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IGF - ETF AI Analysis

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IGF

iShares Global Infrastructure ETF (IGF)

Rating:64Neutral
Price Target:
IGF’s rating suggests it is a solid but not top-tier global infrastructure ETF, supported by strong core holdings like Aena SA, which brings robust revenue growth, high profitability, no debt, and an attractive dividend, and NextEra Energy, which adds growth plans and financial stability despite some valuation concerns. The fund is held back somewhat by weaker names such as Transurban Group, where mixed financial performance, bearish technical signals, and high valuation weigh on quality. The main risk factor is the ETF’s heavy focus on infrastructure and utilities-related companies, which can mean exposure to high leverage and sensitivity to interest rates and economic cycles.
Positive Factors
Strong Recent Fund Performance
The ETF has delivered solid gains so far this year, showing that its infrastructure focus has been working well for investors recently.
Global Diversification
Holdings spread across the U.S., Europe, Asia, and other regions help reduce the impact of problems in any single country.
Resilient Top Holdings
Most of the largest positions have shown strong or steady performance, providing a solid base of companies supporting the fund’s returns.
Negative Factors
Moderate Fee Level
The expense ratio is not especially low, so investors are paying a noticeable ongoing cost compared with some cheaper ETFs.
Sector Concentration in Utilities and Industrials
A large share of assets in utilities and industrials means the fund could be more affected if these sectors face pressure, such as from interest rate changes or economic slowdowns.
Not All Top Holdings Are Performing Well
At least one major holding has shown weak performance this year, which can drag on overall returns if it continues.

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

IGF Summary

IGF is the iShares Global Infrastructure ETF, which follows the S&P Global Infrastructure Index. It invests in companies that run essential services like toll roads, airports, pipelines, and power networks across the world. Well-known holdings include NextEra Energy and Duke Energy. Investors might consider IGF for diversification and potential long-term growth tied to global spending on infrastructure and utilities, which people rely on every day. A key risk is that infrastructure and energy stocks can go up and down with the broader market and changes in interest rates or government policies.
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 leaning heavily into global infrastructure, with a clear tilt toward utilities, energy pipelines, and airports rather than flashy tech. Airport operators like Aena are helping steer the fund higher, while Transurban looks a bit mixed and Grupo Aeroportuario del Pacifico has been dragging its feet lately. On the energy side, Enbridge and Williams are rising and giving the ETF a solid backbone, supported by steady performers like NextEra and other big U.S. utilities. Overall, it’s a globally spread bet on essential infrastructure, not a one-country story.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Aena SA5.16%$542.98M€39.57B2.37%
80
Outperform
Transurban Group5.16%$542.67MAU$43.56B7.91%
52
Neutral
NextEra Energy4.82%$506.94M$179.79B13.87%
71
Outperform
Iberdrola3.99%$419.11M€133.21B23.95%
67
Neutral
Enbridge3.80%$399.27M$111.17B8.38%
69
Neutral
Auckland International Airport 3.37%$354.53M$14.94B20.05%
Grupo Aeroportuario del Pacifico3.24%$340.60M$12.30B-18.34%
65
Neutral
Williams Co3.08%$324.32M$91.98B29.95%
76
Outperform
Southern Co2.79%$293.47M$106.75B-0.60%
68
Neutral
Duke Energy2.64%$277.53M$96.62B1.74%
70
Outperform

IGF Technical Analysis

Technical Analysis Sentiment
Negative
Last Price
Price Trends
50DMA
66.49
Negative
100DMA
66.42
Negative
200DMA
64.53
Positive
Market Momentum
MACD
-0.25
Positive
RSI
38.47
Neutral
STOCH
23.69
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IGF, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 66.45, equal to the 50-day MA of 66.49, and equal to the 200-day MA of 64.53, indicating a neutral trend. The MACD of -0.25 indicates Positive momentum. The RSI at 38.47 is Neutral, neither overbought nor oversold. The STOCH value of 23.69 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for IGF.

IGF Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$10.54B0.37%
64
Neutral
$71.95B0.35%
76
Outperform
$16.26B0.58%
71
Outperform
$12.04B0.56%
64
Neutral
$3.06B0.47%
66
Neutral
$930.01M0.40%
62
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
IGF
iShares Global Infrastructure ETF
65.88
6.75
11.42%
SMH
VanEck Semiconductor ETF
CIBR
First Trust NASDAQ Cybersecurity 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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