DGLO - ETF AI Analysis
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First Trust RBA Deglobalization ETF (DGLO)
Rating:71Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has delivered strong gains so far this year, showing solid momentum for investors.
Top Holdings Showing Solid Gains
Many of the largest positions, especially in transportation, energy, and defense, have posted strong year-to-date performance that supports the fund’s returns.
Focused Yet Multi-Sector Exposure
While the fund leans heavily toward industrials and energy, it still includes several other sectors, giving investors some diversification across different parts of the economy.
Negative Factors
High Sector Concentration
More than half of the portfolio is in industrials and a large portion in energy, which means the fund could be hit hard if these sectors weaken.
Single-Country Exposure
Almost all of the ETF’s assets are invested in U.S. companies, offering little geographic diversification if the U.S. market faces a downturn.
Relatively High Expense Ratio
The fund’s expense ratio is on the higher side for an ETF, which can eat into long-term returns compared with lower-cost alternatives.
DGLO vs. SPDR S&P 500 ETF (SPY)
AUM3.52M
RegionNorth America
Expense Ratio0.70%
Beta0.35
IssuerFirst Trust
Inception DateAug 06, 2025
Dividend Yield0.59%
Asset ClassEquity
Index TrackedRBA U.S. Deglobalization Index - Benchmark TR Gross
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume648
30 Day Avg. Volume696
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
28.54Price 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) tracks the RBA U.S. Deglobalization Index, focusing on U.S. companies that may benefit as production and supply chains move closer to home. It leans heavily toward industrial and energy firms, with well-known names like General Dynamics and Union Pacific among its top holdings. Investors might consider DGLO if they want diversified exposure to U.S. companies that could gain from reshoring and more local manufacturing. A key risk is that the fund is concentrated in a few sectors, so its value can rise or fall sharply if industrial or energy stocks struggle.
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 leaning hard into America’s industrial backbone, with rail giants Union Pacific and CSX helping pull the fund forward as their performance has been steadily rising. Energy names like ConocoPhillips and EOG Resources are also giving the ETF a lift, riding firm demand and solid cash flows. On the flip side, defense player Leonardo DRS has been lagging lately, and Armstrong World looks a bit out of step despite decent fundamentals. Overall, this is a U.S.-centric bet on deglobalization, concentrated in industrials and energy rather than flashy tech.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| General Dynamics | 2.91% | $102.86K | $95.42B | 7.47% | 80 Outperform | |
| Union Pacific | 2.34% | $82.76K | $169.16B | 32.28% | 72 Outperform | |
| EOG Resources | 2.32% | $81.78K | $77.11B | 22.88% | 78 Outperform | |
| CSX | 2.31% | $81.65K | $89.60B | 49.28% | 78 Outperform | |
| Packaging | 2.24% | $78.99K | $20.25B | 7.09% | 76 Outperform | |
| Conocophillips | 2.22% | $78.29K | $164.02B | 45.58% | 78 Outperform | |
| Armstrong World | 2.18% | $76.86K | $7.11B | -18.28% | 77 Outperform | |
| Leonardo Drs | 1.88% | $66.26K | $9.62B | -12.74% | 70 Outperform | |
| Zurn Water Solutions | 1.78% | $62.99K | $7.73B | -3.70% | 79 Outperform | |
| Permian Resources | 1.52% | $53.58K | $19.78B | 69.89% | 81 Outperform |
DGLO Technical Analysis
Negative
―
Price Trends
24.08
Negative
23.69
Negative
22.76
Positive
Market Momentum
-0.18
Positive
38.15
Neutral
7.63
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 24.07, equal to the 50-day MA of 24.08, and equal to the 200-day MA of 22.76, indicating a neutral trend. The MACD of -0.18 indicates Positive momentum. The RSI at 38.15 is Neutral, neither overbought nor oversold. The STOCH value of 7.63 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
Performance Comparison
DGLO
First Trust RBA Deglobalization ETF
23.56
3.30
16.29%
BAMD
Brookstone Dividend Stock ETF
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BUZZ
VanEck Social Sentiment ETF
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STNC
Stance Equity ESG Large Cap Core ETF
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VAMO
Cambria Value & Momentum ETF
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SOVF
Sovereign's Capital Flourish Fund
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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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