Impact Shares YWCA Women\'s Empowerment ETF (WOMN)

Overview

The Impact Shares YWCA Women's Empowerment ETF (WOMN) is an exchange-traded fund that seeks to invest in companies with strong policies and practices that promote gender equality. It focuses on firms with leadership commitments to women's empowerment.

Reputation and Reliability

Impact Shares is a non-profit ETF issuer focusing on socially responsible investing. Their reputation is growing as they offer unique impact-driven ETFs.

Management Expertise

The management team at Impact Shares possesses expertise in impact investing, socially responsible investing, and ETF management.

Goal

The primary investment goal is to provide investment results that, before fees and expenses, correspond generally to the performance of the Equileap Global Gender Equality Index.

Investment Approach and Strategy

Strategy: The ETF tracks the Equileap Global Gender Equality Index, which selects companies based on their gender equality performance.

Composition The ETF primarily holds stocks of publicly traded companies that meet the index's gender equality criteria.

Market Share: WOMN has a smaller market share compared to broader ESG ETFs, as it focuses on a specific aspect of social responsibility, which is gender equality.

Total Net Assets (AUM): 11790000

Key Competitors

• SPDR SSGA Gender Diversity Index ETF (SHE)
• Invesco ESG S&P 500 Equal Weight ETF (XVV)
• Xtrackers S&P 500 ESG ETF (SNPE)

Competitive Landscape

The competitive landscape includes ETFs focusing on broader ESG criteria and those specifically targeting gender diversity. WOMN's advantage lies in its rigorous gender equality focus, while competitors may offer broader diversification. WOMN disadvantages include less assets under management and lower daily trading volume.

Historical Performance: Historical performance data should be sourced from financial data providers for accurate figures over various time periods (e.g., 1-year, 3-year, 5-year, and since inception).

Benchmark Comparison: The ETF's performance can be compared to the Equileap Global Gender Equality Index to assess tracking effectiveness.

Expense Ratio: 0.75

Average Trading Volume

The average trading volume for WOMN is relatively low, which may result in wider bid-ask spreads and impact trade execution.

Bid-Ask Spread

The bid-ask spread can vary depending on trading volume and market conditions; usually, the bid-ask spread is a few cents.

Market Environment Factors

Economic indicators, increasing investor interest in ESG and gender equality, and regulatory developments related to diversity and inclusion affect WOMN.

Growth Trajectory

Growth trends for WOMN depend on continued investor demand for gender equality-focused investments and the ETF's ability to attract assets.

Competitive Edge

WOMN's competitive edge lies in its strict adherence to the Equileap Global Gender Equality Index, focusing specifically on companies with strong gender equality policies. It offers a unique investment proposition for investors prioritizing gender equality. The non-profit structure of Impact Shares may also appeal to socially conscious investors. The fund's specific gender equality focus provides differentiation in the crowded ESG ETF landscape.

Volatility

Volatility is dependent on the underlying equity market volatility and the specific holdings of the ETF. Data should be sourced from financial data providers.

Market Risk

Market risk includes fluctuations in the stock market, sector-specific risks, and the potential for underperformance of the selected companies compared to the broader market.

Ideal Investor Profile

The ideal investor profile includes those who prioritize gender equality as part of their investment strategy, socially responsible investors, and those seeking exposure to companies with strong gender equality practices.

Market Risk

WOMN is best suited for long-term investors who align with the fund's mission and are willing to accept potential volatility.

The Impact Shares YWCA Women's Empowerment ETF (WOMN) provides exposure to companies demonstrating strong gender equality practices based on the Equileap Global Gender Equality Index. Its appeal lies in offering a focused approach to socially responsible investing, appealing to investors who value gender diversity. However, investors should be mindful of its relatively low AUM and trading volume, which might affect liquidity. As part of a diversified portfolio, WOMN can align investments with gender equality values, yet its performance is dependent on the success of its underlying holdings.

Data Sources:

• Impact Shares official website
• ETF.com
• Morningstar
• Equileap

Disclaimers:

This analysis is based on available information and should not be considered financial advice. Investment decisions should be made after consulting with a qualified financial advisor. Market data can change rapidly and may not be completely accurate.