etf-screen

name	etf-screen
description	ETF overview and analysis. Use when the user asks about an ETF ticker, wants to understand what an ETF holds, or wants a first look at an exchange-traded fund.

Run a structured 1-page ETF screen covering:

1. WHAT IT IS

• Full name, index tracked, index provider, fund issuer
• Strategy in 1 sentence: what does owning this ETF mean you're betting on?
• Inception date, AUM, average daily volume, expense ratio

2. WHAT YOU ACTUALLY OWN

• Top 10 holdings with % weight
• Sector breakdown (% of portfolio)
• Geographic breakdown if relevant
• Number of holdings total — how concentrated vs diversified is it really?

3. CONCENTRATION RISK

• Top 5 holdings as % of total portfolio
• If top 10 > 50%: flag as concentrated, not diversified
• Any single-stock dominance (>10% in one name) — name it explicitly

4. FACTOR TILT

• What factors does this ETF load on? (growth, value, momentum, quality, size, yield)
• What kind of market environment does it outperform / underperform?
• Beta vs S&P 500 (high/low/negative)

5. COST & EFFICIENCY

• Expense ratio vs cheapest alternative covering same exposure
• Tracking error vs benchmark (if available)
• Tax efficiency: does it distribute capital gains? (relevant for taxable accounts)

6. THE HONEST 1-LINE VERDICT One sentence: what is this ETF actually good for, and who should own it?

Flag any data older than 2 quarters. Note if the ETF is thinly traded (avg daily volume <$10M) — liquidity matters at exit.