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iShares JPX-Nikkei 400 ETF (JPXN US) - Portfolio Construction Methodology
ETF Strategy· 2026-01-19 18:45
iShares JPX-Nikkei 400 ETF (JPXN US) – Portfolio Construction MethodologyThe underlying JPX-Nikkei Index 400 offers free-float-adjusted market-cap exposure to 400 Tokyo-listed ordinary shares that combine size and liquidity with sustained profitability and investor-friendly disclosure. Starting from Prime, Standard and Growth market common stocks, issues lacking three years of operating profit or flagged as Securities on Special Alert are excluded, then the 1,000 names with the highest three-year trading va ...
Invesco S&P SmallCap Quality ETF (XSHQ US) - Portfolio Construction Methodology
ETF Strategy· 2026-01-18 08:44
Invesco S&P SmallCap Quality ETF (XSHQ US) – Portfolio Construction MethodologyThe underlying S&P SmallCap 600 Quality Index delivers a rules-based subset of 120 securities from the S&P SmallCap 600, selected by highest composite quality score. Each company’s score is the average of three metrics: return on equity (higher better), accruals ratio (lower better), and financial leverage ratio (lower better), computed from recent financials; parent-index liquidity, float and financial-viability screens apply. A ...