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Reproducible calculations

Methodology: ETF Screener

Our primary interactive tool is Manual ETF fee and yield screener. Filter up to 40 ETF rows entered by you using expense ratio and dividend yield. No issuer data or complete fund holdings are connected.

Inputs in this model

Fund ticker, expense ratio (%), yield (%); one per line
FUNDX etc. are made-up examples; use independently verified fund figures.
Maximum expense ratio (%)
Values entered by the user; not fetched from financial markets.
Minimum dividend yield (%)
Values entered by the user; not fetched from financial markets.

Data quality and limitations

Calculated values reflect the input assumptions, arithmetic and simplified model described next to results. A change to an input changes the projection, not a real market observation.

ETF holdings, fund costs and distributions change. Confirm current prospectus and issuer data before making decisions.

Security directories use a dated Nasdaq listing snapshot and are not live. Where separately labeled official SEC panels are displayed, companyfacts and filing links are matched to SEC CIK identifiers and carry their own reporting dates. No real-time quote feed is integrated.

Return to the calculator to run an alternative scenario.

Try Manual ETF fee and yield screener