etf_analysis
Calculate ETF expense ratio, annualized tracking difference, and tracking error versus a benchmark ticker to assess cost and replication quality. Converts benchmark values to fund currency.
Instructions
ETF cost and replication quality: TER, tracking difference (fund minus benchmark, annualised) and tracking error against a benchmark ticker, which is converted to the fund's currency. Prefer a total-return index or a reference ETF on the same index.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| period | No | 3y | |
| ticker | Yes | ||
| benchmark | Yes |