Screening Filters
Monthly Average Dollar Volume ≥ 50,000
- Purpose: Ensure the ETF is reasonably liquid and practical to trade.
- Rationale:
- A minimum average dollar volume helps filter out tiny, illiquid products that are hard to buy or sell without moving the price or paying wide bid–ask spreads.
- For a “top ETF to buy now,” you typically want something you can enter and exit efficiently, not a thinly traded niche product.
Quarter Price Change % ≥ 5%
- Purpose: Focus on ETFs with positive recent momentum.
- Rationale:
- A minimum +5% price change over the last quarter looks for ETFs that have been performing relatively well recently, which can indicate favorable market sentiment or underlying fundamental strength.
- When someone asks for the “top” ETF “now,” it makes sense to tilt toward ETFs with recent positive performance rather than ones that are lagging or trending down.
Sector = Consumer Cyclical
- Purpose: Align the ETF with the economic area most tied to golf-related companies.
- Rationale:
- Golf-related publicly traded companies (equipment, apparel, leisure, and recreation businesses) generally fall under Consumer Cyclical/Consumer Discretionary, since golf is a discretionary/leisure activity.
- Restricting to Consumer Cyclical helps screen for ETFs whose holdings are concentrated in sectors where golf exposure is most likely, instead of, say, broad-market, tech, or defensive sectors.
Holdings include: GOLF, MODG
- Purpose: Target ETFs that have direct exposure to leading golf-related stocks.
- Rationale:
- GOLF is Acushnet Holdings (Titleist, FootJoy, etc.)—a core pure-play golf equipment and apparel company.
- MODG is Topgolf Callaway Brands—another major name in golf equipment and golf/entertainment.
- Requiring the ETF to hold these tickers explicitly ensures that any ETF passing the screen has direct and meaningful exposure to companies whose businesses are clearly tied to golf.
- This is the key filter that makes the ETF specifically golf-related, not just general consumer or leisure exposure.
Expense Ratio ≤ 0.75%
- Purpose: Control for cost and avoid excessively expensive ETFs.
- Rationale:
- Expense ratio directly reduces your net return; high fees compound over time and can meaningfully erode performance.
- A 0.75% cap is relatively lenient but still removes the most expensive thematic or niche ETFs, which might charge 1%+ per year.
- When choosing the “top” ETF, cost-efficiency is a major consideration alongside exposure and performance.
Why Results Match:
- The golf-related exposure is directly enforced by the holdings filter (GOLF, MODG), so the ETFs you see will own key golf companies rather than just be broadly consumer-focused.
- The sector filter (Consumer Cyclical) narrows the universe to areas where golf/leisure companies typically reside, supporting the thematic focus.
- The liquidity filter (monthly average dollar volume ≥ 50,000) ensures you’re looking at ETFs that are tradable in practice, not only in theory.
- The performance filter (quarter price change ≥ 5%) aligns with the idea of “top…to buy now” by emphasizing recent winners rather than underperformers.
- The expense ratio cap (≤ 0.75%) ensures that any candidate ETF is reasonably cost-effective, an important trait for a “top” pick versus more expensive, less efficient options.
Together, these criteria aim to surface ETFs that are:
- genuinely golf-related,
- traded enough to be usable,
- reasonably priced in terms of fees, and
- showing constructive recent performance—matching your request for the top golf-focused ETF to consider now.
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.