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XUCD
+3.20 · +3.41%
£97.17 · LSE
Xtrackers MSCI USA Consumer Discretionary UCITS ETF 1D | Sector Equity Consumer Goods & Services
DWS Investment S.A. (ETF) · Ireland
AUM:$437.2M
#– of – in Sector Equity Consumer Goods & Services ETFs
ℹ️
Reward Rating
53
Moderate
7.77% 1Y return
ℹ️
Risk Rating
75
High
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 7.8% over the past year, showing positive momentum.

Cost Efficiency

💰 Ongoing charge of 0.12% — among the lowest available for this category.

What is XUCD?

Xtrackers MSCI USA Consumer Discretionary UCITS ETF 1D tracks Cat 50%MSCI Wld/CD NR&50%MSCI Wld/CS NR, providing diversified exposure across 49 holdings. Its ongoing charge is 0.12%.

Performance Highlights

Investment Breakdown

Positive 1-Year Return
XUCD returned 7.8% over the past year. Historical returns only — past performance is not indicative of future results.
Competitive Ongoing Charge
Ongoing charge of 0.12% — reasonable for the index exposure provided.
Concentrated Holdings
Top 10 holdings account for 72.9% of the ETF — significant weight in a small number of names.

Openbook Analysis

Performance: Moderate (53)

The scoring profile reflects moderate historical performance, with a 7.8% 1-year return (historical). The ongoing charge of 0.12% is reasonable for this exposure. Risk indicators are high, reflecting meaningful price sensitivity (historical).

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

ETF Information
AUM$437.2M
Ongoing Charge0.12%
Dividend Yield0.43%
Holdings49
Inception DateSept 2017
DomicileIreland
DistributionHalf-yearly
IndexCat 50%MSCI Wld/CD NR&50%MSCI Wld/CS NR
ProviderDWS Investment S.A. (ETF)
Beta1.32
CategorySector Equity Consumer Goods & Services
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
+4.9%
1Y
+14.8%
3Y
+72.7%
5Y
+46.6%
OpenBook InsightIf you had invested £10,000 in XUCD 5 years ago, it would have grown to £14,663 — a gain of £4,663.

Annual Returns

Calendar year performance

XUCD delivered positive returns in 4 of the last 5 calendar years.
YearXUCD
2026 YTD+4.4%
2025+8.1%
2024+33.1%
2023+44.3%
2022-38.9%
CAGR 4yr+6.1%
4/5 positive yearsAvg return: +10.2%Worst year: -38.9% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
19.4%
Low
Momentum
+4.1%
30-day change
Support Level
94.72
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 XUCD'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
53
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%
60/100

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
7.77%
Neutral
3Y Return
19.77%
Very Good
5Y Return
7.15%
Good
10Y Return
0.00%
Weak
Sharpe Ratio
—
No Data

Solid historical performance: 1-year return of 7.77%, 3-year annualised 19.77%, 5-year annualised 7.15%. Past performance is not indicative of future results.

💰 Cost Efficiency

Weight: 30%
85/100

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

Ongoing Charge
0.12%
Good
Net Expense Ratio
0.00%
Very Good
Annual Turnover
0.00%
Very Good
Tracking Difference
—
No Data

Low-cost and efficient structure: ongoing charge of 0.12%, net expense ratio of 0.00%, annual turnover of 0.0%.

💵 Income

Weight: 15%
30/100

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

Distribution Yield
0.43%
Very Weak
Distribution Frequency
Half-yearly
No Data

Low-income profile — better suited as a growth holding: distribution yield of 0.43%, half-yearly distributions.

🌐 Diversification Quality

Weight: 25%
19/100

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
49
Very Weak
Top 10 Concentration
72.90%
Very Weak
Top Sector
Consumer Cyclicals99.4%
Very Weak
Top Region
North America97.5%
Very Weak

Heavily concentrated — returns will be driven by a narrow slice of the market: 49 holdings, top 10 at 72.9%, Consumer Cyclicals sector at 99.4%, North America at 97.5%.

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 XUCD 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
75
High 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%
77/100

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
72.90%
High Risk
Largest Holding
31.23%
High Risk
Number of Holdings
49
Elevated
HHI (weight²)
1,329
Moderate

Holdings-level concentration is high: top 10 holdings at 72.9%, largest single position at 31.23%, 49 total holdings.

🌍 Market Exposure

Weight: 25%
90/100

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 America97.5%
High Risk
Top Sector
Consumer Cyclicals99.4%
High Risk
Top 2 Sectors
100.00%
High Risk
Cyclical Sectors
0.00%
Low Risk

High market-exposure risk — returns closely track a narrow slice of the market: North America at 97.5%, Consumer Cyclicals sector at 99.4%.

📊 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
15.71%
Moderate
Beta
1.32
Elevated
Max Drawdown
—
No Data

High historical volatility — expect meaningful short-term swings: 1Y volatility of 15.71%, beta of 1.32 (historical).

💵 Income Reliability

Weight: 15%
50/100

How dependable is the fund's distribution yield? Heavy cyclical-sector exposure or unusually high yields can flag vulnerability to dividend cuts in a downturn.

Current Yield
0.43%
Low Risk
Cyclical Sector Exposure
0.00%
Low Risk
Top-Sector Dependency
Consumer Cyclicals99.4%
High Risk

Income has some cyclical dependency: yield of 0.43%, Consumer Cyclicals sector at 99.4%.

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.
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