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USSG
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Xtrackers MSCI USA ESG Leaders Equity ETF (USSG)

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$58.31
Last Close (24-hour delay)
Profit since last BUY9.89%
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Consider higher Upturn Star rating
BUY since 56 days
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Upturn Advisory Summary

07/31/2025: USSG (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 27.13%
Avg. Invested days 53
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 4.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 07/31/2025

Key Highlights

Volume (30-day avg) -
Beta 1.02
52 Weeks Range 43.95 - 56.71
Updated Date 06/30/2025
52 Weeks Range 43.95 - 56.71
Updated Date 06/30/2025

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Xtrackers MSCI USA ESG Leaders Equity ETF

stock logo

ETF Overview

overview logo Overview

The Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) aims to provide investment results that correspond generally to the performance, before fees and expenses, of the MSCI USA ESG Leaders Index. The fund focuses on U.S. companies with high environmental, social, and governance (ESG) performance relative to their sector peers. Asset allocation primarily involves equity securities of U.S. companies, and the investment strategy is passive, seeking to replicate the index.

reliability logo Reputation and Reliability

DWS is a reputable global asset manager with a long track record of managing ETFs and other investment products.

reliability logo Management Expertise

DWS has extensive experience in index tracking and ESG investing.

Investment Objective

overview logo Goal

The investment objective is to track the performance of the MSCI USA ESG Leaders Index, which selects companies with high ESG ratings within each sector.

Investment Approach and Strategy

Strategy: The ETF aims to track a specific index, the MSCI USA ESG Leaders Index.

Composition The ETF holds primarily stocks of large and mid-cap U.S. companies with strong ESG profiles.

Market Position

Market Share: USSG holds a notable market share within the ESG-focused US equity ETF segment.

Total Net Assets (AUM): 3270000000

Competitors

overview logo Key Competitors

  • iShares ESG Aware MSCI USA ETF (ESGU)
  • Vanguard ESG U.S. Stock ETF (ESGV)
  • Nuveen ESG Large-Cap Growth ETF (NULG)

Competitive Landscape

The ESG ETF market is highly competitive, with several large players. USSG's advantage lies in its specific index methodology and DWS's distribution network. Its disadvantage includes a higher expense ratio than some competitors and potentially less diversified holdings due to its ESG focus compared to broader market ETFs.

Financial Performance

Historical Performance: USSG's historical performance data is readily available on financial websites. Investors should review this to understand its long-term returns.

Benchmark Comparison: The ETF's performance should be compared to the MSCI USA ESG Leaders Index to determine how well it tracks its benchmark.

Expense Ratio: 0.1

Liquidity

Average Trading Volume

USSG's average trading volume is moderate, ensuring relatively easy entry and exit for most investors.

Bid-Ask Spread

The bid-ask spread is typically tight, indicating good liquidity and lower trading costs.

Market Dynamics

Market Environment Factors

Economic growth, interest rates, investor sentiment towards ESG, and regulatory changes affecting ESG investing can influence USSG's performance.

Growth Trajectory

USSG's growth trajectory depends on the increasing adoption of ESG investing among institutional and retail investors, as well as the continued positive performance of ESG-focused companies.

Moat and Competitive Advantages

Competitive Edge

USSG benefits from DWS's strong brand recognition and distribution capabilities. Its focus on ESG leaders within each sector allows it to maintain broad sector diversification while adhering to ESG principles. However, the reliance on the MSCI USA ESG Leaders Index limits its flexibility. It is ideal for investors looking for a blend of ESG investing and broad market exposure.

Risk Analysis

Volatility

USSG's volatility is generally in line with the broader U.S. equity market, though it might be slightly lower due to its ESG focus.

Market Risk

The ETF is subject to market risk, including economic downturns, interest rate fluctuations, and company-specific risks. ESG investing also introduces the risk that ESG standards and ratings may change over time.

Investor Profile

Ideal Investor Profile

The ideal investor is one who is looking to align their investments with ESG principles and desires exposure to the U.S. equity market. Those who are environmentally cautious, socially conscious, and interested in good governance practices would invest in this ETF.

Market Risk

USSG is suitable for long-term investors seeking ESG exposure within their portfolios.

Summary

The Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) offers investors exposure to U.S. companies with strong ESG profiles, tracking the MSCI USA ESG Leaders Index. Managed by DWS, it is suitable for long-term investors seeking to align their investments with ESG principles. While it faces competition from other ESG ETFs and market risk, its ESG focus and strong management make it an attractive option. Its growth is tied to the increasing popularity of ESG investing and favorable market conditions. DWS's reputation lends to the ETF's overall appeal.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • DWS Website
  • ETF.com
  • Morningstar
  • Bloomberg

Disclaimers:

The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investors should consult with a qualified financial advisor before making any investment decisions.

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 Xtrackers MSCI USA ESG Leaders Equity ETF

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

The underlying index consists of large- and medium-capitalization companies in the U.S. market. The fund invests directly in the component securities of the underlying index in substantially the same weightings in which they are represented in the underlying index. It 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. The fund is non-diversified.