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DBEZ - ETF AI Analysis
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Xtrackers MSCI Eurozone Hedged Equity ETF (DBEZ)
Rating:59Neutral
Price Target:―
Positive Factors
Strong Top Holdings
Several key holdings, such as ASML Holding NV and Banco Santander, have delivered strong year-to-date performance, supporting the ETF's overall gains.
Geographic Diversification in Europe
The ETF provides exposure to multiple European countries, including France, Germany, and Spain, reducing reliance on a single market.
Solid Year-to-Date Performance
The ETF has shown strong year-to-date returns, indicating positive momentum for investors.
Negative Factors
Underperforming Holdings
Some top holdings, such as SAP SE and LVMH, have lagged in performance, which could weigh on future returns.
Moderate Expense Ratio
The ETF's expense ratio of 0.45% is higher than some low-cost alternatives, potentially reducing net returns over time.
Limited Exposure Outside Europe
The ETF is heavily concentrated in European markets, with minimal exposure to other global regions, which may limit diversification benefits.
DBEZ vs. SPDR S&P 500 ETF (SPY)
AUM70.89M
RegionEurope
Expense Ratio0.45%
Beta0.68
IssuerXtrackers
Inception DateDec 10, 2014
Dividend Yield3.3%
Asset ClassEquity
Index TrackedMSCI EMU IMI 100% Hedged to USD Net Variant
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume3,652
30 Day Avg. Volume5,495
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
61.77Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering576
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
DBEZ Summary
The Xtrackers MSCI Eurozone Hedged Equity ETF (DBEZ) is an investment fund that lets you own shares in a wide range of companies across the Eurozone, such as ASML Holding and SAP SE. It focuses on industries like financials, technology, and consumer goods, offering exposure to economic growth in countries like France and Germany. A key feature is its currency hedging, which reduces the impact of euro-to-dollar exchange rate changes. This ETF is a good option for investors seeking international diversification. However, it’s tied to the performance of Eurozone markets, which can be affected by economic or political changes in the region.
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
The Xtrackers MSCI Eurozone Hedged Equity ETF (DBEZ) leans heavily into financials and industrials, with notable contributions from Banco Santander and Allianz, both showing steady gains and bolstering the fund’s performance. However, tech giant SAP is lagging, dragging on returns with bearish momentum. ASML Holding, another tech heavyweight, offers mixed signals, with long-term growth offset by recent dips. LVMH adds a touch of luxury, rising steadily, while Siemens remains neutral. Overall, the fund’s Eurozone focus provides a balanced mix of sectors, though its reliance on financials and industrials shapes its trajectory.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| ASML Holding NV | 5.22% | $3.76M | €353.45B | 34.96% | 76 Outperform | |
| SAP SE | 3.15% | $2.27M | €242.99B | -13.49% | 66 Neutral | |
| Siemens | 2.61% | $1.88M | €185.66B | 22.73% | 74 Outperform | |
| LVMH Moet Hennessy Louis Vuitton | 2.27% | $1.63M | €310.43B | -3.04% | 78 Outperform | |
| Allianz | 2.13% | $1.53M | €144.06B | 25.87% | 67 Neutral | |
| Banco Santander | 2.08% | $1.50M | €143.23B | 117.57% | 73 Outperform | |
| Schneider Electric | 1.87% | $1.35M | €132.58B | -4.24% | 62 Neutral | |
| Airbus Group SE | 1.67% | $1.21M | $180.32B | 36.50% | 68 Neutral | |
| Iberdrola | 1.65% | $1.19M | €118.06B | 35.71% | 67 Neutral | |
| Banco Bilbao Vizcaya Argentaria | 1.61% | $1.16M | €110.41B | 97.39% | 76 Outperform |
DBEZ Technical Analysis
Positive
―
Price Trends
54.34
Positive
53.24
Positive
51.49
Positive
Market Momentum
0.31
Negative
57.37
Neutral
76.70
Neutral
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 54.39, equal to the 50-day MA of 54.34, and equal to the 200-day MA of 51.49, indicating a bullish trend. The MACD of 0.31 indicates Negative momentum. The RSI at 57.37 is Neutral, neither overbought nor oversold. The STOCH value of 76.70 is Neutral, 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
55.12
10.35
23.12%
FEUZ
First Trust Eurozone AlphaDEX ETF
―
―
―
EUDG
WisdomTree Europe Quality Dividend Growth Fund
―
―
―
FLEU
Franklin FTSE Eurozone ETF
―
―
―
PTEU
Pacer Trendpilot European Index ETF
―
―
―
RFEU
First Trust Riverfront Dynamic Europe 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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