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Upturn AI SWOT - About
Xtrackers MSCI Eurozone Hedged Equity ETF (DBEZ)
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Upturn Advisory Summary
08/14/2025: DBEZ (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 0.07% | Avg. Invested days 51 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.85 | 52 Weeks Range 40.94 - 51.84 | Updated Date 06/29/2025 |
52 Weeks Range 40.94 - 51.84 | Updated Date 06/29/2025 |
Upturn AI SWOT
Xtrackers MSCI Eurozone Hedged Equity ETF
ETF Overview
Overview
The Xtrackers MSCI Eurozone Hedged Equity ETF (DBEZ) aims to provide investment results that correspond generally to the performance, before fees and expenses, of the MSCI EMU US Dollar Hedged Index. It seeks to neutralize the impact of currency fluctuations between the U.S. dollar and the euro on returns from Eurozone equities.
Reputation and Reliability
DWS is a reputable global asset manager with a long track record. They are known for offering a variety of ETFs covering different asset classes and investment strategies.
Management Expertise
DWS has experienced portfolio managers and analysts dedicated to managing and monitoring their ETFs. Their team is well-versed in both equity markets and currency hedging strategies.
Investment Objective
Goal
To provide investment results that correspond generally to the performance, before fees and expenses, of the MSCI EMU US Dollar Hedged Index.
Investment Approach and Strategy
Strategy: The ETF tracks the MSCI EMU US Dollar Hedged Index, which is designed to represent the performance of the developed markets within the Eurozone, while mitigating the impact of currency fluctuations between the U.S. dollar and the euro.
Composition The ETF holds a diversified portfolio of equities from Eurozone countries. It uses a currency hedging overlay to minimize the impact of EUR/USD exchange rate movements on investment returns.
Market Position
Market Share: DBEZ's market share in the currency-hedged Eurozone equity ETF sector is moderate.
Total Net Assets (AUM): 134000000
Competitors
Key Competitors
- WisdomTree Europe Hedged Equity Fund (HEDJ)
- iShares Currency Hedged MSCI Eurozone ETF (HEZU)
Competitive Landscape
The currency-hedged Eurozone equity ETF market is moderately competitive, with several players offering similar products. DBEZ competes with HEDJ and HEZU. HEDJ has a larger AUM and may have greater liquidity, but DBEZ may offer a slightly different approach to hedging or index tracking. These factors, among others, can influence investor preferences.
Financial Performance
Historical Performance: Historical performance can be found on financial websites. Investors should review historical data to see how the fund has performed over various time periods.
Benchmark Comparison: Investors should compare DBEZ's performance against the MSCI EMU US Dollar Hedged Index to evaluate its tracking efficiency.
Expense Ratio: 0.09
Liquidity
Average Trading Volume
The average trading volume for DBEZ is moderate, and subject to daily fluctuations.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting decent liquidity.
Market Dynamics
Market Environment Factors
DBEZ's performance is influenced by Eurozone economic growth, interest rates, political stability, and the EUR/USD exchange rate. The demand for currency hedging also plays a role.
Growth Trajectory
The growth trajectory depends on the demand for Eurozone equity exposure with currency hedging. Changes in global economic conditions and investor sentiment can impact flows into the ETF.
Moat and Competitive Advantages
Competitive Edge
DBEZ's competitive advantage lies in its low expense ratio and the reputation of DWS as a reliable ETF issuer. It provides a simple and effective way for U.S. investors to gain exposure to Eurozone equities while mitigating currency risk. Investors seeking a cost-effective and established currency-hedged ETF may find DBEZ appealing. Its relatively smaller AUM could be a drawback for large institutional investors requiring significant liquidity.
Risk Analysis
Volatility
The ETF's volatility is tied to the volatility of the underlying Eurozone equity market, as well as fluctuations in the EUR/USD exchange rate.
Market Risk
The ETF is subject to general market risk, as well as risks specific to Eurozone economies and political environments. Currency hedging may not perfectly eliminate all currency risk.
Investor Profile
Ideal Investor Profile
The ideal investor is a U.S.-based investor who wants exposure to Eurozone equities but wants to mitigate the impact of currency fluctuations on their returns.
Market Risk
The ETF is suitable for long-term investors seeking international diversification with a focus on managing currency risk.
Summary
DBEZ is a currency-hedged Eurozone equity ETF that aims to track the MSCI EMU US Dollar Hedged Index. It offers U.S. investors exposure to Eurozone equities while mitigating currency risk. DWS, the issuer, is a reputable asset manager. DBEZ's performance is influenced by Eurozone economic factors and EUR/USD exchange rate dynamics. The ETF is suitable for long-term investors seeking international diversification with currency hedging.
Peer Comparison
Sources and Disclaimers
Data Sources:
- DWS
- MSCI
- Morningstar
- Yahoo Finance
- ETFdb.com
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Investment decisions should be made based on individual circumstances and consultation with a financial advisor. Data is based on available information and may be subject to change.
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.
About Xtrackers MSCI Eurozone Hedged Equity ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund, using a passive or indexing investment approach, seeks investment results that correspond generally to the performance, of the underlying index, which is designed to track the performance of equity securities based in the countries in the European Monetary Union, while seeking to mitigate exposure to fluctuations between the value of the U.S. dollar and the euro. It will invest at least 80% of its total assets in component securities of the underlying index. It is non-diversified.
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