Etf to buy now to hold 1 year

Screening Filters

1. Monthly Average Dollar Volume ≥ 100,000

   • Purpose: Ensure the ETFs are reasonably liquid and easy to trade.
   • Rationale: For a 1‑year holding period, you still want to be able to enter and exit positions without large bid–ask spreads or slippage. A minimum dollar volume filter screens out very illiquid or obscure ETFs that may be harder or more costly to trade.

2. Price Above 200-Day Moving Average (PriceAboveMA200)

   • Purpose: Focus on ETFs in a sustained uptrend rather than those in clear downtrends.
   • Rationale: A 200-day moving average is a common long-term trend indicator. If the ETF’s price is above this line, it suggests positive long-term momentum and that the market currently rewards that exposure—useful when you’re choosing what to buy “now” for the coming year.

3. 1-Year Price Change: Min -5%, Max 35%

   • Purpose: Avoid both severe laggards and potentially overextended high flyers.
   • Rationale:
     • Min -5%: Excludes ETFs that have significantly underperformed in the last year (which might be in structural decline or high risk) while still allowing slightly negative performers that may be stabilizing.
     • Max 35%: Caps very strong recent winners that may be overheated or prone to sharp mean-reversion. This keeps you in a zone of “healthy but not extreme” performance, more appropriate for a moderate 1-year outlook.

4. Theme: Large Cap Blend Equities

   • Purpose: Target broad, diversified core equity ETFs suitable for a 1‑year hold.
   • Rationale:
     • Large Cap: Larger, more established companies tend to be more stable and less volatile than small caps, which makes them more suitable for a medium-term holding period for many investors.
     • Blend: Mix of growth and value styles, providing balanced exposure instead of a narrow bet on one style factor. This aligns with a “recommended to buy now” request for general-purpose holdings rather than speculative, niche segments.

5. Expense Ratio ≤ 0.25%

   • Purpose: Keep ongoing costs low over the holding period.
   • Rationale: Fees directly reduce your net return, and over a year they are already meaningful. Low-cost ETFs are generally preferred as core holdings, especially when your question is about what to “buy and hold” rather than actively trade.

Why Results Match Your Question

• The screen looks for liquid, tradable ETFs that you can confidently buy now and exit later without undue friction.
• By requiring the price to be above the 200-day moving average and limiting 1-year performance to a moderate band, it focuses on ETFs with reasonable, sustainable momentum rather than deep losers or potentially overbought winners.
• Restricting to large cap blend equity ETFs makes the results more suitable as core, diversified holdings for a 1-year investment horizon, not speculative short-term trades.
• The low expense ratio constraint ensures that the ETFs are cost-efficient, an important factor when you plan to hold them for a full year.