WOMN - ETF AI Analysis
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Impact Shares YWCA Women's Empowerment ETF (WOMN)
WOMN’s rating reflects a solid, quality-focused portfolio led by major holdings like Microsoft and Alphabet, whose strong financial performance, growth in cloud and AI, and positive earnings outlooks provide a strong foundation for the fund. Additional support comes from companies such as Verizon and Texas Instruments, which combine healthy cash flows, positive momentum, and long-term investment plans, while some positions like AbbVie and Nvidia introduce risks around valuation, leverage, and potential bearish or overvaluation signals, highlighting the importance of monitoring sector and stock-specific risks within the fund.
WOMN vs. SPDR S&P 500 ETF (SPY)
- AUM
- 59.13M
- Region
- North America
- Expense Ratio
- 0.75%
- Beta
- 0.80
- Issuer
- Impact Shares
- Inception Date
- Aug 24, 2018
- Dividend Yield
- 0.81%
- Asset Class
- Equity
- Index Tracked
- Morningstar Women's Empowerment Index
WOMN Summary
WOMN is an ETF that follows the Morningstar Women’s Empowerment Index, focusing on U.S. companies that show strong support for women through fair pay, leadership opportunities, and inclusive workplaces. It invests across many sectors, with well-known holdings like Microsoft and Alphabet (Google’s parent company), giving investors broad exposure to the overall stock market while backing a social cause. Someone might invest in WOMN to seek long-term growth and diversification while supporting gender equality. A key risk is that the fund’s value can rise or fall with the stock market, especially U.S. large companies and tech stocks.
How much will it cost me?
This ETF has an expense ratio of 0.75%, which means you’ll pay about $7.50 per year for every $1,000 you invest. That’s higher than the average low-cost index ETF because this fund is more specialized and rules-based, focusing on companies that promote women’s empowerment rather than simply tracking a broad market index.
What would affect this ETF?
WOMN is heavily invested in large U.S. technology and financial companies, so it could benefit if the U.S. economy stays strong, interest rates eventually ease, and investors continue to reward firms that lead in diversity and women’s empowerment. On the downside, higher-for-longer interest rates, a slowdown in big tech or banking, or weaker corporate commitment to social and governance standards could hurt performance, and its focus on U.S. stocks means it is sensitive to changes in domestic regulation and politics around workplace equality.
WOMN Top 10 Holdings
WOMN leans heavily into U.S. large-cap tech, with Microsoft and Nvidia acting as key engines for the fund’s story—Microsoft has been steadily rising, while Nvidia’s ride has been more mixed but still supportive over the year. Alphabet, on the other hand, has been lagging lately, taking a bit of shine off the tech tilt. Outside tech, Exxon Mobil and Texas Instruments have been climbing, giving the portfolio an extra boost from energy and semiconductors. Overall, it’s a U.S.-centric, tech-forward fund where a few big names do most of the heavy lifting.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 MSFT | Microsoft | 5.28% | $3.12M | $3.88T | -0.73% | 79Outperform |
 GOOGL | Alphabet Class A | 4.13% | $2.44M | $3.41T | -0.58% | 85Outperform |
 NVDA | Nvidia | 4.06% | $2.40M | $4.93T | 0.86% | 76Outperform |
 CSCO | Cisco Systems | 3.65% | $2.16M | $411.45B | 43.34% | 77Outperform |
 JPM | JPMorgan Chase | 3.37% | $1.99M | $895.92B | 8.92% | 72Outperform |
 XOM | Exxon Mobil | 2.83% | $1.67M | $769.96B | 63.27% | 74Outperform |
 V | Visa | 2.63% | $1.56M | $782.42B | 19.87% | 70Outperform |
 TXN | Texas Instruments | 2.43% | $1.44M | $274.90B | 87.43% | 78Outperform |
 VZ | Verizon | 2.09% | $1.24M | $185.39B | 14.81% | 81Outperform |
 IBM | International Business Machines | 2.05% | $1.21M | $243.66B | -16.85% | 79Outperform |
WOMN Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For WOMN, the sentiment is Neutral. The current price of 45.11 is below the 20-day moving average (MA) of 45.18, above the 50-day MA of 44.91, and above the 200-day MA of 42.67, indicating a neutral trend. The MACD of 0.24 indicates Positive momentum. The RSI at 50.43 is Neutral, neither overbought nor oversold. The STOCH value of 44.80 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for WOMN.
WOMN Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| WOMN | $45.11 | $51.00(13.05% Upside) | $59.13M | 0.75% | 74Outperform |
 BUZZ | $32.98 | $51.61(56.49% Upside) | $91.89M | 0.76% | 65Neutral |
 STNC | $37.32 | $42.62(14.20% Upside) | $93.14M | 0.85% | 68Neutral |
 SOVF | $31.63 | $37.50(18.56% Upside) | $90.20M | 0.75% | 70Neutral |
 PFOE | $21.63 | $29.13(34.68% Upside) | $88.71M | 0.59% | 75Outperform |
 VAMO | $36.31 | $42.55(17.18% Upside) | $87.92M | 0.65% | 63Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| WOMN | Impact Shares YWCA Women's Empowerment ETF | 45.11 | 4.78 | 11.85% | |
| BUZZ | VanEck Social Sentiment ETF | 32.98 | -4.64 | -12.33% | |
| STNC | Stance Equity ESG Large Cap Core ETF | 37.32 | 5.00 | 15.49% | |
| SOVF | Sovereign's Capital Flourish Fund | 31.63 | 3.21 | 11.29% | |
| PFOE | Pathfinder Focused Opportunities ETF | 21.63 | -3.23 | -13.00% | |
| VAMO | Cambria Value & Momentum ETF | 36.31 | 3.71 | 11.37% |
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.