A low cost index with high returns

Screening Filters & Rationale

1. Weekly Average Turnover (min: 1,000,000):

   • Purpose: Ensures the fund has sufficient liquidity for easy buying and selling.
   • Rationale: High turnover indicates active trading, reducing the risk of illiquidity.

2. Year Price Change Percentage (min: 10%):

   • Purpose: Identifies funds with strong historical performance.
   • Rationale: A minimum 10% annual return reflects consistent growth potential.

3. Expense Ratio (max: 0.1%):

   • Purpose: Limits costs to maximize net returns for investors.
   • Rationale: Low expense ratios ensure more of the returns are retained by the investor.

4. Index Tracked (S&P 500):

   • Purpose: Focuses on funds tracking a well-established, diversified index.
   • Rationale: The S&P 500 represents a broad market benchmark with a history of strong performance.