RGLO - ETF AI Analysis
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Global Equity Active ETF (RGLO)
RGLO, the Global Equity Active ETF, earns a solid overall rating mainly because it is anchored by high-quality tech leaders like Alphabet (GOOGL/GOOG), Apple, Microsoft, and Nvidia, all showing strong financial performance and promising growth in AI, cloud, and services. These strengths are partly offset by risks such as generally high valuations, some mixed or bearish technical signals, and exposure to regulatory, geopolitical, and trade-related challenges across several holdings, which can add volatility to the fund’s returns.
RGLO vs. SPDR S&P 500 ETF (SPY)
- AUM
- 372.59M
- Region
- Global
- Expense Ratio
- 0.49%
- Beta
- 0.98
- Issuer
- Russell Investments
- Inception Date
- May 29, 2025
- Dividend Yield
- 0.57%
- Asset Class
- Equity
- Index Tracked
- No Underlying Index
RGLO Summary
RGLO is a Global Equity Active ETF that invests in stocks from around the world, with a focus on the total global stock market rather than a single index. It is actively managed, meaning professionals choose companies from many countries and sectors, including big names like Apple and Microsoft. This fund can appeal to investors who want broad diversification and long-term growth in one simple investment, spreading money across technology, finance, health care, and more. A key risk is that it still moves with global stock markets, so its value can go up and down, especially when tech and other major sectors are volatile.
How much will it cost me?
This ETF has an expense ratio of 0.49%, which means you’ll pay about $4.90 per year for every $1,000 you invest. That’s higher than the average index (passive) ETF because this fund is actively managed by professionals who research and select stocks around the world.
What would affect this ETF?
RGLO could benefit if global economic growth stays solid and demand for technology and other growth companies remains strong, especially given its large exposure to major tech names like Apple, Nvidia, and Microsoft and its broad mix across many countries and sectors. On the other hand, rising interest rates, tighter regulations on big tech, or a global slowdown that hurts stock markets worldwide could weigh on the fund’s performance, and its active management approach may underperform if its managers’ stock picks do not keep up with the broader market.
RGLO Top 10 Holdings
RGLO is leaning heavily on Big Tech and semiconductors, with names like Microsoft and Apple doing much of the heavy lifting as their shares keep rising and provide a steady backbone for the fund. Nvidia and TSMC, key players in the AI chip race, have been more mixed lately, occasionally losing steam and tempering overall momentum. Broadcom and Applied Materials have recently lagged, acting as a bit of a brake on performance despite strong long-term stories. With holdings spanning U.S. giants and global chipmakers, RGLO offers a worldwide tech-focused tilt within a diversified equity mix.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 NVDA | Nvidia | 4.72% | $15.90M | $5.16T | 17.78% | 76Outperform |
 AAPL | Apple | 4.02% | $13.53M | $5.01T | 38.80% | 79Outperform |
 GOOG | Alphabet Class C | 3.00% | $10.10M | $4.15T | 33.76% | 82Outperform |
 AMZN | Amazon | 2.79% | $9.39M | $2.70T | 16.57% | 71Outperform |
 MSFT | Microsoft | 2.52% | $8.49M | $3.93T | 3.41% | 79Outperform |
 AVGO | Broadcom | 1.92% | $6.48M | $1.57T | -7.17% | 76Outperform |
 TSM | TSMC | 1.64% | $5.52M | $1.93T | 37.61% | 81Outperform |
 META | Meta Platforms | 1.56% | $5.26M | $1.81T | -0.39% | 76Outperform |
 AMAT | Applied Materials | 1.46% | $4.91M | $324.81B | 79.73% | 77Outperform |
 GOOGL | Alphabet Class A | 1.43% | $4.82M | $4.15T | 35.45% | 85Outperform |
RGLO Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For RGLO, the sentiment is Negative. The current price of 33.11 is below the 20-day moving average (MA) of 33.45, below the 50-day MA of 33.53, and above the 200-day MA of 31.80, indicating a neutral trend. The MACD of -0.02 indicates Positive momentum. The RSI at 43.06 is Neutral, neither overbought nor oversold. The STOCH value of 20.69 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for RGLO.
RGLO Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| RGLO | $33.11 | $36.00(8.73% Upside) | $372.59M | 0.49% | 68Neutral |
 RGEF | $34.69 | $43.82(26.31% Upside) | $808.37M | 0.55% | 71Outperform |
 KAT | $58.82 | $66.42(12.92% Upside) | $663.34M | 0.75% | 64Neutral |
 DWLD | $45.94 | $59.51(29.55% Upside) | $584.20M | 0.62% | 62Neutral |
 JSTC | $22.41 | $26.77(19.48% Upside) | $298.53M | 0.89% | 60Neutral |
 NANC | $50.95 | $64.04(25.68% Upside) | $293.45M | 0.72% | 73Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| RGLO | Global Equity Active ETF | 33.11 | 4.44 | 15.50% | |
| RGEF | Rockefeller Global Equity ETF | 34.69 | 5.06 | 17.08% | |
| KAT | Scharf ETF | 58.82 | 3.18 | 5.72% | |
| DWLD | Davis Select Worldwide Etf | 45.94 | 1.85 | 4.20% | |
| JSTC | Adasina Social Justice All Cap Global ETF | 22.41 | 2.28 | 11.31% | |
| NANC | Unusual Whales Subversive Democratic Trading ETF | 50.95 | 5.75 | 12.73% |
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.