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Upturn AI SWOT - About
DBX ETF Trust - Xtrackers S&P MidCap 400 ESG ETF (MIDE)
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Upturn Advisory Summary
04/01/2025: MIDE (1-star) is currently NOT-A-BUY. Pass it for now.
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 -6.63% | Avg. Invested days 40 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 1032 | Beta 1.12 | 52 Weeks Range 27.29 - 33.27 | Updated Date 04/2/2025 |
52 Weeks Range 27.29 - 33.27 | Updated Date 04/2/2025 |
Upturn AI SWOT
DBX ETF Trust - Xtrackers S&P MidCap 400 ESG ETF
ETF Overview
Overview
The Xtrackers S&P MidCap 400 ESG ETF (ticker: MID) aims to provide investment results that correspond generally to the performance, before fees and expenses, of the S&P MidCap 400 ESG Index. It focuses on mid-capitalization US companies with strong environmental, social, and governance (ESG) practices.
Reputation and Reliability
DWS is a reputable global asset manager with a long track record in the ETF market.
Management Expertise
DWS has extensive experience managing index-tracking and ESG-focused ETFs.
Investment Objective
Goal
To track the performance of the S&P MidCap 400 ESG Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, seeking to replicate the S&P MidCap 400 ESG Index.
Composition The ETF holds stocks of mid-capitalization companies that meet specific ESG criteria as defined by the index.
Market Position
Market Share: MID has a relatively small market share compared to broader mid-cap ETFs.
Total Net Assets (AUM): 195500000
Competitors
Key Competitors
- IVOO
- IJH
- IWR
- VO
- SCHM
Competitive Landscape
The ETF market for mid-cap stocks is highly competitive, with several established players holding significant market share. MID distinguishes itself through its ESG focus, but competes with larger, more liquid, and lower cost funds. Its advantage lies in attracting investors specifically interested in ESG-aligned investments within the mid-cap space, while its disadvantage is the higher expense ratio compared to other funds and the smaller AUM.
Financial Performance
Historical Performance: Past performance is not indicative of future results; performance data should be obtained from reliable financial data sources.
Benchmark Comparison: The ETF's performance should be compared to the S&P MidCap 400 ESG Index to evaluate tracking efficiency.
Expense Ratio: 0.11
Liquidity
Average Trading Volume
The ETF exhibits moderate liquidity, enabling investors to execute trades without significant price impact.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting the ETF's decent liquidity.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects for mid-cap companies, and investor sentiment towards ESG investments influence the ETF's performance.
Growth Trajectory
The growth trajectory depends on increasing adoption of ESG investing and the performance of the mid-cap sector.
Moat and Competitive Advantages
Competitive Edge
MID's competitive advantage lies in its specific focus on ESG factors within the mid-cap segment, catering to socially conscious investors. The ETF offers a screened portfolio based on ESG criteria, appealing to those seeking responsible investment options. Its affiliation with DWS provides credibility and distribution capabilities, though the niche market and higher expense ratio present challenges. Its ESG screen offers an advantage for investors who seek a less broad, more carefully curated fund.
Risk Analysis
Volatility
Volatility will reflect the volatility inherent in the mid-cap equity market, influenced by broader economic conditions and company-specific factors.
Market Risk
Market risk stems from fluctuations in the stock market, impacting the value of the ETF's holdings. Specific risks relate to ESG scoring methodologies and potential for misclassification.
Investor Profile
Ideal Investor Profile
The ideal investor is one who is seeking mid-cap exposure with an ESG tilt. This includes socially responsible investors.
Market Risk
Suitable for long-term investors and those prioritizing ESG factors who are looking for passive exposure to mid-cap stocks.
Summary
The Xtrackers S&P MidCap 400 ESG ETF provides exposure to mid-cap US companies meeting specific ESG criteria. It tracks the S&P MidCap 400 ESG Index using a passive management approach. While its ESG focus differentiates it, the ETF faces competition from larger, broader mid-cap ETFs. Investors should consider the ETF's expense ratio, liquidity, and ESG methodology when evaluating its suitability. Ultimately, it suits ESG-conscious investors seeking mid-cap equity exposure.
Similar Companies
- ESGV
- SUSL
- ACTV
- VSGX
Sources and Disclaimers
Data Sources:
- DWS
- Bloomberg
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be made based on your own research and risk tolerance. Past performance is not indicative of future results.
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 DBX ETF Trust - Xtrackers S&P MidCap 400 ESG ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index seeks to target 75% of the float-adjusted market capitalization (i.e., the amount of stock that is available for trading by the general public) of each GICS Industry Group within the S&P MidCap 400 Index, using the ESG scores assigned to the companies in the Eligible Universe by the index provider as the determining factor. The fund will invest at least 80% of its total assets (but typically far more) in component securities of the index.
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