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DEMZ
+2.21 · +5.40%
$43.16 · NASDAQ

Democratic Large Cap Core ETF (DEMZ) ETF Analysis | Large Blend

DEMZ · USA
AUM:$54.8M
#– of – in Large Blend ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 16.0% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.45% — moderate cost. Consider how fees compound over long holding periods.

What is DEMZ?

Under normal circumstances, the fund will invest at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in securities of large capitalization companies. The fund may from time to time invest a significant portion of its assets in the securities of companies in one or more economic sectors.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
DEMZ delivered 16.0% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.45%. Consider how fees compound over a long holding period.
Moderate Concentration
Top 10 holdings make up 42.9% of the ETF — a moderate level of name concentration.
ETF Information
AUM$54.8M
Expense Ratio0.45%
Dividend Yield0.46%
Holdings45
Inception DateNov 2020
Domicile–
Distribution–
Index–
ProviderDEMZ
Beta1.07
CategoryLarge Blend
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+12.6%
1Y
+19.6%
3Y
+78.8%
5Y
+76.2%
OpenBook InsightIf you had invested £10,000 in DEMZ 5 years ago, it would have grown to £17,621 — a gain of £7,621.

Annual Returns

Calendar year performance

DEMZ delivered positive returns in 4 of the last 5 calendar years.
YearDEMZ
2026 YTD+12.8%
2025+19.8%
2024+24.2%
2023+24.3%
2022-18.8%
CAGR 4yr+10.7%
4/5 positive yearsAvg return: +12.4%Worst year: -18.8% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
11.3%
Low
Momentum
+3.4%
30-day change
Support Level
47.44
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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