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Guide to six ETF metrics
- Long-term return
- Assesses long-run total returns and the consistency of historical results.
- Stability
- Assesses downside risk, including price volatility and maximum drawdowns.
- Costs
- Higher scores indicate a lower ongoing expense burden, including fees.
- Upside
- Assesses the potential for strong gains during favorable markets.
- Liquidity
- Assesses ease of trading using turnover and bid–ask spreads.
- Rating
- The arithmetic mean of the five scores, shown to one decimal place.