DMXF - ETF AI Analysis
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iShares ESG Advanced MSCI EAFE ETF (DMXF)
DMXF, the iShares ESG Advanced MSCI EAFE ETF, has a solid overall rating driven mainly by strong, high-quality holdings like ASML and Novartis, which show robust financial performance, growth potential, and supportive technical trends. Financial groups such as Mitsubishi UFJ and Sumitomo Mitsui also add stability with reasonable valuations and positive momentum, while some holdings with bearish technical signals or valuation concerns, like SAP and Schneider Electric, slightly weigh on the fund. The main risk factor is exposure to several stocks that appear expensive or show bearish or overbought technical patterns, which could increase volatility if market conditions worsen.
DMXF vs. SPDR S&P 500 ETF (SPY)
- AUM
- 1.04B
- Region
- Developed Markets
- Expense Ratio
- 0.12%
- Beta
- 0.85
- Issuer
- iShares
- Inception Date
- Jun 16, 2020
- Dividend Yield
- 4.22%
- Asset Class
- Equity
- Index Tracked
- MSCI EAFE Choice ESG Screened Index
DMXF Summary
DMXF is an ETF that follows the MSCI EAFE Choice ESG Screened Index, focusing on companies in developed markets outside North America that score well on environmental, social, and governance (ESG) standards. It holds well-known names like ASML Holding and Novartis, and spreads investments across many countries such as Japan, the Netherlands, and Switzerland, and across sectors like finance, technology, and industrials. Someone might invest in DMXF to get broad international diversification while supporting more sustainable businesses. A key risk is that its value can still go up and down with global stock markets, especially outside the U.S.
How much will it cost me?
This ETF has an expense ratio of 0.12%, which means you’ll pay about $1.20 per year for every $1,000 you invest. That’s lower than the average stock ETF because it’s passively managed, simply tracking an index while adding ESG screens rather than paying managers to pick individual stocks.
What would affect this ETF?
This ETF could benefit if developed markets in Europe and Asia grow steadily, if demand for technology and financial services stays strong, and if ESG-friendly regulations and investor interest continue to support companies like ASML, Novartis, and major banks. On the other hand, it could face challenges from slower economic growth outside North America, rising interest rates that pressure financial and real estate stocks, or changes in ESG rules and screening that limit the fund’s investment universe.
DMXF Top 10 Holdings
DMXF leans heavily on a handful of international heavyweights, with chip-testing specialist Advantest and ASML acting as the fund’s main engines thanks to their rising, semiconductor-driven momentum. On the tech side, SAP and Recruit Holdings are also climbing, giving the portfolio a growth tilt. Financials like Mitsubishi UFJ and Sumitomo Mitsui add steady ballast, though recent trading has been more mixed, while Schneider Electric has been losing a bit of steam and modestly holding returns back. Overall, it’s a developed-markets ex-U.S. story, anchored in Europe and Japan with an ESG overlay.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 NL:ASML | ASML Holding NV | 5.62% | $57.97M | EUR 539.67B | 53.36% | 76Outperform |
 CH:NOVN | Novartis AG | 2.79% | $28.76M | CHF 244.89B | 32.49% | 80Outperform |
 DE:SAP | SAP SE | 2.24% | $23.13M | EUR 246.65B | -6.22% | 66Neutral |
 JP:8306 | Mitsubishi UFJ Financial Group | 2.15% | $22.21M | JPY 38.80T | 45.19% | 76Outperform |
 AU:CBA | Commonwealth Bank of Australia | 1.83% | $18.92M | AUD 278.72B | -3.84% | 64Neutral |
 DE:ALV | Allianz | 1.77% | $18.23M | EUR 166.13B | 26.48% | 67Neutral |
 JP:6098 | Recruit Holdings Co | 1.41% | $14.58M | JPY 26.61T | 133.13% | 67Neutral |
 JP:6857 | Advantest | 1.53% | $15.76M | JPY 24.32T | 54.61% | 75Outperform |
 JP:8316 | Sumitomo Mitsui Financial Group | 1.37% | $14.14M | JPY 24.48T | 51.57% | 77Outperform |
 FR:SU | Schneider Electric | 1.38% | $14.27M | EUR 140.06B | -2.30% | 62Neutral |
DMXF Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For DMXF, the sentiment is Negative. The current price of 83.81 is below the 20-day moving average (MA) of 83.89, below the 50-day MA of 85.03, and above the 200-day MA of 81.71, indicating a neutral trend. The MACD of -0.29 indicates Negative momentum. The RSI at 47.14 is Neutral, neither overbought nor oversold. The STOCH value of 82.36 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for DMXF.
DMXF Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| DMXF | $83.81 | $90.00(7.39% Upside) | $1.04B | 0.12% | 65Neutral |
 DBEF | $54.82 | $66.14(20.65% Upside) | $9.32B | 0.35% | 65Neutral |
 BBIN | $77.81 | $94.01(20.82% Upside) | $6.43B | 0.07% | 66Neutral |
 EFAV | $96.20 | $103.24(7.31% Upside) | $5.53B | 0.20% | 61Neutral |
 HFXI | $36.37 | $46.01(26.51% Upside) | $2.43B | 0.20% | 58Neutral |
 IHDG | $52.03 | $63.23(21.53% Upside) | $2.07B | 0.58% | 66Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| DMXF | iShares ESG Advanced MSCI EAFE ETF | 83.81 | 11.19 | 15.41% | |
| DBEF | Xtrackers MSCI EAFE Hedged Equity ETF | 54.82 | 8.25 | 17.71% | |
| BBIN | JPMorgan BetaBuilders International Equity ETF | 77.81 | 10.12 | 14.95% | |
| EFAV | iShares MSCI EAFE Min Vol Factor ETF | 96.20 | 14.75 | 18.11% | |
| HFXI | IQ 50 Percent Hedged FTSE International ETF | 36.37 | 5.65 | 18.38% | |
| IHDG | WisdomTree International Hedged Quality Dividend Growth Fund | 52.03 | 6.05 | 13.15% |
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.