Chat etf

Screening Filters

1. Name contains: Cybersecurity, Cyber, cybersecurity, cyber

   • Purpose: Restrict the universe to ETFs explicitly focused on cybersecurity.
   • Rationale: Your question is about CIBR, a pure-play cybersecurity ETF. Using name-based keywords makes sure we capture CIBR itself and close peers whose primary mandate is cyber or cybersecurity, rather than broad tech or unrelated themes.

2. Theme: Technology Equities

   • Purpose: Ensure we’re only looking at equity ETFs in the technology sector.
   • Rationale: CIBR holds technology stocks (cybersecurity companies), not bonds, commodities, or multi-asset mixes. Limiting to “Technology Equities” aligns the screener with the type of exposure CIBR provides—public tech companies, mostly software/infrastructure focused on security.

3. Stock position percentage: MoreThan90Pct

   • Purpose: Include only funds that invest at least 90% of their assets in stocks.
   • Rationale: CIBR is essentially fully invested in equities. This filter removes funds that mix in large cash positions, bonds, or derivatives as core holdings. That way the results are “pure equity” sector ETFs similar in structure and risk profile to CIBR.

4. Expense ratio: max 0.75

   • Purpose: Filter out unusually expensive thematic ETFs.
   • Rationale: CIBR has a moderate expense ratio for a niche sector ETF. Setting a cap at 0.75% ensures we keep CIBR and other reasonably priced cybersecurity ETFs, while excluding very high-fee products that wouldn’t be good comparables or may be less attractive to long-term investors.

5. Inception date: max 2022-12-31

   • Purpose: Require that ETFs have at least a short operating history (launched before 2023).
   • Rationale: CIBR is an established fund with a multi-year track record. By excluding very new launches, we favor ETFs with some performance and liquidity history, which makes sense when you’re “chatting about” CIBR and want to compare it to similarly established peers, not brand-new, untested products.

Why Results Match

• The name and theme filters focus the list on cybersecurity-focused technology equity ETFs, matching CIBR’s sector and mandate.
• The stock allocation and inception-date filters align structural characteristics with CIBR: established, mostly- or fully-equity funds.
• The expense-ratio cap aligns with CIBR’s cost profile, yielding ETFs that are reasonable alternatives rather than outliers on fees.

Together, these filters pull out CIBR and ETFs that are genuinely comparable, so any discussion around CIBR can naturally extend to the closest substitutes and peers.