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Upturn AI SWOT - About
Knowledge Leaders Developed World ETF (KLDW)
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Upturn Advisory Summary
10/23/2025: KLDW (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 4.17% | Avg. Invested days 57 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/23/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.01 | 52 Weeks Range 38.20 - 49.00 | Updated Date 06/29/2025 |
52 Weeks Range 38.20 - 49.00 | Updated Date 06/29/2025 |
Upturn AI SWOT
Knowledge Leaders Developed World ETF
ETF Overview
Overview
The Knowledge Leaders Developed World ETF (KLDW) seeks to track the investment results of an index composed of stocks of developed-market companies exhibiting high levels of innovation and intellectual capital.
Reputation and Reliability
Kanji & Insights has a moderate track record in the ETF market with focus on knowledge-based indices.
Management Expertise
The management team has expertise in developing and managing ETFs based on intangible assets and intellectual property.
Investment Objective
Goal
To provide investment results that, before fees and expenses, correspond generally to the price and yield performance of the Knowledge Leaders Developed World Index.
Investment Approach and Strategy
Strategy: The ETF aims to track the Knowledge Leaders Developed World Index, which focuses on companies that exhibit high levels of innovation and intellectual capital.
Composition The ETF primarily holds stocks of companies in developed markets that meet the index's criteria for intellectual property and innovation.
Market Position
Market Share: KLDW holds a small market share compared to broader developed market ETFs.
Total Net Assets (AUM): 34130000
Competitors
Key Competitors
- VEA
- IDEV
- SCHF
- SPDW
Competitive Landscape
The developed world ETF market is highly competitive, dominated by low-cost, broad-market ETFs. KLDW's competitive advantage lies in its unique focus on knowledge leaders, but it faces challenges due to its higher expense ratio and less diversified portfolio. Its competitors offer broad market exposure and lower fees, while KLDW tries to identify companies based on intangible assets for potential long-term growth. KLDW's competitors capture greater market share.
Financial Performance
Historical Performance: Performance data needs to be pulled from financial data provider
Benchmark Comparison: Performance data needs to be pulled from financial data provider
Expense Ratio: 0.78
Liquidity
Average Trading Volume
The ETF exhibits a relatively low average trading volume.
Bid-Ask Spread
The ETF's bid-ask spread may be relatively wide due to lower trading volume.
Market Dynamics
Market Environment Factors
Economic indicators in developed markets, sector growth prospects in technology and other innovation-driven industries, and overall market sentiment influence KLDW's performance.
Growth Trajectory
The ETF's growth depends on the continued outperformance of companies recognized for their intellectual capital, but the growth trajectory has been fairly flat.
Moat and Competitive Advantages
Competitive Edge
KLDW's competitive edge lies in its unique focus on companies with strong intellectual capital and innovation. This strategy provides exposure to businesses potentially positioned for future growth. The ETF's methodology may identify undervalued companies that traditional market-cap weighted indices might overlook. However, reliance on proprietary metrics for assessing intellectual capital could be subjective.
Risk Analysis
Volatility
Historical volatility data needs to be pulled from financial data provider.
Market Risk
The ETF is subject to market risk associated with developed equity markets, currency fluctuations, and sector-specific risks in industries with high innovation.
Investor Profile
Ideal Investor Profile
The ideal investor is someone looking for exposure to developed market equities with a focus on innovative companies and is willing to accept a higher expense ratio for a potentially differentiated investment strategy.
Market Risk
This ETF is more suitable for long-term investors who believe in the value of investing in companies with strong intellectual capital and are comfortable with potentially higher volatility and a higher expense ratio than broad market ETFs.
Summary
KLDW offers a unique approach to developed market investing by focusing on companies with high levels of intellectual capital and innovation. Its higher expense ratio and lower liquidity compared to broad market ETFs should be considered. The ETF's performance depends on the success of its knowledge-based investment strategy. The fund is small and offers targeted exposure to companies recognized for their intellectual property within developed markets. Given the high expense ratio and lower liquidity, investors should carefully consider if the niche focus aligns with their portfolio goals.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Kanji & Insights Website
- ETF.com
- Morningstar
- FactSet
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult with a qualified financial advisor 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 Knowledge Leaders Developed World ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund invests primarily in equities the advisor considers to be highly innovative companies or "knowledge leaders." The portfolio will include a diversified mix of mid- and large-cap companies from the developed world including North America, Europe and Asia. Under normal circumstances, at least 80% of the fund"s assets will be invested in securities the fund"s advisor identifies as knowledge leaders at the time of investment, with not more than 25% in any one industry.
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