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Xtrackers Msci Global Sdg 3 Good Health UCITS ETF 1cIndex, costs, backtest, listings and taxation

ISIN: IE00036F4K40Issuer: Xtrackers
Issuer-declared data
Declared index
MSCI ACWI IMI SDG 3 Good Health and Well-being Select Index (USD)
TER
0.35%
Transaction costs
0.09% (issuer estimate, from the KID)
Management
Passive (index-tracking) (from the KID)
Replication
Income policy
SFDR
Article 8 — promotes environmental or social characteristics what does it mean?
Sector (from holdings)
Health care98.1% of the declared portfolio (21 August 2026)
Fund assets
23.6 mln EUR
Domicile
Ireland
Inception date
18 January 2023
Data as declared by Xtrackers in the issuer’s official files and endpoints · collected on 2 September 2026 (monthly refresh). Facts only, no recommendation.
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Description

Xtrackers Msci Global Sdg 3 Good Health UCITS ETF 1c tracks the issuer-declared index: MSCI ACWI IMI SDG 3 Good Health and Well-being Select Index (USD). The declared annual cost (TER) is 0.35%, plus 0.09% in transaction costs estimated by the issuer in the KID. Replication is physical replication (the KID declares buying all or a substantial number of the index constituents); income is accumulated and reinvested in the fund. The fund has assets of about 24 million euro, was launched on 18 January 2023 and is domiciled in Ireland.

The fund’s objective — in the issuer’s words

The fund is passively managed.

INVESTMENT OBJECTIVE:The aim is for your investment to track the performance of the MSCI ACWI IMI SDG 3 Good Health and Well-being Select Index (index).

DESCRIPTION OF INDEX:The index is based on the MSCI ACWI IMI Index (Parent Index) and is designed to reflect the performance of the shares of large, medium, and small-capitalisation companies globally that are associated with a positive contribution to the United Nations Sustainable Development Goal 3 (Ensure healthy lives and promote well-being for all at all ages) (SDG 3).

Keep reading the KID section ▾

In order to be eligible for inclusion companies must be eligible for inclusion in the Parent Index and must pass certain ESG screening criteria and either the SDG impact selection criteria or the SDG thematic selection criteria. ESG CRITERIA: The ESG screening criteria excludes companies from the Parent Index which breach certain ESG standards, as disclosed in the prospectus and/or supplement. The ESG Criteria comprise the requirements as laid out in Article 12(1)(a) to (g) of the Commission Delegated Regulation (EU) 2020/1818 (PAB Exclusions). The SDG impact selection criteria identifies companies that contribute positively to SDG 3. Securities must meet a certain revenue threshold from associated business activities. The SDG thematic selection criteria identifies companies geared towards promoting growth, development, and safeguards of key stakeholders, relative to their sector peers. Securities are weighted by the product of their free float-adjusted market capitalisation and either their percentage revenue exposure from the SDG 3 aligned business activities or their relevance score and are then scaled to 75% and 25% respectively. The index includes an issuer capping component, limiting the weight of each issuer to 4.5% at each quarterly rebalance.

INDEX REBALANCING, CALCULATION AND ADMINISTRATION:The index is administered by MSCI Limited. The index is calculated on a total return net basis, which means that all dividends and distributions by the companies are reinvested in the shares after tax. The index is reviewed semi-annually and rebalanced at least quarterly. The index is calculated in USD on a daily basis.

INVESTMENT POLICY:To achieve the aim, the fund will attempt to replicate the index, before fees and expenses, by buying all or a substantial number of the securities in the index. The fund may employ techniques and instruments in order to manage risk, reduce costs and improve results. These techniques and instruments may include the use of financial contracts (derivatives). FURTHER INFORMATION: Certain information (including the latest share prices of the fund, indicative net asset values, full disclosure on the composition of the fund's portfolio and information on the index constituents) are available on your local DWS website or at www.Xtrackers.com. Transaction costs and taxes, unexpected fund costs and market conditions such as volatility or liquidity issues may affect the ability of the fund to track the index. The anticipated level of tracking error in normal market conditions is 1 per cent. The currency of the fund is USD. Returns and gains are not distributed but are reinvested in the fund. You may request the redemption of shares generally on a daily basis.

From the KID’s “Objectives” section · 4 August 2026 · original document ↓
Text generated from the data the issuer declares in official product lists. No recommendation.

Quick reads

  • TER 0.35%: above the median of equity ETFs we track (0.22%).
Comparisons computed by Rebalix on the declared data in our census; they describe the past and are not indicative of future results.

Official documents

Key Information Document (KID)PDF in English, from the issuer’s site — always the latest filed versionProspectusPDF in English, from the issuer’s site — the fund’s full legal documentFactsheetPDF in English, from the issuer’s site — the fund’s monthly snapshot
The KID is the document the law requires you to read before investing: 3 pages covering risks, costs and scenarios. The link opens the issuer’s published PDF.

Fund performance

issuer-declared net asset value (NAV) · USD · from Jan 2023 to Sept 2026
Compare with another ETF
Only funds we hold a history for. Three at a time, at most.
Return
+28.6%
Annualised
+7.2%
Volatility (ann.)
13.2%
Max drawdown
-16.42%
-11%+2%+15%+27%+40%Jan 2023Dec 2023Nov 2024Oct 2025Sept 2026The break-even line: the value at the start of the period. Above it you are in gain, below in loss.break-even (0%)+29%Jan 2023Sept 2026
Note — currency risk: the fund is denominated (or hedged) in USD and the chart is in USD. For a euro investor, returns also depend on the EUR/USD exchange rate, up or down.
Tip: drag across the chart to zoom into a period.

Drawdown — distance from previous peak

This isn’t the return: it shows how far the fund is below its previous peak. 0% = you’re at the peak; below zero = how much you’re down and haven’t recovered yet.
0%-5%-10%-15%-20%2023202420252026−16.42% · 08 Apr 2025
Max drawdown
-16.42%
peak → trough
Trough
08 Apr 2025
from the 30 Aug 2024 peak
Recovery time
219 days
recovery only: trough to break-even · ≈ 7 months
Underwater
440 days
decline + recovery: peak to break-even · ≈ 1 year and 2 months · → recovered on 13 Nov 2025

The five worst falls in the period

From the peak ofTroughDepthBack to break-evenDays underwater
30 Aug 202408 Apr 2025-16.42%13 Nov 2025440
07 Jan 202611 May 2026-13.15%10 Aug 2026215
24 Apr 202327 Oct 2023-11.89%28 Dec 2023248
12 Mar 202418 Apr 2024-6.82%06 Jun 202486
23 Jan 202310 Mar 2023-6.75%05 Apr 202372

Calendar-year returns

2023
4.4%
2024
3.2%
2025
14.3%
2026
4.5%

Month-by-month returns

JanFebMarAprMayJunJulAugSeptOctNovDecYear
20261.51.2-7.7-2.61.05.02.46.9-2.64.5
20256.32.4-3.0-1.9-2.01.4-0.73.6-0.42.97.2-1.814.3
20242.81.72.7-4.93.22.42.46.0-2.6-3.9-1.0-5.13.2
2023-3.84.03.9-5.33.20.10.0-4.3-4.56.95.44.4
From month-end NAVs, over the fund’s full history, on the series shown in the chart (dividends reinvested where declared). Deeper colour = larger move.
Source: Xtrackers. Issuer-declared historical series; inflation: Eurostat and national statistical institutes, latest available July 2026 — for later days the index stays at the last published value (institutes publish with a few weeks’ lag). The «adjusted for inflation» view expresses value in today’s purchasing power for the selected country; volatility always stays nominal, as elsewhere on the site (deflating it would add artificial swings caused by the monthly cadence of the price index). Past performance is not indicative of future results: these are facts, not a recommendation.

