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Knowledge Leaders Developed World ETF (KLDW)

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Upturn Advisory Summary
01/08/2026: KLDW (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit 4.26% | Avg. Invested days 53 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() | Upturn Advisory Performance | ETF Returns Performance |
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 ETF Knowledge Leaders Developed World ETF is an exchange-traded fund that aims to provide investment results that correspond generally to the performance of the Knowledge Leaders Developed World Index. It focuses on developed market equities with an emphasis on companies demonstrating strong competitive advantages and growth potential, often referred to as 'knowledge leaders'.
Reputation and Reliability
Details about the issuer's reputation and track record in the market.
Management Expertise
Experience and expertise of the management team responsible for the ETF.
Investment Objective
Goal
To track the performance of the Knowledge Leaders Developed World Index, offering investors exposure to a curated selection of developed market companies believed to possess sustainable competitive advantages and strong long-term growth prospects.
Investment Approach and Strategy
Strategy: The ETF aims to replicate the performance of the Knowledge Leaders Developed World Index through a passive investment strategy. It holds the constituents of the index in approximately the same proportions as their weighting in the index.
Composition The ETF primarily holds equities (stocks) of companies domiciled in developed countries. The specific companies are selected based on their inclusion in the Knowledge Leaders Developed World Index, which focuses on factors indicative of competitive strength and future growth.
Market Position
Market Share: Information on the specific market share of the ETF Knowledge Leaders Developed World ETF within its sector.
Total Net Assets (AUM): Information on the total assets under management by ETF Knowledge Leaders Developed World ETF
Competitors
Key Competitors
- Developed Markets Ex-US ETF (VEA)
- iShares Core MSCI EAFE ETF (IEFA)
- Vanguard FTSE Developed Markets ETF (VEA)
Competitive Landscape
The developed world ex-US ETF market is highly competitive, dominated by large providers offering broad-based index funds. Competitors often compete on expense ratios and sheer asset size. The Knowledge Leaders Developed World ETF operates in a niche by focusing on companies with perceived sustainable competitive advantages, which may appeal to investors seeking a more selective approach to developed markets, but it faces challenges in matching the scale and lower costs of the largest broad-market ETFs.
Financial Performance
Historical Performance: Data on the ETF's performance over various periods. Specific numerical data requires real-time market access and is not provided here.
Benchmark Comparison: Comparison of the ETF's performance against its benchmark index, the Knowledge Leaders Developed World Index. Specific numerical data requires real-time market access and is not provided here.
Expense Ratio: Information on the fund's expense ratio, including management fees and operational costs.
Liquidity
Average Trading Volume
The average daily trading volume of the ETF Knowledge Leaders Developed World ETF.
Bid-Ask Spread
The difference between the highest price a buyer is willing to pay and the lowest price a seller is willing to accept for the ETF.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, and current market conditions affecting the performance of developed market equities, particularly those with strong competitive advantages, will influence this ETF.
Growth Trajectory
Trends in the global developed equity markets and the specific sectors and companies favored by the Knowledge Leaders Developed World Index will dictate the ETF's growth trajectory. Changes to the index methodology or constituent holdings could also impact its path.
Moat and Competitive Advantages
Competitive Edge
The ETF's competitive edge lies in its unique index methodology, which aims to identify companies with strong, sustainable competitive advantages. This 'knowledge leader' approach may appeal to investors seeking quality companies with long-term growth potential, differentiating it from broader market index funds. The focus on intangible assets and intellectual property could also provide a thematic appeal.
Risk Analysis
Volatility
Assessment of the historical price fluctuations of the ETF.
Market Risk
The ETF is subject to market risk inherent in developed equity markets, including economic downturns, geopolitical events, and currency fluctuations. Specific sector risks within developed economies may also impact performance.
Investor Profile
Ideal Investor Profile
Investors seeking diversified exposure to developed market equities with a focus on companies demonstrating strong competitive moats and long-term growth potential. This ETF may suit those looking for a quality-oriented approach to international equity investing.
Market Risk
The ETF Knowledge Leaders Developed World ETF is likely best suited for long-term investors who believe in the enduring strength of companies with sustainable competitive advantages and who are comfortable with the inherent risks of equity investing in developed markets.
Summary
The ETF Knowledge Leaders Developed World ETF tracks a unique index focusing on developed market companies with strong competitive advantages. While operating in a competitive landscape dominated by larger broad-market ETFs, its thematic approach may attract investors seeking quality and long-term growth. Its performance is tied to the health of developed economies and the specific characteristics of its constituent companies. Investors should consider their risk tolerance and investment horizon when evaluating this ETF.
Similar ETFs
Sources and Disclaimers
Data Sources:
- ETF Provider Websites
- Financial Data Aggregators
- Market Research Reports
Disclaimers:
This information is for educational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Investors should conduct their own due diligence and 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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