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XDEF - ETF AI Analysis

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XDEF

Xtrackers Europe Defense Technologies ETF (XDEF)

Rating:59Neutral
Price Target:
XDEF, the Xtrackers Europe Defense Technologies ETF, has a solid but not outstanding overall rating, reflecting a mix of strong core holdings and some weaker names. High-quality positions like Rolls-Royce, MTU Aero Engines, Thales, and Airbus support the fund with improving profitability, solid balance sheets, and positive strategic outlooks, while weaker contributors such as Melrose Industries, with revenue and cash flow challenges, drag on the rating. The main risk factor is the ETF’s concentration in European defense and aerospace companies, which ties its performance closely to sector-specific and regional economic conditions.
Positive Factors
Leading Defense Names in Top Holdings
The ETF’s largest positions include several well-known defense and aerospace companies, some of which have shown strong gains this year and help support overall returns.
Broad European Defense Exposure
Holdings spread across major European markets like the UK, France, Germany, Italy, Sweden, and Spain provide regional diversification within the defense theme.
Focused Industrial Exposure
A large share of the portfolio is in industrial companies tied directly to defense and aerospace, which keeps the fund closely aligned with its stated investment theme.
Negative Factors
Weak Recent Overall Performance
The ETF has delivered negative results so far this year and over the last three months, showing that the strategy has struggled in the recent market environment.
Mixed Results Among Top Holdings
Several of the largest positions have lagged this year, which can drag on the fund’s performance even though a few holdings have done well.
High Concentration in Industrials
With nearly all assets tied to industrial and related companies, the fund is vulnerable if the defense and aerospace industry faces a downturn.

XDEF vs. SPDR S&P 500 ETF (SPY)

XDEF Summary

Xtrackers Europe Defense Technologies ETF (XDEF) is a fund that follows the STOXX Europe Total Market Defence Space and Cybersecurity Innovation Index. It invests in European companies involved in defense, aerospace, space technology, and cybersecurity. Well-known holdings include Rolls-Royce Holdings and Airbus Group. Someone might consider this ETF to tap into long-term growth in military modernization, space infrastructure, and cyber defense, while also getting diversification across several European countries. A key risk is that it is heavily focused on the defense sector, so its value can swing with government budgets, geopolitical tensions, and overall market moves.
How much will it cost me?This ETF has an expense ratio of 0.35%, which means you’ll pay about $3.50 per year for every $1,000 invested. That’s a bit higher than the cost of a typical broad, passively managed index ETF because this fund focuses on a specialized sector (European defense, space, and cybersecurity), which usually comes with slightly higher management and index licensing costs.
What would affect this ETF?Future performance of this Europe-focused defense ETF could benefit from higher NATO and government defense budgets, ongoing military modernization, and growing demand for aerospace, space, and cybersecurity services that support companies like Rolls-Royce, Airbus, and BAE Systems. On the other hand, cuts to defense spending, shifts in political attitudes toward arms and security, stricter export or industry regulations, and economic or currency weakness in Europe could hurt these industrial and defense-related holdings.

XDEF Top 10 Holdings

XDEF is firmly hitched to Europe’s defense and aerospace engine, with Rolls-Royce, Airbus, and Safran doing much of the heavy lifting. Rolls-Royce has been rising and adds momentum, while Safran looks steady-to-strong, helping offset a mixed picture from Airbus, which has recently lost some altitude. BAE Systems is treading water, and Rheinmetall’s weaker stretch has been a noticeable drag. With most of its top names clustered in European industrials, the fund is a focused bet on Europe’s defense and security build-out rather than a broad global mix.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Rolls-Royce Holdings8.97%$407.09K£125.66B46.52%
71
Outperform
SAFRAN SA8.94%$405.68K€148.71B30.20%
67
Neutral
Airbus Group SE8.83%$400.70K$185.76B12.40%
68
Neutral
BAE Systems7.79%$353.50K£58.10B3.45%
61
Neutral
Rheinmetall6.85%$310.93K€51.01B-39.26%
63
Neutral
MTU Aero Engines5.11%$232.01K€20.40B-2.00%
76
Outperform
Saab AB4.55%$206.35Kkr303.55B29.04%
70
Outperform
Melrose4.49%$203.68K£6.27B-7.06%
50
Neutral
4.46%$202.27K
Leonardo Spa4.25%$192.88K€30.21B17.80%
60
Neutral

XDEF Technical Analysis

Technical Analysis Sentiment
Neutral
Last Price
Price Trends
50DMA
21.50
Positive
100DMA
200DMA
Market Momentum
MACD
0.11
Negative
RSI
50.05
Neutral
STOCH
63.98
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For XDEF, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 21.40, equal to the 50-day MA of 21.50, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.11 indicates Negative momentum. The RSI at 50.05 is Neutral, neither overbought nor oversold. The STOCH value of 63.98 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for XDEF.

XDEF Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$4.34M0.35%
59
Neutral
$95.17M0.45%
57
Neutral
$6.90M0.19%
55
Neutral
$6.67M0.19%
68
Neutral
$6.05M0.19%
79
Outperform
$4.38M0.19%
69
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
XDEF
Xtrackers Europe Defense Technologies ETF
21.56
-3.27
-13.17%
WDEF
WisdomTree Europe Defense Fund
STHH
STMicroelectronics NV ADRhedged
ARMH
Arm Holdings PLC ADRhedged
ASMH
ASML Holding NV ADRhedged
NVOH
Novo Nordisk A/S (B Shares) ADRhedged
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis 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.Date of analysis: ―
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