Screening Filters
Monthly Average Dollar Volume ≥ $500,000
- Purpose: Ensure the ETFs are sufficiently liquid and easy to trade.
- Rationale:
- Higher dollar volume means tighter bid–ask spreads and less slippage when you buy or sell.
- For a “top ETF to consider for my portfolio,” you generally want widely traded, established funds rather than obscure, illiquid products that can be costly to get in and out of.
Themes: Large Cap Blend Equities, Global Equities, Diversified Portfolio, Total Bond Market
- Purpose: Focus on core, diversified building-block ETFs.
- Rationale:
- Large Cap Blend Equities: Core U.S. equity exposure (e.g., S&P 500–style funds) that many portfolios use as a foundation.
- Global Equities: Add international diversification, reducing dependence on a single country’s market.
- Diversified Portfolio: Multi-asset or broad-market ETFs that can serve as an all-in-one holding or core complement.
- Total Bond Market: Broad, investment-grade bond exposure to balance equity risk and add stability.
- When someone asks for “top ETFs to consider,” they usually mean broad, core holdings rather than narrow niche or speculative themes; these categories directly target that need.
Expense Ratio ≤ 0.15%
- Purpose: Restrict results to low-cost ETFs.
- Rationale:
- Fees are one of the most reliable predictors of better long-term net returns: lower fees leave more of the market’s return in your pocket.
- A 0.15% cap is stringent, so this filter steers you toward highly cost-efficient, typically large and well-run funds—exactly what you’d expect from “top ETFs” suitable as core holdings.
Inception Date ≤ 2018-01-01
- Purpose: Require a reasonable track record.
- Rationale:
- By limiting to ETFs launched on or before early 2018, you get funds with several years of real-world performance in different market environments.
- This reduces the risk of very new, untested products and lets you review historical behavior, tracking error, and how they’ve handled volatility—important when choosing foundational portfolio ETFs.
Why Results Match Your Request
- The filters target core, diversified asset classes (U.S. large cap, global stocks, total bond market, and diversified portfolios), which are the usual “top ETF” building blocks for most investors’ portfolios.
- They enforce practical quality criteria—liquidity, low costs, and a multi-year track record—so the ETFs you see are more likely to be robust, scalable, and suitable as long-term holdings rather than speculative or fringe products.
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.