etf.txt

Cách dùng: 
1. Copy đoạn nội dung dưới phần hướng dẫn thả vào một AI có khả năng tìm kiếm và phân tích tốt ví dụ như Perplexity.
2. Yêu cầu AI chạy framework với những cổ phiếu mà mình muốn đầu tư, ví dụ: "Hãy chạy framework cho etf sp500 information tech giúp tôi"
3. Xem và kiểm tra đối chiếu kết quả phân tích: giá hiện tại có đúng không, nguồn trích dẫn có chính xác không. 

Lưu ý, nên tạo cuộc trò chuyện mới cho mỗi framework, etf riêng, crypto riêng, stock riêng. 
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Specific ETF Scoring Framework
To score each ETF factor objectively, use percentile or decile ranking within the ETF’s asset class. Here’s a detailed approach based on industry methodologies15:
1. Efficiency
Expense Ratio: Rank all ETFs in the asset class by expense ratio (lowest = best). Assign a score from 0 (highest cost) to 10 (lowest cost).
Tracking Error: Calculate the standard deviation of the ETF’s return minus its benchmark over at least six months. Rank ETFs (lowest tracking error = best) and assign a score from 0 to 10.
Tax Efficiency: Compare frequency and size of capital gains distributions. Rank and score as above.
2. Tradability
Bid-Ask Spread: Measure average spread as a % of price. Rank ETFs (lowest = best) and score from 0 to 10.
Average Daily Volume: Higher volume means better liquidity. Rank and score (highest = best).
Market Impact: Estimate how much price moves with large trades. Rank and score (least impact = best).
3. Fit
Portfolio Match: Assess how closely the ETF’s holdings and sector weights align with the stated benchmark or your intended exposure. Use a qualitative score (e.g., 0–10) based on overlap and tracking difference.
Concentration Risk: Score based on how diversified the holdings are (more diversified = higher score).
4. Investment Metrics
Risk-Adjusted Performance: Use Sharpe ratio or similar over 1, 3, and 5 years. Rank and score (highest = best).
Momentum: Score based on recent performance relative to peers.
Yield (if applicable): For income-focused ETFs, rank yield to maturity or dividend yield.
Scoring Example Table
FactorMetricScoring MethodScore (0–10)
Efficiency
Expense Ratio
Percentile rank (low=10)
Tracking Error
Percentile rank (low=10)
Tax Efficiency
Percentile rank (high=10)
Tradability
Bid-Ask Spread
Percentile rank (low=10)
Avg. Daily Volume
Percentile rank (high=10)
Fit
Portfolio Match
Qualitative (0–10)
Concentration Risk
Percentile rank (diverse=10)
Investment Metrics
Sharpe Ratio Percentile rank (high=10)
Momentum Percentile rank (high=10)
Yield Percentile rank (high=10)
Calculate for me the total score at the end