OpenBB/website/content/sdk/usage/intros/etf.md

title, keywords, description

title	keywords	description
ETF	etfs exchange traded funds fund basket retail stocks openbb terminal sdk how to usage examples path type description category tickers performance metrics holdings screener disc	Learn how to lookup any ETF and obtain an overview about the chosen ETF in the OpenBB Terminal.

import HeadTitle from '@site/src/components/General/HeadTitle.tsx';

The ETF module provides programmatic access to the commands from within the OpenBB Terminal. Import the OpenBB SDK module, and then access the functions similarly to how the Terminal menus are navigated. The code completion will be activated upon entering ., after, openbb.etf ​

How to Use

​The examples provided below will assume that the following import block is included at the beginning of the Python script or Notebook file: ​

from openbb_terminal.sdk import openbb
import pandas as pd

​Below is a brief description of each function within the ETF module:

Path	Type	Description
openbb.etf.candle	Function	Chart OHLC + Volume + Moving Averages
openbb.etf.disc	Sub-Module	Best/Worst/Highest Volume ETFs Today
openbb.etf.etf_by_category	Function	Lookup by Category
openbb.etf.etf_by_name	Function	Lookup by Name
openbb.etf.holdings	Function	Holdings and Weights
openbb.etf.ld	Function	Lookup by Description
openbb.etf.load	Function	Get Historical Price Data
openbb.etf.ln	Function	Lookup by Name (More Details Than by_name)
openbb.etf.news	Function	News Headlines for a Ticker
openbb.etf.overview	Function	Basic Statistics for an ETF
openbb.etf.scr	Sub-Module	ETF Screener
openbb.etf.summary	Function	Text Description and Summary of an ETF
openbb.etf.symbols	Dictionary	Dictionary of {Ticker:Name}
openbb.etf.weights	Function	Table or Pie Graph of Sector Weightings

Alternatively you can print the contents of the ETF SDK with: ​

help(openbb.etf)

Examples

etf_by_category

​ ETFs are categorized into different buckets. Use the code block below as a way to generate a list of all categories: ​

etf_list = pd.DataFrame.from_dict(openbb.etf.etf_by_category('')).transpose()
categories = list(etf_list['category'].drop_duplicates())
categories = pd.DataFrame(categories[1::], columns = ['Type'])

categories.head(6)

	Type
0	Pacific/Asia ex-Japan Stk
1	Large Value
2	Equity Energy
3	Foreign Large Blend
4	Large Blend
5	Multisector Bond

​Replacing the empty category in the syntax above will return the ETFs within that category: ​

etf_category = pd.DataFrame.from_dict(openbb.etf.etf_by_category('Foreign Large Blend')).transpose()
etf_category = etf_category.sort_values(by=['total_assets'], ascending = False)

etf_category.head(2)

	short_name	long_name	currency	summary	category	family	exchange	market	total_assets
VXUS	Vanguard Total International St	Vanguard Total International Stock Index Fund ETF Shares	USD	The investment seeks to track the performance of a benchmark index that measures the investment return of stocks issued by companies located in developed and emerging markets, excluding the United States.	Foreign Large Blend	Vanguard	NGM	us_market	379067924480
				The fund employs an indexing investment approach designed to track the performance of the FTSE Global All Cap ex US Index, a float-adjusted market-capitalization-weighted index designed to measure equity market performance of companies located in developed and emerging markets, excluding the United States. It invests all, or substantially all, of its assets in the common stocks included in its target index.
VEA	Vanguard FTSE Developed Markets	Vanguard FTSE Developed Markets Index Fund ETF Shares	USD	The investment seeks to track the performance of the FTSE Developed All Cap ex US Index.	Foreign Large Blend	Vanguard	PCX	us_market	150540566528
				The fund employs an indexing investment approach designed to track the performance of the FTSE Developed All Cap ex US Index, a market-capitalization-weighted index that is made up of approximately 3865 common stocks of large-, mid-, and small-cap companies located in Canada and the major markets of Europe and the Pacific region. The adviser attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.

