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HDEFXtrackers MSCI EAFE High Dividend Yield Equity ETF

Grow my moneyGet income11y track recordRanked #127 of 1,706 in this goal

Seeks investment results that correspond generally to the performance of the MSCI EAFE High Dividend Yield Index.

By Xtrackers · Launched 2015

Annual Cost

0.09%

#349 of 6,040 · low cost

Fund Size

$2.3B

#719 of 6,040 · large

Return (1Y)

+17.6%

Track Record

11 years

#1,319 of 6,040 · established

Performance

Total-return NAV · USD
Growth of $10,000
$11,133+11.3%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Multi cap

Strategy

Index tracking

Factor

Dividend

Index tracked

MSCI EAFE High Dividend Yield Index

Holdings

By weight

Concentration

Top 10 holdings = 42.5% of fundmoderately concentrated

Roche Holding AG
5.9%
Novartis AG
5.8%
NESTLE' CAPITAL MARKETS SA
4.8%
Shell PLC
4.8%
Allianz SE
4.1%
Unilever PLC
3.8%
TotalEnergies SE
3.8%
Iberdrola, S.A.
3.7%
British American Tobacco PLC
3.3%
Zurich Insurance Group AG
2.7%

Asset allocation

Stocks
98.6%
Other
0.9%
Cash
0.5%
Bonds
0.0%

By sector

Financial Services
28.2%
Consumer Defensive
18.9%
Healthcare
16.6%
Energy
11.5%
Utilities
7.6%
Industrials
7.5%
Consumer Cyclical
4.0%
Communication
3.8%
Other
2.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
11.6%Moderate

Year-on-year price swings

Max drawdown
-36.4%Severe

Worst peak-to-trough loss

Sharpe (3Y)
1.09Strong risk-adjusted returns
Sortino (3Y)
1.56Good downside protection

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks investment results that correspond generally to the performance of the MSCI EAFE High Dividend Yield Index.
Strategy
Employs a passive indexing approach to track the MSCI EAFE High Dividend Yield Index, investing primarily in equities located in developed countries in Europe, Australasia, and the Far East. Uses full replication indexing strategy, holding component securities in similar weightings as the index, with a focus on financials and consumer staples sectors.
Inception date
August 12, 2015
Fund family
Xtrackers

Next steps

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Data updated on 2026-09-18