Tracking difference — fund vs index

How much the fund returned above (+) or below (−) its index, year by year. It measures the actual deviation: the combined effect of costs (TER and transaction), securities-lending revenue and replication optimisations — which is why it can beat the TER.
Declared TER
0.35%
YearFundIndexDifference
2025+14.28%+14.45%-0.16%
2024+3.15%+3.36%-0.21%
Total-return figures from issuer-declared series (primary source); complete calendar years. TD is not comparable across sites using different methodologies or index variants. Past performance is not indicative of future results. What is tracking difference? →

Risk indicators· EUR

Last yearLast 3 yearsFull history
Volatility (ann.)15.56%14.20%13.79%
Max drawdown-13.74%-18.67%-18.67%
Sharpe0.720.220.19
Sortino1.150.310.27
Windows longer than the available price history cannot be computed and are not shown: they will appear on their own as time passes. Computed from the daily NAV series, always in nominal terms. Sharpe and Sortino use the ECB main refinancing rate averaged over the period (last year: 2.21%), weighted by days in force, as the risk-free rate. Same formulas as our public methodology: sample standard deviation annualised over 252 days; Sortino with downside deviation. Past performance is not indicative of future results. Figures in EUR — series converted day by day at ECB reference rates; the table follows the currency selected in the chart.

Portfolio holdings

Securities in portfolio
131
Top-10 weight
43.8%

Top 10 holdings

JOHNSON & JOHNSON
4.54%
AMGEN INC
4.54%
MERCK & CO INC
4.51%
GILEAD SCIENCES
4.50%
THERMO FISHER SCIENTIFIC INC
4.48%
DANAHER
4.48%
ABBVIE
4.48%
VERTEX PHARMACEUTICALS
4.19%
ELI LILLY
4.15%
STRYKER
3.91%

Sectors

Health Care
97.5%
Consumer Staples
1.3%
Industrials
0.5%

Countries

AfghanistanAngolaAlbaniaUnited Arab EmiratesArgentinaArmeniaFrench Southern and Antarctic LandsAustralia: 0.1%AustriaAzerbaijanBurundiBelgiumBeninBurkina FasoBangladeshBulgariaThe BahamasBosnia and HerzegovinaBelarusBelizeBoliviaBrazilBruneiBhutanBotswanaCentral African RepublicCanadaSwitzerland: 1%ChileChina: 0.9%Ivory CoastCameroonDemocratic Republic of the CongoRepublic of the CongoColombiaCosta RicaCubaCyprusCzech RepublicGermanyDjiboutiDenmark: 4%Dominican RepublicAlgeriaEcuadorEgyptEritreaSpainEstoniaEthiopiaFinlandFijiFalkland IslandsFrance: 2.4%GabonUnited KingdomGeorgiaGhanaGuineaGambiaGuinea BissauEquatorial GuineaGreeceGreenlandGuatemalaFrench GuianaGuyanaHondurasCroatiaHaitiHungaryIndonesiaIndiaIreland: 0.7%IranIraqIcelandIsraelItaly: 0.2%JamaicaJordanJapan: 2.4%KazakhstanKenyaKyrgyzstanCambodiaSouth KoreaKosovoKuwaitLaosLebanonLiberiaLibyaSri LankaLesothoLithuaniaLuxembourgLatviaMoroccoMoldovaMadagascarMexico: 0.1%MacedoniaMaliMyanmarMontenegroMongoliaMozambiqueMauritaniaMalawiMalaysiaNamibiaNew CaledoniaNigerNigeriaNicaraguaNetherlands: 2.5%NorwayNepalNew ZealandOmanPakistanPanamaPeruPhilippinesPapua New GuineaPolandPuerto RicoNorth KoreaPortugalParaguayQatarRomaniaRussiaRwandaWestern SaharaSaudi ArabiaSudanSouth SudanSenegalSolomon IslandsSierra LeoneEl SalvadorSomaliaRepublic of SerbiaSurinameSlovakiaSloveniaSweden: 0.7%SwazilandSyriaChadTogoThailandTajikistanTurkmenistanEast TimorTrinidad and TobagoTunisiaTurkeyTaiwan: 0.4%United Republic of TanzaniaUgandaUkraineUruguayUnited States of America: 79%UzbekistanVenezuelaVietnamVanuatuWest BankYemenSouth AfricaZambiaZimbabwe
up to 1%1–5%5–15%15–30%over 30%
Hover a country for its percentage.
Top 7 countries
United States79%
United Kingdom5.6%
Denmark4%
Netherlands2.5%
Japan2.4%
France2.4%
Switzerland1%
Download the full portfolio — Excel, 131 rows
Full portfolio declared by Xtrackers, as of 2 September 2026: this is the summary. Percentages may not sum to 100 due to cash, derivatives and rounding.
Fund historyFund-assets (AUM) chart year by year and monthly basket snapshots.Open the history →

