With a view to cover the total market, our selection of Broad Market ETFs accounts for much diversity
- size is defined by various indices (Russell 3000, Core S&P Total US Market, MSCI USA ...) and by 'US Broad' or 'Total Market' concepts
- fundamental criteria rely on stock selection methodologies of the broad base in some cases (such as environmental, social and governance characteristics - ESG - or on proprietary indices)
With distinct approaches to the global market, with or without fundamental selection methodologies, performance and risk ratios of the funds need to be analysed with care and never evaluated on past performance only
Our ETF US total market themes present a cross-sectional view of equity trends – in terms of market coverage, size and style. We hope to achieve a fair coverage of ETFs in each category, which is a work in progress
