Screening Filters
monthly_average_dollar_volume ≥ $2,000,000
- Purpose: Ensure the ETFs are liquid and easy to trade.
- Rationale: A higher average dollar trading volume means:
- Tighter bid‑ask spreads (lower implicit trading costs).
- Easier entry and exit, even with larger order sizes.
- Less risk of getting “stuck” in an illiquid ETF.
For a general ETF recommendation request, focusing on liquid funds is a sensible baseline.
themes: Large Cap Blend Equities
- Purpose: Focus on broad, core stock-market exposure.
- Rationale: “Large Cap Blend Equities” are:
- Diversified across many large, established companies.
- “Blend” = mix of growth and value, not a narrow style bet.
- Typically used as core holdings in a portfolio.
When someone simply asks “Can you recommend ETFs?” (without specifying niche sectors or strategies), broad large-cap equity ETFs are a default starting point for many investors.
stock_position_pct: MoreThan90Pct
- Purpose: Make sure the ETF is primarily invested in stocks, not bonds, commodities, or derivatives.
- Rationale: Requiring >90% in equities:
- Aligns with the “equity ETF” idea most people have in mind.
- Reduces complexity from heavy derivative or alternative exposures.
- Makes performance easier to understand (it should broadly follow stock markets).
expense_ratio ≤ 0.07 (≤ 0.07%)
- Purpose: Limit results to low-cost ETFs.
- Rationale: A max expense ratio of 0.07% is very strict:
- These are typically among the cheapest ETFs available.
- Lower fees mean more of the ETF’s return stays in your pocket over time.
- For core, broad-market ETFs, ultra-low cost is both common and highly desirable.
For general recommendations, cost efficiency is a key criterion.
inception_date ≤ 2010-01-01
- Purpose: Include only seasoned ETFs with a long track record.
- Rationale: Requiring inception before 2010:
- Ensures at least ~15 years of performance history.
- Avoids brand-new products with untested behavior or low assets.
- Suggests the ETF has survived multiple market cycles and remained viable.
This aligns with looking for established, reliable ETFs rather than experimental or faddish launches.
Why Results Match Your Request
- The filters steer toward broad, plain-vanilla, stock-focused ETFs that are widely used as core holdings—exactly the type most people mean when they ask for ETF recommendations without extra detail.
- They emphasize liquidity, diversification, low cost, and long history, which are key qualities professionals typically seek when recommending ETFs to a general audience.
This list is generated based on data from one or more third party data providers. It is provided for informational purposes only by Intellectia.AI, and is not investment advice or a recommendation. Intellectia does not make any warranty or guarantee relating to the accuracy, timeliness or completeness of any third-party information, and the provision of this information does not constitute a recommendation.