ETF Rankings Methodology

The ETF Rankings system evaluates U.S. ETFs using a rules-based framework built from ETF-level and holdings-derived data. Each factor group contributes to the overall ranking score, with individual metrics weighted within each group.

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U.S. ETF Ranking Factors

Select a factor below to view the metrics used in that portion of the ranking model.

Methodology Notes

Holdings-derived metrics are calculated from the ETF’s current underlying holdings, while ETF-level metrics use data that applies directly to the fund. Some metrics are sector adjusted so funds are evaluated in better context rather than only on absolute values.