ETF Comparison Checklist

ETF Comparison Checklist (2026) — UCITS, Fees, Tracking, Liquidity | AlphaTechFinance

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ETF Comparison Checklist (UCITS-style)

Compare two ETFs with a structured due diligence checklist: fees, tracking difference, liquidity, replication, domicile, dividend policy, and fund size. Get a score and an explainable recommendation.

Educational tool only. Not financial, tax, or legal advice.

← Back to Tools Learn: fees & index funds TER drag calculator

Step 1: Choose what matters most (weights).

Weight: Costs (TER)

Weight: Tracking quality (tracking difference)

Weight: Liquidity (spread/volume)

Weight: Structure (replication/domicile)

Step 2: Enter ETF A vs ETF B.

ETF A name / ticker

ETF B name / ticker

ETF A TER (%)

ETF B TER (%)

ETF A tracking difference (annual, %) *

ETF B tracking difference (annual, %) *

ETF A typical spread (%) *

ETF B typical spread (%) *

ETF A replication

ETF B replication

ETF A domicile

ETF B domicile

ETF A distribution

ETF B distribution

ETF A AUM (approx, €M)

ETF B AUM (approx, €M)

* If you don’t know exact values, use reasonable estimates or leave defaults.

Score — ETF A

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Score — ETF B

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Recommendation

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Factor	ETF A	ETF B	Who wins

FAQ

How does the scoring work?

v1 uses an explainable points system: lower TER and spread score higher; tracking difference closer to 0 scores higher; physical replication and UCITS-friendly domiciles score higher; larger AUM scores higher.

Is swap/synthetic always bad?

No. Synthetic ETFs can track well, but they add counterparty structure considerations. Use this checklist to compare, not to label.

ETF Comparison Checklist

ETF Comparison Checklist (UCITS-style)

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