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USNZ
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DBX ETF Trust - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF (USNZ)

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$40.94
Last Close (24-hour delay)
Profit since last BUY9.32%
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BUY since 43 days
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Upturn Advisory Summary

08/14/2025: USNZ (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 9.32%
Avg. Invested days 43
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 5.0
ETF Returns Performance Upturn Returns Performance 3.0
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 -
52 Weeks Range 31.01 - 38.85
Updated Date 06/29/2025
52 Weeks Range 31.01 - 38.85
Updated Date 06/29/2025

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DBX ETF Trust - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF

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ETF Overview

overview logo Overview

The Xtrackers Net Zero Pathway Paris Aligned US Equity ETF (NYSEARCA: USDG) seeks to track the Solactive US Large Cap Equities Net Zero Pathway Index. The fund focuses on US large-cap companies that are aligned with the Paris Agreement's goal of limiting global warming to 1.5 degrees Celsius above pre-industrial levels. It uses a diversified approach, aiming for broad market exposure with a tilt towards companies demonstrating commitment to net-zero emissions.

reliability logo Reputation and Reliability

DWS is a reputable asset manager with a long track record in the ETF market. They offer a range of Xtrackers ETFs covering various asset classes and investment strategies.

reliability logo Management Expertise

DWS has a dedicated team of investment professionals with expertise in sustainable investing and index tracking. They leverage their research capabilities to manage and optimize the ETF's portfolio.

Investment Objective

overview logo Goal

The ETF aims to provide investment results that correspond generally to the performance, before fees and expenses, of the Solactive US Large Cap Equities Net Zero Pathway Index.

Investment Approach and Strategy

Strategy: The ETF tracks a specific index that selects and weights companies based on their alignment with a net-zero emissions pathway.

Composition The ETF primarily holds stocks of US large-cap companies. These companies are selected and weighted based on their current emissions intensity and commitment to reducing emissions over time.

Market Position

Market Share: USDG's market share within the ESG and climate-focused US equity ETF market is relatively small compared to more established funds.

Total Net Assets (AUM): 188400000

Competitors

overview logo Key Competitors

  • iShares ESG Aware MSCI USA ETF (ESGU)
  • Vanguard ESG US Stock ETF (ESGV)
  • Xtrackers MSCI USA ESG Leaders Equity ETF (USSG)

Competitive Landscape

The ESG ETF market is competitive, with several established players offering broad-based and thematic ESG strategies. USDG differentiates itself through its specific focus on companies aligned with a net-zero emissions pathway, potentially attracting investors specifically seeking climate-conscious investments. However, its smaller AUM and shorter track record might make it less appealing than larger, more liquid competitors.

Financial Performance

Historical Performance: Historical performance data requires live data. The ETF is relatively new.

Benchmark Comparison: Benchmark comparison requires live data but it is expected to perform similarly to the Solactive US Large Cap Equities Net Zero Pathway Index.

Expense Ratio: 0.11

Liquidity

Average Trading Volume

The average trading volume of USDG is moderate, which may affect the ease of buying or selling large positions.

Bid-Ask Spread

The bid-ask spread for USDG is typically relatively tight, suggesting reasonably efficient trading conditions.

Market Dynamics

Market Environment Factors

Growing investor interest in sustainable investing and government policies promoting emissions reduction could positively impact USDG. However, economic downturns and changes in investor sentiment towards ESG could negatively affect its performance.

Growth Trajectory

The growth trajectory depends on increased investor adoption of climate-focused investing and the ability of the underlying companies to successfully transition to a net-zero emissions pathway. Changes to strategy and holdings will be driven by updates to the Solactive US Large Cap Equities Net Zero Pathway Index.

Moat and Competitive Advantages

Competitive Edge

USDG's competitive edge lies in its targeted approach to investing in companies aligned with the Paris Agreement's net-zero emissions pathway. This focus differentiates it from broader ESG ETFs and could appeal to investors specifically seeking climate-conscious investments. The fund utilizes a rules-based methodology to select and weight companies, providing transparency and objectivity. Its relatively low expense ratio also enhances its attractiveness compared to some other ESG ETFs.

Risk Analysis

Volatility

Historical volatility requires live data. Expected to be similar to the large-cap equity market, with potential for higher volatility due to its focus on companies undergoing emissions reduction transitions.

Market Risk

The ETF is subject to market risk, including the risk of declines in the overall stock market. Specific risks include the potential for companies to fail to meet their emissions reduction targets and the possibility of changes in government regulations affecting the ETF's underlying holdings.

Investor Profile

Ideal Investor Profile

USDG is suited for investors who are seeking exposure to US large-cap equities while also aligning their investments with climate-conscious principles.

Market Risk

USDG is suitable for long-term investors who are comfortable with market risk and have a specific interest in sustainable investing.

Summary

The Xtrackers Net Zero Pathway Paris Aligned US Equity ETF (USDG) offers investors a way to gain exposure to US large-cap equities while simultaneously promoting the transition to a net-zero emissions economy. The ETF tracks the Solactive US Large Cap Equities Net Zero Pathway Index, which focuses on companies aligned with the Paris Agreement's climate goals. Although a smaller fund, USDG's differentiated focus and relatively low expense ratio make it an appealing choice for climate-conscious investors seeking long-term growth. However, potential investors should be aware of market risks and the specific risks associated with investing in companies undergoing emissions reduction transitions.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • DWS Website
  • ETF.com
  • Morningstar

Disclaimers:

The data and analysis provided are for informational purposes only and should not be considered investment advice. Investors should conduct their own research and consult with a qualified financial advisor before making any investment decisions. Market share data is estimated and may vary.

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 Net Zero Pathway Paris Aligned US Equity ETF

Exchange NYSE ARCA
Headquaters -
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Website
Full time employees -
Website

The index is comprised of large and mid-capitalization companies in the United States that meet certain ESG criteria. The fund will normally invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of issuers incorporated in the United States and as considered by the Advisor to be aligned with the Paris Agreement and consistent with the Net Zero Investment Framework. It is non-diversified.