Fees and spread.
Expense ratio, platform fee, spread, FX cost, and tax impact.
Worksheet
ETF checklist worksheet.
Use this before choosing an ETF by headline, ticker, or recent performance.
Worksheet Fields
Research the wrapper.
Who runs it?
Issuer, custodian, administrator, documents, filings, and risk disclosures.
What does it own?
Index, holdings, concentration, overlap, rebalancing, and exclusions.
Can it trade cleanly?
Volume, spread, market makers, underlying liquidity, and order type.
Why does it belong?
Portfolio purpose, time horizon, risk limit, and rebalancing rule.
Where did I verify?
Issuer page, fact sheet, prospectus, filings, and market data.
This worksheet is educational and not investment, financial, or tax advice.
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