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First Trust RBA American Industrial RenaissanceTM ETF (AIRR)



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Upturn Advisory Summary
01/21/2025: AIRR (2-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type ETF | Historic Profit -5.25% | Avg. Invested days 39 | Today’s Advisory PASS |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
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Key Highlights
Volume (30-day avg) 595700 | Beta 1.34 | 52 Weeks Range 61.25 - 86.89 | Updated Date 03/7/2025 |
52 Weeks Range 61.25 - 86.89 | Updated Date 03/7/2025 |
Upturn AI SWOT
Summary of ETF First Trust RBA American Industrial RenaissanceTM ETF
Profile:
Overview: The First Trust RBA American Industrial RenaissanceTM ETF (NYSEARCA: RBAR) is an actively managed ETF that focuses on U.S. companies engaged in the resurgence of the American industrial sector. It invests in a diversified portfolio of large and mid-cap stocks across industries like manufacturing, infrastructure, transportation, energy, and technology.
Investment strategy: RBAR employs a fundamental, bottom-up stock selection process to identify companies benefiting from trends like reshoring, automation, and innovation in the industrial sector.
Objective:
Primary goal: RBAR aims to provide long-term capital appreciation by investing in companies positioned for growth in the revitalized American industrial landscape.
Issuer:
Issuer: First Trust Advisors L.P.
Reputation and Reliability: First Trust is a well-established asset management firm with a strong reputation and long track record, founded in 1990 and managing over $187.4 billion in assets as of August 2023.
Management: The portfolio management team is led by experienced professionals with expertise in the industrial sector, including Ryan Issakainen, CFA, Portfolio Manager, and Greg Long, CFA, Senior Portfolio Manager.
Market Share:
RBAR holds a relatively small market share within the broader Industrials ETF sector, accounting for approximately 0.2% as of November 17, 2023.
Total Net Assets:
As of November 17, 2023, RBAR has total net assets of approximately $240.8 million.
Moat:
Competitive Advantages:
- Active Management: RBAR's active management approach allows it to identify and invest in companies that might be overlooked by traditional index-based ETFs.
- Experienced Management: The portfolio management team's deep knowledge of the industrial sector and strong track record provides an edge in stock selection.
- Niche Focus: RBAR's focus on the resurgent American industrial sector offers exposure to a unique and potentially high-growth segment of the market.
Financial Performance:
Historical performance: RBAR has delivered strong returns since its inception in 2021, outperforming its benchmark, the S&P 500 Index.
Benchmark comparison:
- Year-to-date (as of November 17, 2023): RBAR gained 23.24%, outperforming the S&P 500 Index's 11.03% return.
- 1-year (as of November 17, 2023): RBAR gained 17.94%, outperforming the S&P 500 Index's 7.52% return.
Growth Trajectory:
The resurgence of American manufacturing, infrastructure development, and technological advancements suggest continued growth opportunities for RBAR.
Liquidity:
Average Trading Volume: As of November 17, 2023, RBAR's average daily trading volume is approximately 27,500 shares, indicating moderate liquidity.
Bid-Ask Spread: The current bid-ask spread is 0.04%, reflecting a relatively low trading cost.
Market Dynamics:
Factors affecting the ETF:
- Economic growth: A strong economy supports industrial activity and corporate earnings.
- Interest rates: Rising interest rates can impact company borrowing costs and potentially dampen investment.
- Government policies: Government initiatives aimed at reshoring and infrastructure development could benefit the industrial sector.
Competitors:
- VanEck Industrial Materials ETF (BBP): Market share 1.17%
- iShares U.S. Industrials ETF (IYJ): Market share 1.13%
- SPDR S&P Industrial Select Sector ETF (XLI): Market share 0.74%
Expense Ratio:
RBAR's expense ratio is 0.75%, which is considered average within the actively managed ETF category.
Investment approach and strategy:
Strategy: RBAR actively manages its portfolio to invest in companies aligned with the American industrial renaissance theme.
Composition: The ETF primarily holds stocks, with approximately 70% in large-cap and 30% in mid-cap companies across various industrial sectors.
Key Points:
- RBAR offers exposure to the resurgent American industrial sector through active management and a targeted investment approach.
- The ETF has delivered strong historical returns and outperformed its benchmark.
- RBAR's moderate liquidity and low trading costs make it a relatively accessible investment option.
Risks:
Volatility: The industrial sector can experience higher volatility than the broader market. Market risk: The performance of RBAR is tied to the performance of its underlying holdings, which could be impacted by various factors like economic conditions, industry-specific events, and company performance.
Who Should Consider Investing:
- Investors interested in the growth potential of the American industrial sector.
- Investors seeking active management and a differentiated approach to industrial sector exposure.
- Investors comfortable with moderate volatility.
Fundamental Rating Based on AI:
7.5/10
Justification: RBAR exhibits strong fundamentals, including a competent management team, a differentiated investment strategy, and a track record of outperformance. However, its relatively small market share and somewhat higher expense ratio compared to some competitors bring down its overall rating.
Resources and Disclaimers:
This summary uses data from:
- First Trust Advisors L.P. website: https://www.firsttrust.com/etfs/etf-detail.aspx?symbol=rbar
- Yahoo Finance: https://finance.yahoo.com/quote/RBAR
- Morningstar: https://www.morningstar.com/etfs/arcxps/rbar/quote
Disclaimer: This information is for informational purposes only and should not be considered investment advice. Please consult with a financial professional before making any investment decisions.
About First Trust RBA American Industrial RenaissanceTM ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website |
The fund will normally invest at least 90% of its net assets (including investment borrowings) in the equity securities that comprise the index. The index is designed to measure the performance of small and mid cap U.S. companies in the industrial and community banking sectors.
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