Finzedia evaluates ETFs using a transparent, repeatable framework.

Our 10-Point Scorecard

  1. Expense Ratio (TER): Lower is better. We compare within the same category.
  2. AUM: Larger funds usually have better liquidity and lower closure risk.
  3. Trading Volume: Higher daily volume means tighter spreads and easier exits.
  4. Bid-Ask Spread: We check the spread as a percentage of price during normal hours.
  5. Tracking Error: We look at annualized deviation from the benchmark.
  6. Tracking Difference: We compare 1-year, 3-year, and 5-year returns vs the benchmark TRI.
  7. Premium/Discount to NAV: We warn when an ETF trades far from its NAV.
  8. Tax Category: We note how the ETF is taxed in each region.
  9. Underlying Index: We explain what the index actually covers.
  10. Suitability: We note who the ETF may suit and who it may not.

Data Sources

We use official AMC factsheets, AMFI data, NSE/BSE market depth, SEC filings, and issuer prospectuses.

Limitations

Our scorecard is educational. It is not a buy or sell signal. Always read the latest official documents before investing.

Share this: