COAL
+3.47 · +16.19%
$24.86 · NYSE ARCA

Exchange Traded Concepts Trust (COAL) ETF Analysis | Equity Energy

Exchange Traded Concepts · USA
AUM:$35.0M
#– of – in Equity Energy ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 41.1% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.85% — above average for this category.

What is COAL?

The fund normally invests in securities comprising the index. The index is designed to track the performance of companies that are involved in the metallurgical (met) and thermal coal industry, which includes production, exploration, development, transportation, and distribution ("Coal Companies").

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
COAL delivered 41.1% over the past year. Historical returns only — past performance is not indicative of future results.
Higher Cost Profile
Expense ratio of 0.85% is above average. Verify whether the strategy justifies the cost.
Concentrated Holdings
Top 10 holdings account for 70.2% of the ETF — significant weight in a small number of names.
ETF Information
AUM$35.0M
Expense Ratio0.85%
Dividend Yield2.31%
Holdings26
Inception DateJan 2024
Domicile–
Distribution–
Index–
ProviderExchange Traded Concepts
Beta–
CategoryEquity Energy
CurrencyUSD
Portfolio Impact

How would COAL affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+10.3%
1Y
+37.8%
3Y
+12.9%
5Y
+12.9%
OpenBook InsightIf you had invested £10,000 in COAL 5 years ago, it would have grown to £11,293 — a gain of £1,293.

Annual Returns

Calendar year performance

COAL delivered positive returns in 2 of the last 3 calendar years.
YearCOAL
2026 YTD+16.7%
2025+12.0%
2024-16.0%
CAGR 2yr-3.0%
2/3 positive yearsAvg return: +4.3%Worst year: -16.0% (2024)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
25.3%
Moderate
Momentum
+16.6%
30-day change
Support Level
22.49
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Momentum is upward with a 16.6% move over 30 days.
  • Monitor key support and resistance levels as part of broader risk assessment.