DBEF - ETF AI Analysis
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Xtrackers MSCI EAFE Hedged Equity ETF (DBEF)
Rating:66Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown solid gains over the year so far and in recent months, indicating positive momentum in its underlying markets.
Leading Top Holdings
Several of the largest positions, including ASML, Shell, and BHP, have delivered strong year-to-date performance, helping drive the fund’s returns.
Broad International Diversification
The fund spreads its investments across many developed countries and sectors, which can help reduce the impact of weakness in any single market or industry.
Negative Factors
Moderate Expense Ratio
The fund’s fee is not especially low for a large index-based ETF, which slightly reduces the net return investors keep over time.
Underperforming Defensive Holdings
Some major defensive stocks like Nestlé and Roche have been weak this year, which has held back part of the portfolio.
Heavy Exposure to Financials and General Industries
A sizable allocation to financial and broad industrial companies means the fund can be sensitive to global economic and interest-rate cycles.
DBEF vs. SPDR S&P 500 ETF (SPY)
AUM8.76B
RegionDeveloped Markets
Expense Ratio0.35%
Beta0.70
IssuerXtrackers
Inception DateJun 09, 2011
Dividend Yield5.04%
Asset ClassEquity
Index TrackedMSCI EAFE 100% Hedged to USD Net Variant
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume347,945
30 Day Avg. Volume675,518
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
59.27Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering685
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
DBEF Summary
DBEF is an ETF that follows the MSCI EAFE index, which covers large and mid-sized companies in developed markets outside the U.S. and Canada, such as Japan, the UK, and Europe. It owns many well-known international names like Nestlé and Shell, and it uses a strategy to reduce the impact of foreign currency swings against the U.S. dollar. Investors might consider DBEF to diversify beyond the U.S. while keeping currency movements more stable. A key risk is that it still invests in stocks, so its value can go up or down with global markets.
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
DBEF’s story is all about broad developed-markets exposure with a few clear stars setting the pace. ASML and Siemens are doing the heavy lifting, riding strong momentum in European tech and industrials, while BHP’s upswing in materials adds extra fuel. On the flip side, Nestlé and AstraZeneca have been losing a bit of steam, and Commonwealth Bank has been lagging, keeping overall gains in check. With a mix of financials, industrials, health care, and materials across Europe and Asia, the fund stays diversified while hedging away currency noise.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| ASML Holding NV | 2.85% | $245.87M | €528.97B | 114.73% | 76 Outperform | |
| HSBC Holdings | 1.44% | $124.70M | £239.47B | 57.85% | 80 Outperform | |
| Roche Holding AG | 1.33% | $115.02M | CHF262.78B | 18.38% | 73 Outperform | |
| AstraZeneca | 1.30% | $111.86M | $287.95B | 27.05% | 80 Outperform | |
| Novartis AG | 1.29% | $111.83M | CHF215.09B | 19.79% | 80 Outperform | |
| Nestlé SA | 1.19% | $102.50M | CHF204.34B | -5.54% | 71 Outperform | |
| Siemens | 1.09% | $94.10M | €205.66B | 29.07% | 74 Outperform | |
| Shell (UK) | 1.09% | $93.81M | £173.50B | 29.47% | 73 Outperform | |
| BHP Group Ltd | 1.00% | $86.15M | AU$316.58B | 75.25% | 68 Neutral | |
| Mitsubishi UFJ Financial Group | 0.95% | $82.41M | ¥33.53T | 39.34% | 76 Outperform |
DBEF Technical Analysis
Positive
―
Price Trends
51.20
Positive
50.82
Positive
48.53
Positive
Market Momentum
0.50
Negative
60.67
Neutral
72.73
Neutral
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 52.26, equal to the 50-day MA of 51.20, and equal to the 200-day MA of 48.53, indicating a bullish trend. The MACD of 0.50 indicates Negative momentum. The RSI at 60.67 is Neutral, neither overbought nor oversold. The STOCH value of 72.73 is Neutral, 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
53.29
10.69
25.09%
FENI
Fidelity Enhanced International ETF
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―
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BBIN
JPMorgan BetaBuilders International Equity ETF
―
―
―
EFAV
iShares MSCI EAFE Min Vol Factor ETF
―
―
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IHDG
WisdomTree International Hedged Quality Dividend Growth Fund
―
―
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HFXI
IQ 50 Percent Hedged FTSE International ETF
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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.
DisclaimerThis 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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