What is ETF Copilot?
ETF Copilot is a research tool that scores and ranks ETFs based on fundamental factors including valuation, growth expectations, quality, risk, and income metrics. It helps investors discover, compare, and track exchange-traded funds.
How are ETF scores calculated?
Scores run from 0 to 10 for each dimension — Value, Growth, Quality, Risk, and Dividend. Each score reflects a different fundamental characteristic, not a combined recommendation. Higher is better within each category.
What do the ranking lists represent?
Rankings group ETFs by theme or strategy — Growth, Value, Core, Dividend, Momentum, and more. Within each list, ETFs are sorted by their relevant fundamental score for that strategy.
Can I compare two ETFs directly?
Yes. Use the Compare feature to place two ETFs side by side. You can see performance across time horizons, fees, holdings overlap, risk metrics, and all five factor scores in one view.
What is the Watchlist for?
The Watchlist lets you save ETFs you want to track. Once added, you can receive weekly email updates on those specific funds so you stay informed without re-searching.
Does ETF Copilot provide investment advice?
No. ETF Copilot is a research and educational tool only. It does not provide personalized investment advice. Always consult a licensed financial adviser before making investment decisions.
How often is ETF data updated?
ETF scores and rankings are updated regularly to reflect the latest available fundamental data, analyst estimates, and market prices. The exact cadence depends on data vendor availability.
What data sources does ETF Copilot use?
ETF Copilot aggregates data from institutional-grade financial data vendors covering holdings, financial statements, analyst estimates, and pricing. Sources are reviewed for accuracy.