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PAVE - ETF AI Analysis

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PAVE

Global X U.S. Infrastructure Development ETF (PAVE)

Rating:72Outperform
Price Target:
PAVE, the Global X U.S. Infrastructure Development ETF, earns a solid overall rating driven by strong, infrastructure-focused leaders like Quanta Services and Eaton, which show robust financial performance, healthy backlogs, and supportive earnings commentary. Rail operators such as CSX and Norfolk Southern also add stability through strong cash flow and operational improvements, though some holdings like Sempra Energy and Deere introduce risks related to high leverage, cash flow pressures, and sector-specific challenges. The main risk factor is the fund’s concentration in U.S. infrastructure-related industries, which can be sensitive to economic cycles, regulation, and capital-intensive business models.
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.
Leading Infrastructure Holdings
Many of the top holdings, such as major industrial and transportation companies, have delivered strong year-to-date results that support the fund’s performance.
Targeted Infrastructure Focus
The fund’s heavy tilt toward U.S. industrials and materials provides focused exposure to companies that stand to benefit from ongoing infrastructure spending.
Negative Factors
High Sector Concentration
With most assets in industrials and materials, the ETF is vulnerable if these economically sensitive sectors face a downturn.
Limited Geographic Diversification
The portfolio is almost entirely invested in U.S. companies, offering little protection if the U.S. market or economy weakens.
Moderate Expense Ratio
The fund’s expense ratio is higher than many broad market index ETFs, which can slightly reduce long-term returns for buy-and-hold investors.

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

PAVE Summary

PAVE is the Global X U.S. Infrastructure Development ETF, which follows the Indxx U.S. Infrastructure Development Index and focuses on the theme of rebuilding and upgrading America’s infrastructure. It mainly holds U.S. industrial and materials companies involved in construction, engineering, transportation, and energy systems. Well-known holdings include Union Pacific and Deere. Someone might invest in PAVE to benefit from long-term growth as the U.S. spends more on roads, rail, utilities, and other critical projects, while getting diversification across many companies. A key risk is that infrastructure and industrial stocks can go up and down with the economy and government spending.
How much will it cost me?The Global X U.S. Infrastructure Development ETF (PAVE) has an expense ratio of 0.47%, which means you’ll pay $4.70 per year for every $1,000 invested. This is slightly higher than average because it’s a sector-focused ETF, which often requires more active management to target specific industries like infrastructure. It’s a good choice if you want exposure to this niche area of the market.
What would affect this ETF?The Global X U.S. Infrastructure Development ETF (PAVE) could benefit from increased government spending on infrastructure projects, such as transportation and energy systems, as well as advancements in sustainable construction technologies. However, rising interest rates or economic slowdowns could negatively impact the industrial and materials sectors, which dominate the ETF's holdings. Regulatory changes or delays in infrastructure funding could also pose challenges for the companies within this fund.

PAVE Top 10 Holdings

PAVE is very much an all‑American, nuts‑and‑bolts infrastructure play, with industrial names doing most of the heavy lifting. Power and grid specialist Quanta Services and equipment maker Eaton have been rising steadily, helping pull the fund higher, while Trane Technologies and Howmet Aerospace add more momentum from the industrial side. Railroads like CSX and Union Pacific are contributing, but their performance has been more steady than spectacular, so they’re not exactly turbocharging returns. With almost everything tied to U.S. infrastructure and industry, this ETF is clearly betting on America’s rebuild story.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Quanta Services4.33%$578.21M$117.83B142.66%
78
Outperform
Eaton3.48%$465.15M$163.63B39.44%
75
Outperform
CSX3.44%$459.76M$84.73B60.73%
78
Outperform
Trane Technologies3.41%$455.16M$107.91B19.88%
70
Outperform
Union Pacific3.14%$419.90M$159.25B25.43%
72
Outperform
Deere3.02%$403.56M$159.81B25.24%
66
Neutral
Sempra Energy3.01%$402.83M$61.20B23.48%
61
Neutral
Howmet Aerospace3.01%$401.77M$102.75B63.21%
67
Neutral
Norfolk Southern2.99%$398.96M$71.25B44.22%
75
Outperform
Nucor2.78%$371.35M$53.35B103.40%
74
Outperform

PAVE Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
53.34
Positive
100DMA
52.29
Positive
200DMA
49.51
Positive
Market Momentum
MACD
1.22
Negative
RSI
69.32
Neutral
STOCH
82.55
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For PAVE, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 55.65, equal to the 50-day MA of 53.34, and equal to the 200-day MA of 49.51, indicating a bullish trend. The MACD of 1.22 indicates Negative momentum. The RSI at 69.32 is Neutral, neither overbought nor oversold. The STOCH value of 82.55 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for PAVE.

PAVE Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$13.65B0.47%
72
Outperform
$126.91B0.09%
74
Outperform
$105.03B0.08%
75
Outperform
$52.11B0.08%
72
Outperform
$41.70B0.08%
74
Outperform
$37.79B0.08%
73
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
PAVE
Global X U.S. Infrastructure Development ETF
58.35
18.67
47.05%
VGT
Vanguard Information Technology ETF
XLK
Technology Select Sector SPDR Fund
XLF
Financial Select Sector SPDR Fund
XLE
Energy Select Sector SPDR Fund
XLV
Health Care Select Sector SPDR Fund
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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