Tweedy, Browne Insider + Value ETF

Shareclass
Tweedy, Browne Insider + Value ETF (COPY)
Type
Exchange-traded fund
Gender equality score
Gender equality score

52
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Peer rank
Group ranking

D
25.6
percentile

Universe: Groups

Group: International Equity Funds

Ranking: 815 out of 1,094 funds


See more funds from this group
 All funds
 Groups
 Categories
Gender balance in leadership and workforce
Gender balance in leadership and workforce
26/40
See the score criteria
Equal compensation and work life balance
Equal compensation and work life balance
9/30
See the score criteria
Policies promoting gender equality
Policies promoting gender equality
17/20
See the score criteria
Commitment, transparency, and accountability
Commitment, transparency, and accountability
0/10
See the score criteria
Top scoring holdings
Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
  • 1. GSK PLC
    0.57% of assets
    $135,163 invested
  • 2. National Bank of Canada
    0.64% of assets
    $152,522 invested
  • 3. Vodafone Group PLC
    0.63% of assets
    $150,299 invested
  • 4. Puma SE
    0.5% of assets
    $118,728 invested
  • 5. DNB Bank ASA
    0.81% of assets
    $193,570 invested
  • 6. Canadian Imperial Bank of Commerce
    0.71% of assets
    $168,926 invested
  • 7. Shell PLC
    0.67% of assets
    $159,835 invested
  • 8. Beazley PLC
    0.95% of assets
    $226,918 invested
  • 9. Magellan Financial Group Ltd
    0.43% of assets
    $102,825 invested
  • 10. Drax Group PLC
    0.6% of assets
    $143,248 invested
Bottom scoring holdings
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
  • 1. Matador Resources Co
    0.6% of assets
    $142,081 invested
  • 2. U-Haul Holding Co Ordinary Shares - Series N
    0.74% of assets
    $176,889 invested
  • 3. Tidewater Inc
    0.45% of assets
    $107,028 invested
  • 4. StoneX Group Inc
    1.1% of assets
    $262,251 invested
  • 5. AutoNation Inc
    0.63% of assets
    $149,452 invested
  • 6. Paramount Resources Ltd Class A
    0.33% of assets
    $77,747 invested
  • 7. Simmons First National Corp Class A
    0.66% of assets
    $156,459 invested
  • 8. Tourmaline Oil Corp
    0.52% of assets
    $122,495 invested
  • 9. Wintrust Financial Corp
    0.78% of assets
    $184,322 invested
  • 10. Cleveland-Cliffs Inc
    0.32% of assets
    $76,076 invested
Find sustainably-invested mutual funds and ETFs



Search for funds from your 401(k), retirement plan, or personal portfolio
Financial performance
Performance data provided byMorningstarFind more financial data on COPY at Morningstar.com
Gender Equality and Returns
  Less than one year of returns available
Benchmarking tool
Current fund
COPY
Tweedy, Browne Insider + Value ETF
Family
Tweedy, Browne
Category
Global Small/Mid Stock
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
Global Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 3/31/25
  Less than one year of returns available
Benchmark
Suggested: MSCI ACWI
ACWI - iShares MSCI ACWI ETF
Fund comparison results
Compared to the benchmark, this fund has:
  Less than one year of returns available
Lower overall gender equality score 
3 / 100 points lower
Same gender balance in leadership and workforce score 
0 / 40 points 
Lower equal compensation and work life balance score 
1 / 30 points lower
Lower policies promoting gender equality score 
1 / 20 points lower
Same commitment, transparency, and accountability score 
0 / 10 points 
Current fund
COPY
Tweedy, Browne Insider + Value ETF
Family
Tweedy, Browne
Category
Global Small/Mid Stock
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
Global Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 3/31/25
  Less than one year of returns available
Benchmark
Suggested: MSCI ACWI
ACWI - iShares MSCI ACWI ETF
Fund comparison results
Compared to the benchmark, this fund has:
  Less than one year of returns available
Lower overall gender equality score 
3 / 100 points lower
Same gender balance in leadership and workforce score 
0 / 40 points 
Lower equal compensation and work life balance score 
1 / 30 points lower
Lower policies promoting gender equality score 
1 / 20 points lower
Same commitment, transparency, and accountability score 
0 / 10 points 
Current fund
COPY
Tweedy, Browne Insider + Value ETF
Family
Tweedy, Browne
Category
Global Small/Mid Stock
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
Global Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 3/31/25
  Less than one year of returns available
Benchmark
Suggested: MSCI ACWI
ACWI - iShares MSCI ACWI ETF
Fund comparison results
Compared to the benchmark, this fund has:
  Less than one year of returns available
Lower overall gender equality score 
3 / 100 points lower
Same gender balance in leadership and workforce score 
0 / 40 points 
Lower equal compensation and work life balance score 
1 / 30 points lower
Lower policies promoting gender equality score 
1 / 20 points lower
Same commitment, transparency, and accountability score 
0 / 10 points 
Month-end trailing returns  
Annualized returns
Gender-lens analysis
1-yr
3-yr
5-yr
10-yr
Overall gender equality score
This fund
COPY - Tweedy, Browne Insider + Value ETF
/
/
/
/
52  / 100 points
Benchmark
ACWI - iShares MSCI ACWI ETF
7.43%
7.17%
15%
8.99%
55  / 100 points
Fund compared to benchmark
 
  Less than one year of returns available
3  / 100 points lower
Find more financial data on COPY at Morningstar.com
What's next?
Learn how to make a change and move your money
Get started with our action toolkit
Ask your employer about gender-lens investing in your retirement plan
Find socially responsible funds that invest in gender equality
Learn more about As You Sow's Invest Your Values program
Visit Fossil Free Funds to measure the climate risk of this portfolio
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco

Disclaimer: As You Sow is not an investment adviser

As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
See our full disclaimer