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EGIS ETF ANALYSIS

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EGIS ETF FUNDAMENTALS
EGIS ETF PERFORMANCE

EGIS ISSUER

The 2ndVote Society Defended ETF (ETF) is managed by 2nd Vote Advisers, LLC. This actively managed exchange-traded fund focuses on investing in the equity securities of large- and mid-capitalization companies in the United States. The fund employs a unique approach, using both 2nd Amendment and border security social criteria to select its investments. It collaborates with 2nd Vote, Inc. to assess companies' social activism and assigns scores based on their positions on issues related to the Second Amendment and border security. The ETF's portfolio construction involves a thorough analysis of companies' fundamental, qualitative, and quantitative data, ensuring that the final portfolio aligns with its investment objectives while considering factors like dividend yield, price-to-sales ratio, and various social criteria. This approach sets the 2ndVote Society Defended ETF apart from traditional passive index-tracking ETFs, offering investors an actively managed strategy focused on specific social criteria.

EGIS DIVIDEND

The 2ndVote Society Defended ETF is an actively managed exchange-traded fund (ETF) that focuses on investing in large- and mid-capitalization companies in the United States. This ETF employs a unique investment strategy, selecting companies based on their adherence to specific social criteria related to the 2nd Amendment and border security. Companies with scores below 3.0 in these categories are excluded from the fund's portfolio. Additionally, the fund uses a proprietary value screen, considering factors such as Relative Dividend Yield (RDY) and Relative-Price-to-Sales Ratio (RPSR) to further narrow down its investment choices. While dividend eligibility may vary among the selected companies, this ETF provides an alternative approach to socially responsible investing, aligning with specific values and criteria beyond traditional financial metrics.

EGIS TRACKING

The EGIS ETF focuses on tracking the performance of the Global ESG Select Stock Index. This index is meticulously designed to include companies that exhibit strong environmental, social, and governance (ESG) practices, providing investors with exposure to a portfolio of global stocks committed to sustainability and responsible business practices. By closely aligning with the ESG Select Stock Index, EGIS aims to offer a socially conscious investment option while effectively tracking the performance of companies that prioritize ESG principles.

EGIS CORRELATION

The correlation aspect of the 2ndVote Society Defended ETF plays a vital role in understanding how this actively managed ETF behaves in relation to its investment criteria. As the fund primarily invests in the equity securities of large- and mid-cap U.S. companies that meet specific 2nd Amendment and border security social criteria, its correlation with companies adhering to these criteria is of interest. While the exact correlation details may vary, investors can utilize ETF Insider's web app for in-depth analysis and visualization tools to study correlations with the fund's portfolio holdings, gaining insights into its alignment with social activism-related investment strategies.

EGIS SECTOR

The 2ndVote Society Defended ETF focuses on investing in large- and mid-capitalization companies domiciled in the United States that align with its 2nd Amendment and border security social criteria. This actively managed ETF employs fundamental security analysis and a proprietary social scoring system to select equities. Companies with a 2nd Amendment Score or Border Security Score of less than 3.0 are excluded from the investable universe, resulting in a portfolio that reflects a commitment to values associated with the Second Amendment and border security. The ETF uses additional metrics such as Relative Dividend Yield and Relative-Price-to-Sales Ratio to further refine its investment choices. This unique approach allows investors to align their portfolios with their social and political beliefs while seeking potential financial returns.

EGIS EXPOSURE

The 2ndVote Society Defended ETF (Ticker: DEFN) is an actively managed exchange-traded fund that focuses on investing in large- and mid-capitalization companies domiciled in the United States and primarily traded in U.S. securities markets. The ETF employs a unique selection process based on its 2nd Amendment and border security social criteria, aiming to exclude companies that do not align with these principles. Companies with a 2nd Amendment Score or Border Security Score of less than 3.0 are excluded from the investable universe. The ETF utilizes a combination of fundamental security analysis and a proprietary social scoring system developed by 2nd Vote, Inc. to construct its portfolio, ultimately providing investors with exposure to companies that adhere to certain societal values.

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