XDEM.DE
Xtrackers MSCI World Momentum UCITS ETF 1C
Global
EQUITY
Passive
MANAGEMENT STYLE
€ 1.6 B
ASSETS UNDER MGMT
25 bp
EXPENSES
Fund Basics
| Inception date | Sep 05, 2014 |
| Regulation | UCITS |
| Fund Website | link... |
| Distributions | |
| Currency | EUR |
| Holdings Transparency | Full |
| Derivatives-based | No |
| Options available | No |
| Currency hedged | No |
| Fund of funds | No |
Top 10 Holdings
Complete list +
| BROADCOM INC. | 4.7 % |
| NVIDIA CORP | 4.4 % |
| MICROSOFT CORP | 3.9 % |
| PALANTIR TECHNOLOGIES INC. CLASS A | 3.7 % |
| JPMORGAN CHASE & CO | 3.6 % |
| GE AEROSPACE | 1.9 % |
| ALPHABET INC. CLASS A | 1.8 % |
| GE VERONA | 1.5 % |
| ALPHABET INC. CLASS C | 1.5 % |
| ORACLE CORP | 1.5 % |
Constituent Breakdown
| Number of holdings | 346 |
| Herfindahl-Hirschman Index | 134 |
| Wgt avg mkt cap (mns) | $688,705 |
| Large cap (>$10bn) | 97.6% |
| Mid cap ($2-10bn) | 1.6% |
| Small cap (<$2bn) | 0.0% |
| Developed mkts. | 99.9% |
| Emerging mkts. | 0.0% |
Sector Breakdown
Country Exposure
 |
UNITED STATES | 57.2 % |
 |
JAPAN | 8.2 % |
 |
CANADA | 6.6 % |
 |
BRITAIN | 5.7 % |
 |
SPAIN | 3.8 % |
 |
GERMANY | 3.6 % |
 |
NETHERLANDS | 2.4 % |
 |
ITALY | 2.1 % |
 |
FRANCE | 2.0 % |
 |
IRELAND | 1.8 % |
Historical Performance
Standardized Performance (as of 02/28/2026)
| YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | 20 YR | Incep. | |
|---|---|---|---|---|---|---|---|---|
| Price Returns | 2.6% | 6.8% | 14.5% | 18.8% | 11.8% | 14.1% | -- | 13.2% |
| Dividend Yield | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | -- | 0.1% |
| Total Returns | 2.6% | 6.8% | 14.5% | 18.8% | 11.8% | 14.1% | -- | 13.3% | Ann. Volatility | 18.1% | 19.7% | 18.4% | 16.5% | 17.1% | 17.7% | -- | 19.3% |
Market Correlations
| versus... | Beta | R-squared |
| S&P 500 | 0.25 | 6% |
| MSCI EAFE | 0.23 | 4% |
| MSCI Emg Mkts | 0.26 | 6% |
Liquidity Measures
| Avg. volume (000) | 26 |
| ADV traded (mns) | $2 |
| Turnover | 0.1% |
| Avg. Bid/Ask (% of price) | 0.00% |
Technical Indicators
| 30d moving avg. (EMA) | $71.65 |
| Relative strength (RSI) | 53 |
| MACD/Signal | 0.30/0.23 |
| Bollinger Bands (Upper/Lower) | $73.44/$69.83 |
| Short interest (% of AUM) | 0.0% |
Distributions
Top Ten Comparable ETFs only shown here. For an extended list become an Individual or Professional subscriber. Start your FREE trial
Comparable ETFs Based on Overlap
| Ticker | Fund Name | Overlap vs. XDEM.DE |
Expenses vs. XDEM.DE |
ALTAR Score™ vs. XDEM.DE |
|---|---|---|---|---|
| IWMO.L | iShares Edge MSCI World Momentum Factor UCITS ETF | 95.3% | 0 bp | +0.0% |
| IUMO.L | iShares Edge MSCI USA Momentum Factor UCITS ETF | 58.1% | -5 bp | -0.7% |
| IUMD.L | iShares Edge MSCI USA Momentum Factor UCITS ETF | 58.1% | -5 bp | -0.8% |
| CBUH.DE | iShares MSCI World Momentum Factor Advanced UCITS ETF | 49.9% | 0 bp | 0.0% |
| XWEM.DE | Xtrackers MSCI World Momentum ESG UCITS ETF 1C | 48.5% | 0 bp | +0.6% |
| XWEU.DE | Xtrackers MSCI World UCITS ETF 2C - EUR Hedged | 36.7% | -8 bp | +1.3% |
| XDWG.L | Xtrackers MSCI World UCITS ETF 2D GBP Hedged | 36.6% | -8 bp | +1.3% |
| XDWD.DE | Xtrackers MSCI World UCITS ETF 1C | 36.5% | -13 bp | +1.2% |
| XDWL.DE | Xtrackers MSCI World UCITS ETF 1D | 36.5% | -13 bp | +1.2% |
| XWCH.SW | Xtrackers MSCI World UCITS ETF 3C - CHF Hedged | 36.2% | -8 bp | +1.3% |
Risk and Returns: XDEM.DE vs. Comps (1 YR)
Notes: Top 10 overlapping ETFs. Funds with insufficient history not shown. Some funds may overlap. Hover over data point for ticker symbol.
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Results & Estimates (EUR)
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | ||
|---|---|---|---|---|---|---|---|---|---|
| Sales per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Earnings per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Dividends per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Book value per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- |
Return on Equity
Net Margins
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Valuation Metrics
| Fwd Est | 2025 | 2026 | 2027 | |
| Price-to-sales | --x | --x | --x | --x |
| Price-to-earnings | --x | --x | --x | --x |
| Price-to-cash flow | --x | --x | --x | --x |
| Price-to-growth | --x | --x | --x | --x |
| Price-to-book value | --x | --x | --x | --x |
| Yield | --% | --% | --x | --% |
Based on closing prices from 4/5/2026
Peer Group Comparison Sample data. Subscribe for access.
Price-to-Earnings
Price-to-Sales
Price-to-Book Value
Price-to-Cash Flow
Price-to-Growth
Dividend Yield
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ETF Research Center Rating
4.1%
ALTAR SCORE™
43rd
PERCENTILE
NEUTRAL
ETFRC RATING
There are 579 funds in the Global Equity category with an average
ALTAR Score™ of 4.6% and a standard deviation
of 2.7%. XDEM.DE's ALTAR Score™ is approximately -0.2 standard
deviations above the category average. This places XDEM.DE in the 43rd percentile
among funds in the category.
Sell-Side Consensus
€85.86
PRICE TARGET
+23.2%
UPSIDE