EASG - ETF AI Analysis

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Xtrackers MSCI EAFE ESG Leaders Equity ETF (EASG)

Rating:66Neutral

Price Target:―

EASG, the Xtrackers MSCI EAFE ESG Leaders Equity ETF, has a solid overall rating driven mainly by high-quality leaders like ASML, AstraZeneca, Novartis, HSBC, LVMH, and Hitachi, which all show strong financial performance and generally positive outlooks. These strengths are partly offset by holdings such as Schneider Electric and Unilever, where bearish technical trends and relatively expensive valuations act as mild drags on the fund. A key risk factor is that many top positions are large, established companies in similar developed markets, so the ETF’s performance is closely tied to how these major international markets and sectors behave.

Positive Factors

Solid Recent Performance

The ETF has shown steady gains over the past month, three months, and year-to-date, indicating positive recent momentum.

Low Expense Ratio

The fund charges a relatively low fee, which helps investors keep more of their returns over time.

Broad International Diversification

Holdings spread across many developed markets such as Japan, the UK, France, and others help reduce reliance on any single country.

Negative Factors

Mixed Top Holding Performance

While some major positions like ASML and Hitachi have performed strongly, several other large holdings have been weak, which can drag on overall returns.

Heavy Financial Sector Exposure

A large allocation to financial companies means the fund may be more sensitive to issues affecting banks and financial markets.

Limited U.S. Market Exposure

Only a small portion of the portfolio is invested in U.S. companies, so investors relying on this ETF alone may miss out on a major global market.

EASG vs. SPDR S&P 500 ETF (SPY)

AUM63.65M

RegionDeveloped Markets

Expense Ratio0.14%

Beta0.78

IssuerXtrackers

Inception DateSep 06, 2018

Dividend Yield4.1%

Asset ClassEquity

Index TrackedMSCI EAFE ESG Leaders

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume3,611

30 Day Avg. Volume3,616

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

40.90

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering352

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

EASG Summary

EASG is an ETF that follows the MSCI EAFE ESG Leaders index, which focuses on large companies in developed markets outside North America that score well on environmental, social, and governance (ESG) standards. It holds well-known names like ASML, HSBC, Sony, and Unilever, giving you broad international exposure across many sectors such as financials, industrials, and technology. Someone might invest in EASG to diversify beyond the U.S. while aligning with sustainability values. A key risk is that it can rise or fall with global stock markets and may be hurt if international or ESG-focused stocks lag.

How much will it cost me?The Xtrackers MSCI EAFE ESG Leaders Equity ETF (Ticker: EASG) has an expense ratio of 0.14%, meaning you’ll pay $1.40 per year for every $1,000 invested. This is lower than average because it’s passively managed, tracking an index of ESG-focused companies rather than relying on active stock picking.

What would affect this ETF?The EASG ETF could benefit from growing global interest in ESG-focused investments and sustainability trends, as well as potential economic growth in developed markets outside North America. However, it may face challenges from regulatory changes affecting ESG criteria, economic slowdowns in Europe or Asia, or sector-specific risks in industries like financials and technology, which have significant weight in the fund.

EASG Top 10 Holdings

EASG leans heavily on a handful of European heavyweights, with Dutch chip-equipment giant ASML doing much of the lifting as its strong, sustained rally sets the tone for the fund. Health care names like AstraZeneca and Novartis are also rising steadily, adding a defensive backbone, while HSBC’s solid run keeps the financials sleeve in good shape. On the flip side, luxury leader LVMH has been losing steam, acting as a mild drag. Overall, this is a developed-markets, ex-U.S. story anchored in Europe with an ESG tilt rather than a single-sector bet.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
ASML	ASML Holding NV	5.08%	$3.30M	€458.38B	86.92%	76 Outperform
AZN	AstraZeneca	2.86%	$1.86M	$305.49B	27.65%	80 Outperform
NOVN	Novartis AG	2.80%	$1.82M	CHF232.19B	30.93%	80 Outperform
HSBA	HSBC Holdings	2.77%	$1.80M	£219.84B	52.09%	80 Outperform
SU	Schneider Electric	1.53%	$990.69K	€143.65B	13.41%	62 Neutral
TTE	TotalEnergies SE	1.49%	$965.62K	€147.03B	21.66%	78 Outperform
MC	LVMH Moet Hennessy Louis Vuitton	1.37%	$889.61K	€250.78B	-18.82%	78 Outperform
IBE	Iberdrola	1.37%	$888.00K	€129.75B	40.53%	67 Neutral
ULVR	Unilever	1.35%	$873.19K	£107.23B	―	72 Outperform
6501	Hitachi,Ltd.	1.34%	$869.90K	¥22.53T	26.59%	77 Outperform

EASG Technical Analysis

Technical Analysis Sentiment

Negative

Last Price―

Price Trends

50DMA

36.80

Negative

100DMA

35.59

Positive

200DMA

34.24

Positive

Market Momentum

MACD

-0.24

Positive

RSI

39.24

Neutral

STOCH

20.81

Neutral

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For EASG, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 37.46, equal to the 50-day MA of 36.80, and equal to the 200-day MA of 34.24, indicating a neutral trend. The MACD of -0.24 indicates Positive momentum. The RSI at 39.24 is Neutral, neither overbought nor oversold. The STOCH value of 20.81 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for EASG.

EASG Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
EASG	―	―	$63.65M	0.14%	66 Neutral
QUIZ	―	―	$67.98M	0.56%	67 Neutral
AIVI	―	―	$59.80M	0.58%	62 Neutral
TACN	―	―	$18.58M	0.00%	66 Neutral
PQNT	―	―	$8.56M	0.30%	67 Neutral
EAFG	―	―	$3.04M	0.65%	64 Neutral

Performance Comparison

EASG

Xtrackers MSCI EAFE ESG Leaders Equity ETF

35.87

5.91

19.73%

QUIZ

Zacks Quality International ETF

―

AIVI

WisdomTree International AI Enhanced Value Fund

―

TACN

T. Rowe Price Active Core International Equity ETF

―

PQNT

Pictet AI Enhanced International Equity ETF

―

EAFG

Pacer Developed Markets Cash Cows Growth Leaders ETF

―

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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