Frequently Asked Questions
Answers to the most common portfolio analysis questions.
Basics
Portfolio analysis examines your ETF composition for diversification, costs, and risks.
Overlap means that multiple of your ETFs hold the same companies.
Methodology
The HHI measures the concentration of your portfolio in individual positions.
For physically replicating ETFs domiciled in Ireland, the US–Ireland tax treaty usually means 15 % instead of 30 % withholding tax on US dividends. Other rules apply to other domiciles, synthetic ETFs and other countries.
Technical
ESG stands for environmental, social and governance. ESG funds apply exclusions or selection rules based on these criteria; how strict they are is set out in the index methodology.
More questions?
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