MONEY 99 words
ETF Selection Checklist: Find the Right Fund for Your Goals
You have an ETF in mind and a vague sense you should check more than the name. Give it the fund, your goal, your horizon and what you already hold, and it walks the selection criteria in plain language: expense ratio, tracking error, fund size, index method, domicile and tax, physical versus synthetic, and how it actually fits your portfolio.
Help me evaluate an ETF before I invest. I'm considering {ETF_NAME} with a focus on {INVESTMENT_GOAL} (e.g. income, growth, diversification). Walk me through the key selection criteria in plain language: expense ratio, tracking error, fund size and liquidity, index methodology, domicile and tax treatment, replication method (physical vs synthetic), and how it fits a portfolio with {EXISTING_HOLDINGS}. My investment horizon is {TIME_HORIZON} and I'm based in {COUNTRY}. Flag any red flags specific to this fund and suggest one or two comparable alternatives I should consider before deciding. End with a simple scored summary across the criteria. ⚠ human-in-the-loop: you are responsible for the results of using this prompt, not us.