This screened ETF list is based on a combination of features that are often requested by conservative equity investors:
- funds with history and reasonable liquidity
- acceptable expense ratios for the type of portfolio
- not too much volatility for the return
- some current yield
- better total returns than bonds
The funds in the list are not recommendations. They are simply idea possibilities for do-it-yourself investors who may find the particular screening criteria useful.
The funds do not represent a full spread of the asset classes which we believe should be in a well designed portfolio.
The universe from which they were filtered is the entire database of hundreds of ETFs at www.IndexUniverse.com.