VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

Head-to-head

Bridgewater Associates vs ETF Action comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

Bridgewater Associates adds Wealth Management, Newsletters, and Performance During Crisis coverage that ETF Action skips.

ETF Action includes ETF Overview, ETF Performance, ETF Holdings, ETF Fundamentals, ETF Valuation, ETF Factors, ETF Overlap, Screeners, Data Visualizations, Portfolio, Watchlist, Backtesting, 13F, Data APIs, and Alerts categories that Bridgewater Associates omits.

Bridgewater Associates highlights: Global institutional asset manager serving sovereign wealth funds, central banks, pensions, insurers, endowments, and foundations., Investments are not available to retail investors; the public website is informational only., and Flagship strategies: Pure Alpha (active macro, launched 1991) and All Weather (risk-parity, designed to balance exposures across economic environments)..

ETF Action is known for: Global ETF ‘Channels’ taxonomy with category reports and dashboards (Size & Style US/Global, Region & Country, Sector & Industry, Thematic, Fixed Income, Non‑Traditional, Commodities, Crypto)., Look‑through analytics on fund holdings for factor/style, sector/industry, country, concentration; portfolio overlap analysis across funds or entire models., and Flows & trading dashboards (volumes/ADV); flows noted as T+1 timing in daily updates..

Bridgewater Associates logo

Bridgewater Associates

bridgewater.com

One of the world’s largest hedge fund managers, serving only institutional clients such as pensions, sovereign wealth funds, and central banks. Bridgewater does not offer investments to the public. Its public site hosts free research and insights — including Daily Observations, whitepapers, and videos — alongside commentary on economic themes like debt cycles and monetary policy. Core investment strategies include Pure Alpha and All Weather (risk-parity).

Platforms

Web

Pricing

Other
Free

Quick highlights

  • Global institutional asset manager serving sovereign wealth funds, central banks, pensions, insurers, endowments, and foundations.
  • Investments are not available to retail investors; the public website is informational only.
  • Flagship strategies: Pure Alpha (active macro, launched 1991) and All Weather (risk-parity, designed to balance exposures across economic environments).
  • Research & Insights section offers Daily Observations, downloadable whitepapers, videos, and podcasts. Topics range from monetary policy to gold, inflation, and debt crises. Email signup is available.
  • Sustainability disclosures note that while Pure Alpha and All Weather do not have explicit impact or net-zero mandates, the firm publishes separate sustainability research and reports.

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ETF Action logo

ETF Action

etfaction.com

Independent ETF analytics platform for advisors and asset managers. Offers global ETF classification, look‑through holdings analytics, overlap analysis, flows/volumes with T+1 flow timing, live quotes (FMV) via Polygon.io, model portfolio tools, 13F screening (Advisor Pro), and enterprise options including API access. DIY/Advisor Pro plans emphasize self‑service research and Excel/CSV downloads; Enterprise adds collaboration, custom dashboards, and API. A separate Model Builder plan enables model uploads and ‘Bridge’ trading integration. API details are not publicly documented—confirm endpoints and auth with vendor.

Platforms

Web
API

Pricing

Free
Subscription

Quick highlights

  • Global ETF ‘Channels’ taxonomy with category reports and dashboards (Size & Style US/Global, Region & Country, Sector & Industry, Thematic, Fixed Income, Non‑Traditional, Commodities, Crypto).
  • Look‑through analytics on fund holdings for factor/style, sector/industry, country, concentration; portfolio overlap analysis across funds or entire models.
  • Flows & trading dashboards (volumes/ADV); flows noted as T+1 timing in daily updates.
  • Live pricing on platform pages via Polygon.io FMV quotes (real‑time-ish indicative).
  • Screeners for ETFs; watchlists; data exports to Excel/CSV (DIY 50 rows, Advisor Pro 500 rows).

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Overlap

Shared focus areas

2 overlaps

Mutual strengths include Blogs, and Videos.

Where they differ

Bridgewater Associates

Distinct strengths include:

  • Global institutional asset manager serving sovereign wealth funds, central banks, pensions, insurers, endowments, and foundations.
  • Investments are not available to retail investors; the public website is informational only.
  • Flagship strategies: Pure Alpha (active macro, launched 1991) and All Weather (risk-parity, designed to balance exposures across economic environments).
  • Research & Insights section offers Daily Observations, downloadable whitepapers, videos, and podcasts. Topics range from monetary policy to gold, inflation, and debt crises. Email signup is available.

