Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
BNY Mellon Women\'s Opportunities ETF (BKWO)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
09/29/2025: BKWO (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 22.99% | Avg. Invested days 61 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 09/29/2025 |
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 (WOMX) seeks to provide investment results that correspond to the total return of the Bloomberg US Gender Diversity Index. It focuses on companies that demonstrate commitment to gender diversity within their leadership and workforce.
Reputation and Reliability
BNY Mellon is a well-established global financial services company with a long history and strong reputation.
Management Expertise
BNY Mellon has extensive experience in asset management and ETF creation, providing expertise in managing diverse investment strategies.
Investment Objective
Goal
To track the performance, before fees and expenses, of the Bloomberg US Gender Diversity Index.
Investment Approach and Strategy
Strategy: The ETF tracks the Bloomberg US Gender Diversity Index, which selects companies based on gender diversity metrics.
Composition Primarily holds stocks of U.S. companies demonstrating gender diversity. The composition reflects the index's sector allocations.
Market Position
Market Share: WOMX holds a relatively small market share within the broader ESG and diversity-focused ETF landscape.
Total Net Assets (AUM): 47000000
Competitors
Key Competitors
- SHE
- EFIV
- FFEM
Competitive Landscape
The ETF industry in the diversity sector is competitive, with iShares (SHE) holding a significant market share. WOMX's advantage lies in its focus on gender diversity metrics defined by the Bloomberg index. A disadvantage is smaller AUM and lower trading volume compared to larger competitors.
Financial Performance
Historical Performance: Historical performance can be found on fund websites or through financial data providers, which shows its price and returns over specified periods. Data is not available for immediate inclusion.
Benchmark Comparison: Performance should be compared against the Bloomberg US Gender Diversity Index for effectiveness. Data is not available for immediate inclusion.
Expense Ratio: 0.2
Liquidity
Average Trading Volume
The average trading volume of WOMX is relatively low, impacting ease of entry and exit.
Bid-Ask Spread
The bid-ask spread may vary depending on market conditions, but is generally moderate reflecting lower trading volume.
Market Dynamics
Market Environment Factors
Investor sentiment toward ESG and diversity investing, economic conditions, and sector performance all influence WOMX.
Growth Trajectory
The growth trajectory is linked to increased awareness and demand for gender diversity investments, influenced by societal trends and corporate governance initiatives.
Moat and Competitive Advantages
Competitive Edge
WOMX offers a targeted approach to gender diversity investing through the established Bloomberg US Gender Diversity Index. The fund provides a specific lens for ESG investment, focusing on companies demonstrating commitment to gender diversity within their workforce. BNY Mellon's brand recognition and asset management expertise provide some level of confidence in the fund's management. However, its small AUM and lower liquidity compared to larger competitors are significant disadvantages.
Risk Analysis
Volatility
Volatility is linked to the overall market and the specific sectors in which the underlying companies operate. Data is not available for immediate inclusion.
Market Risk
Market risk includes potential declines in the stock market, sector-specific risks, and risks related to the specific companies held within the fund.
Investor Profile
Ideal Investor Profile
Investors interested in ESG investing, specifically those prioritizing gender diversity within companies, are well-suited for WOMX.
Market Risk
WOMX is suitable for long-term investors seeking exposure to companies with strong gender diversity practices and who are comfortable with moderate risk.
Summary
BNY Mellon Women's Opportunities ETF (WOMX) provides targeted exposure to U.S. companies demonstrating commitment to gender diversity, tracking the Bloomberg US Gender Diversity Index. While it offers a specific ESG focus and is managed by a reputable firm, its relatively small AUM and lower trading volume are factors to consider. Investors should be aware of sector risks and overall market volatility. Overall, WOMX suits long-term investors focused on ESG and gender diversity with moderate risk tolerance, but other ETFs in the same sector may be more liquid.
Peer Comparison
Sources and Disclaimers
Data Sources:
- BNY Mellon Investment Management
- Bloomberg
- ETF.com
- Morningstar
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Investors should conduct their own research and consult with a financial advisor before making any investment decisions. Market share data is estimated and may not be precise.
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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.