ETF Copilot Scoring Methodology

Measures how cheaply the underlying holdings trade relative to their fundamentals — including P/E, P/B, P/S, and P/CF ratios aggregated across all holdings. A higher Value score means the ETF's portfolio is trading at a lower relative valuation.

Captures forward-looking earnings and revenue growth expectations using analyst consensus estimates. A higher Growth score reflects ETFs whose holdings are expected to grow earnings and sales faster than peers.

Evaluates balance sheet strength and profitability — including return on equity, return on assets, operating margins, and debt levels. Higher Quality scores indicate funds with financially healthier underlying holdings.

Assesses volatility and downside characteristics including beta, standard deviation, and maximum drawdown. A higher Risk score means lower historical risk, not higher — so a score of 8 is more conservative than a score of 2.

Reflects income generation potential, including trailing yield and dividend growth trends. Higher Dividend scores belong to ETFs with above-average, consistent income distribution.

Sorted by Growth Score descending. Best for investors seeking exposure to companies with strong analyst earnings upgrade momentum.

Sorted by Value Score descending. Highlights ETFs whose holdings trade at lower valuations relative to earnings, book, and cash flow.

Sorted by a blend of Value, Quality, and low expense ratio. Designed for long-term core portfolio positions.

Sorted by Dividend Score. Best for income-focused investors looking for reliable yield with reasonable quality.