Performance

Historical performance summary

Brandometry's breakthrough methodology features exclusive use of 10+ years of data from Tenet® and has identified unique ways to unlock unrealized value in publicly traded companies.

The BTW50 Index was officially launched in July of 2016 and provides both hypothetical back-tested performance to 2007 and actual performance from the inception of the Index.

Performance history

Performance chart Performance chart

Source: Morningstar Direct as of 12/31/2017

Index market cap allocation

Market cap allocation pie chart
Market cap allocation legend

Source: AltaVista Research, LLC as of 12/31/2017

Sector classifications

Sector classification pie chart
Sector classification legend

Source: Morningstar Direct as of 12/31/2017

Top ten holdings as a percentage of portfolio value

Company or Brand % of Index Holdings Logo or Ticker
GAP INC DEL2.71%GPS
RALPH LAUREN CORP2.71%RL
KOHLS CORP2.62%KSS
INTEL CORP2.47%INTC
WAL-MART STORES INC2.46%WMT
STANLEY BLACK & DECKER INC2.38%SWK
DENNYS CORP2.37%DENN
COSTCO WHSL CORP NEW2.37%COST
TARGET CORP2.29%TGT
FORD MTR CO DEL2.29%F

Source: www.brandvalueetf.com as of 12/31/2017

Papers

  BrandTransact 50 Index Methodology

  BrandTransact 50 Fact Sheet