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Xtrackers MSCI USA ESG Leaders Equity ETF (USSG)USSG
- BUY Advisory
- Profitable SELL
- Loss-Inducing SELL
- Profit
- Loss
- PASS (Skip invest)*
Stock price based out of last close (see disclosures)
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Upturn Advisory Summary
09/18/2024: USSG (1-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Upturns
Type: ETF | Upturn Star Rating | Today’s Advisory: PASS |
Profit: -5.38% | Upturn Advisory Performance  2 | Avg. Invested days: 35 |
| Profits based on simulation | ETF Returns Performance  1 | Last Close 09/18/2024 |
Type: ETF | Today’s Advisory: PASS |
Profit: -5.38% | Avg. Invested days: 35 |
Upturn Star Rating | ETF Returns Performance 1 |
| Profits based on simulation Last Close 09/18/2024 | Upturn Advisory Performance 2 |
Key Highlights
Volume (30-day avg) 40538 | Beta 1.03 |
52 Weeks Range 37.44 - 53.00 | Updated Date 09/19/2024 |
52 Weeks Range 37.44 - 53.00 | Updated Date 09/19/2024 |
AI Summarization
Summary of ETF Xtrackers MSCI USA ESG Leaders Equity ETF (SUSL)
Profile:
- Focus: Tracks the performance of the MSCI USA ESG Leaders Index, which includes U.S. companies with leading ESG (Environmental, Social, and Governance) practices.
- Asset Allocation: Invests primarily in large and mid-cap U.S. equities.
- Investment Strategy: Passively tracks the index, providing broad exposure to sustainable U.S. leaders.
Objective:
- To achieve long-term capital appreciation by investing in companies demonstrating strong ESG commitment.
Issuer:
- Deutsche Asset Management (DWS)
- Reputation and Reliability: DWS is a global asset manager with over €1 trillion in assets under management and a long history of managing sustainable investments.
- Management: Experienced investment team with expertise in ESG investing.
Market Share:
- Holds a significant portion of the ESG-focused U.S. equity ETF market.
Total Net Assets:
- Over $7 billion as of November 2023.
Moat:
- First-mover advantage in the ESG-focused U.S. equity ETF space.
- Strong track record and reputation in sustainable investing.
- Access to DWS's global research and ESG expertise.
Financial Performance:
- Outperformed the broader U.S. market over the past 3 and 5 years.
- Demonstrated lower volatility than the market.
- Generated consistent returns with lower risk.
Growth Trajectory:
- Increasing investor demand for sustainable investments.
- Growing market for ESG-focused ETFs.
Liquidity:
- High average trading volume, ensuring easy buying and selling.
- Tight bid-ask spread, reducing trading costs.
Market Dynamics:
- Growing interest in ESG investing.
- Increasing regulatory focus on sustainability.
- Potential for market volatility due to economic and geopolitical factors.
Competitors:
- iShares ESG Aware MSCI USA ETF (ESGU)
- Vanguard ESG U.S. Stock ETF (ESGV)
- Xtrackers MSCI USA ESG Leaders Equity UCITS ETF (DBUS)
Expense Ratio:
- 0.20% per year.
Investment Approach and Strategy:
- Strategy: Passively tracks the MSCI USA ESG Leaders Index.
- Composition: Invests in large and mid-cap U.S. equities with high ESG ratings.
Key Points:
- Provides exposure to leading sustainable U.S. companies.
- Offers diversification and risk management benefits.
- Generates consistent returns with lower volatility.
- Highly liquid and cost-efficient.
Risks:
- Market risk associated with U.S. equities.
- Potential for underperformance compared to the broader market.
- Risk of tracking error due to the ETF's passive management.
Who Should Consider Investing:
- Investors seeking long-term capital appreciation with a focus on ESG factors.
- Investors seeking diversification and risk management benefits.
- Investors looking for an alternative to traditional U.S. equity ETFs.
Fundamental Rating Based on AI:
7.5 out of 10
- Strengths: Strong financial performance, robust growth trajectory, high liquidity, and competitive expense ratio.
- Weaknesses: Tracking error risk and potential underperformance compared to the broader market.
- Overall: A solid ESG-focused U.S. equity ETF with a compelling long-term investment proposition.
Resources and Disclaimers:
- Data sources: Xtrackers website, Morningstar, Bloomberg
- This analysis is for informational purposes only and should not be considered investment advice. Please consult with a financial professional 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 MSCI USA ESG Leaders Equity ETF
The index consists of large- and medium-capitalization companies in the U.S. market. The fund invests directly in the component securities of the index in substantially the same weightings in which they are represented in the index. It will normally invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of issuers incorporated in the United States. The fund is non-diversified.
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