Screening Filters
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.
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.
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.
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.
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.
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.