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DGLOFirst Trust RBA Deglobalization ETF

Grow my moneyNewRanked #2,787 of 2,998 in this goal

Seeks investment results that correspond generally to the price and yield of the Richard Bernstein Advisors U.S. Deglobalization Index.

By First Trust · Launched 2025

Annual Cost

0.70%

#3,681 of 5,861 · average

Fund Size

$4M

#5,334 of 5,861 · small

Return (1Y)Goal

N/A

Track Record

12 months

#4,549 of 5,861 · young

Performance

Total-return NAV · USD
Growth of $10,000
$12,135+21.4%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Multi cap

Strategy

Index tracking

Focus

Political

Index tracked

Richard Bernstein Advisors US Deglobalization Index

What it actually holds

By weight

Concentration

Top 10 holdings = 21.8% of fundwell diversified

General Dynamics Corporation
2.8%
Union Pacific Corporation
2.5%
Leonardo DRS Inc
2.5%
Republic Services, Inc.
2.4%
EOG Resources Inc.
2.3%
ConocoPhillips
2.0%
CSX Corporation
1.9%
Packaging Corporation of America
1.9%
Armstrong World Industries, Inc.
1.9%
MAGNOLIA OIL & GAS CORP
1.7%

Asset allocation

Stocks
99.9%
Cash
0.1%

By sector

Industrials
67.9%
Energy
16.7%
Basic Materials
8.9%
Consumer Cyclical
5.2%
Technology
1.4%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
N/A
Max drawdown
-7.7%Mild

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Listing

Exchange
NASDAQ Global Select Market

Full fund details

Objective
Seeks investment results that correspond generally to the price and yield of the Richard Bernstein Advisors U.S. Deglobalization Index.
Strategy
Invests at least 80% of net assets in securities that comprise the Richard Bernstein Advisors U.S. Deglobalization Index using an indexing investment approach. Focuses on U.S. industrial, energy, and materials companies that benefit from deglobalization.
Inception date
August 5, 2025
Fund family
First Trust

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Data updated on 2026-08-04