EASG - ETF AI Analysis

Top Page

Xtrackers MSCI EAFE ESG Leaders Equity ETF (EASG)

Rating:65Neutral

Price Target:―

EASG, the Xtrackers MSCI EAFE ESG Leaders Equity ETF, has a solid overall rating driven mainly by high-quality global leaders like ASML, HSBC, AstraZeneca, and Novartis, which all show strong financial performance and generally positive outlooks. Luxury and industrial names like LVMH, Hitachi, and Sony further support the fund with robust profitability and constructive technical trends, while holdings such as Schneider Electric and Unilever slightly weigh on the rating due to weaker price momentum and relatively expensive valuations. The main risk is that the fund is concentrated in a select group of large international companies, so setbacks in these key names or their sectors could meaningfully impact performance.

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)

AUM68.69M

RegionDeveloped Markets

Expense Ratio0.14%

Beta0.75

IssuerXtrackers

Inception DateSep 06, 2018

Dividend Yield3.88%

Asset ClassEquity

Index TrackedMSCI EAFE ESG Leaders

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume2,063

30 Day Avg. Volume4,153

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

41.75

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering341

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 global blue chips outside North America, with Dutch chip-equipment giant ASML acting as the main engine, rising steadily and giving the fund a strong tech tilt despite financials being the largest sector overall. HSBC has also been climbing, adding support from the banking side, while Japanese industrial leader Hitachi is another bright spot. On the flip side, luxury powerhouse LVMH and consumer staple Unilever have been losing steam, and Sony’s recent slide hasn’t helped, creating a mixed picture across Europe and Japan even as ESG leaders remain at the core.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
ASML	ASML Holding NV	4.99%	$3.38M	€454.71B	61.10%	76 Outperform
AZN	AstraZeneca	2.90%	$1.97M	£234.40B	29.12%	80 Outperform
NOVN	Novartis AG	2.82%	$1.91M	CHF238.17B	31.22%	80 Outperform
HSBA	HSBC Holdings	2.65%	$1.80M	£212.73B	42.42%	80 Outperform
SU	Schneider Electric	1.55%	$1.05M	€148.07B	5.84%	62 Neutral
ULVR	Unilever	1.46%	$991.02K	£118.46B	9.76%	72 Outperform
	―	1.44%	$978.62K	―	―	―
6501	Hitachi,Ltd.	1.42%	$962.68K	¥23.80T	32.34%	77 Outperform
IBE	Iberdrola	1.42%	$961.93K	€133.99B	47.44%	67 Neutral
TTE	TotalEnergies SE	1.39%	$941.23K	€137.70B	9.16%	78 Outperform

EASG Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

35.98

Positive

100DMA

35.06

Positive

200DMA

33.74

Positive

Market Momentum

MACD

0.59

Negative

RSI

64.31

Neutral

STOCH

84.13

Negative

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 37.06, equal to the 50-day MA of 35.98, and equal to the 200-day MA of 33.74, indicating a bullish trend. The MACD of 0.59 indicates Negative momentum. The RSI at 64.31 is Neutral, neither overbought nor oversold. The STOCH value of 84.13 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for EASG.

EASG Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
EASG	―	―	$68.69M	0.14%	―
QUIZ	―	―	$67.89M	0.56%	―
AIVI	―	―	$63.71M	0.58%	―
TACN	―	―	$18.00M	0.00%	―
PQNT	―	―	$10.13M	0.30%	―
EAFG	―	―	$3.15M	0.65%	―

Performance Comparison

EASG

Xtrackers MSCI EAFE ESG Leaders Equity ETF

37.97

7.88

26.19%

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: ―

Table of Contents