DGLO - ETF AI Analysis
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First Trust RBA Deglobalization ETF (DGLO)
Rating:71Outperform
Price Target:―
Positive Factors
Solid Recent Performance
The ETF has shown strong gains so far this year and over the past month, indicating positive recent momentum.
Beneficial Industrial and Energy Focus
Heavy exposure to industrials and energy gives investors targeted access to sectors that can benefit from deglobalization and domestic investment trends.
Several Strong-Performing Top Holdings
A number of the largest positions, such as Union Pacific, CSX, Leonardo DRS, Masco, EOG Resources, and Zurn Water Solutions, have delivered strong year-to-date results that support the fund’s overall performance.
Negative Factors
High Expense Ratio
The fund charges relatively high fees for an ETF, which can eat into long-term returns compared with lower-cost alternatives.
Sector Concentration Risk
With most assets in industrials and a sizable stake in energy, the ETF is vulnerable if these sectors experience 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.
DGLO vs. SPDR S&P 500 ETF (SPY)
AUM3.56M
RegionNorth America
Expense Ratio0.70%
Beta0.37
IssuerFirst Trust
Inception DateAug 06, 2025
Dividend YieldN/A
Asset ClassEquity
Index TrackedRBA U.S. Deglobalization Index - Benchmark TR Gross
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume266
30 Day Avg. Volume481
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
27.24Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering112
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 is heavily invested in industrials, energy, and materials, with well-known names like General Dynamics and Union Pacific among its top holdings. Someone might consider this ETF to seek growth from the trend toward more local manufacturing and to diversify beyond traditional tech-heavy funds. A key risk is that it is concentrated in a few cyclical sectors, so its value can rise or fall more sharply than the overall market.
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 very much a “made in America” play, with its story dominated by industrial workhorses and a healthy dose of energy. Railroads like Union Pacific and CSX have been pulling the fund forward, while packaging specialist PKG and GE Aerospace add more industrial lift. Defense name General Dynamics and contractor Leonardo DRS are steady contributors, though not runaway leaders. On the flip side, Republic Services and EOG Resources have been more mixed lately, occasionally acting like sandbags on an otherwise solid, industrial-heavy U.S. portfolio.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| General Dynamics | 3.16% | $113.06K | $101.02B | 26.29% | 80 Outperform | |
| Union Pacific | 2.94% | $105.41K | $167.58B | 20.07% | 72 Outperform | |
| Republic Services | 2.49% | $89.27K | $66.87B | -7.04% | 72 Outperform | |
| Packaging | 2.40% | $86.05K | $21.22B | 14.61% | 76 Outperform | |
| CSX | 2.13% | $76.44K | $90.84B | 45.28% | 78 Outperform | |
| Masco | 2.04% | $73.26K | $16.70B | 21.04% | 53 Neutral | |
| Leonardo Drs | 1.93% | $69.10K | $11.66B | -3.80% | 70 Outperform | |
| GE Aerospace | 1.63% | $58.32K | $393.88B | 48.54% | 72 Outperform | |
| Zurn Water Solutions | 1.62% | $58.10K | $8.20B | 26.86% | 79 Outperform | |
| Sherwin-Williams Company | 1.61% | $57.61K | $86.93B | 0.90% | 66 Neutral |
DGLO Technical Analysis
Neutral
―
Price Trends
23.38
Positive
22.98
Positive
21.84
Positive
Market Momentum
0.11
Positive
48.59
Neutral
51.68
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For DGLO, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 23.72, equal to the 50-day MA of 23.38, and equal to the 200-day MA of 21.84, indicating a neutral trend. The MACD of 0.11 indicates Positive momentum. The RSI at 48.59 is Neutral, neither overbought nor oversold. The STOCH value of 51.68 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for DGLO.
DGLO Peer Comparison
Comparison Results
Performance Comparison
DGLO
First Trust RBA Deglobalization ETF
23.56
3.80
19.23%
BAMD
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SOVF
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FDRS
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YALL
God Bless America ETF
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FFTY
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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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