Where it shows up commission-free in Italy

According to the official lists published by the brokers (downloaded and cross-checked by us), these share classes of the fund appear tradable with zero fees:

IE00036F4K40
  • Directazero within the savings plan (buys)
  • Finecozero on buys (single orders and savings plan) — promo list renewed monthly: check it is still listed
  • Moneyfarmzero within the savings plan (buys), agreement until 22 May 2027
Full terms, traps and method in the observatory: Free savings plans and zero-commission ETFs: the broker survey

Official lists verified on 3 September 2026. We record published terms — this is neither an invitation to open accounts nor a recommendation: lists change, the broker’s documents prevail. Trade Republic, Scalable Capital and Trading 212 publish no per-ISIN lists and don’t appear here.

Stock exchange listings

ExchangeTickerTrading since
Borsa Italiana (ETFplus)XDG328 Feb 2023
Börse DüsseldorfXDG310 Feb 2023
Börse FrankfurtXDG310 Feb 2023
Börse HamburgXDG330 Mar 2023
Börse HannoverXDG39 Dec 2024
Börse München / gettexXDG310 Feb 2023
Börse StuttgartXDG317 Feb 2023
Tradegate ExchangeXDG324 May 2023
Xetra (Deutsche Börse)XDG310 Feb 2023
+ 16 more trading venues (MTFs and professional platforms).
Trading venues from the official ESMA register (FIRDS); per-exchange tickers from the issuer’s tax documents and official listings. A dash “—” = that venue does not publish the item (ticker, currency or start date) in the sources we read. The same fund may trade in different currencies depending on the exchange: check the trading currency with your broker. Non-EU listings (e.g. UK, Mexico) not included.

Frequently asked questions

Which index does Xtrackers Msci Global Sdg 3 Good Health UCITS ETF 1c track?
The issuer Xtrackers declares the benchmark: MSCI ACWI IMI SDG 3 Good Health and Well-being Select Index (USD).
How much does Xtrackers Msci Global Sdg 3 Good Health UCITS ETF 1c cost?
The issuer-declared TER is 0.35% per year; the transaction costs estimated in the KID are 0.09%.
What is the fund size of Xtrackers Msci Global Sdg 3 Good Health UCITS ETF 1c?
The fund size declared by Xtrackers is about 24 million euro.
When was Xtrackers Msci Global Sdg 3 Good Health UCITS ETF 1c launched?
The fund was launched on 18 January 2023: it has 3 years of history.
How does Xtrackers Msci Global Sdg 3 Good Health UCITS ETF 1c replicate its index?
It is a passively managed ETF: it follows the declared index. Physical (issuer wording: “Fisica (dal KID)”).
Does Xtrackers Msci Global Sdg 3 Good Health UCITS ETF 1c pay dividends?
No: it is an accumulating share class — income stays in the fund and is reinvested automatically (issuer wording: “Accumulating”).
Where does Xtrackers Msci Global Sdg 3 Good Health UCITS ETF 1c trade?
Per the official ESMA register it trades on 9 main exchanges, including Borsa Italiana (ETFplus) (XDG3), Börse Düsseldorf (XDG3), Börse Frankfurt (XDG3), Börse Hamburg (XDG3), Börse Hannover (XDG3), Börse München / gettex (XDG3).
What was Xtrackers Msci Global Sdg 3 Good Health UCITS ETF 1c's worst fall?
Over the available history (since 2023), the maximum drawdown was -16.42%, reached in April 2025. Past performance is not indicative of future results.
How many securities does Xtrackers Msci Global Sdg 3 Good Health UCITS ETF 1c hold?
The declared portfolio holds 131 securities; the top 10 positions weigh 43.8%.
Transparency note
The data in this sheet is declared by Xtrackers in the issuer’s official files and endpoints, collected by Rebalix with a monthly refresh; taxation derives from the issuer’s tax documents (Italian Law Decree 138/2011). This is factual information for informational purposes only: it is not financial or tax advice, nor an investment recommendation. Read the fund’s KID and prospectus before investing.