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USCAXtrackers MSCI USA Climate Action Equity ETF

Grow my money3y track recordRanked #324 of 3,055 in this goal

Seeks investment results that correspond generally to the performance of the MSCI USA Climate Action Index.

By Xtrackers · Launched 2023

Annual Cost

0.07%

#219 of 6,040 · low cost

Fund Size

$3.5B

#563 of 6,040 · large

Return (1Y)

+12.0%

Track Record

3 years

#2,917 of 6,040 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$11,211+12.1%

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

Index tracked

MSCI USA Climate Action Index

Holdings

By weight

Concentration

Top 10 holdings = 35.1% of funddiversified

NVIDIA Corp.
5.4%
Broadcom Inc
4.6%
Microsoft Corp.
4.6%
Amazon.com, Inc.
4.2%
Meta Platforms Inc
3.7%
Tesla Inc
3.0%
Alphabet Inc.
2.9%
Alphabet Inc.
2.4%
Eli Lilly & Co.
2.2%
JPMorgan Chase & Co.
2.1%

Asset allocation

Stocks
99.7%
Cash
0.3%

By sector

Technology
41.8%
Communication
11.1%
Healthcare
10.1%
Consumer Cyclical
9.9%
Financial Services
9.8%
Industrials
6.4%
Consumer Defensive
4.0%
Energy
2.0%
Other
4.9%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
13.1%Moderate

Year-on-year price swings

Max drawdown
-19.1%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
0.99Decent risk-adjusted returns
Sortino (3Y)
1.45Good downside protection

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks investment results that correspond generally to the performance of the MSCI USA Climate Action Index.
Strategy
Uses a passive indexing approach to invest in large and mid-capitalization companies in the United States that lead their sector peers in climate action. Employs a full replication indexing strategy to track the MSCI USA Climate Action Index.
Inception date
April 3, 2023
Fund family
Xtrackers

Next steps

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Data updated on 2026-09-18