USNZ - ETF AI Analysis
Top Page
Xtrackers Net Zero Pathway Paris Aligned US Equity ETF (USNZ)
USNZ vs. SPDR S&P 500 ETF (SPY)
- AUM
- 298.59M
- Region
- North America
- Expense Ratio
- 0.10%
- Beta
- 1.04
- Issuer
- Xtrackers
- Inception Date
- Jun 28, 2022
- Dividend Yield
- 0.95%
- Asset Class
- Equity
- Index Tracked
- Solactive ISS ESG United States Net Zero Pathway Enhanced PAB Index - Benchmark TR Net
USNZ Summary
USNZ is an ETF that follows the Solactive ISS ESG United States Net Zero Pathway Enhanced PAB Index, focusing on U.S. companies working toward a low‑carbon, net‑zero future. It mainly holds large, well-known names like Apple and Microsoft, along with other major tech and healthcare firms, giving investors broad exposure to innovative businesses while supporting climate-friendly practices. Someone might invest in USNZ for long-term growth and diversification, with the added benefit of backing companies that aim to reduce emissions. A key risk is that it is heavily tilted toward technology stocks, so its value can rise and fall sharply with that sector and the overall market.
How much will it cost me?
This ETF has an expense ratio of 0.10%, which means you’ll pay about $1 per year for every $1,000 invested. That’s lower than the average stock ETF because it passively tracks a climate-focused index rather than using more expensive active management.
What would affect this ETF?
USNZ is heavily invested in large U.S. technology and growth companies like Nvidia, Apple, and Microsoft, so strong innovation, earnings growth, and continued investor interest in low-carbon and climate-focused strategies could support future gains. On the other hand, higher interest rates, weaker U.S. economic growth, tighter regulations on big tech or climate-related disclosures, or a slowdown in demand for sustainable investing could weigh on performance, especially given its concentration in a few major tech names.
USNZ Top 10 Holdings
USNZ is essentially riding on the shoulders of Big Tech, with Nvidia, Apple, and Microsoft doing most of the heavy lifting. Apple has been steadily climbing, while Microsoft and Amazon are rising on the back of cloud and AI strength. Nvidia’s performance is more mixed lately, occasionally losing altitude, and Alphabet’s twin share classes have been lagging, acting as a mild brake on returns. Tesla and Micron add a dash of cyclical and semiconductor flair. Overall, it’s a U.S.-only, tech-heavy, low-carbon play with a few high-profile names steering the ship.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 NVDA | Nvidia | 8.50% | $24.21M | $4.82T | -6.97% | 76Outperform |
 AAPL | Apple | 9.86% | $28.09M | $5.08T | 27.40% | 79Outperform |
 MSFT | Microsoft | 7.60% | $21.66M | $4.13T | 5.67% | 79Outperform |
 AMZN | Amazon | 4.16% | $11.86M | $2.88T | 4.00% | 71Outperform |
 GOOGL | Alphabet Class A | 3.10% | $8.83M | $3.52T | -0.61% | 85Outperform |
 AVGO | Broadcom | 2.50% | $7.12M | $1.55T | -18.79% | 76Outperform |
 GOOG | Alphabet Class C | 2.63% | $7.49M | $3.52T | -1.06% | 82Outperform |
 META | Meta Platforms | 2.30% | $6.56M | $1.61T | -4.85% | 76Outperform |
 TSLA | Tesla | 1.79% | $5.09M | $1.52T | -25.62% | 73Outperform |
 LLY | Eli Lilly & Co | 1.97% | $5.63M | $1.33T | 47.41% | 72Outperform |
USNZ Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For USNZ, the sentiment is Negative. The current price of 46.41 is below the 20-day moving average (MA) of 48.49, below the 50-day MA of 48.66, and above the 200-day MA of 45.89, indicating a neutral trend. The MACD of -0.36 indicates Positive momentum. The RSI at 35.05 is Neutral, neither overbought nor oversold. The STOCH value of 29.02 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for USNZ.
USNZ Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| USNZ | $46.41 | $53.00(14.20% Upside) | $298.59M | 0.10% | 74Outperform |
 AIPO | $21.63 | $37.89(75.19% Upside) | $831.13M | 0.69% | 67Neutral |
 UFOX | $68.49 | $107.36(56.75% Upside) | $782.29M | 0.30% | 65Neutral |
 IYZ | $36.36 | $51.36(41.26% Upside) | $697.95M | 0.37% | 69Neutral |
 ETHO | $77.84 | $98.00(25.90% Upside) | $197.00M | 0.45% | 69Neutral |
 FEUS | $80.79 | $98.81(22.31% Upside) | $128.00M | 0.09% | 75Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| USNZ | Xtrackers Net Zero Pathway Paris Aligned US Equity ETF | 46.41 | 4.23 | 10.03% | |
| AIPO | Defiance AI & Power Infrastructure ETF | 21.63 | -2.40 | -9.99% | |
| UFOX | Defiance Connective Technologies Etf | 68.49 | 3.48 | 5.35% | |
| IYZ | iShares U.S. Telecommunications ETF | 36.36 | 5.01 | 15.97% | |
| ETHO | Etho Climate Leadership U.S. ETF | 77.84 | 14.50 | 22.88% | |
| FEUS | Northern Trust Esg & Climate Us Large Cap Core Etf | 80.79 | 8.89 | 12.37% |
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.