RESEARCH PROCESS

Research Methodology

We use a consistent framework to explain funds, strategies and investment concepts so readers can compare them on the same dimensions.

ETF Profiles

  • Objective and benchmark
  • Portfolio construction
  • Costs and turnover
  • Holdings and concentration
  • Income and distributions
  • Risk and trade-offs
  • Portfolio role and alternatives

Comparisons

  • Compare structure before returns
  • Use like-for-like metrics where possible
  • Separate distribution rate from total return
  • Identify different risk exposures
  • Avoid “winner” framing when objectives differ