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DBEF - ETF AI Analysis
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Xtrackers MSCI EAFE Hedged Equity ETF (DBEF)
Rating:65Neutral
Price Target:―
Positive Factors
Strong Top Holdings
Several key holdings, such as ASML Holding NV and Nestlé SA, have delivered strong year-to-date performance, supporting the ETF’s overall returns.
Broad Geographic Exposure
The ETF invests across multiple countries, including Japan, the UK, and France, reducing reliance on any single economy.
Reasonable Expense Ratio
The fund’s expense ratio of 0.35% is competitive, allowing investors to keep more of their returns.
Negative Factors
Lagging Holdings
Some top holdings, like SAP SE and Toyota Motor, have underperformed year-to-date, which could drag on overall performance.
Sector Concentration in Financials
The ETF has significant exposure to the financial sector, which may increase vulnerability to sector-specific risks.
Limited U.S. Exposure
With only 5.75% allocated to U.S. companies, the fund may miss opportunities in the world’s largest economy.
DBEF vs. SPDR S&P 500 ETF (SPY)
AUM8.60B
RegionDeveloped Markets
Expense Ratio0.35%
Beta0.69
IssuerXtrackers
Inception DateJun 09, 2011
Dividend Yield5.3%
Asset ClassEquity
Index TrackedMSCI EAFE 100% Hedged to USD Net Variant
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume689,141
30 Day Avg. Volume601,844
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
54.35Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering683
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
DBEF Summary
The Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) is an investment fund that focuses on stocks from developed countries outside North America, such as Japan, the UK, and Germany. It includes companies like Nestlé and Toyota and covers a wide range of industries, from financials to healthcare. A key feature of this ETF is its currency hedging strategy, which helps reduce the impact of currency fluctuations, allowing investors to focus on the performance of the companies themselves. This makes it a good option for those looking to diversify globally while minimizing currency risks. However, new investors should note that the ETF’s performance is tied to international markets, which can be affected by global economic conditions.
How much will it cost me?The Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) has an expense ratio of 0.35%, which means you’ll pay $3.50 per year for every $1,000 invested. This is slightly higher than average for passively managed ETFs because it includes a currency hedging strategy to reduce the impact of exchange rate fluctuations. This added feature makes it a bit more expensive but can be valuable for international investors seeking stability.
What would affect this ETF?The DBEF ETF could benefit from economic growth in developed markets outside North America, particularly in Europe and Asia, as well as strong performance in sectors like financials and industrials, which make up a significant portion of its holdings. However, it may face challenges from global economic slowdowns, regulatory changes in key regions, or sector-specific risks such as fluctuating energy prices impacting companies like Shell. Additionally, while its currency hedging strategy helps mitigate exchange rate risks, unexpected shifts in currency policies or geopolitical tensions could still impact overall returns.
DBEF Top 10 Holdings
The Xtrackers MSCI EAFE Hedged Equity ETF leans heavily on developed markets outside North America, with a notable concentration in financials and industrials. HSBC Holdings is rising steadily, buoyed by strong earnings and reasonable valuations, while Siemens shows mixed momentum despite solid profitability. On the health care front, Roche and AstraZeneca are driving gains with robust pipelines, though AstraZeneca’s recent performance has been slightly lagging. SAP, however, is holding the fund back with bearish momentum and valuation concerns. Overall, the ETF’s positioning reflects a balanced approach to global diversification with a tilt toward European heavyweights.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| ASML Holding NV | 2.42% | $207.23M | €439.05B | 57.00% | 76 Outperform | |
| Roche Holding AG | 1.40% | $120.26M | CHF276.02B | 52.12% | 73 Outperform | |
| AstraZeneca | 1.34% | $114.99M | £217.47B | 28.47% | 80 Outperform | |
| HSBC Holdings | 1.30% | $111.93M | £212.42B | 49.75% | 80 Outperform | |
| Novartis AG | 1.26% | $107.96M | CHF217.88B | 29.42% | 80 Outperform | |
| SAP SE | 1.13% | $96.56M | €234.09B | -20.72% | 66 Neutral | |
| Nestlé SA | 1.11% | $95.24M | CHF193.54B | 15.42% | 71 Outperform | |
| Siemens | 1.05% | $90.38M | €203.53B | 29.87% | 74 Outperform | |
| Toyota Motor | 1.01% | $86.77M | ¥48.41T | 27.74% | 80 Outperform | |
| Mitsubishi UFJ Financial Group | 1.00% | $85.48M | ¥33.14T | 59.49% | 76 Outperform |
DBEF Technical Analysis
Positive
―
Price Trends
47.77
Positive
46.65
Positive
44.35
Positive
Market Momentum
0.77
Negative
77.53
Negative
92.66
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For DBEF, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 48.95, equal to the 50-day MA of 47.77, and equal to the 200-day MA of 44.35, indicating a bullish trend. The MACD of 0.77 indicates Negative momentum. The RSI at 77.53 is Negative, neither overbought nor oversold. The STOCH value of 92.66 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for DBEF.
DBEF Peer Comparison
Comparison Results
Performance Comparison
DBEF
Xtrackers MSCI EAFE Hedged Equity ETF
50.34
9.86
24.36%
JIRE
JPMorgan International Research Enhanced Equity ETF
―
―
―
FENI
Fidelity Enhanced International ETF
―
―
―
BBIN
JPMorgan BetaBuilders International Equity ETF
―
―
―
EFAV
iShares MSCI EAFE Min Vol Factor ETF
―
―
―
IHDG
WisdomTree International Hedged Quality Dividend Growth Fund
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―
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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