FDWM ETF ANALYSIS

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FDWM ETF FUNDAMENTALS
FDWM ETF PERFORMANCE

FDWM ISSUER

The issuer of the FDWM ETF, which stands for the Fund Description Women's Leadership ETF, operates an actively managed fund that focuses on advancing women's leadership and development. This ETF, operating under an exemptive order from the Securities and Exchange Commission (SEC), doesn't disclose its complete portfolio daily. Instead, it publishes a Tracking Basket on its website, which closely mirrors the fund's performance. The FDWM ETF typically invests at least 80% of its assets in equity securities of companies prioritizing and advancing women's leadership, considering factors like senior management representation and board diversity. Furthermore, it employs sustainable investing exclusion criteria to avoid certain industries. This issuer seeks to empower women and promote gender diversity in the corporate world through its investment approach.

FDWM DIVIDEND

The FDWM Dividend ETF is an actively managed ETF that primarily focuses on investing in equity securities of companies that prioritize and advance women's leadership and development. While its primary objective is not dividend-focused, the ETF may still provide dividends to investors based on the dividend policies and performances of its constituent companies.

FDWM TRACKING

Tracking the Daily S&P 500® Bull 3x Shares ETF (FDWM) involves a dynamic approach to replicating the performance of the S&P 500® Index. FDWM does not hold the actual components of the S&P 500® Index but utilizes a combination of financial instruments, including derivatives and other securities, to aim for a daily return that is three times the daily performance of the S&P 500® Index. This leveraged ETF is designed for investors seeking amplified exposure to the daily price movements of the S&P 500® Index, making it a valuable tool for traders and those with a high risk tolerance. However, it's important to note that due to the daily compounding effect, FDWM's returns may differ significantly from the S&P 500® Index's returns over longer periods.

FDWM CORRELATION

The correlation aspect of the actively managed Impact Shares YWCA Women’s Empowerment ETF (FDWM) is an essential factor in understanding its performance. FDWM focuses on investing in companies that prioritize and advance women's leadership and development. As a result, its correlation with gender-diverse leadership indices and sustainable investing benchmarks can be significant.

FDWM SECTOR

The Franklin FTSE Developed Markets ETF (FDWM) focuses on investments in developed markets, both domestic and foreign issuers. This actively managed ETF primarily allocates its assets to companies that prioritize and advance women's leadership and development. It selects companies with women in senior management roles, boards with at least one-third women directors, or those with policies promoting women. Additionally, FDWM employs fundamental analysis to assess issuer financial conditions, industry positions, and market factors for its investments. It also incorporates sustainable investing exclusion criteria to avoid industries associated with certain activities, ensuring a socially responsible approach to its holdings.

FDWM EXPOSURE

The exposure characteristic of the FDWM ETF, the Fidelity Women''s Leadership ETF (FDWM), is centered around companies that prioritize and advance women''s leadership and development. FDWM invests in equity securities of domestic and foreign issuers that either have women as members of their senior management teams, are governed by boards with at least one-third women directors, or have adopted policies aimed at attracting, retaining, and promoting women. This unique exposure not only supports gender diversity but also offers investors an opportunity to align their investments with socially responsible and sustainable principles.

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