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

Overview

The Impact Shares YWCA Women's Empowerment ETF (WOMN) seeks to track the performance of an equity index that measures the investment return of U.S.-listed companies that have adopted policies and practices that support and empower women. It focuses on large and mid-cap companies.

Reputation and Reliability

Impact Shares is known for its focus on socially responsible investing and creating ETFs with a specific social impact mission.

Management Expertise

Impact Shares partners with established financial institutions and impact organizations to manage and advise their ETFs.

Goal

The ETF seeks to replicate investment results that generally correspond to the performance of the Equileap Global Gender Equality in US Index.

Investment Approach and Strategy

Strategy: The ETF tracks an index focused on gender equality.

Composition The ETF primarily holds stocks of U.S. large and mid-cap companies.

Market Share: WOMN has a relatively small market share compared to other broad market ETFs and even other ESG-focused ETFs.

Total Net Assets (AUM): 16310000

Key Competitors

• SPDR S&P 500 ETF Trust (SPY)
• iShares ESG Aware MSCI USA ETF (ESGU)
• Vanguard ESG U.S. Stock ETF (ESGV)

Competitive Landscape

The ETF industry is highly competitive, with many broad market and ESG-focused options. WOMN's advantage lies in its very specific focus on women's empowerment. However, its smaller size and specific focus can be a disadvantage compared to larger, more diversified ETFs with lower expense ratios.

Historical Performance: Historical performance data needs to be sourced from financial data providers and is not available without live data access. Please consult financial data providers for historical performance.

Benchmark Comparison: Benchmark comparison data needs to be sourced from financial data providers and is not available without live data access. Please consult financial data providers for benchmark comparison.

Expense Ratio: 0.76

Average Trading Volume

The average trading volume for WOMN is relatively low, which may increase transaction costs.

Bid-Ask Spread

The bid-ask spread may be wider than more liquid ETFs, reflecting the lower trading volume.

Market Environment Factors

Interest in ESG and socially responsible investing influences WOMN. Broader market trends also affect the underlying companies in the ETF.

Growth Trajectory

Growth trends are dependent on the overall interest in ESG investing and the ETF's ability to attract assets based on its specific women's empowerment focus. Changes to strategy and holdings will be driven by the index methodology and rebalancing.

Competitive Edge

WOMN's competitive advantage stems from its unique focus on companies supporting women's empowerment, aligning with a specific and growing segment of ESG investors. It offers investors a targeted way to promote gender equality through their investments. The partnership with YWCA enhances its credibility and social impact. This specific focus differentiates it from broader ESG ETFs.

Volatility

Volatility depends on the volatility of the underlying equity holdings. Historical volatility data should be sourced from a financial data provider.

Market Risk

Market risk includes the general risk of equity investments, and specific risks associated with the companies included in the index. Companies can fall out of the index and companies within the index are susceptible to the economic cycle.

Ideal Investor Profile

The ideal investor is interested in ESG investing, particularly those focused on gender equality and women's empowerment. These investors are likely to have a medium to long-term investment horizon.

Market Risk

WOMN is suitable for long-term investors seeking to align their investments with their values around gender equality. Active traders might find the liquidity less appealing.

The Impact Shares YWCA Women's Empowerment ETF (WOMN) provides investors with a targeted way to invest in companies that support and empower women. It tracks the Equileap Global Gender Equality in US Index and focuses on large and mid-cap companies. While its expense ratio is relatively high, it differentiates itself with a very specific social impact focus. The ETF is suitable for long-term investors interested in ESG investing and promoting gender equality, but its smaller size means that it has a relatively low trading volume and a high bid-ask spread. Investors should carefully consider its costs and liquidity compared to broader ESG or market ETFs.

Data Sources:

• Impact Shares Website
• ETF.com
• Morningstar

Disclaimers:

The information provided is for informational purposes only and does not constitute financial advice. Investors should conduct their own research and consult with a financial advisor before making any investment decisions.