tiprankstipranks
Advertisement

RBLD - ETF AI Analysis

Compare

Top Page

RBLD

First Trust Alerian US NextGen Infrastructure ETF (RBLD)

Rating:70Outperform
Price Target:
RBLD’s rating reflects a generally solid mix of industrial and infrastructure-related companies, led by strong contributors like nVent Electric, Caterpillar, and Steel Dynamics, which show robust financial performance and positive earnings outlooks. MongoDB also adds to the fund’s appeal with strong growth and AI-focused strategy, though its valuation concerns, along with profitability and valuation challenges at holdings like Snowflake, Cloudflare, and Talen Energy, modestly weigh on the overall rating. The main risk factor is exposure to several companies with high valuations and profitability or cash flow pressures, which could increase volatility if market conditions worsen.
Positive Factors
Strong Year-To-Date Performance
The ETF has delivered strong gains so far this year, suggesting its strategy has worked well in the recent market environment.
Solid Industrial and Utility Exposure
A large portion of the fund is invested in industrials and utilities, which can provide steady demand tied to infrastructure and essential services.
Several Strong-Performing Top Holdings
Some of the largest positions, such as Steel Dynamics, Nucor, Edison International, and Freeport-McMoRan, have shown strong performance, helping support the fund’s overall returns.
Negative Factors
High Expense Ratio
The fund’s fee is relatively high for an ETF, which can reduce the net returns investors keep over time.
Heavy U.S. Concentration
Almost all of the ETF’s assets are in U.S. companies, offering little geographic diversification if the U.S. market or economy weakens.
Mixed Results Among Top Holdings
Some key holdings, including Constellation Energy and Honeywell, have shown weak or negative performance, which can drag on the fund’s overall results.

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

RBLD Summary

RBLD is the First Trust Alerian US NextGen Infrastructure ETF, which follows the Alerian US NextGen Infrastructure Index. It focuses on U.S. companies tied to modern infrastructure, like renewable energy, smart grids, digital networks, and transportation. The fund holds well-known names such as 3M and Honeywell, along with utilities, industrials, and energy firms. Someone might invest in RBLD to tap into long-term growth from upgrading America’s infrastructure while spreading money across many related companies. A key risk is that infrastructure and utility stocks can go up and down with economic conditions and changes in government spending.
How much will it cost me?The expense ratio for the First Trust Alerian US NextGen Infrastructure ETF (RBLD) is 0.65%, which means you’ll pay $6.50 per year for every $1,000 invested. This is higher than average because the fund is actively managed and focuses on a niche sector, requiring more research and specialized management.
What would affect this ETF?Positive drivers for the RBLD ETF include increased government spending on infrastructure projects, growing demand for renewable energy, and advancements in smart grid and digital technologies, which align with the fund's focus on next-generation infrastructure. However, potential negative factors could include rising interest rates, which may increase borrowing costs for infrastructure companies, and regulatory changes that could impact sectors like energy and utilities. The ETF's heavy exposure to U.S. industrials and utilities makes it sensitive to economic conditions and policy shifts in these areas.

RBLD Top 10 Holdings

RBLD is built around U.S. next-gen infrastructure, with industrial and utility names doing most of the heavy lifting. Metals players like Nucor, Steel Dynamics, and Reliance Steel have been steadily rising, giving the fund a sturdy backbone tied to construction and grid upgrades. Westinghouse Air Brake and Schlumberger add momentum from transportation and energy services, though Schlumberger’s recent performance has been a bit mixed. On the softer side, Honeywell has been lagging, acting like a small anchor on an otherwise forward-moving, U.S.-focused infrastructure story.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Westinghouse Air Brake Technologies1.16%$666.19K$51.10B52.73%
79
Outperform
3M1.15%$659.99K$89.02B17.22%
59
Neutral
Steel Dynamics1.13%$648.20K$35.64B92.18%
76
Outperform
Nucor1.12%$641.46K$56.38B71.50%
74
Outperform
Honeywell International1.10%$632.81K$77.06B-45.41%
77
Outperform
Ingersoll Rand1.10%$631.99K$33.03B-3.61%
69
Neutral
Digital Realty1.09%$628.00K$73.66B11.40%
69
Neutral
Schlumberger1.09%$627.43K$78.37B43.14%
75
Outperform
Emerson Electric Company1.08%$623.18K$82.86B-0.12%
76
Outperform
Paccar1.08%$622.63K$69.60B32.59%
74
Outperform

RBLD Technical Analysis

Technical Analysis Sentiment
Negative
Last Price
Price Trends
50DMA
88.49
Negative
100DMA
86.49
Negative
200DMA
81.97
Positive
Market Momentum
MACD
RSI
STOCH
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For RBLD, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 88.31, equal to the 50-day MA of 88.49, and equal to the 200-day MA of 81.97, indicating a neutral 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 RBLD.

RBLD Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$57.43M0.65%
70
Outperform
$95.95M0.50%
70
Outperform
$45.93M0.35%
68
Neutral
$21.18M0.55%
60
Neutral
$8.40M0.45%
65
Neutral
$3.84M0.29%
73
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
RBLD
First Trust Alerian US NextGen Infrastructure ETF
85.63
12.40
16.93%
MILN
Global X Millennial Consumer ETF
CCSO
Carbon Collective Climate Solutions U.S. Equity ETF
NUIF
Nuveen US Infrastructure ETF
SIMS
SPDR S&P Kensho Intelligent Structures ETF
HWAY
Themes US 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: ―
Table of Contents
Advertisement