​

ETF Tickers

A list of all tickers in the specific category can be generated from the index of the above DataFrame, etf_category:

symbols = etf_category.index.to_list()

Performance Metrics

This list of tickers can then be used for comparison analysis, or portfolio optimization. For example, comparing the performance metrics of the Foreign Large Blend category:

performance = openbb.stocks.ca.screener(similar = symbols, data_type = 'performance')
performance = performance.sort_values(by=['Perf Quart'])
performance.head(5)

	Ticker	Perf Week	Perf Month	Perf Quart	Perf Half	Perf Year	Perf YTD	Volatility W	Volatility M	Recom	Avg Volume	Rel Volume	Price	Change	Volume
22	IFV	0.0057	0.0531	-0.0873	-0.122	-0.2817	-0.2657	0.0188	0.0194		26410	1.44	16.78	-0.0158	13090
20	IDLV	0.0326	0.0814	-0.0836	-0.1162	-0.1756	-0.1758	0.0113	0.0121		152070	0.57	26.39	0.003	29698
18	HDMV	0.0456	0.0873	-0.0728	-0.1071	-0.1709	-0.1683	0.0087	0.0081		4330	1.35	26.44	0.0006	2011
7	DEEF	0.0457	0.1061	-0.0612	-0.0997	-0.2099	-0.2071	0.0067	0.0122		8350	0.08	25	-0.0031	244
38	RODM	0.0424	0.1106	-0.0428	-0.1012	-0.2015	-0.1827	0.0141	0.0139		345640	1.05	24.64	0.0011	125217

Holdings

To peer into the holdings of a specific ETF:

holdings = openbb.etf.holdings('DIA').reset_index()
holdings.head(5)

	Symbol	Name	% Of Etf	Shares
0	UNH	UnitedHealth Group Incorporated	10.09%	5985297
1	GS	The Goldman Sachs Group, Inc.	7.51%	5985297
2	HD	The Home Depot, Inc.	6.03%	5985297
3	AMGN	Amgen Inc.	5.61%	5985297
4	MCD	McDonald's Corporation	5.35%	5985297

ETF Screener

The ETF screener is also accessible through the SDK. Variables for the screener are set in preset files. The path to their location will depend on the type of installation and operating system; it will be similar to:

• For a pip/PyPi installation: ~/path_to/miniconda3/envs/obb/Lib/site-packages/openbb_terminal/etf/screener/presets/etf_config.ini
• For a Git Clone & Conda installation: ~/path_to/cloned_folder/OpenBBTerminal/openbb_terminal/etf/screener/presets/etf_config.ini
• For a the EXE/DMG installer bundles: ~/path_to_installation/OpenBB Terminal/.OpenBB/openbb_terminal/etf/screener/etf_config.ini

This file can be copied to the user data folder, ~/OpenBBUserData/presets/etf/screener/, along with any other user-generated screener presets.

results = openbb.etf.scr.screen(preset='etf_config.ini')
results.head(5)

In this example, the configuration file is set to return results with a maximum Beta value of -2.

	index	Assets	NAV	Expense	PE	SharesOut	Div	DivYield	Volume	Open	PrevClose	YrLow	YrHigh	Beta	N_Hold
0	CLDS	14.15	28.3	0.99	N/A	500,000	N/A	N/A	7815	28.58	28.05	14.79	46.43	-2.12	6
1	CTEX	3.95	39.52	0.58	N/A	100,000	N/A	N/A	1161	39.56	39.48	24.48	51.3	-2.07	31
2	KLNE	5.7	22.81	1.29	N/A	250,000	0.08	0.37	5580	21.55	21.7	12	31.38	-2.79	5
3	LABD	97.16	18.61	1	N/A	5.22	N/A	N/A	8.12293e+06	22.26	21.35	15.7	85.28	-2.67	17
4	MJIN	2.79	17.45	0.95	N/A	160,000	0.88	4.45	282	19.81	19.07	7.87	26.73	-3.23	2

Disc

The current top gainers, losers, and volume for ETFs is returned with:

openbb.etf.disc.mover(sort_type = 'decliners')

openbb.etf.disc.mover(sort_type = 'gainers')

openbb.etf.disc.mover(sort_type = 'active')

With no sort_type chosen, it will default to gainers:

movers = openbb.etf.disc.mover()
movers.head(5)

		Price	Chg	%Chg	Vol
0	Direxion Daily Semiconductor Bear 3X Shares	35.3101	3.3101	10.34	24.5M
1	ProShares UltraShort Bloomberg Natural Gas	18.09	1.19	7.04	4.4M
2	MicroSectors FANG & Innovation -3x Inverse Leveraged ETN	28.98	1.83	6.74	160.1K
3	Direxion Daily Dow Jones Internet Bear 3X Shares	32.14	1.91	6.32	554.2K
4	Direxion Daily S&P 500 High Beta Bear 3X Shares	6.4652	0.3752	6.16	1.2M