USCA - ETF AI Analysis

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Xtrackers MSCI USA Climate Action Equity ETF (USCA)

Rating:74Outperform

Price Target:―

USCA, the Xtrackers MSCI USA Climate Action Equity ETF, earns a solid overall rating largely because it is anchored by high-quality technology leaders like Microsoft and Alphabet, which show strong financial performance, positive earnings outlooks, and promising growth in AI and cloud services. Other major holdings such as Nvidia, Broadcom, Amazon, and Meta also support the rating with robust business trends, though many of these stocks trade at premium valuations, which can limit upside and add risk. The fund is notably concentrated in large tech and AI-focused companies, so investors should be aware that sector and valuation risk are key factors that may hold back its score.

Positive Factors

Large, Established Asset Base

The fund manages a sizable pool of assets, which can support liquidity and trading efficiency for investors.

Low Expense Ratio

The ETF charges a relatively low fee, so less of your potential return is lost to ongoing costs.

Broad Sector Diversification Within the U.S.

Holdings are spread across many major sectors, which helps reduce the impact if any one industry struggles.

Negative Factors

Recent Weak Performance

The fund has shown negative returns over the past month, three months, and year to date, signaling recent performance headwinds.

Heavy U.S. Concentration

Almost all of the ETF’s assets are invested in U.S. companies, offering very limited international diversification.

Top Holdings Facing Recent Weakness

Several of the largest positions, including major technology and growth names, have recently delivered weak returns, which can drag on the fund’s overall results.

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

AUM2.80B

RegionNorth America

Expense Ratio0.07%

Beta0.99

IssuerXtrackers

Inception DateApr 04, 2023

Dividend Yield1.15%

Asset ClassEquity

Index TrackedMSCI USA Climate Action Index - Benchmark TR Gross

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume147,399

30 Day Avg. Volume39,148

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

50.67

Price 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) follows the MSCI USA Climate Action Index, which focuses on U.S. companies taking meaningful steps to cut carbon emissions and improve energy efficiency. It holds many large, familiar names like Microsoft and Amazon, along with other major tech, financial, and healthcare firms. Someone might invest in this ETF to seek long-term growth while supporting companies that are working toward a lower-carbon future, all in one diversified U.S. stock fund. A key risk is that it is heavily tilted toward big U.S. tech and growth stocks, so its price can rise and fall sharply with that part of the market.

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

USCA is leaning heavily on U.S. Big Tech and AI, with Nvidia, Microsoft, and Broadcom sitting in the driver’s seat but recently losing a bit of speed, which has weighed on near-term returns. Amazon and Alphabet are the bright spots, with steadier, rising trends that help offset some of that tech fatigue. Meta and Tesla have been more of a drag, adding volatility rather than support. Eli Lilly brings a powerful health care growth engine, while JPMorgan adds a steadier financial ballast, rounding out a climate-focused, U.S.-only growth story.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
NVDA	Nvidia	5.75%	$160.20M	$4.58T	44.91%	76 Outperform
AVGO	Broadcom	4.90%	$136.35M	$1.61T	45.36%	76 Outperform
MSFT	Microsoft	4.64%	$129.25M	$3.07T	0.74%	79 Outperform
AMZN	Amazon	4.00%	$111.42M	$2.22T	-9.40%	71 Outperform
META	Meta Platforms	3.77%	$104.94M	$1.70T	-6.64%	76 Outperform
TSLA	Tesla	3.14%	$87.48M	$1.60T	24.01%	73 Outperform
GOOGL	Alphabet Class A	2.82%	$78.45M	$3.85T	76.64%	85 Outperform
GOOG	Alphabet Class C	2.37%	$66.02M	$3.85T	74.94%	82 Outperform
JPM	JPMorgan Chase	2.22%	$61.79M	$866.44B	16.57%	72 Outperform
LLY	Eli Lilly & Co	2.12%	$59.01M	$969.02B	19.82%	72 Outperform

USCA Technical Analysis

Technical Analysis Sentiment

Negative

Last Price―

Price Trends

50DMA

41.84

Negative

100DMA

41.55

Negative

200DMA

39.90

Positive

Market Momentum

MACD

-0.14

Positive

RSI

45.96

Neutral

STOCH

64.12

Neutral

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For USCA, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 41.66, equal to the 50-day MA of 41.84, and equal to the 200-day MA of 39.90, indicating a neutral trend. The MACD of -0.14 indicates Positive momentum. The RSI at 45.96 is Neutral, neither overbought nor oversold. The STOCH value of 64.12 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for USCA.

USCA Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
USCA	―	―	$2.80B	0.07%	―
THRO	―	―	$7.43B	0.57%	―
PABU	―	―	$2.32B	0.10%	―
USCL	―	―	$2.19B	0.08%	―
LCTU	―	―	$1.45B	0.15%	―
PWRD	―	―	$1.12B	0.75%	―

Performance Comparison

USCA

Xtrackers MSCI USA Climate Action Equity ETF

41.41

3.07

8.01%

THRO

Ishares U.S. Thematic Rotation Active Etf

―

PABU

iShares Paris-Aligned Climate MSCI USA ETF

―

USCL

iShares Climate Conscious & Transition MSCI USA ETF

―

LCTU

BlackRock U.S. Carbon Transition Readiness ETF

―

PWRD

Tcw Transform Systems 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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