EFRA - ETF AI Analysis
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iShares Environmental Infrastructure and Industrials ETF (EFRA)
EFRA, the iShares Environmental Infrastructure and Industrials ETF, earns a solid overall rating thanks to several strong core holdings like Xylem, Clean Harbors, Westinghouse Air Brake Technologies, and Veralto, which all show robust financial performance, positive earnings sentiment, and generally supportive technical trends. The fund’s rating is held back somewhat by names such as Smurfit Westrock and WTRG, where bearish or mixed technical signals and valuation concerns introduce more uncertainty. A key risk factor is the ETF’s exposure to multiple holdings with high valuations and, in some cases, leverage and cash flow challenges, which could increase volatility if market conditions worsen.
EFRA vs. SPDR S&P 500 ETF (SPY)
- AUM
- 5.56M
- Region
- Developed Markets
- Expense Ratio
- 0.47%
- Beta
- 0.60
- Issuer
- iShares
- Inception Date
- Nov 03, 2022
- Dividend Yield
- 4.16%
- Asset Class
- Equity
- Index Tracked
- FTSE Green Revenues Select Infrastructure and Industrials Index - USD - Benchmark TR Net
EFRA Summary
EFRA is the iShares Environmental Infrastructure and Industrials ETF, which follows the FTSE Green Revenues Select Infrastructure and Industrials Index. It focuses on companies that support cleaner water, waste management, renewable energy, and sustainable industrial projects. Well-known holdings include American Water and Xylem, both leaders in water services and technology. Investors might consider EFRA for diversification and long-term growth tied to the global push for greener infrastructure. A key risk is that it is concentrated in environmental and industrial businesses, so its value can go up or down with changes in the economy and demand for green projects.
How much will it cost me?
This ETF has an expense ratio of 0.47%, which means you’ll pay about $4.70 per year for every $1,000 invested. That’s higher than the average low-cost index ETF because it follows a specialized, environmentally focused strategy rather than a broad, plain-vanilla market index.
What would affect this ETF?
EFRA could benefit if governments in developed markets keep supporting green infrastructure, tighten environmental rules, and invest more in water, waste, and industrial efficiency, which would help its utilities and industrial holdings like American Water, Veolia, and Xylem. On the downside, higher interest rates, slower economic growth, or cuts to environmental spending and subsidies could hurt demand for new projects, while any regulatory or political pushback against green initiatives could weigh on the ETF’s performance.
EFRA Top 10 Holdings
EFRA is leaning heavily into industrials and water utilities, and that’s where most of the action is. Veralto and American Water have been rising steadily, giving the fund a solid backbone of U.S. environmental infrastructure. European names like Veolia and United Utilities are also pulling their weight, adding a developed-markets mix with stable, utility-style cash flows. On the flip side, Xylem has been losing steam lately, and Smurfit Westrock’s weaker trend is a mild drag. Overall, performance is being driven by a core group of resilient, green-focused operators.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 VLTO | Veralto Corporation | 6.59% | $366.08K | $27.09B | 10.68% | 76Outperform |
 AWK | American Water | 6.16% | $342.16K | $28.74B | 13.95% | 73Outperform |
 WAB | Westinghouse Air Brake Technologies | 6.00% | $333.53K | $46.92B | 37.64% | 79Outperform |
 FR:VIE | Veolia Environnement | 5.98% | $332.31K | EUR 24.16B | 12.85% | 71Outperform |
 SW | Smurfit Westrock | 5.86% | $325.61K | $22.53B | 19.56% | 69Neutral |
 XYL | Xylem | 5.05% | $280.72K | $21.19B | -39.02% | 79Outperform |
 CLH | Clean Harbors | 4.41% | $245.30K | $15.93B | 40.32% | 78Outperform |
 GB:UU | United Utilities | 4.27% | $237.20K | GBP 11.40B | 27.25% | 72Outperform |
 WTRG | Essential Utilities | 3.39% | $188.45K | $12.35B | 12.19% | 66Neutral |
 GB:SVT | Severn Trent | 3.26% | $181.25K | GBP 9.99B | 18.92% | 71Outperform |
EFRA Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For EFRA, the sentiment is Positive. The current price of 34.87 is above the 20-day moving average (MA) of 34.75, below the 50-day MA of 34.95, and below the 200-day MA of 35.15, indicating a neutral trend. The MACD of -0.02 indicates Negative momentum. The RSI at 51.32 is Neutral, neither overbought nor oversold. The STOCH value of 34.94 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for EFRA.
EFRA Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| EFRA | $34.87 | $37.00(6.11% Upside) | $5.56M | 0.47% | 67Neutral |
 AGNG | $39.56 | $43.71(10.49% Upside) | $95.50M | 0.50% | 64Neutral |
 WISE | $30.84 | $65.71(113.06% Upside) | $23.49M | 0.35% | 58Neutral |
 FOWF | $35.00 | $46.26(32.17% Upside) | $15.12M | 0.49% | 70Neutral |
 IVEP | $23.65 | $34.41(45.52% Upside) | $14.71M | 0.75% | 70Outperform |
 TINY | $65.86 | $99.51(51.10% Upside) | $12.26M | 0.58% | 55Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| EFRA | iShares Environmental Infrastructure and Industrials ETF | 34.87 | 2.76 | 8.58% | |
| AGNG | Global X Aging Population ETF | 39.56 | 6.12 | 18.31% | |
| WISE | Themes Generative Artificial Intelligence ETF | 30.84 | -13.83 | -30.96% | |
| FOWF | Pacer Solactive Whitney Future of Warfare ETF | 35.00 | 3.86 | 12.41% | |
| IVEP | Dan IVES Wedbush AI Power & Infrastructure ETF | 23.65 | -2.45 | -9.39% | |
| TINY | ProShares Nanotechnology ETF | 65.86 | 12.19 | 22.71% |
This 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.