4 Features of POEMS’ ETF Screener October 6, 2020
Summary
- With over 7,000 ETFs listed globally in 2019, finding the right ETFs for your investment needs may be very cumbersome.
- POEMS’ ETF Screener allows you to search and filter ETFs listed on SGX, HKEx, NASDAQ and NYSE.
- There are four features that can enhance your search process: (i) Basic and Advanced Filters, (ii) Search Box, (iii) Display Table and (iv) Tool Tips.
- The ETF Screener is only a complementary tool and must not be regarded as a complete solution for your investment queries. But it can make your life a lot easier!
Introduction
According to Statista, there were almost 7,000 ETFs listed globally in 2019. Hence, finding the ideal ETFs for your investment needs is like looking for needles in a haystack.
Here comes the POEMS ETF Screener, which will make your life a lot easier by sifting out your desired ETFs.
What is an ETF Screener?
An ETF Screener is a tool which allows you to search and filter ETFs.
POEMS’ ETF Screener uses data provided by Morningstar and covers the ETFs listed on SGX, HKEx, NASDAQ and NYSE.
You may access our ETF Screener by:
1. Going to the POEMS website
2. Select the “Education” Tab
3. Click on “ETF Screener”
The Screener is also available under the “Tools” tab in your POEMS 2.0 account.
1. Log in to POEMS 2.0
2. Click on the “Tools” tab
3. Click on the “ETF Screener” tab
Basic and Advanced Filters
The ETF Screener allows you to filter ETFs based on their categories. For example, if you are looking for fixed-income ETFs listed on the SGX, select the checkboxes for “SGX” classified under Exchange and “Fixed Income” classified under Asset Class. The display table will refresh the shortlisted ETFs in real time based on your filtered criteria.
Do note that the filtering tool will only shortlist ETFs that are tagged to the categories provided by the data provider. Hence, your search results may not be comprehensive as some ETFs are not tagged or classified by the data provider.
Search Box
The search box allows you to search for ETFs via their ticker codes or fund names. It will shortlist the ETFs based on the keywords you have entered.
For example, by typing “aerospace” in the search box, the ETF Screener will shortlist ETFs in the database with “aerospace” in their fund names.
The search box is particularly useful if you already have specific ETFs in mind. You can simply type in keywords like “technology”, “internet”, “cloud” etc to search for your ETFs.
Follow these steps:
1. Type in the ticker code, keyword or fund name in the search box.
2. Hit “Enter” on your keyboard. The shortlisted ETFs will be displayed in the table.
OR
Click on the specific ETF to enter the counter page for more information on that ETF.
Display Table
The display table will feature shortlisted ETFs based on your search box and filtered criteria. The table is refreshed in real time as you change your search options.
In addition, the table classifies ETF information under several categories and sub-categories. You may sort the information based on the alphabetical or numerical value in the display table, by clicking on the sub-categories header.
The display table also has a comparison tool to enhance your search. To use this:
1. Select your ETFs by checking their respective boxes in the left column of the display table
2. Click on the “Compare Selected ETFs” button at the bottom of the display table
3. Proceed to sort the selected ETFs based on their information
4. Click on “Reset Filter” to reset your search and filter process
Tool Tips
The filtering tool and display table have many technical terms that may be unfamiliar to you.
Don’t be daunted! The Screener offers a way out.
You can click on the tool tips to display definitions of the categories.
A Complementary Tool, But No Substitute for Your Own Due Diligence
The POEMS’ ETF Screener is only a tool to comb and filter through an exhaustive list of ETFs. It is not the be-all and end-all solution to your investment queries.
Investors should always do their due diligence before committing to any investment decision.
Also bear in mind that the data provided is sourced from a third party, not directly from ETF issuers. So it may not be as up-to-date as the data obtained from the ETF issuers themselves.
We recommend using the Screener to shortlist suitable ETFs for yourself, before proceeding to the ETFs’ product pages on their issuers’ websites for a further understanding. ETF issuers are mandated by exchanges and regulators to update their information daily on their websites.
As usual, whenever in doubt, pick up the phone and speak to your PhillipCapital financial advisor, before trading on the instruments.
Disclaimer
These commentaries are intended for general circulation. It does not have regard to the specific investment objectives, financial situation and particular needs of any person who may receive this document. Accordingly, no warranty whatsoever is given and no liability whatsoever is accepted for any loss arising whether directly or indirectly as a result of any person acting based on this information. Opinions expressed in these commentaries are subject to change without notice. Investments are subject to investment risks including the possible loss of the principal amount invested. The value of the units and the income from them may fall as well as rise. Past performance figures as well as any projection or forecast used in these commentaries are not necessarily indicative of future or likely performance. Phillip Securities Pte Ltd (PSPL), its directors, connected persons or employees may from time to time have an interest in the financial instruments mentioned in these commentaries. Investors may wish to seek advice from a financial adviser before investing. In the event that investors choose not to seek advice from a financial adviser, they should consider whether the investment is suitable for them.
The information contained in these commentaries has been obtained from public sources which PSPL has no reason to believe are unreliable and any analysis, forecasts, projections, expectations and opinions (collectively the “Research”) contained in these commentaries are based on such information and are expressions of belief only. PSPL has not verified this information and no representation or warranty, express or implied, is made that such information or Research is accurate, complete or verified or should be relied upon as such. Any such information or Research contained in these commentaries are subject to change, and PSPL shall not have any responsibility to maintain the information or Research made available or to supply any corrections, updates or releases in connection therewith. In no event will PSPL be liable for any special, indirect, incidental or consequential damages which may be incurred from the use of the information or Research made available, even if it has been advised of the possibility of such damages. The companies and their employees mentioned in these commentaries cannot be held liable for any errors, inaccuracies and/or omissions howsoever caused. Any opinion or advice herein is made on a general basis and is subject to change without notice. The information provided in these commentaries may contain optimistic statements regarding future events or future financial performance of countries, markets or companies. You must make your own financial assessment of the relevance, accuracy and adequacy of the information provided in these commentaries.
Views and any strategies described in these commentaries may not be suitable for all investors. Opinions expressed herein may differ from the opinions expressed by other units of PSPL or its connected persons and associates. Any reference to or discussion of investment products or commodities in these commentaries is purely for illustrative purposes only and must not be construed as a recommendation, an offer or solicitation for the subscription, purchase or sale of the investment products or commodities mentioned.
About the author
Joel Lim
ETF Specialist
Joel is the ETF Specialist from the ETF desk in Phillip Securities. He helps to provide sales support and trading ideas to retail investors, remisiers, in-house dealers, and fund managers. Joel also works closely with ETF issuers on new product and business development projects.
Is There a “Fairest of Them All”? 
Enhancing your trading experience: Further reduction in SG market brokerage for your Cash Plus account! 
Top traded counters in August 2023 
Singapore Market: Buy the Dip or Dollar-Cost Averaging? 
