Tidal ETF Trust - Adasina Social Justice All Cap Global ETF (JSTC)

Overview

The Adasina Social Justice All Cap Global ETF (ticker: JUST) seeks to provide investment results that, before fees and expenses, generally correspond to the total return performance of the Adasina Social Justice Index. The fund invests in a broad range of global equities, screened for companies that align with social justice principles.

Reputation and Reliability

Tidal ETF Trust is relatively new and known as an ETF provider focusing on thematic and specialized investment strategies. Their reliability depends on the fund's ability to execute its stated investment strategy effectively.

Management Expertise

The management team possesses expertise in socially responsible investing and ETF management, focusing on integrating social justice principles into portfolio construction.

Goal

To provide investment results that generally correspond to the total return performance of the Adasina Social Justice Index.

Investment Approach and Strategy

Strategy: The ETF aims to track the Adasina Social Justice Index, which screens companies based on social justice factors.

Composition The ETF holds a portfolio of global equities selected based on their adherence to social justice principles, spanning various sectors and market capitalizations.

Market Share: Data not readily available, as this is a niche fund.

Total Net Assets (AUM): 13642371

Key Competitors

• N/A
• CRBN
• ESGV

Competitive Landscape

The competitive landscape includes ESG-focused ETFs. JUSA's advantage is its specific focus on social justice, while competitors offer broader ESG strategies. A disadvantage of JUSA is its smaller AUM compared to larger, more diversified ESG ETFs.

Historical Performance: Historical performance data varies year to year depending on the performance of its tracked index. Review past performance for detailed return percentages.

Benchmark Comparison: The ETF's performance should be compared to the Adasina Social Justice Index to gauge its tracking effectiveness. Data is unavailable. Need to consult a financial professional for this data.

Expense Ratio: 0.68

Average Trading Volume

The ETF's average trading volume can fluctuate, indicating its ease of buying or selling shares. Trading volume averages should be monitored for updates.

Bid-Ask Spread

The bid-ask spread, which represents the difference between the highest price a buyer will pay and the lowest price a seller will accept, indicates the cost of trading the ETF.

Market Environment Factors

Economic indicators, sector growth, and market sentiment toward socially responsible investing influence the ETF. Investors' interest in environmental, social, and governance (ESG) impacts on its trajectory.

Growth Trajectory

Growth trends depend on the increasing adoption of social justice investing and the ETF's ability to attract assets. Any strategy change needs to be observed on a rolling basis.

Competitive Edge

The ETF's competitive edge lies in its targeted focus on social justice principles, differentiating it from broader ESG funds. It utilizes a unique screening process based on the Adasina Social Justice Index, catering to investors seeking alignment with specific social values. This approach positions it as a niche offering within the ESG investment landscape, potentially attracting investors with strong social justice convictions. However, the competitive advantages depend on how investors adopt to the socially responsible values.

Volatility

The ETF's historical volatility depends on the market conditions and the volatility of the underlying global equities. Volatility changes in the equity market should be monitored.

Market Risk

Specific risks include market fluctuations, sector-specific risks within the global equities market, and the potential for underperformance relative to broader market indices if social justice-focused companies do not perform as expected.

Ideal Investor Profile

The ideal investor is someone interested in socially responsible investing, particularly those who prioritize social justice considerations. These investors often align their investment with specific social values.

Market Risk

The ETF is most suitable for long-term investors who are committed to social justice principles and are willing to accept potential underperformance compared to broader market indices.

The Adasina Social Justice All Cap Global ETF (JUSA) offers a unique investment approach by focusing on social justice principles in global equities. It seeks to track the Adasina Social Justice Index, catering to investors who prioritize social values. While it differentiates itself from broader ESG funds, its success depends on the growing adoption of social justice investing. Investors should consider the ETF's niche focus, potential volatility, and the market risks before investing.

Data Sources:

• ETF provider website
• FactSet
• Morningstar
• Bloomberg

Disclaimers:

The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and after consulting with a qualified financial advisor.