iShares Environmental Infrastructure and Industrials ETF (EFRA)

Overview

The iShares Environmental Infrastructure and Industrials ETF (IFRA) seeks to track the investment results of an index composed of developed and emerging market equities in the environmental infrastructure and industrials sectors. It offers exposure to companies involved in water, waste, renewable energy, and infrastructure development.

Reputation and Reliability

iShares is a well-established and reputable ETF provider managed by BlackRock, a global leader in investment management known for its extensive experience and reliable ETF offerings.

Management Expertise

BlackRock's management team has significant expertise in index-tracking strategies and ETF management, demonstrating a strong track record of managing large-scale investment portfolios.

Goal

The fund seeks to track the investment results of an index composed of global equities in the environmental infrastructure and industrials sectors.

Investment Approach and Strategy

Strategy: IFRA aims to track the S&P Global Environmental Infrastructure Index, a benchmark index composed of companies involved in businesses that may benefit from increased global investments and expenditures related to sustainable environmental infrastructure.

Composition The ETF primarily holds stocks of companies involved in environmental infrastructure and industrials sectors including water utilities, waste management, renewable energy systems and infrastructure developers.

Market Share: IFRA holds a moderate market share within the environmental infrastructure ETF segment, with several competitors also offering similar investment strategies.

Total Net Assets (AUM): 142000000

Key Competitors

• First Trust Water ETF (FIW)
• Invesco Water Resources ETF (PHO)
• ALPS Clean Energy ETF (ACES)

Competitive Landscape

The environmental infrastructure ETF market is competitive, with multiple ETFs offering similar exposure. IFRA competes on its global scope and its industrial exposure, while other funds focus solely on water or clean energy. One advantage of IFRA is its exposure to both developed and emerging markets within the segment while a disadvantage could be greater volatility due to its international focus.

Historical Performance: Historical performance can be found on financial websites using the ticker IFRA.

Benchmark Comparison: IFRA's performance should be compared to the S&P Global Environmental Infrastructure Index to determine its tracking effectiveness.

Expense Ratio: 0.46

Average Trading Volume

IFRA's average trading volume is moderate, which could impact the ease and cost of trading large positions.

Bid-Ask Spread

The bid-ask spread for IFRA varies depending on market conditions but is generally tight, indicating reasonable trading costs.

Market Environment Factors

IFRA is affected by factors such as government regulations promoting environmental sustainability, infrastructure spending, commodity prices, and global economic growth.

Growth Trajectory

The growth trajectory of IFRA depends on increased global investment in environmental infrastructure, adoption of renewable energy, and growing demand for water and waste management solutions. No significant changes to strategy or holdings are readily available.

Competitive Edge

IFRA benefits from its global exposure, offering diversification across both developed and emerging markets within the environmental infrastructure and industrials sectors. Its affiliation with BlackRock's iShares brand provides credibility and investor confidence. IFRA's advantage lies in its ability to access a wide range of companies involved in water, waste, renewable energy, and infrastructure. This can provide more diversified exposure compared to more focused ETFs.

Volatility

IFRA's volatility is influenced by the performance of the underlying environmental infrastructure and industrials sectors, as well as global market conditions.

Market Risk

IFRA faces market risks associated with economic downturns, changes in government policies, commodity price fluctuations, and sector-specific challenges affecting the environmental infrastructure and industrials industries.

Ideal Investor Profile

IFRA is suitable for investors seeking exposure to the environmental infrastructure and industrials sectors, with a long-term investment horizon, and a tolerance for moderate risk.

Market Risk

IFRA is best suited for long-term investors who believe in the growth potential of the environmental infrastructure and industrials sectors and are looking for thematic exposure.

The iShares Environmental Infrastructure and Industrials ETF (IFRA) provides exposure to a basket of global equities in environmental infrastructure and industrials. This fund can allow investors to access the growth potential in the environmental infrastructure and industries as government regulations increasingly promote environmental sustainability and infrastructure. The ETF holds a moderate market share due to other Key Competitors focusing on specific niche sectors such as water or clean energy while IFRA focuses on the overall sector. Its moderate trading volume and potential for volatility are important for investors to take into consideration.

Data Sources:

• iShares website
• ETFdb.com
• Yahoo Finance

Disclaimers:

The data provided is for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and consultation with a financial advisor.