WMW Morningstar Wide Moat Focus ETN

  • ETF
  • WMW
  • Category
  • All Cap Equities
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WMW - Profile

Vitals

Investment Themes

Alternative ETFs in the All Cap Equities Category

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Type Ticker Expense Ratio Assets Avg. Daily Vol YTD Return
Cheapest
Largest (AUM)
Most Liquid (Volume)
Top YTD Performer

Description

The Index is derived from the universe of companies that Morningstar determines have wide moats. A wide-moat company is one that has a maintainable return on invested capital exceeding cost of capital and a sustainable competitive advantage. The Index is comprised of the common stocks of the twenty eligible companies within the Morningstar Wide Moat universe that have the highest ratio of fair value to stock price. The Index is a subset of the Morningstar US Market Index, a market index representing approximately 97% of U.S. equity market capitalization.

Realtime Rating

WMW - Realtime Rating

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Realtime Rating Summary

WMW is a passive ETN that seeks to replicate Morningstar Wide Moat Focus Total Return Index. The Index is derived from the universe of companies that Morningstar determines have wide moats. A wide-moat company is one that has a maintainable return on invested capital exceeding cost of capital and a sustainable competitive advantage. The Index is comprised of the common stocks of the twenty eligible companies within the Morningstar Wide Moat universe that have the highest ratio of fair value to stock price. The Index is a subset of the Morningstar US Market Index, a market index representing approximately 97% of U.S. equity market capitalization.

The adjacent table gives investors an individual Realtime Rating for WMW on several different metrics, including liquidity, expenses, performance, volatility, dividend, concentration of holdings in addition to an overall rating. The "A+ Metric Rated ETF" field, available to ETFdb Pro members, shows the ETF in the All Cap Equities with the highest Metric Realtime Rating for each individual field. To view all of this data, sign up for a free 14-day trial for ETFdb Pro. To view information on how the ETFdb Realtime Ratings work, click here.

WMW Overall Realtime Rating:

A+ Overall Rated ETF:

Metric Metric Realtime Rating A+ Metric Rated ETF
Liquidity B n/a
Expenses C n/a
Performance
Volatility
Dividend
Concentration

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WMW In-Depth Analysis

The following tables and charts contain in-depth metrics for WMW and compare it to similar peer ETFs within its ETFdb Category.

Holdings

WMW - Holdings

Holdings data for WMW is not available.

Expense

WMW - Expenses & Fees

This section compares the cost efficiency of WMW to peers in the same ETFdb Category.

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Expenses Ratio Analysis

Expense Ratio
WMW Rank:
WMW 0.75%
Category Low
Category High

Commission Free Trading in WMW

WMW is not currently available for commission free trading on any platforms.

Category Commission Free Trading

There are 14 other ETFs in the All Cap Equities ETFdb Category that are also eligible for commission free trading:

Performance

WMW - Performance

This section shows how WMW has performed relative to its peer group ETFdb Category.

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1 Week Return
WMW Rank:
WMW -1.79%
Category Low
Category High
4 Week Return
WMW Rank:
WMW 2.10%
Category Low
Category High
13 Week Return
WMW Rank:
WMW -1.70%
Category Low
Category High
26 Week Return
WMW Rank:
WMW 4.04%
Category Low
Category High
Year to Date Return
WMW Rank:
WMW -0.33%
Category Low
Category High
1 Year Return
WMW Rank:
WMW 2.59%
Category Low
Category High
3 Year Return
WMW Rank:
WMW 57.22%
Category Low
Category High
5 Year Return
WMW Rank:
WMW 102.18%
Category Low
Category High
Charts

WMW - Charts

The following charts can be customized to display historical performance in a number of different formats, including line charts, bar charts, and candlesticks. Time periods can be adjusted to increase or decrease the period shown, ranging from five minutes to several months.

The following chart also includes the option to compare the performance of WMW relative to other ETFs and benchmarks or to include indicators such as Bollinger Bands, relative strength, and moving averages.

Valuation

WMW - Valuation

This section shows how the P/E multiple of WMW compares to the peer group ETFdb Category.

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P/E Ratio
WMW Rank:
No Ranking Available
Category Low
Category High

As of Jul 28, 2015

Dividend

WMW - Dividend

This section shows how the dividend yield of WMW compares to the peer group ETFdb Category.

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Annual Dividend Yield
WMW Rank:
No Ranking Available
Category Low
Category High

As of Jul 28, 2015

Technicals

WMW - Technicals

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WMW Volatility Analysis

This section shows how the volatility of WMW compares to the peer group ETFdb Category.

5 Day Volatility
WMW Rank:
WMW 61.14%
Category Low
Category High
20 Day Volatility
WMW Rank:
WMW 18.27%
Category Low
Category High
50 Day Volatility
WMW Rank:
WMW 14.60%
Category Low
Category High
200 Day Volatility
WMW Rank:
WMW 13.64%
Category Low
Category High
Beta
WMW Rank:
WMW -1.31
Category Low
Category High
Standard Deviation
WMW Rank:
WMW 0.48%
Category Low
Category High

WMW Technicals

  • 20 Day MA: $21.32
  • 60 Day MA: $21.43
  • MACD 15 Period: -0.05
  • MACD 100 Period: 0.05
  • Williams % Range 10 Day: 64.71
  • Williams % Range 20 Day: 42.64
  • RSI 10 Day: 49
  • RSI 20 Day: 50
  • RSI 30 Day: 50
  • Ultimate Oscillator: 41

WMW Bollinger Bands

  • Lower Bollinger (10 Day): $21.10
  • Upper Bollinger (10 Day): $21.98
  • Lower Bollinger (20 Day): $20.69
  • Upper Bollinger (20 Day): $21.93
  • Lower Bollinger (30 Day): $20.78
  • Upper Bollinger (30 Day): $21.87

WMW Support & Resistance

  • Support Level 1: $21.35
  • Support Level 2: $21.35
  • Resistance Level 1: $21.35
  • Resistance Level 2: $21.35

WMW Stochastic

  • Stochastic Oscillator %D (1 Day): 56.75
  • Stochastic Oscillator %D (5 Day): 34.15
  • Stochastic Oscillator %K (1 Day): 56.30
  • Stochastic Oscillator %K (5 Day): 37.82
Fact Sheet

WMW - Fact Sheet

A fact sheet is not available for this ETF. Please visit the WMW ETF home page for more information.

2014 Morningstar, Inc. All Rights Reserved. The information contained herein: ( 1 ) is proprietary to Morningstar and/or its content providers; ( 2 ) may not be copied or distributed; and ( 3 ) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.