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Upturn AI SWOT - About
Xtrackers MSCI Eurozone Hedged Equity ETF (DBEZ)
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Upturn Advisory Summary
04/01/2025: DBEZ (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit 10.43% | Avg. Invested days 46 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 35015 | Beta 0.83 | 52 Weeks Range 42.26 - 52.26 | Updated Date 04/2/2025 |
52 Weeks Range 42.26 - 52.26 | Updated Date 04/2/2025 |
Upturn AI SWOT
Xtrackers MSCI Eurozone Hedged Equity ETF
ETF Overview
Overview
The Xtrackers MSCI Eurozone Hedged Equity ETF (DBEZ) seeks to provide investment results that correspond generally to the performance, before fees and expenses, of the MSCI EMU US Dollar Hedged Index. It offers exposure to Eurozone equities while hedging against fluctuations between the U.S. dollar and the Euro.
Reputation and Reliability
DWS is a reputable global asset manager with a long track record of offering a range of investment products, including ETFs.
Management Expertise
DWS has experienced professionals managing its ETF portfolios, providing expertise in index tracking and currency hedging strategies.
Investment Objective
Goal
To provide investment results that correspond generally to the performance, before fees and expenses, of the MSCI EMU US Dollar Hedged Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, aiming to track the MSCI EMU US Dollar Hedged Index.
Composition The ETF holds a diversified portfolio of Eurozone equities, with currency hedging overlaying the equity exposure.
Market Position
Market Share: DBEZ holds a notable share within the currency hedged developed market equity ETF segment.
Total Net Assets (AUM): 174100000
Competitors
Key Competitors
- iShares Currency Hedged MSCI Eurozone ETF (HEZU)
- WisdomTree Europe Hedged Equity Fund (HEDJ)
Competitive Landscape
The currency-hedged Eurozone equity ETF market is relatively concentrated. DBEZ faces competition from HEZU and HEDJ which have larger AUM. DBEZ's strength lies in its tracking of the MSCI index, while competitors may have different index or weighting methodologies. Disadvantages include smaller AUM and potentially lower liquidity.
Financial Performance
Historical Performance: Historical performance data unavailable without current data feeds.
Benchmark Comparison: Performance is gauged by comparing against the MSCI EMU US Dollar Hedged Index to show tracking effectiveness.
Expense Ratio: 0.55
Liquidity
Average Trading Volume
The ETF's liquidity is adequate but lower than that of its larger competitors.
Bid-Ask Spread
The bid-ask spread is generally competitive but can widen during periods of market volatility.
Market Dynamics
Market Environment Factors
Factors impacting DBEZ include Eurozone economic growth, ECB monetary policy, and currency exchange rate fluctuations.
Growth Trajectory
Growth depends on the demand for currency-hedged Eurozone equity exposure and the relative performance of Eurozone equities versus the U.S. market.
Moat and Competitive Advantages
Competitive Edge
DBEZ offers a straightforward approach to hedging currency risk for Eurozone equities, directly tracking the MSCI EMU US Dollar Hedged Index. Its competitive edge is the well-regarded MSCI index as its benchmark. Its main advantage lies in providing a direct and transparent way to manage currency exposure without additional active management. Its smaller size can lead to less liquidity than its competitors, potentially hindering its appeal to larger institutional investors.
Risk Analysis
Volatility
The ETF's volatility mirrors that of Eurozone equities, but the currency hedge aims to reduce volatility arising from exchange rate fluctuations.
Market Risk
Market risk includes exposure to Eurozone equities, which can be affected by economic downturns, political instability, and company-specific factors.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking exposure to Eurozone equities while mitigating the impact of currency fluctuations between the Euro and the U.S. dollar.
Market Risk
It's suitable for long-term investors who are concerned about currency risk and want to diversify their portfolios with international equities.
Summary
DBEZ provides exposure to Eurozone equities with a currency hedge, making it suitable for investors concerned about currency risk. It tracks the MSCI EMU US Dollar Hedged Index, offering transparency and a passive management approach. While it faces competition from larger ETFs, it provides a direct way to manage currency exposure. Its performance is subject to Eurozone equity market performance and the effectiveness of its currency hedging strategy.
Similar Companies
FEZ
SPDR® EURO STOXX 50 ETF
FEZ
SPDR® EURO STOXX 50 ETF
HEDJ
WisdomTree Europe Hedged Equity Fund
HEDJ
WisdomTree Europe Hedged Equity Fund
HEZU
iShares Currency Hedged MSCI Eurozone ETF
HEZU
iShares Currency Hedged MSCI Eurozone ETF
Sources and Disclaimers
Data Sources:
- DWS Website
- ETF.com
- Morningstar
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investors should conduct their own due diligence before making investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Xtrackers MSCI Eurozone Hedged Equity ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund, using a passive or indexing investment approach, seeks investment results that correspond generally to the performance, of the underlying index, which is designed to track the performance of equity securities based in the countries in the European Monetary Union, while seeking to mitigate exposure to fluctuations between the value of the U.S. dollar and the euro. It will invest at least 80% of its total assets in component securities of the underlying index. It is non-diversified.
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