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Upturn AI SWOT - About
Xtrackers S&P 500 ESG ETF (SNPE)
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Upturn Advisory Summary
03/18/2025: SNPE (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 0.81% | Avg. Invested days 48 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/18/2025 |
Key Highlights
Volume (30-day avg) 247873 | Beta 1.01 | 52 Weeks Range 44.50 - 55.28 | Updated Date 04/2/2025 |
52 Weeks Range 44.50 - 55.28 | Updated Date 04/2/2025 |
Upturn AI SWOT
Xtrackers S&P 500 ESG ETF
ETF Overview
Overview
The Xtrackers S&P 500 ESG ETF (SNPE) seeks to provide investment results that correspond generally to the performance, before fees and expenses, of the S&P 500 ESG Index. It focuses on large-cap U.S. equities with strong environmental, social, and governance (ESG) profiles.
Reputation and Reliability
DWS is a reputable global asset manager with a long history in the ETF market. They are known for offering a range of investment products.
Management Expertise
DWS has a dedicated team of investment professionals with experience in ESG investing and index tracking.
Investment Objective
Goal
To track the performance of the S&P 500 ESG Index before fees and expenses.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, seeking to replicate the S&P 500 ESG Index.
Composition The ETF primarily holds large-cap U.S. stocks that meet specific ESG criteria. The index excludes companies involved in certain controversial activities.
Market Position
Market Share: SNPE has a moderate market share within the ESG-focused large-cap ETF space.
Total Net Assets (AUM): 716700000
Competitors
Key Competitors
- iShares ESG Aware MSCI USA ETF (ESGU)
- Vanguard ESG U.S. Stock ETF (ESGV)
- SPDR S&P 500 ESG ETF (EFIV)
Competitive Landscape
The ESG ETF market is competitive, with several large players offering similar strategies. SNPE competes on expense ratio and tracking error. Its advantage lies in its established S&P 500 ESG index, while disadvantages may include lower AUM compared to larger competitors leading to higher trading costs for large volume trades.
Financial Performance
Historical Performance: Historical performance data should be obtained from financial data providers; performance is closely tied to the S&P 500 and its ESG variant.
Benchmark Comparison: The ETF's performance should closely track the S&P 500 ESG Index. Any deviations are typically due to tracking error and expenses.
Expense Ratio: 0.1
Liquidity
Average Trading Volume
SNPE's average trading volume indicates moderate liquidity, which should be sufficient for most retail investors but potentially limiting for large institutional investors.
Bid-Ask Spread
The bid-ask spread can fluctuate but is generally tight, reflecting the liquidity of the underlying holdings.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and investor sentiment towards ESG are key factors influencing SNPE's performance.
Growth Trajectory
SNPE's growth is tied to the increasing adoption of ESG investing and the performance of the S&P 500.
Moat and Competitive Advantages
Competitive Edge
SNPE's competitive advantage stems from its low expense ratio and the established S&P 500 ESG Index, providing a recognized and reliable benchmark for ESG investing. The ETF's passive management strategy also ensures consistent tracking of the index. The S&P 500 brand name adds trust for many investors. The focus is on companies with strong ESG ratings, this aligns it with the values of socially conscious investors.
Risk Analysis
Volatility
SNPE's volatility is similar to the S&P 500, reflecting the large-cap nature of its holdings.
Market Risk
SNPE is subject to market risk, including economic downturns, geopolitical events, and changes in investor sentiment towards ESG.
Investor Profile
Ideal Investor Profile
SNPE is suitable for investors seeking ESG-focused exposure to the large-cap U.S. equity market. These investors prioritize environmental, social, and governance factors in their investment decisions.
Market Risk
SNPE is suitable for long-term investors seeking passive exposure to ESG-screened large-cap stocks.
Summary
Xtrackers S&P 500 ESG ETF (SNPE) provides investors with ESG-focused exposure to the S&P 500. It tracks the S&P 500 ESG Index, filtering companies based on environmental, social, and governance criteria. With a low expense ratio, SNPE aims to deliver returns that closely mirror its benchmark. This ETF is well-suited for long-term investors who prioritize ESG factors in their investment strategy. While the ESG ETF market is competitive, SNPE's low cost and established index make it an attractive option.
Similar Companies
- ESGU
- ESGV
- EFIV
- SUSL
- DSI
Sources and Disclaimers
Data Sources:
- DWS Website
- ETF.com
- Morningstar
- FactSet
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market share data is approximate and may vary depending on the source and calculation method. Past performance is not indicative of future results. Consult with a qualified financial advisor before making any 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 S&P 500 ESG ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index is a broad-based, market capitalization weighted index that is designed to measure the performance of companies meeting environmental, social and governance (ESG) criteria, while maintaining similar overall industry group weights as the S&P 500 Index. The fund uses a full replication indexing strategy to seek to track the underlying index. It is non-diversified.
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