
60
Neutral
$7.64B0.56%
63
Neutral
$2.93B0.47%
66
Neutral
$824.53M0.40%
63
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
IGF
iShares Global Infrastructure ETF
66.38
13.48
25.48%
CIBR
First Trust NASDAQ Cybersecurity ETF
BAI
iShares A.I. Innovation and Tech Active ETF
GRID
First Trust Nasdaq Clean Edge Smart GRID Infrastructure Index
NFRA
FlexShares STOXX Global Broad Infrastructure Index Fund
GII
SPDR S&P Global Infrastructure 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: ―
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