(XZMU) Xtrackers MSCI USA ESG - Performance 3% in 12m
Compare XZMU with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
86.75%
#57 in Group
Rel. Strength
48.47%
#3967 in Universe
Total Return 12m
2.96%
#116 in Group
Total Return 5y
135.41%
#53 in Group
12m Total Return: XZMU (3%) vs SPY (8.5%)
5y Drawdown (Underwater) Chart
Top Performers in US Large-Cap Blend Equity
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| D500 XETRA Invesco SP500 Dis |
-9.02% | 7.9% | 150% | - | - | - | - | - |
| VUSA XETRA Vanguard SP500 EUR |
-9.07% | 7.93% | 150% | - | - | - | - | - |
| LYPS XETRA Multi Units Luxembourg |
-9% | 7.81% | 139% | - | - | - | - | - |
| JREU XETRA JPMorgan s (Ireland) ICAV |
-9.26% | 6.42% | 144% | - | - | - | - | - |
| D5BM XETRA Xtrackers SP500 Swap 1C |
-9.02% | 7.81% | 139% | - | - | - | - | - |
| AUM5 XETRA Amundi Index Solutions |
-9.06% | 7.7% | 139% | - | - | - | - | - |
| 5ESG XETRA Invesco SP500 ESG Index |
-8.94% | 6.37% | 142% | - | - | - | - | - |
| IUSA XETRA iShares Core SP500 USD |
-9.04% | 7.75% | 138% | - | - | - | - | - |
Performance Comparison: XZMU vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for XZMU
| Total Return (including Dividends) | XZMU | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -9.75% | -5.57% | -5.57% |
| 3 Months | -13.31% | -4.27% | -4.27% |
| 12 Months | 2.96% | 8.49% | 8.49% |
| 5 Years | 135.41% | 138.91% | 138.91% |
| Trend Score (consistency of price movement) | XZMU | SPY | S&P 500 |
| 1 Month | -34.9% | -26.8% | -26.8% |
| 3 Months | -81.4% | -52.6% | -52.6% |
| 12 Months | 73.7% | 85.4% | 85.4% |
| 5 Years | 90.1% | 84.4% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #133 | -4.42% | -4.42% |
| 3 Month | #138 | -9.67% | -9.67% |
| 12 Month | #117 | -5.70% | -5.70% |
| 5 Years | #70 | -1.46% | -1.46% |
FAQs
Does XZMU Xtrackers MSCI USA ESG outperforms the market?
No,
over the last 12 months XZMU made 2.96%, while its related Sector, the SPDR SP500 Trust (SPY) made 8.49%.
Over the last 3 months XZMU made -13.31%, while SPY made -4.27%.
Over the last 3 months XZMU made -13.31%, while SPY made -4.27%.
Performance Comparison XZMU vs Indeces and Sectors
XZMU vs. Indices XZMU is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.96% | -4.18% | -0.95% | -5.53% |
| US NASDAQ 100 | QQQ | -0.09% | -2.16% | 0.80% | -3.07% |
| US Dow Jones Industrial 30 | DIA | -3.20% | -5.72% | -2.82% | -4.97% |
| German DAX 40 | DAX | -1.55% | -8.02% | -17.4% | -17.6% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -3.55% | -9.75% | 3.19% | -6.57% |
| Hongkong Hang Seng | HSI | -3.22% | -9.30% | 1.40% | -13.7% |
| India NIFTY 50 | INDA | -3.29% | -16.8% | 8.58% | 2.26% |
| Brasil Bovespa | EWZ | -3.22% | -17.0% | 5.46% | 15.2% |
XZMU vs. Sectors XZMU is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -2.25% | -4.59% | -10.1% | -15.6% |
| Consumer Discretionary | XLY | -1.18% | -1.44% | -1.84% | -6.19% |
| Consumer Staples | XLP | -7.38% | -8.57% | -2.50% | -7.66% |
| Energy | XLE | -5.17% | -13.2% | -11.0% | 1.47% |
| Financial | XLF | -3.84% | -5.55% | -13.6% | -17.8% |
| Health Care | XLV | -3.75% | -8.17% | 1.57% | 1.67% |
| Industrial | XLI | -2.12% | -6.19% | -0.39% | -3.46% |
| Materials | XLB | -3.87% | -7.08% | 7.07% | 8.38% |
| Real Estate | XLRE | -4.59% | -7.36% | 1.87% | -8.53% |
| Technology | XLK | 0.60% | -1.46% | 5.40% | 3.41% |
| Utilities | XLU | -5.39% | -9.99% | -1.95% | -21.6% |
| Aerospace & Defense | XAR | 0.37% | -6.51% | -5.43% | -13.4% |
| Biotech | XBI | 4.17% | -1.18% | 15.1% | 16.4% |
| Homebuilder | XHB | -1.24% | -5.63% | 19.0% | 14.3% |
| Retail | XRT | -1.57% | -3.18% | 7.38% | 13.5% |