Xtrackers
XBUZ.DE
IE000LOSV2D0
Xtrackers USA Biodiversity Focus SRI UCITS ETF 1C
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About this ETF

The Xtrackers USA Biodiversity Focus SRI UCITS ETF 1C seeks to track the ISS STOXX® US Biodiversity Focus SRI index. The ISS STOXX® US Biodiversity Focus SRI index tracks US stocks. Securities are selected according to sustainability criteria with a focus on biodiversity.

TER
0.3%

Total Expense Ratio per year

Fund Size
€11.02M

Assets under management

Holdings
257

Underlying equities

Dividend Yield
-

Accumulating

Fundamentals & Estimates

Weighted valuation multiples and analyst forecasts

Valuation Multiples
Weighted P/E
25.97
Weighted Fwd P/E
17.83
💰 Revenue Estimates
Current Year CY
+26.66% ⌀ 33 Analysts Coverage
Next Year NY
+20.24% ⌀ 34 Analysts Coverage
📈 EPS Estimates (Earnings Per Share)
Current Year CY
+35.54% ⌀ 32 Analysts Coverage
Next Year NY
+34.17% ⌀ 32 Analysts Coverage

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ETF Profile
Provider
Xtrackers
Xtrackers
Fund Type
ETF
Inception Date
09/26/2023 (3 yrs)
Region
-
Sector
-
Theme
-
Distribution Policy
Accumulating
Replication
Full replication
Sustainable
Yes

🛡️ Risk & Structural Analysis

Multi-Factor Risk Model & Market Data

5/7 Elevated
68/100 Moderate
Diversification Score
68/100 Moderate
3Y Volatility
19.9% p.a.
Max Drawdown (3Y)
-23.2%
Sharpe Ratio (3Y)
0.74
Notes & Warnings
Fund Volume (AUM) ⚠️ Fund closure risk (< 50M € AUM)
⚠️ Fund closure risk (< 50M € AUM)
⚠️ Elevated top 10 holdings concentration: 45% of fund in top 10 positions.
⚠️ Sector concentration: 47% in "Technology".
ℹ️ Tech-Capex Exposure: 33% in semiconductors & hardware – dependent on hyperscaler capex cycles.
⚠️ Elevated Regulatory & Policy Risk: 35% in heavily regulated industries (defense, regulated utilities, healthcare policy).
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