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MIDE
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DBX ETF Trust - Xtrackers S&P MidCap 400 ESG ETF (MIDE)

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$31.56
Last Close (24-hour delay)
Profit since last BUY7.79%
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BUY since 59 days
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Upturn Advisory Summary

08/14/2025: MIDE (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

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 7.9%
Avg. Invested days 52
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 4.0
ETF Returns Performance Upturn Returns Performance 2.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/14/2025

Key Highlights

Volume (30-day avg) -
Beta 1.16
52 Weeks Range 24.96 - 33.11
Updated Date 06/29/2025
52 Weeks Range 24.96 - 33.11
Updated Date 06/29/2025

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DBX ETF Trust - Xtrackers S&P MidCap 400 ESG ETF

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ETF Overview

overview logo Overview

The Xtrackers S&P MidCap 400 ESG ETF (ESGM) aims to provide investment results that correspond generally to the performance, before fees and expenses, of the S&P MidCap 400 ESG Index. The fund invests in mid-capitalization U.S. companies with environmental, social, and governance (ESG) characteristics.

reliability logo Reputation and Reliability

DWS is a reputable global asset manager with a long history in the ETF market. Xtrackers ETFs are known for tracking various indices and strategies.

reliability logo Management Expertise

DWS has a team of experienced professionals managing its ETF products, with expertise in index tracking and ESG investing.

Investment Objective

overview logo Goal

To track the performance, before fees and expenses, of the S&P MidCap 400 ESG Index.

Investment Approach and Strategy

Strategy: The ETF employs a passive management strategy, seeking to replicate the S&P MidCap 400 ESG Index.

Composition The fund primarily holds stocks of mid-sized U.S. companies that meet specific ESG criteria defined by the index.

Market Position

Market Share: The fund's market share is growing in the ESG MidCap space, relative to total ESG and total MidCap Funds.

Total Net Assets (AUM): 215000000

Competitors

overview logo Key Competitors

  • CRBN
  • ACTV
  • IUSG

Competitive Landscape

The ESG ETF market is competitive, with various funds offering different approaches to ESG investing. ESGM differentiates itself by focusing specifically on the S&P MidCap 400 ESG Index. Its advantages include the brand recognition of the S&P index and the backing of DWS. Disadvantages include potentially higher expense ratios compared to some broader market ETFs and possible tracking error.

Financial Performance

Historical Performance: Historical performance data needs to be sourced from financial data providers.

Benchmark Comparison: The ETF's performance should be compared against the S&P MidCap 400 ESG Index to assess its tracking effectiveness.

Expense Ratio: 0.09

Liquidity

Average Trading Volume

The ETF's average trading volume is moderate, allowing for relatively easy entry and exit for most investors.

Bid-Ask Spread

The bid-ask spread is typically tight, indicating reasonable trading costs.

Market Dynamics

Market Environment Factors

Economic indicators like GDP growth, inflation rates, and interest rates, along with sector-specific growth prospects and overall market sentiment, will influence ESGM's performance.

Growth Trajectory

The ETF's growth depends on increasing investor interest in ESG investing and the overall performance of mid-cap stocks. Changes to index methodology or fund holdings could impact its future trajectory.

Moat and Competitive Advantages

Competitive Edge

ESGM benefits from the established S&P MidCap 400 index, enhancing its brand recognition. Its rigorous methodology for selecting ESG-compliant mid-cap companies provides a competitive advantage. The backing of DWS, a global asset manager, adds credibility and resources to the ETF. Focusing solely on MidCap ESG provides niche market focus. The ETF may also benefit from increased investor awareness on ESG.

Risk Analysis

Volatility

The ETF's volatility will likely be similar to that of the broader mid-cap market, potentially higher than large-cap ETFs.

Market Risk

The ETF is subject to market risk, including fluctuations in stock prices and overall economic conditions, as well as specific risks associated with ESG factors.

Investor Profile

Ideal Investor Profile

The ideal investor is one seeking exposure to mid-cap U.S. equities with a focus on ESG factors. This includes environmentally and socially conscious investors looking for core portfolio holdings.

Market Risk

ESGM is suitable for long-term investors and passive index followers seeking ESG exposure in their mid-cap allocation. It may also appeal to active traders looking to capitalize on short-term market movements.

Summary

The Xtrackers S&P MidCap 400 ESG ETF offers exposure to mid-cap U.S. equities with a focus on environmental, social, and governance factors. It tracks the S&P MidCap 400 ESG Index, providing a passively managed, rules-based approach to ESG investing. The fund's performance depends on the overall health of the mid-cap market and investor sentiment towards ESG investing. Backed by DWS, a reputable asset manager, ESGM provides a potentially valuable tool for building diversified portfolios with a focus on sustainability. Potential investors should consider the fund's expense ratio, tracking error, and risk factors before investing.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • DWS Website
  • ETF.com
  • Morningstar
  • Bloomberg

Disclaimers:

The information provided is for informational purposes only and should not be considered financial advice. Investors should conduct their own research and consult with a financial advisor before making any investment decisions. Market share data may vary depending on the source and calculation methodology. Performance data is not indicative of future results. All investments involve risk, including the potential loss of principal.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About DBX ETF Trust - Xtrackers S&P MidCap 400 ESG ETF

Exchange NYSE ARCA
Headquaters -
IPO Launch date -
CEO -
Sector -
Industry -
Full time employees -
Website
Full time employees -
Website

The index seeks to target 75% of the float-adjusted market capitalization (i.e., the amount of stock that is available for trading by the general public) of each GICS Industry Group within the S&P MidCap 400 Index, using the ESG scores assigned to the companies in the Eligible Universe by the index provider as the determining factor. The fund will invest at least 80% of its total assets (but typically far more) in component securities of the index.