KLDW
KLDW 1-star rating from Upturn Advisory

Knowledge Leaders Developed World ETF (KLDW)

Knowledge Leaders Developed World ETF (KLDW) 1-star rating from Upturn Advisory
$52.7
Last Close (24-hour delay)
Profit since last BUY2.23%
upturn advisory logo
Consider higher Upturn Star rating
BUY since 7 days
  • BUY Advisory
  • SELL Advisory (Profit)
  • SELL Advisory (Loss)
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock price based on last close icon Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • 1Y
  • 1M
  • 1W

Upturn Advisory Summary

01/08/2026: KLDW (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

Upturn 1 star rating for performance

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 4.26%
Avg. Invested days 53
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance icon 2.0
ETF Returns Performance Upturn Returns Performance icon 1.0
Upturn Profits based on simulation icon Profits based on simulation
Upturn last close icon Last Close 01/08/2026
Advertisement

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
Advertisement

Icon representing Upturn AI-generated SWOT analysis summary Upturn AI SWOT

Knowledge Leaders Developed World ETF

Knowledge Leaders Developed World ETF(KLDW) company logo displayed in Upturn AI summary

ETF Overview

overview logo 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 logo Reputation and Reliability

Details about the issuer's reputation and track record in the market.

Leadership icon representing strong management expertise and executive team Management Expertise

Experience and expertise of the management team responsible for the ETF.

Investment Objective

Icon representing investment goals and financial objectives 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 logo 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.

Information icon for Upturn AI Summarization accuracy disclaimer AI Summarization is directionally correct and might not be accurate.

Information icon for Upturn AI Summarization data freshness disclaimer Summarized information shown could be a few years old and not current.

Information icon warning about Upturn AI Fundamental Rating based on potentially old data Fundamental Rating based on AI could be based on old data.

Information icon warning about potential inaccuracies or hallucinations in Upturn AI-generated summaries 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.