Customer Satisfaction 2019-01-15T14:06:46+00:00
 
American Customer Satisfaction Investable Index

The American Customer Satisfaction Investable Index utilizes proprietary customer satisfaction scores to weight stocks within each sector by their relative customer satisfaction scores. The index utilizes customer satisfaction metrics for over 350 brands, representing over 150 large capitalization securities for inclusion in the index. Sector constraints are applied at the time of index rebalance with the intention of providing a diversified portfolio across all US sectors. All securities within the index are listed on a major US stock exchange and measured by the American Customer Satisfaction Index.

EXPLORE ETF

“The numbers that best define a company are the value of a satisfied customer and a dissatisfied customer. They must be multiplied by every other number in a financial statement to assess the business.” — Dr. Edward Deming

Trailing Performance

as of 12/31/18

Cumulative
1 month 3 month YTD
Index -10.72% -13.35% -3.76%
S&P 500 -9.03% -13.52% -4.38%
Annualized
1 Year 3 Years 5 Years 10 Years Common Inception
-3.76% 9.25% 10.21% 17.34% 11.79%
-4.38% 9.26% 8.49% 13.12% 7.59%

All information for an index prior to its Launch Date is back-tested, based on the methodology that was in effect on the Launch Date. Back-tested performance, which is hypothetical and not actual performance, is subject to inherent limitations because it reflects application of an Index methodology and selection of index constituents in hindsight. No theoretical approach can take into account all of the factors in the markets in general and the impact of decisions that might have been made during the actual operation of an index. Actual returns may differ from, and be lower than, back-tested returns.

Index Characteristics

as of 12/31/18

Key Statistics

Price-to-Book Ratio  6.55
Price-to-Earnings Ratio  16.33
Price-to-Sales Ratio  2.09
Dividend Yield – TTM 2.46%
Active Share (Weighted Average) 79.20%

Risk Statistics (5 Years)

Excess Return 1.72
Beta 0.90
R-Squared 86.69
Up Capture Ratio 93.54
Down Capture Ratio 74.30

Sector Allocations

Sector                                       Weight (%)

Consumer Discretionary 20.61%
Consumer Staples 12.92%
Energy 0.64%
Financials 11.50%
Health Care 5.15%
Industrials 10.62%
Information Technology 10.27%
Real Estate 0.84%
Materials 0.79%
Telecom 12.21%
Utilities 14.46%

Top 10 Constituents             Weight (%)

Amazon.com Inc 4.59 Humana Inc 2.77
Apple Inc 4.00 Clorox Co 2.72
CenterPoint Energy Inc 3.73 Keurig Dr Pepper Inc 2.72
The Hershey Co 2.93 Alphabet Inc Class C 2.59
United Parcel Service Inc Class B 2.91 Health Care Select Sector SPDR® ETF 2.38

All information for an index prior to its Launch Date is back-tested, based on the methodology that was in effect on the Launch Date. Back-tested performance, which is hypothetical and not actual performance, is subject to inherent limitations because it reflects application of an Index methodology and selection of index constituents in hindsight. No theoretical approach can take into account all of the factors in the markets in general and the impact of decisions that might have been made during the actual operation of an index. Actual returns may differ from, and be lower than, back-tested returns. Past performance is no guarantee of future returns. It is not possible to invest directly in an index. Please click here for definitions and additional disclosures.

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