XENIX® ETF Ratings
Selecting excellent ETFs

About XENIX®

XENIX was founded in 2009 by Dr. Markus Thomas in Berlin.

As an independent ETF expert, XENIX focuses on these business areas:

1. ETF ratings

2. ETF strategy portfolios

3. Client reporting for ETF portfolios

4. ETF events

5. Customized services

Wieland Thyssen is managing director and spokesperson of XENIX since September 2019.

ETF ratings

As an ETF specialist, XENIX is maintaining a unique index and ETF database since March 2009.

On this basis, XENIX has developed an original ETF rating.

The rating currently consists of over 260 criteria.

This wide range of criteria makes is possible to assess systematically the quality of each ETF.

The XENIX ETF rating system has three levels:

1. Index assessment

2. Assessment of the index fund / ETFs including the tracking difference

3. Assessment of the exchange trading and the liquidity of each ETF

ETFs are rated systematically

The performance difference (tracking difference) between index and ETF performance is included in the rating (maximum for 10 calendar years).

The rating is based on an evaluation of the prospectus of each single ETF, its life cycle and its history.

Newly launched and soon to be listed ETFs may receive on request a preliminary "Launch ETF Rating" from XENIX.

The ETF rating is updated on a quarterly basis. The monitoring of the European ETF market happens on a weekly basis.

Currently, XENIX has systematically evaluated around 1,500 ETFs listed on XETRA (as of January 2020).

XENIX plans to expand the EFT ratings in 2020 to all ETFs available in Germany and in all other European ETF markets.

The XENIX ETF rating can be extended by client-specific criteria or filters at the request of investors, asset owners and asset managers.

XENIX® STARS and XENIX® BOX

The XENIX ETF ratings offer investors a competent orientation to navigate the European ETF market.

The growth pace of new ETF launches is still enormous. More than 500 new ETFs have been launched during the last three years.

XENIX assesses and rates each ETF based on its systematic approach. As a result, investors receive a quality rating of each ETF.

The differences in the product quality are symbolized by using stars.

The best-rated ETFs can receive a five-star-rating.

The number of XENIX STARS attributed to an ETF is an indication of its quality.

We offer our clients also to use the XENIX BOX.

The XENIX BOX visualizes the nine core areas of each rating and shows the quality of an ETF in relation to its exposure group:

Index Information & Data

ETF information & data

ETF portfolio transparency
(exposure, risk & return)

ETF analytics & risk indicators

ETF performance
& replication quality

ETF reporting quality

ETF cost

ETF listings & exchange trading

ETF services & resources

The XENIX® ETF Ratings provides orientation

The XENIX ETF rating makes quality comparisons easy.

Investors receive valuable information about the quality of individual ETFs, their strengths and weaknesses.

XENIX STARS and the analytical look through of the XENIX BOX are empowering investors to quickly find quality ETFs, including the latest newcomers.

Asset managers can use the XENIX ratings for selecting excellent ETFs and for optimizing the quality of their client’s portfolios.

Intermediaries and direct banks can present their clients easily top-quality ETFs from the whole ETF universe.

Digital Asset Managers and Robo Advisors can now for the first time configure model portfolios which will consist purely of excellent quality ETFs.

The XENIX ETF rating looks beyond the well-known ETF figures as e.g. AuM, costs and performance.
XENIX assesses and rates the full picture of each single ETF.

Events

XENIX is a well-known host and moderator of Investment Congresses on asset management, WealthTech and ETF themes since 2010.

XENIX also partners with market participants to educate specific investor groups on new developments in the ETF ecosystem.

A review of the last two FUND & ETF DAYS 2017 and 2019 in Berlin can be found here: https://www.etf-days.de/

Next Events:

XENIX ETF AWARDS 2020 in Berlin

The presentation of the XENIX ETF AWARDS 2020 will take place on Thursday, March 26, 2020 at the Pullman Hotel Schweizerhof, Budapester Str. 25 in 10787 Berlin.

XENIX FUND & ETF DAYS 2021

For 2021, the next XENIX FUND & ETF DAYS are planned to take place on February 25 and February 26, 2021 in Berlin.

Request a review of our last FUND & ETF DAYS and become a conference partner.

Please contact us at

Press Releases

ETF study: top-rated European equity ETFs excel price leaders

Januar 27, 2020

We have published the following press release for the ETF study:

Download

Official launch of the XENIX® ETF rating

November 22, 2019

We have published the following press release for the official launch of the XENIX ETF rating:

Download

The launch press release in other languages (FRENCH, ITALIAN, FINNISH, SWEDISCH) will be published soon.

XENIX® announces new Managing Director

November 19, 2019

We have published the following press release as Mr. Wieland Thyssen has joined the XENIX management:

Download

For press inquiries, Wieland Thyssen will be at your disposal.
E-Mail: or by phone +49 175 871 05 41

Wieland Thyssen

Wieland Thyssen, Managing Director and Spokesperson for XENIX, would be pleased to be your contact person:

or

+49 175 871 05 41

Contact

Do you have any questions? Don't hesitate to contact us:

+49 175 871 05 41