XDG7
+3.63 · +15.13%
£27.64 · LSE
Xtrackers MSCI Global SDG 7 Affordable and Clean Energy UCITS ETF 1C USD | Sector Equity Alternative Energy
DWS Investment S.A. (ETF) · Ireland
AUM:$14.3M
#– of – in Sector Equity Alternative Energy ETFs
ℹ️
Reward Rating
43
Moderate
58.29% 1Y return
ℹ️
Risk Rating
64
Elevated
Risk Assessment
ℹ️

Educational tool only – Scores 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 58.3% over the past year, reflecting strong price momentum.

Cost Efficiency

💰 Ongoing charge of 0.35% — competitive for the exposure provided.

What is XDG7?

Xtrackers MSCI Global SDG 7 Affordable and Clean Energy UCITS ETF 1C USD tracks Morningstar Gbl Renew Enrg NR USD, providing diversified exposure across 48 holdings. Its ongoing charge is 0.35%.

Performance Highlights

Investment Breakdown

Strong Recent Performance
XDG7 delivered 58.3% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Ongoing charge of 0.35%. Consider how fees compound over a long holding period.
Moderate Concentration
Top 10 holdings make up 41.1% of the ETF — a moderate level of name concentration.

Openbook Analysis

Performance: Moderate (43)

The scoring profile reflects subdued historical performance over the measured period. The ongoing charge of 0.35% should be considered against long-term return expectations. Risk indicators are elevated — volatility warrants consideration (historical).

For informational and educational purposes only. Not financial advice. Past performance is not indicative of future results.

ETF Information
AUM$14.3M
Ongoing Charge0.35%
Dividend Yield0.00%
Holdings48
Inception DateJan 2023
DomicileIreland
Distribution
IndexMorningstar Gbl Renew Enrg NR USD
ProviderDWS Investment S.A. (ETF)
Beta1.62
CategorySector Equity Alternative Energy
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified
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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+37.3%
1Y
+83.0%
3Y
+30.0%
5Y
+17.5%
OpenBook InsightIf you had invested £10,000 in XDG7 5 years ago, it would have grown to £11,748 — a gain of £1,748.

Annual Returns

Calendar year performance

XDG7 delivered positive returns in 2 of the last 4 calendar years.
YearXDG7
2026 YTD+34.4%
2025+37.2%
2024-19.0%
2023-22.5%
CAGR 3yr-4.9%
2/4 positive yearsAvg return: +7.5%Worst year: -22.5% (2023)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
25.2%
Moderate
Momentum
+11.8%
30-day change
Support Level
31.77
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Monitor key support and resistance levels as part of broader risk assessment.

Reward Rating Breakdown

Our reward rating analyses XDG7's attractiveness using 4 weighted factors. Each factor is scored 0-100, then combined using the weights shown below. Past performance does not guarantee future results.

Overall Reward Rating
43
Moderate REWARD
Data Coverage: %
Factor Framework
Performance
Has the ETF delivered strong historical returns versus similar ETFs?
Cost Efficiency
Is the ETF cheap to own over long periods?
Income
Does it provide attractive and consistent distributions?
Diversification Quality
Does it spread exposure across holdings, sectors, and regions?

📈 Performance

Weight: 30%
46/100

Has the ETF delivered strong historical returns versus similar ETFs? Combines 1/3/5/10-year returns with the Sharpe ratio (risk-adjusted return).

1Y Return
58.29%
Very Good
3Y Return
0.04%
Weak
5Y Return
0.00%
Weak
10Y Return
0.00%
Weak
Sharpe Ratio
No Data

Moderate performance profile: 1-year return of 58.29%, 3-year annualised 0.04%, 5-year annualised 0.00%. Past performance is not indicative of future results.

💰 Cost Efficiency

Weight: 30%
50/100

Is the ETF cheap to own over long periods? Low ongoing charges compound into meaningful additional returns over a 10-year horizon.

Ongoing Charge
0.35%
Neutral
Net Expense Ratio
No Data
Annual Turnover
No Data
Tracking Difference
No Data

Moderate cost profile: ongoing charge of 0.35%.

💵 Income

Weight: 15%
15/100

Does the ETF provide attractive and consistent distributions? Combines the current yield with distribution frequency.

Distribution Yield
0.00%
Very Weak
Distribution Frequency
No Data

Low-income profile — better suited as a growth holding: distribution yield of 0.00%.

🌐 Diversification Quality

Weight: 25%
48/100

Does the ETF spread exposure across many holdings, sectors, and regions? Concentrated funds can be doing exactly what they're meant to do — treat the score as context, not a verdict.

Holdings
48
Very Weak
Top 10 Concentration
41.07%
Weak
Top Sector
Utilities37.0%
Weak
Top Region
North America34.6%
Very Good

Concentrated but typical for its category: 48 holdings, top 10 at 41.1%, Utilities sector at 37.0%, North America at 34.6%.

Scores are derived from fund-provider disclosures and historical data. For informational and educational purposes only — not investment advice. Past performance is not indicative of future results.

Risk Rating Breakdown

Our risk rating analyses XDG7 using 4 weighted factors. A higher score indicates higher risk. This is a framework for understanding exposure — concentrated funds can still be doing exactly what they're meant to do.

Overall Risk Rating
64
Elevated RISK
Data Coverage: 83%
Factor Framework
Holdings Concentration
How much of the fund sits in its largest positions? Few dominant names mean returns ride on those companies.
Market Exposure
Geographic, sector and cyclical dependencies. High single-country or single-sector weight increases macro sensitivity.
Volatility
Historical price movement, beta and drawdowns — how sharply the fund moves relative to the market.
Income Reliability
How dependable the distribution yield is — cyclical-sector dependency and unusually high yields can flag payout risk.

🎯 Holdings Concentration

Weight: 25%
48/100

How much of the fund sits in a small number of positions? If the top holdings dominate, returns will be driven by those specific companies rather than the broader index.

Top 10 Weight
41.07%
Moderate
Largest Holding
5.11%
Lower Risk
Number of Holdings
48
Elevated
HHI (weight²)
172
Low Risk

Reasonable spread across positions: top 10 holdings at 41.1%, largest single position at 5.11%, 48 total holdings.

🌍 Market Exposure

Weight: 25%
68/100

How dependent is the fund on a single country, sector or economic cycle? Heavy exposure to one market means a single macro event can drive most of the return.

Top Region
North America34.6%
Lower Risk
Top Sector
Utilities37.0%
Elevated
Top 2 Sectors
69.95%
High Risk
Cyclical Sectors
44.06%
Moderate

Notable regional or sector dependency: North America at 34.6%, Utilities sector at 37.0%, 44.1% in cyclical sectors.

📊 Volatility

Weight: 35%
73/100

How sharply does the fund move day-to-day and how deep have its drawdowns been? High volatility means wider return outcomes over short horizons.

1Y Volatility
16.10%
Moderate
Beta
1.62
High Risk
Max Drawdown
No Data

High historical volatility — expect meaningful short-term swings: 1Y volatility of 16.10%, beta of 1.62 (historical).

💵 Income Reliability

Weight: 15%
Not applicable

This is an accumulating ETF. Distributions are reinvested inside the fund, so there's no dividend-reliability risk to assess. The 15% income weight is redistributed to the other three factors.

Scores are derived from fund-provider disclosures and historical data. For informational and educational purposes only — not investment advice. Risk scoring is model-based and past data does not guarantee future results.