Senior health care etf

Screening Filters

1. Sector: Healthcare, Real Estate

   • Purpose: Focus the search on ETFs tied to healthcare and healthcare-related real estate.
   • Rationale:
     • “Senior healthcare” often overlaps with healthcare services (hospitals, clinics, nursing care) and healthcare real estate (senior housing, assisted living facilities, long-term care centers), which typically fall under Healthcare and Real Estate sectors.
     • Including both sectors captures not only pure healthcare providers but also healthcare REITs and other property-focused vehicles that own senior living and care facilities.

2. Themes: Health & Biotech Equities, Real Estate, Healthcare Services, Medical Facilities, Senior Housing, Long-Term Care

   • Purpose: Narrow down ETFs to those explicitly targeting healthcare and, more specifically, the senior-care niche.
   • Rationale:
     • Health & Biotech Equities: Ensures the ETF universe is rooted in healthcare-related businesses (drug makers, medical tech, etc.), a core component of healthcare ETFs.
     • Real Estate: Captures ETFs focused on property, especially healthcare REITs that own senior housing and care facilities.
     • Healthcare Services / Medical Facilities: Targets ETFs that invest in operators of hospitals, clinics, nursing homes, and other care facilities where seniors are a key patient base.
     • Senior Housing / Long-Term Care: These are the most direct match to your request—ETFs tagged with these themes specifically focus on companies that provide housing and ongoing care for older adults.
     • Together, these themes shift the ETF list away from general broad-market funds and toward senior-focused healthcare and care-delivery infrastructure.

3. Stock Position %: MoreThan90Pct

   • Purpose: Ensure the results are genuinely equity-focused ETFs, not bond funds, money market funds, or heavily derivative-based products.
   • Rationale:
     • An ETF that holds more than 90% in stocks is clearly a stock/REIT-based ETF, which fits the usual expectation when someone says “healthcare ETF.”
     • This avoids products whose exposure to senior healthcare might be indirect (e.g., via swaps, options) and instead favors funds that own actual healthcare and senior-care companies/REITs.

4. Expense Ratio: Max 0.75%

   • Purpose: Filter out ETFs with very high fees.
   • Rationale:
     • A cap of 0.75% is a reasonable upper limit for thematic or sector ETFs, which often cost more than broad index funds but should still be within a moderate fee range.
     • For a long-term holding in a niche like senior healthcare, controlling costs is important; this filter attempts to find ETFs that are theme-aligned without egregious expense ratios.

5. Annual Dividend Yield: Min 2.5%

   • Purpose: Emphasize income-generating senior healthcare ETFs.
   • Rationale:
     • Many senior-care and healthcare real estate ETFs (especially those containing REITs or stable-care providers) are designed to deliver steady dividends, which is a common goal for investors interested in senior-related themes.
     • A minimum yield of 2.5% aims to ensure the ETFs are not only thematically relevant but also provide meaningful cash distributions, which fits well with the “senior healthcare” narrative (stable, income-oriented assets tied to long-term demographic trends).

Why Results Match Your Request

• The combination of Healthcare and Real Estate sectors plus themes like Senior Housing and Long-Term Care directly targets companies and REITs serving older adults’ healthcare and living needs.
• Requiring >90% stock holdings keeps the focus on true equity/REIT-based ETFs rather than bond or derivative products.
• The expense ratio cap ensures you’re not seeing extremely expensive niche funds.
• The yield floor tilts results toward income-oriented senior healthcare ETFs, which is often what investors seek in this space (exposure to aging demographics plus regular distributions).

Together, these filters hone in on ETFs that are:

• Thematically aligned with senior healthcare (care facilities, senior housing, long-term care).
• Structured as equity ETFs.
• Designed to balance income (dividends) with sector exposure to the aging population trend.