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Analytics Data | Quantitative Analytics

ETF Reports Plus Scores

Quantitative ETF scores and report analytics designed to support comparison, screening and investment research.

  1. Key facts
  2. Overview
  3. Description
  4. Access
  5. All categories
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Key facts for ETF Reports Plus Scores

Coverage metric

Geography:
North America, Asia / Pacific, EMEA, Latin America and the Caribbean
History:
From 2021
Coverage count:
Asset Classes - 15,000+ ETFs/ETNs
Asset Class
Exchange-Traded Funds (AssetClass) (1), Funds

Delivery metadata

Data Frequency
Weekly
Language
Chinese (Traditional), English, Japanese, Chinese (Simplified)
Delivery methods:
Excel, Web Service, API, SFTP, Desktop, Website
Data formats:
PDF, CSV, XML, Text, HTML
Minimum service frequency
Weekly

Overview of ETF Reports Plus Scores

CLIENT WORKFLOW ENABLEMENT

Delivery of Scores and Insights

  • Calculates scores for performance, risk, cost, fundamental, valuation, technical and sentiment.
  • Ranks components and overall scores to identify best-in-class funds.
  • Delivers scores through API, XML feeds, LSEG Workspace, and LSEG T1 solutions.

SCORE ANALYTICS

Global ETF and ETN Scoring

  • Covers 15,000+ exchange-traded funds and notes.
  • Provides 1 to 10 scores across seven quantitative components.
  • Includes reports, ratings and text highlights.

RESEARCH EFFICIENCY

Simplified Fund Analysis

  • Supports ETF screening, comparison and idea generation.
  • Adds context and ratings to ETF financial data.
  • Helps compare funds using consistent measures and analysis.
  • Covers all types, with equity ETFs including additional holdings analysis.

Description of the dataset

  • LSEG delivers ETF Reports Plus Scores to simplify exchange-traded fund analysis and support global investment idea generation. We provide proprietary 1-to-10 ETF scores that help financial advisors and individual investors compare funds with similar peers.
  • Our methodology evaluates ETFs across Performance, Risk, Cost, Fundamental, Valuation, Technical and Sentiment components. LSEG weights these components by ETF asset type to reflect the drivers most relevant to each fund category.
  • We rank ETFs by asset type and region using a normalised distribution to produce an Overall Score. LSEG structures these analytics to help clients interpret ETF financial data, relative performance and investment characteristics more efficiently.

Accessing the dataset

This dataset can be used by the following products. Talk to us to learn more about different packages and offerings.

Wealth LSEG Data Platform
Wealth LSEG Data Platform provides a single access layer to LSEG and third-party data for wealth management workflows. It supports cloud-enabled data access, distribution and application development, enabling users to consume data and analytics through flexible delivery options and platform services.

All categories

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