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BNY Mellon Women\'s Opportunities ETF (BKWO)



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Upturn Advisory Summary
08/14/2025: BKWO (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit 23.55% | Avg. Invested days 56 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
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Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 28.32 - 36.26 | Updated Date 06/30/2025 |
52 Weeks Range 28.32 - 36.26 | Updated Date 06/30/2025 |
Upturn AI SWOT
BNY Mellon Women's Opportunities ETF
ETF Overview
Overview
The BNY Mellon Women's Opportunities ETF (WOMN) seeks to provide investment results that, before fees and expenses, closely correspond to the performance of the Refinitiv US Women's Leadership Factor Index. The fund focuses on companies that demonstrate leadership in promoting gender diversity within their management and workforce. It aims to provide investors with exposure to companies recognized for their commitment to women's advancement.
Reputation and Reliability
BNY Mellon is a well-established global investment management firm with a long history and a reputation for providing a wide range of investment products and services.
Management Expertise
BNY Mellon has a dedicated team of investment professionals with expertise in managing various investment strategies, including socially responsible investing.
Investment Objective
Goal
Seeks to provide investment results that, before fees and expenses, closely correspond to the performance of the Refinitiv US Women's Leadership Factor Index.
Investment Approach and Strategy
Strategy: The ETF aims to track the Refinitiv US Women's Leadership Factor Index, which selects companies based on their gender diversity leadership.
Composition Primarily holds stocks of U.S. companies that demonstrate leadership in promoting gender diversity.
Market Position
Market Share: WOMN holds a smaller market share compared to broad market ETFs and even compared to some other ESG focused ETFs.
Total Net Assets (AUM): 37700000
Competitors
Key Competitors
- SPDR S&P 500 ETF Trust (SPY)
- iShares ESG Aware MSCI USA ETF (ESGU)
- Vanguard ESG U.S. Stock ETF (ESGV)
Competitive Landscape
The competitive landscape is dominated by broad market ETFs like SPY and larger ESG-focused ETFs like ESGU and ESGV. WOMN differentiates itself through its specific focus on women's leadership, which may appeal to investors specifically seeking to support gender diversity. It faces the disadvantage of having a much smaller AUM and trading volume compared to its larger competitors.
Financial Performance
Historical Performance: Historical performance data can be found on financial websites but should not be interpreted as indicators of future performance.
Benchmark Comparison: The ETF's performance should be compared to the Refinitiv US Women's Leadership Factor Index to evaluate its tracking effectiveness.
Expense Ratio: 0.2
Liquidity
Average Trading Volume
The average trading volume is moderate and may affect the ease of buying and selling large quantities of shares.
Bid-Ask Spread
The bid-ask spread is typically relatively small, reflecting reasonable liquidity.
Market Dynamics
Market Environment Factors
Market conditions, economic growth, and investor sentiment towards ESG and gender diversity can influence the ETF's performance.
Growth Trajectory
The growth trajectory of WOMN depends on increased investor interest in ESG investing and its specific focus on women's leadership. There have been no significant changes to the fund's strategy or holdings.
Moat and Competitive Advantages
Competitive Edge
WOMN's competitive edge lies in its specific focus on companies that promote gender diversity, which differentiates it from broader ESG ETFs. It provides investors with a targeted approach to support women's leadership. This niche focus attracts investors specifically seeking investments aligned with gender equality. BNY Mellon's brand recognition and distribution network contribute to its competitiveness.
Risk Analysis
Volatility
WOMN's volatility is expected to be similar to the broader U.S. equity market, given its investment strategy.
Market Risk
The primary market risk is the fluctuation of U.S. equity markets, as the ETF invests primarily in U.S. stocks. Specific sector and company risks also exist within the portfolio.
Investor Profile
Ideal Investor Profile
The ideal investor is someone who is interested in supporting companies with strong women's leadership and believes in the positive impact of gender diversity on corporate performance.
Market Risk
WOMN is suitable for long-term investors who are aligned with ESG principles and wish to express their values through their investments. It is not designed for short-term trading.
Summary
The BNY Mellon Women's Opportunities ETF (WOMN) offers targeted exposure to U.S. companies demonstrating leadership in gender diversity, aligning with ESG investment principles. Its returns are intended to mirror the Refinitiv US Women's Leadership Factor Index. The ETF's smaller AUM, niche approach, and focus on gender diversity provides its competitive advantage in the market. While appropriate for long-term investors, it is important to be aware of risks associated with market volatilities and the need for more investors' recognition.
Peer Comparison
Sources and Disclaimers
Data Sources:
- BNY Mellon Investment Management Website
- ETF.com
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Market share data are estimates and may vary. Investors should conduct their own due diligence before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About BNY Mellon Women's Opportunities ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website |
To pursue its goal, the fund normally invests principally in equity securities of U.S. companies that, in the view of the fund's sub-adviser, demonstrate attractive financial attributes and promote Women's Opportunities. Women's Opportunities is defined as opportunities that enhance the professional development and advancement of women and/or the ability of women to meet their work or other personal life responsibilities and needs, such as those relating to household responsibilities, dependent/elder care responsibilities, and gender-specific healthcare. The fund is non-diversified.

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