Screening Filters
PriceAboveMA200 (Price above 200‑day moving average)
- Purpose: Select ETFs in a sustained uptrend rather than in a downtrend or high-volatility reversal.
- Rationale:
- For “good compounding,” you want funds that are already trading above their long-term trend line, which often indicates persistent strength rather than short-lived spikes.
- This helps tilt the list toward ETFs with smoother, more stable price appreciation, aligning with your “growth + stability” requirement.
year_price_change_pct ≥ 12% (Minimum ~12% 1‑year performance)
- Purpose: Require recent, solid growth instead of including laggards.
- Rationale:
- A minimum 12% gain over the last year focuses on ETFs that have actually delivered meaningful returns recently, not just theoretically “good” funds.
- That recent performance is a practical proxy for “growth” and “compounding ability,” since you’re filtering for funds that have already compounded well over the latest year.
themes: Large Cap Blend Equities
- Purpose: Focus on broad, diversified, large‑company equity ETFs.
- Rationale:
- Large‑cap blend funds hold established, profitable companies and mix growth and value, which naturally supports your desire for stability + profitability rather than speculative or narrow sector bets.
- Broad large‑cap exposure tends to be less volatile than small caps or concentrated themes, making it more suitable for long-term, steady compounding.
expense_ratio ≤ 0.07 (Max 0.07% annual fee)
- Purpose: Ensure very low costs to support compounding over time.
- Rationale:
- Fees directly reduce your returns every single year; even a small difference compounds heavily over long horizons.
- Capping expense ratios at 0.07% targets ultra‑low‑cost ETFs, which is critical for maximizing long-term compounding and net profitability.
inception_date ≤ 2019-01-01 (Launched on or before early 2019)
- Purpose: Require a multi‑year live track record.
- Rationale:
- A fund that’s been around at least several years has gone through different market conditions, so its performance and behavior are more reliable than a brand‑new product.
- This supports your need for stability and proven compounding, rather than untested, recent launches.
Why Results Match Your Conditions
- Growth: Enforced by positive trend (price above 200‑day MA) and a minimum 12% 1‑year return.
- Stability: Achieved by focusing on broad Large Cap Blend ETFs with multi‑year histories, which typically have lower volatility and more established underlying companies.
- Profitability / Quality (Indirectly): Large‑cap blend universes tend to be dominated by mature, profitable firms, and surviving for years with strong performance suggests underlying corporate strength.
- Compounding Ability: Low expense ratios + proven performance over several years are exactly the traits that help returns compound more efficiently over time.
About the “No Overlap” Requirement
These filters narrow the universe to strong, stable, low‑cost, large‑cap ETFs. Your “no overlap” condition (minimizing holdings overlap between the final 5) isn’t directly encoded in these filters; it’s typically handled after screening by comparing ETF holdings and then picking 5 with low overlap. The screener here finds the right type of ETFs; the final selection step ensures minimal overlap across your 5 choices.
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.