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EASG - ETF AI Analysis
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Xtrackers MSCI EAFE ESG Leaders Equity ETF (EASG)
Rating:63Neutral
Price Target:―
Positive Factors
Strong Top Holdings
Several key holdings, such as ASML Holding NV and Sony, have delivered strong year-to-date performance, boosting the ETF’s returns.
Low Expense Ratio
The ETF has a very low expense ratio compared to industry averages, making it cost-efficient for investors.
Broad Geographic Exposure
The fund is diversified across multiple countries, including Japan, the UK, and France, reducing reliance on any single market.
Negative Factors
Lagging Holdings
Some holdings, like LVMH Moet Hennessy Louis Vuitton, have underperformed year-to-date, which could weigh on overall returns.
Sector Concentration in Financials
The ETF has significant exposure to the financial sector, which could increase vulnerability to sector-specific risks.
Low U.S. Exposure
With only 4.57% allocated to U.S. companies, the fund may miss out on opportunities in the world’s largest economy.
EASG vs. SPDR S&P 500 ETF (SPY)
AUM63.46M
RegionDeveloped Markets
Expense Ratio0.14%
Beta0.76
IssuerXtrackers
Inception DateSep 06, 2018
Dividend Yield4.16%
Asset ClassEquity
Index TrackedMSCI EAFE ESG Leaders
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume4,233
30 Day Avg. Volume4,089
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
38.56Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering340
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
EASG Summary
The Xtrackers MSCI EAFE ESG Leaders Equity ETF (EASG) is an investment fund that focuses on companies in developed markets outside North America, such as Europe, Australasia, and the Far East. It invests in businesses that excel in Environmental, Social, and Governance (ESG) practices, making it a great choice for socially conscious investors. Some well-known companies in the fund include Sony and AstraZeneca. This ETF offers a way to diversify your portfolio internationally while supporting sustainable business practices. However, since it invests in global markets, its performance can be affected by economic conditions in other countries.
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
The EASG ETF leans heavily on global leaders in ESG-friendly industries, with a notable concentration in financials and industrials. HSBC is rising steadily, buoyed by strong earnings and reasonable valuations, while ASML Holding continues to shine as a tech powerhouse driving innovation. On the flip side, Sony is lagging, weighed down by mixed momentum and limited upside potential, and Unilever is struggling with bearish trends despite its strategic moves. With its focus on developed markets outside North America, this fund offers a balanced yet sector-focused approach to sustainable investing.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| ASML Holding NV | 3.89% | $2.54M | €343.40B | 29.52% | 76 Outperform | |
| AstraZeneca | 2.71% | $1.77M | £211.99B | 30.73% | 80 Outperform | |
| HSBC Holdings | 2.58% | $1.69M | HK$2.12T | 51.25% | 80 Outperform | |
| Novartis AG | 2.50% | $1.64M | CHF209.54B | 23.96% | 80 Outperform | |
| LVMH Moet Hennessy Louis Vuitton | 1.76% | $1.15M | €314.21B | 0.08% | 78 Outperform | |
| ― | 1.59% | $1.04M | ― | ― | ― | |
| Sony | 1.50% | $982.33K | ¥24.68T | 25.22% | 73 Outperform | |
| Schneider Electric | 1.44% | $937.59K | €132.50B | -2.08% | 62 Neutral | |
| Hitachi,Ltd. | 1.38% | $899.52K | ¥22.66T | 24.03% | 77 Outperform | |
| Unilever | 1.34% | $875.81K | £105.52B | -6.04% | 72 Outperform |
EASG Technical Analysis
Positive
―
Price Trends
34.41
Positive
33.98
Positive
32.57
Positive
Market Momentum
0.27
Negative
63.56
Neutral
53.58
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For EASG, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 34.72, equal to the 50-day MA of 34.41, and equal to the 200-day MA of 32.57, indicating a bullish trend. The MACD of 0.27 indicates Negative momentum. The RSI at 63.56 is Neutral, neither overbought nor oversold. The STOCH value of 53.58 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for EASG.
EASG Peer Comparison
Comparison Results
Performance Comparison
EASG
Xtrackers MSCI EAFE ESG Leaders Equity ETF
35.36
7.28
25.93%
IEFA
iShares Core MSCI EAFE ETF
―
―
―
AIVI
WisdomTree International AI Enhanced Value Fund
―
―
―
QUIZ
Zacks Quality International ETF
―
―
―
PQNT
Pictet AI Enhanced International Equity ETF
―
―
―
EAFG
Pacer Developed Markets Cash Cows Growth 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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