ETF Copilot
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Methodology

ETF Copilot Scoring Methodology

How we score, rank, and surface ETFs worth knowing about.
ETF Copilot scores each ETF across four fundamental dimensions. Scores range from 0 to 10. A higher score is better within each category. The scores are designed to be independent — a high Growth score does not imply a high Value score.
Value Score
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.
Growth Score
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.
Quality Score
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.
Risk Score
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.

How Rankings Work

Growth Rankings
Sorted by Growth Score descending. Best for investors seeking exposure to companies with strong analyst earnings upgrade momentum.
Value Rankings
Sorted by Value Score descending. Highlights ETFs whose holdings trade at lower valuations relative to earnings, book, and cash flow.
Core Rankings
Sorted by a blend of Value, Quality, and low expense ratio. Designed for long-term core portfolio positions.
Dividend Rankings
Highlights income-focused ETFs with above-average dividend yield. Best for investors prioritising reliable income.
Scores are for research support only and do not constitute investment advice. Past performance does not guarantee future results.