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USCA - ETF AI Analysis
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Xtrackers MSCI USA Climate Action Equity ETF (USCA)
Rating:72Outperform
Price Target:―
Positive Factors
Strong Top Holdings
Several key holdings, including Nvidia, Microsoft, and Alphabet, have delivered strong year-to-date performance, boosting the ETF’s overall returns.
Low Expense Ratio
The ETF charges a very low expense ratio, making it cost-effective compared to similar funds.
Sector Diversification
The ETF is spread across multiple sectors, with significant exposure to technology, communication services, and financials, reducing reliance on any single industry.
Negative Factors
High Geographic Concentration
The ETF is heavily focused on U.S. companies, with minimal exposure to international markets, limiting global diversification.
Overweight in Technology
Nearly 30% of the portfolio is allocated to the technology sector, increasing vulnerability to downturns in this industry.
Mixed Performance Among Holdings
While some top holdings have performed well, others like Amazon and Eli Lilly have shown weaker year-to-date performance, potentially dragging on overall returns.
USCA vs. SPDR S&P 500 ETF (SPY)
AUM3.26B
RegionNorth America
Expense Ratio0.07%
Beta0.99
IssuerXtrackers
Inception DateApr 04, 2023
Dividend Yield1.14%
Asset ClassEquity
Index TrackedMSCI USA Climate Action Index - Benchmark TR Gross
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume34,668
30 Day Avg. Volume30,227
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
49.13Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering275
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
USCA Summary
The Xtrackers MSCI USA Climate Action Equity ETF (USCA) is an investment fund that focuses on U.S. companies committed to reducing carbon emissions and promoting sustainability. It follows the MSCI USA Climate Action Index, which includes well-known companies like Nvidia and Microsoft. This ETF is ideal for investors who want to support environmentally responsible businesses while diversifying their portfolio with U.S. stocks. However, new investors should be aware that the ETF’s performance can fluctuate with the overall stock market, especially since it has significant exposure to the technology sector.
How much will it cost me?The Xtrackers MSCI USA Climate Action Equity ETF (USCA) has an expense ratio of 0.07%, which means you’ll pay $0.70 per year for every $1,000 invested. This is lower than average because it is passively managed, tracking an index rather than relying on active stock picking.
What would affect this ETF?The USCA ETF could benefit from growing interest in sustainable investing and increased government support for climate initiatives, which may drive demand for companies focused on reducing carbon footprints. However, it may face challenges if regulatory changes or economic slowdowns negatively impact the technology and consumer sectors, which make up a significant portion of its holdings. Additionally, shifts in interest rates could affect the financial sector, another key area of exposure for this ETF.
USCA Top 10 Holdings
The Xtrackers MSCI USA Climate Action Equity ETF is leaning heavily on tech giants like Nvidia and Alphabet, which are driving performance with their focus on AI and cloud innovation, despite Nvidia showing signs of cooling off recently. Microsoft and Meta, however, are lagging, with bearish momentum and valuation concerns weighing them down. The fund’s concentration in technology, which makes up nearly a third of its holdings, underscores its thematic focus on sustainability and innovation. With all holdings U.S.-based, the ETF offers a domestic play on companies leading the charge in climate-conscious practices.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Microsoft | 5.39% | $174.81M | $3.59T | 6.99% | 79 Outperform | |
| Nvidia | 5.20% | $168.64M | $4.40T | 30.37% | 76 Outperform | |
| Broadcom | 5.05% | $163.65M | $1.92T | 80.77% | 76 Outperform | |
| Amazon | 4.35% | $141.14M | $2.46T | 1.24% | 71 Outperform | |
| Meta Platforms | 3.57% | $115.60M | $1.65T | 3.85% | 76 Outperform | |
| Tesla | 3.31% | $107.28M | $1.49T | 5.21% | 73 Outperform | |
| Alphabet Class A | 2.75% | $89.14M | $3.78T | 62.94% | 85 Outperform | |
| Alphabet Class C | 2.33% | $75.37M | $3.78T | 62.01% | 82 Outperform | |
| JPMorgan Chase | 2.24% | $72.46M | $863.99B | 32.75% | 72 Outperform | |
| Eli Lilly & Co | 2.11% | $68.38M | $954.25B | 30.21% | 72 Outperform |
USCA Technical Analysis
Positive
―
Price Trends
41.60
Positive
40.88
Positive
38.58
Positive
Market Momentum
0.20
Negative
52.30
Neutral
73.94
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For USCA, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 41.54, equal to the 50-day MA of 41.60, and equal to the 200-day MA of 38.58, indicating a bullish trend. The MACD of 0.20 indicates Negative momentum. The RSI at 52.30 is Neutral, neither overbought nor oversold. The STOCH value of 73.94 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for USCA.
USCA Peer Comparison
Comparison Results
Performance Comparison
USCA
Xtrackers MSCI USA Climate Action Equity ETF
41.88
3.94
10.38%
PAVE
Global X U.S. Infrastructure Development ETF
―
―
―
THRO
Ishares U.S. Thematic Rotation Active Etf
―
―
―
USCL
iShares Climate Conscious & Transition MSCI USA ETF
―
―
―
PABU
iShares Paris-Aligned Climate MSCI USA ETF
―
―
―
LCTU
BlackRock U.S. Carbon Transition Readiness ETF
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―
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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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