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- Upturn Summary
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Upturn AI Summary
Xtrackers MSCI EAFE Hedged Equity ETF(DBEF)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for DBEF
09/25/2026: DBEF (3-star) is currently NOT-A-BUY. Pass it for now.
DBEF provides investors with exposure to large- and mid-cap stocks across developed international markets while neutralizing foreign currency risk through hedging. Its main strengths include deep liquidity, institutional-grade management, and effective index tracking. It serves as a core international holding for investors who want equity exposure without the volatility of foreign exchange rates. Investors should remain mindful of currency hedging costs and regional economic risks. The fund is well-suited for long-term strategic asset allocators and value-conscious investors looking for international diversification.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | It provides growth exposure but is limited to established, slower-growing developed markets. |
| Momentum investor | Strong fit while signal remains positive | It can be used to capture momentum in international markets when the U.S. dollar is stable or strengthening. |
| Value investor | Strong fit | Many international developed markets often trade at more attractive valuations than the U.S. equity market. |
| Dividend/Income investor | Strong fit | The underlying developed market stocks often provide competitive dividend yields for income-focused portfolios. |
| Low-risk investor | Mixed fit | While it removes currency risk, it remains fully exposed to the equity market risk of international developed countries. |
Investor Profile
Ideal Investor Profile
The ideal investor is looking for international developed market equity exposure while specifically aiming to exclude foreign currency fluctuations from their performance.
Suitability
It is best suited for long-term investors seeking to diversify their portfolio geographically while managing currency-related risk.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Equity markets are inherently volatile, even when currency risk is mitigated. |
| Market risk | Medium / high | The fund is fully exposed to systemic risks affecting developed international economies. |
| Concentration | Medium | The fund is well-diversified across sectors but concentrated in the developed world. |
| Tracking/expense | Low | The expense ratio is competitive and tracking error is typically well-managed. |
| Liquidity | Low | The fund has deep liquidity and significant assets, reducing execution risks. |
| Business/sector quality | Medium | Holdings consist of high-quality large-cap companies, but are subject to regional economic conditions. |
Risk Analysis
Volatility
DBEF tracks equity markets which are subject to periodic volatility, though hedging reduces the currency-related portion of this volatility.
Market Risk
The fund is subject to systematic equity risk; changes in economic health, corporate earnings, and political climate in developed international markets will directly impact the fund's price.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Geography | Developed Markets (Ex-North America) | 99 | This provides broad diversification across established economies like Japan, the UK, and Europe without North American exposure. |
| Derivatives | Currency Forward Contracts | 1 | These contracts are used to hedge the foreign currency risk, ensuring the investor's return is driven by stock performance rather than exchange rate fluctuations. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 39.42% | Avg. Invested days 83 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 09/25/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Sep 25, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $9.27B |
| Issuer | Xtrackers |
| Expense Ratio | 0.36% |
| Distribution Yield | 2.24% |
| Inception | Jun 9, 2011 |
Performance
| Period | Total Return |
|---|---|
| YTD | +15.26% |
| 1 Year | +23.36% |
| 3 Year | +19.26% |
| 5 Year | +13.74% |
| 10 Year | +12.17% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 11.77% |
| 3Y Volatility | 9.39% |
| 3Y Sharpe Ratio | 1.46 |
Ratings
| Metric | Value |
|---|---|
| Morningstar Rating | ★★★★★ |
| Sustainability Rating | 4 / 5 |
| Benchmark | MSCI ACWI Ex USA NR USD |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Mega Cap | 53.34% |
| Large Cap | 35.49% |
| Mid Cap | 7.89% |
| Small Cap | 0.06% |
| Micro Cap | 0.00% |
Top Sectors
| Sector | Weight |
|---|---|
| Financial Services | 26.32% |
| Industrials | 18.63% |
| Technology | 11.38% |
| Healthcare | 10.15% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 15.21x |
| Portfolio P/B | 2.18x |
| Portfolio P/S | 1.71x |
| Holdings Turnover | 19.0% |
Top Holdings
| Holding | Weight |
|---|---|
| ASML Holding N.V | 2.90% |
| HSBC Holdings | 1.55% |
| Roche Holding AG | 1.37% |
| Shell | 1.19% |
| Novartis AG | 1.14% |
Upturn AI Summary
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
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