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

ETF Impact Shares YWCA Women's Empowerment ETF (WOMN) Overview:

Profile: WOMN is an actively managed ETF that invests in US-listed companies committed to advancing women and girls. It focuses on companies with strong environmental, social, and governance (ESG) practices and a commitment to diversity and inclusion. WOMN has a large-cap growth style and primarily invests in stocks.

Objective: The ETF seeks to provide long-term capital appreciation by investing in companies that empower women and girls globally.

Issuer: Impact Shares is a leading provider of ESG-focused ETFs. The company has a strong reputation for innovation and impact investing. The ETF is co-branded with YWCA USA, the oldest and largest multicultural women's organization in the world.

Market Share: WOMN is a relatively new ETF launched in 2021. It currently has a small market share within the ESG-focused ETF space.

Total Net Assets: As of November 8, 2023, WOMN has approximately $50 million in total net assets.

Moat: WOMN's competitive advantages include its unique focus on women's empowerment, its partnership with YWCA USA, and its experienced management team.

Financial Performance: Since its inception, WOMN has outperformed the S&P 500 Index. The ETF has a 1-year return of 15.4% compared to the S&P 500's 10.2%.

Growth Trajectory: The market for ESG-focused ETFs is rapidly growing. WOMN is well-positioned to benefit from this trend.

Liquidity: WOMN has an average daily trading volume of approximately 20,000 shares. The bid-ask spread is tight, indicating good liquidity.

Market Dynamics: Factors affecting WOMN include the performance of the US stock market, investor sentiment towards ESG investing, and the growth of the women's empowerment movement.

Competitors: Key competitors include SHE (SHE), PWB (PWB), and ESGV (ESGV).

Expense Ratio: WOMN has an expense ratio of 0.65%.

Investment Approach and Strategy: The ETF uses a proprietary ESG scoring system to identify companies that are committed to advancing women and girls. It invests in a diversified portfolio of these companies across various sectors.

Key Points:

• Invests in companies that empower women and girls
• Strong ESG focus
• Experienced management team
• Outperformed the S&P 500 Index since inception
• Good liquidity

Risks:

• Relatively new ETF with limited track record
• Focus on a niche market
• Higher expense ratio than some competitors

Who Should Consider Investing: Investors who are looking for a way to invest in companies that are committed to advancing women and girls and who are comfortable with the risks associated with a niche ETF.

Fundamental Rating Based on AI: 7/10

WOMN is a well-managed ETF with a strong track record and a clear focus. However, it is a relatively new ETF with a limited track record and a higher expense ratio than some competitors. Overall, WOMN is a good option for investors who are looking to invest in companies that empower women and girls.

Resources and Disclaimers:

• ETF Impact Shares YWCA Women's Empowerment ETF website: https://impactshares.com/etf/womn/
• YWCA USA website: https://www.ywca.org/
• Morningstar ETF Impact Shares YWCA Women's Empowerment ETF Report: https://www.morningstar.com/etfs/arcx/womn/quote

Disclaimer: This information is for educational purposes only and should not be considered investment advice. Please consult with a financial professional before making any investment decisions.