USCA vs. DBEF - ETF Comparison
USCA - Xtrackers MSCI USA Climate Action Equity ETF
The Xtrackers MSCI USA Climate Action Equity ETF is an exchange-traded fund that tracks the MSCI USA Climate Action Index, providing investors with exposure to US equities that are aligned with the goals of the Paris Agreement. The fund focuses on low-carbon companies, aiming to reduce greenhouse gas emissions and support the transition to a low-carbon economy.
DBEF - Xtrackers MSCI EAFE Hedged Equity ETF
The Xtrackers MSCI EAFE Hedged Equity ETF provides exposure to developed equity markets outside of the US, with a unique feature of hedging out currency exposure. This fund tracks the MSCI EAFE US Dollar Hedged Index, offering a broad-based, market-cap weighted portfolio of international stocks. It is designed to isolate the performance of developed market stocks, neutralizing the impact of exchange rate fluctuations. This ETF can be a useful component in long-term portfolios, offering a currency-neutral tactical tilt towards the EAFE region.
| USCA | DBEF | |
|---|---|---|
| Fund Name | Xtrackers MSCI USA Climate Action Equity ETF | Xtrackers MSCI EAFE Hedged Equity ETF |
| Fund Provider | Deutsche Bank | Deutsche Bank |
| Index | MSCI USA Climate Action Index - Benchmark TR Gross | MSCI EAFE US Dollar Hedged Index |
| Asset Class | Equity | Equity |
| Listing | US-listed | US-listed |
| Expense Ratio | 0.07% | 0.36% |
| Inception Date | 2023-04-04 | 2011-06-09 |
| Number Of Holdings | 304 | 746 |
| Currency | USD | USD |
| Region | United States | Developed Markets |
| Investment Style | Blend | Blend |
| Market Cap | Blend | Blend |
| Leveraged | Non-leveraged | Non-leveraged |
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Key Metrics
Performance Metrics
Risk Metrics
Detailed Returns
Benchmark Comparison
Key Metrics
Performance Metrics
Risk Metrics
Detailed Returns
Benchmark Comparison
Performance Analysis
The performance analysis examines historical data to assess the returns of the investment strategy, including key metrics such as Cumulative returns, End of Year (EoY) returns, and risk-adjusted returns like the Sharpe ratio or the Sortino ratio.
Cumulative Returns
End of Year Returns Table
End of Year Returns
Risk Analysis
The risk analysis refers to an assessment of potential negative events that could lead to a loss of capital. Conducting a risk analysis can help in deciding whether an investment should be made. This is done using risk metrics such as drawdowns, volatility and beta which reflect stakeholders' confidence in the consistency of an investment strategy.
Drawdowns
Drawdowns Table
Monte Carlo Simulation
The Monte Carlo simulation is a statistical method used to forecast portfolio returns by generating a wide range of potential outcomes through random sampling from historical asset price data. It helps investors assess the potential risk and return of a portfolio under various market conditions. The simulation takes into account the initial investment and optionally simulates cash flow scenarios like fixed contributions, fixed withdrawals, or percentage withdrawals.
IMPORTANT: The forecast generated through Monte Carlo simulations is purely hypothetical and does not guarantee future returns. Investment decisions should be made with consideration of various factors, and past performance is not indicative of future results.