Your Step-by-Step Guide to Barchart’s ETF Screeners
If you only hunt for exchange-traded funds (ETFs) by name, you’re leaving performance on the table. Barchart’s ETF Screener lets you filter funds by what actually matters — trend, momentum, yield, liquidity, fees, volatility, and more — so you can build a watchlist that matches your strategy (not the headlines).
In this short clip from our Beginner’s Guide to ETFs video, we walk through the core workflow of ETF screeners. Below is the full, step-by-step breakdown—plus a few pro tips to go from “browsing” to systematic selection.
Speed: Go from thousands of ETFs to a tight short list in minutes.
Precision: Stack filters (sector + yield + RSI + AUM) to fit your thesis.
Repeatability: Save your screener and receive alerts daily when new ETFs qualify.
From the ETFs menu, choose ETF Screener. You can start with a pre-made screener or build your own from scratch.
Use the search bar or dropdowns to add filters. Popular, high-signal filters:
Industry / Sectors: e.g., Technology, Energy, Financials
Momentum / Technicals: RSI, TrendSeeker®, Moving Average Slopes
Performance: 1-Week, 1-Month, YTD
Liquidity / Size: Average Volume, Assets Under Management (AUM), Price
Income: Dividend Yield
Costs: Expense Ratio
Structure: Leverage / Inverse (know what you’re using)
Set alerts (price levels, RSI thresholds, MA crossovers).
Monitor New Recommendations for daily alerts.
Ignoring liquidity: Add Avg Volume and AUM filters to avoid thin, gappy funds.
Overfitting: Too many filters can exclude otherwise great candidates — start broad, then tighten.
Mixing goals: Don’t mash “high yield” with “high beta momentum” unless that’s intentional — use separate screeners per objective.
Skipping verification: Always validate with charts; a filter is a first pass, not the final word.
Watch the Beginner’s Guide to ETFs to see the full workflow live.
Open the ETF Screener and try one of the themed screeners above.
Save it + enable email alerts so you never miss a new match.
Watch this quick ETF Screener clip:
Then build your first saved screener, and level up with a free trial of Barchart Premier for 30 days.
On the date of publication, Barchart Insights did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on Barchart.com
