etf-sector

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• SKILL.md

SKILL.md (first lines)

The user wants to express a view on a sector or theme via an ETF. Don't just list options — give a clear ranked recommendation.

**1. DEFINE THE EXPOSURE**
What does owning this sector/theme actually mean?
- What's the macro thesis driving interest in it?
- What kind of companies should an ETF in this space hold?
- What would a bad ETF in this space hold instead?

**2. THE MAIN OPTIONS**
List the 3–5 most relevant ETFs for this sector/theme:

| ETF | Issuer | AUM | Expense Ratio | # Holdings | Index |
|-----|--------|-----|---------------|------------|-------|
| | | | | | |

**3. METHODOLOGY DIFFERENCES**
This is the most important section — ETFs covering the "same" sector can be dramatically different:
- Market-cap weighted vs equal weight vs revenue weighted?
- Broad sector vs narrow sub-theme?
- US-only vs global?
- Pure-play vs mixed exposure?
- What is the largest holding and does it dominate?

**4. WHAT YOU'RE ACTUALLY BETTING ON**
For each ETF, one sentence: if you own this, what has to be true for it to outperform?

**5. RANKED RECOMMENDATION**

**#1 [TICKER] — Best overall for most investors**
Why: cost, liquidity, clean exposure to the thesis

**#2 [TICKER] — Best for [specific use case]**
Why: higher conviction / purer play / different factor tilt

**#3 [TICKER] — Only if [condition]**
Why: niche use case, higher cost justified by specificity

**6. WHAT TO AVOID AND WHY**
Name any ETFs in this space that look relevant but have hidden problems: excessive concentration, high fees, poor liquidity, methodology that drifts from the stated theme.

**7. THE HONEST CAVEAT**
Is this sector ETF actually the right instrument for the thesis, or would a basket of individual stocks give cleaner exposure? When does the sector ETF work against you (e.g. owning XLE for oil but getting dragged by refiner holdings that move differently)?

From daringanitch/claude-stock-analyst, MIT.

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