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DBEZ - ETF AI Analysis
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Xtrackers MSCI Eurozone Hedged Equity ETF (DBEZ)
Rating:62Neutral
Price Target:―
Positive Factors
Solid Recent Performance
The ETF has shown steady gains over the past month and quarter, indicating positive recent momentum.
Geographic Diversification Within the Eurozone
Holdings spread across several major Eurozone countries like France, Germany, the Netherlands, Spain, and Italy help reduce reliance on any single market.
Exposure to Strong Individual Winners
A key top holding, ASML Holding, has delivered strong year-to-date performance, providing a meaningful boost to the portfolio.
Negative Factors
Moderate Expense Ratio
The fund’s expense ratio is not especially low, which can slightly reduce net returns over time compared with cheaper ETFs.
Mixed Performance Among Top Holdings
Several large positions, including SAP, LVMH, Allianz, Schneider Electric, and Iberdrola, have shown weak year-to-date performance, which can drag on overall results.
Sector Concentration in Financials and Industrials
A large share of assets in financial and industrial companies increases the fund’s sensitivity to downturns in these specific sectors.
DBEZ vs. SPDR S&P 500 ETF (SPY)
AUM67.45M
RegionEurope
Expense Ratio0.45%
Beta0.69
IssuerXtrackers
Inception DateDec 10, 2014
Dividend Yield3.97%
Asset ClassEquity
Index TrackedMSCI EMU IMI 100% Hedged to USD Net Variant
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume11,337
30 Day Avg. Volume5,393
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
65.36Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering577
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
DBEZ Summary
Xtrackers MSCI Eurozone Hedged Equity ETF (DBEZ) tracks the MSCI EMU IMI index, giving you broad exposure to stocks from Eurozone countries like France, Germany, and Spain. It owns many types of companies, including financial, industrial, and technology firms, with well-known names such as ASML and LVMH. A key feature is that it hedges currency risk, aiming to reduce the impact of euro–U.S. dollar swings so your returns mainly reflect how European stocks perform. This can be useful for diversification and growth, but the ETF can still go up and down with the European stock market.
How much will it cost me?The Xtrackers MSCI Eurozone Hedged Equity ETF (DBEZ) has an expense ratio of 0.45%, meaning you’ll pay $4.50 per year for every $1,000 invested. This is slightly higher than average for ETFs because it uses active currency hedging to reduce the impact of exchange rate fluctuations, which adds to its management costs.
What would affect this ETF?Positive drivers for DBEZ include potential economic growth in the Eurozone, particularly in sectors like technology and financials, which have significant weight in the ETF. Additionally, its currency hedging strategy can protect investors from euro-to-dollar exchange rate volatility. On the downside, challenges such as rising interest rates in Europe, regulatory changes, or economic slowdowns in key countries like Germany and France could negatively impact the ETF's performance.
DBEZ Top 10 Holdings
DBEZ leans heavily on Eurozone industrials, financials, and a dash of high-end tech, with a fully European cast. ASML is the clear engine of recent gains, its rising share price giving the fund a strong tech tailwind. Siemens and Airbus are also pulling their weight, keeping the industrial side humming. On the flip side, luxury giant LVMH has been losing some shine, while SAP and Schneider Electric have shown weaker, more mixed momentum. Big banks like Santander and BBVA add punch, but also tie the fund closely to Europe’s financial cycle.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| ASML Holding NV | 6.54% | $4.40M | €461.36B | 67.14% | 76 Outperform | |
| Siemens | 2.71% | $1.82M | €199.94B | 14.38% | 74 Outperform | |
| SAP SE | 2.46% | $1.65M | €192.42B | -39.22% | 66 Neutral | |
| Banco Santander | 2.16% | $1.46M | €153.34B | 93.02% | 73 Outperform | |
| Schneider Electric | 2.03% | $1.36M | €150.02B | 10.06% | 62 Neutral | |
| Allianz | 1.97% | $1.32M | €138.90B | 11.82% | 67 Neutral | |
| LVMH Moet Hennessy Louis Vuitton | 1.83% | $1.23M | €261.02B | -25.32% | 78 Outperform | |
| Iberdrola | 1.81% | $1.22M | €133.59B | 47.48% | 67 Neutral | |
| TotalEnergies SE | 1.78% | $1.20M | €138.53B | 4.82% | 78 Outperform | |
| Siemens Energy | 1.76% | $1.18M | €139.08B | 201.83% | 72 Outperform |
DBEZ Technical Analysis
Positive
―
Price Trends
55.99
Positive
54.59
Positive
52.60
Positive
Market Momentum
0.59
Negative
67.32
Neutral
94.09
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For DBEZ, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 57.29, equal to the 50-day MA of 55.99, and equal to the 200-day MA of 52.60, indicating a bullish trend. The MACD of 0.59 indicates Negative momentum. The RSI at 67.32 is Neutral, neither overbought nor oversold. The STOCH value of 94.09 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for DBEZ.
DBEZ Peer Comparison
Comparison Results
Performance Comparison
DBEZ
Xtrackers MSCI Eurozone Hedged Equity ETF
58.38
8.99
18.20%
VGK
Vanguard FTSE Europe ETF
―
―
―
EUDG
WisdomTree Europe Quality Dividend Growth Fund
―
―
―
FLEU
Franklin FTSE Eurozone ETF
―
―
―
PTEU
Pacer Trendpilot European Index ETF
―
―
―
XEML
Xtrackers Europe Market Leaders 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.
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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