Xtrackers
XDUD.SW
LU1221100792
Xtrackers DAX ESG Screened UCITS ETF 2C USD Hedged
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About this ETF

The Xtrackers DAX ESG Screened UCITS ETF 2C USD Hedged seeks to track the DAX® ESG Screened (USD Hedged) index. The DAX® ESG Screened (USD Hedged) index tracks the largest, most liquid German stocks while taking into account ESG exclusion filters (environmental, social and corporate governance). Companies involved in weapons, armaments, tobacco, thermal coal, oil sands or nuclear power and companies that violate the principles of the United Nations Global Compact are excluded. The parent index is the DAX®. Excluded companies are not replaced. The maximum weight of a company is capped at 10%. Currency hedged to US-Dollar (USD).

TER
0.19%

Total Expense Ratio per year

Fund Size
€601.7M

Assets under management

Holdings
36

Underlying equities

Dividend Yield
0%

Accumulating

Fundamentals & Estimates

Weighted valuation multiples and analyst forecasts

Valuation Multiples
Weighted P/E
15.61
Weighted Fwd P/E
12.36
💰 Revenue Estimates
Current Year CY
+4.04% ⌀ 15 Analysts Coverage
Next Year NY
+6.51% ⌀ 15 Analysts Coverage
📈 EPS Estimates (Earnings Per Share)
Current Year CY
+8.84% ⌀ 14 Analysts Coverage
Next Year NY
+16.18% ⌀ 15 Analysts Coverage

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ETF Profile
Provider
Xtrackers
Xtrackers
Fund Type
ETF
Inception Date
01/13/2016 (10 yrs)
Index Group
DAX
Region
-
Country
Germany
Sector
-
Theme
-
Distribution Policy
Accumulating
Replication
Full replication
Sustainable
Yes

🛡️ Risk & Structural Analysis

Multi-Factor Risk Model & Market Data

5/7 Elevated
48/100 Moderate
Diversification Score
48/100 Moderate
5Y Volatility
16.5% p.a.
Max Drawdown (5Y)
-25.4%
Sharpe Ratio (5Y)
0.57
Beta Factor
0.00
Notes & Warnings
Fund Volume (AUM) 🟢 Established large fund (> 500M € AUM)
🟡 Moderate analyst coverage (14.2 analysts)
🔴 Extreme top 10 holdings concentration: 71% of fund in top 10 positions.
🔴 High single-country risk: 100% of portfolio in "Germany".
⚠️ Elevated Interest Rate Sensitivity: 44% in rate-sensitive or leverage-heavy industries (real estate, banks, utilities).
⚠️ Elevated Regulatory & Policy Risk: 49% in heavily regulated industries (defense, regulated utilities, healthcare policy).
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