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



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Upturn Advisory Summary
08/14/2025: MIDE (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 Advisory Performance ![]() | ETF Returns Performance ![]() |
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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 |
Upturn AI SWOT
DBX ETF Trust - Xtrackers S&P MidCap 400 ESG ETF
ETF Overview
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.
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.
Management Expertise
DWS has a team of experienced professionals managing its ETF products, with expertise in index tracking and ESG investing.
Investment Objective
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
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.
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 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.

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