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DWM (DWM) ETF Analysis

DWM is an ETF providing exposure to a concentrated portfolio of international equities. With only 10 holdings, the fund offers a focused approach to global markets, primarily in Europe and Asia.

Its top holdings include HSBC Holdings PLC, Toyota Motor Corp, and Novartis AG Registered Shares. The ETF exhibits a beta of 0.93, suggesting moderate volatility relative to the broader market. Past performance does not guarantee future results.

DWM (DWM) ETF — Price, Holdings & Analysis

DWM is an ETF providing exposure to a concentrated portfolio of international equities. With only 10 holdings, the fund offers a focused approach to global markets, primarily in Europe and Asia. Its top holdings include HSBC Holdings PLC, Toyota Motor Corp, and Novartis AG Registered Shares. The ETF exhibits a beta of 0.93, suggesting moderate volatility relative to the broader market. Past performance does not guarantee future results.

Vue d'ensemble de l'ETF

DWM aims to provide investors with a targeted investment in a select group of international companies. Unlike broad-based international ETFs, DWM's strategy involves holding a very limited number of stocks, currently at 10. This concentrated approach means that the performance of the ETF is heavily influenced by the performance of these individual companies. The fund's top holdings reveal a focus on large-cap companies across various sectors, including financials (HSBC Holdings PLC, Intesa Sanpaolo, Banco Bilbao Vizcaya Argentaria SA), consumer staples (Nestle SA, British American Tobacco PLC, Lvmh Moet Hennessy Louis Vuitton SE), pharmaceuticals (Novartis AG Registered Shares, Roche Holding AG), energy (Shell PLC), and industrials (Toyota Motor Corp). This concentrated portfolio may appeal to investors seeking a high-conviction approach to international investing, but it also introduces a higher degree of company-specific risk compared to more diversified ETFs. Past performance does not guarantee future results.

Mesures de Risque

DWM's concentrated portfolio of only 10 holdings introduces significant concentration risk. The performance of the ETF is highly dependent on the performance of a small number of companies, making it vulnerable to company-specific events. The fund's top holding, HSBC Holdings PLC, accounts for 1.62% of the portfolio, meaning any significant decline in HSBC's stock price could negatively impact the ETF's overall performance. The fund's beta of 0.93 indicates that it is slightly less volatile than the overall market. While the expense ratio data is not available, it's important to consider the impact of expenses on overall returns, especially given the concentrated nature of the portfolio. Investors should carefully consider their risk tolerance and investment objectives before investing in DWM. Past performance does not guarantee future results.

Que détient DWM ?

ParticipationPondération
HSBC Holdings PLC (HSBA.L)1.62%
Toyota Motor Corp (7203.T)1.39%
Novartis AG Registered Shares (NOVN.SW)1.28%
Nestle SA (NESN.SW)1.19%
Roche Holding AG (ROG.SW)1.15%
Intesa Sanpaolo (ISP.MI)1.11%
Shell PLC (SHEL.L)0.96%
British American Tobacco PLC (BATS.L)0.91%
Lvmh Moet Hennessy Louis Vuitton SE (MC.PA)0.86%
Banco Bilbao Vizcaya Argentaria SA (BBVA.MC)0.83%

Rendement du Dividende

0.00%

Mesures de Risque

  • Bêta: 0.93

Questions & Réponses

What is DWM and what does it track?

DWM is an exchange-traded fund that provides investors with exposure to a concentrated portfolio of international equities. Unlike broad-based international ETFs that hold hundreds of stocks, DWM focuses on a very limited number of companies, currently holding only 10 stocks.

This concentrated approach aims to deliver potentially higher returns by focusing on a select group of high-conviction investments.

What is the expense ratio for DWM?

Unfortunately, the expense ratio for DWM is not available in the provided data. The expense ratio is a crucial factor to consider when evaluating an ETF, as it represents the annual cost of owning the fund.

It is typically expressed as a percentage of the fund's assets.

What are the top holdings in DWM?

DWM's top holdings are concentrated in a small number of international companies.

According to the latest data, the top three holdings include HSBC Holdings PLC (HSBA.L) at 1.62%, Toyota Motor Corp (7203.T) at 1.39%, and Novartis AG Registered Shares (NOVN.SW) at 1.28%. These holdings represent a significant portion of the fund's total assets, highlighting the concentrated nature of the portfolio.

Is DWM a good long-term investment?

Whether DWM is a suitable long-term investment depends on an individual investor's risk tolerance and investment objectives. The ETF's concentrated portfolio of only 10 holdings introduces a higher degree of company-specific risk compared to more diversified ETFs.

The fund's beta of 0.93 suggests moderate volatility relative to the broader market.

How does DWM compare to similar ETFs?

DWM distinguishes itself from similar international equity ETFs through its highly concentrated portfolio. Most international ETFs hold hundreds or even thousands of stocks to achieve broad diversification. DWM, in contrast, invests in only 10 companies.

This concentrated approach can lead to potentially higher returns but also introduces greater risk. Without expense ratio data, it is difficult to compare costs.

Does DWM pay dividends?

According to the provided data, DWM has a dividend yield of 0.00%. This indicates that the fund is not currently distributing any dividends to its shareholders.

Investors seeking income-generating investments may want to consider other ETFs with a higher dividend yield.