Using the ETF/ETP* Screener

Start a screen with some help

Load a predefined quick screen or independent expert screen to get ideas from others or to jump start your own screen.

Creating your own screen – two easy ways to access the list of criteria

You can either start typing in the Criteria entry box or click on the “Select Criteria” menu.

When you start typing, a list of all possible matches will automatically appear below the box. This enables you to view and get quick access to all the associated criteria, such as various types of performance criteria.

If you are unfamiliar with the types of criteria or looking for another perspective on the security, clicking on the “Select Criteria” menu will open a window with all available screening criteria. Criteria are organized into categories to make it easy to see all available screening criteria in that topic such as Basic Facts, Portfolio Composition, Performance or Trading Characteristics. “Select Criteria” also gives you the ability to select multiple criteria by holding down the “Control” key while selecting additional criteria with your mouse. Once you have finished your selection, click the “Ok” button at the bottom right of the window. Note: Criteria in grey requires a log in. You will be prompted to log in if you select one of these items. The next time you open the “Select Criteria” window, items previously selected will be in grey italics and will not be selectable a second time.

In the “Select Criteria” menu, click on the question mark help icon after each criteria to see a definition. for that criteria Or or browse the full list of criteria definitions with the “Criteria Definitions” link at the top right of the screener.