ETF Action

Distinct strengths include:

  • Global ETF ‘Channels’ taxonomy with category reports and dashboards (Size & Style US/Global, Region & Country, Sector & Industry, Thematic, Fixed Income, Non‑Traditional, Commodities, Crypto).
  • Look‑through analytics on fund holdings for factor/style, sector/industry, country, concentration; portfolio overlap analysis across funds or entire models.
  • Flows & trading dashboards (volumes/ADV); flows noted as T+1 timing in daily updates.
  • Live pricing on platform pages via Polygon.io FMV quotes (real‑time-ish indicative).

Feature-by-feature breakdown

AttributeBridgewater AssociatesETF Action
Categories

Which research workflows each platform targets

Shared: Blogs, Videos

Unique: Wealth Management, Newsletters, Performance During Crisis

Shared: Blogs, Videos

Unique: ETF Overview, ETF Performance, ETF Holdings, ETF Fundamentals, ETF Valuation, ETF Factors, ETF Overlap, Screeners, Data Visualizations, Portfolio, Watchlist, Backtesting, 13F, Data APIs, Alerts

Asset types

Supported asset classes and universes

Hedge Funds

ETFs, Stocks

Experience levels

Who each product is built for

Beginner, Intermediate, Advanced

Beginner, Intermediate, Advanced

Platforms

Where you can access the product

Web

Web, API

Pricing

High-level pricing models

Other, Free

Free, Subscription

Key features

Core capabilities called out by each vendor

Unique

  • Global institutional asset manager serving sovereign wealth funds, central banks, pensions, insurers, endowments, and foundations.
  • Investments are not available to retail investors; the public website is informational only.
  • Flagship strategies: Pure Alpha (active macro, launched 1991) and All Weather (risk-parity, designed to balance exposures across economic environments).
  • Research & Insights section offers Daily Observations, downloadable whitepapers, videos, and podcasts. Topics range from monetary policy to gold, inflation, and debt crises. Email signup is available.
  • Sustainability disclosures note that while Pure Alpha and All Weather do not have explicit impact or net-zero mandates, the firm publishes separate sustainability research and reports.
  • Founded in 1975 by Ray Dalio. Headquarters in Westport, Connecticut, with additional offices in New York, Shanghai, and Singapore.

Unique

  • Global ETF ‘Channels’ taxonomy with category reports and dashboards (Size & Style US/Global, Region & Country, Sector & Industry, Thematic, Fixed Income, Non‑Traditional, Commodities, Crypto).
  • Look‑through analytics on fund holdings for factor/style, sector/industry, country, concentration; portfolio overlap analysis across funds or entire models.
  • Flows & trading dashboards (volumes/ADV); flows noted as T+1 timing in daily updates.
  • Live pricing on platform pages via Polygon.io FMV quotes (real‑time-ish indicative).
  • Screeners for ETFs; watchlists; data exports to Excel/CSV (DIY 50 rows, Advisor Pro 500 rows).
  • Model portfolio creation & back‑testing; private model marketplaces for advisors/strategists.
Tested

Verified by hands-on testing inside Find My Moat

Not yet

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Editor pick

Featured inside curated shortlists

Standard listing

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Frequently Asked Questions

Which workflows do Bridgewater Associates and ETF Action both support?

Both platforms cover Blogs, and Videos workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do Bridgewater Associates and ETF Action require subscriptions?

Both Bridgewater Associates and ETF Action keep freemium access with optional paid upgrades, so you can trial each platform before committing.

How can you access Bridgewater Associates and ETF Action?

Both Bridgewater Associates and ETF Action prioritize web or desktop access. Investors wanting a mobile-first workflow may need to rely on responsive web views.

What unique strengths set the two platforms apart?

Bridgewater Associates differentiates itself with Global institutional asset manager serving sovereign wealth funds, central banks, pensions, insurers, endowments, and foundations., Investments are not available to retail investors; the public website is informational only., and Flagship strategies: Pure Alpha (active macro, launched 1991) and All Weather (risk-parity, designed to balance exposures across economic environments)., whereas ETF Action stands out for Global ETF ‘Channels’ taxonomy with category reports and dashboards (Size & Style US/Global, Region & Country, Sector & Industry, Thematic, Fixed Income, Non‑Traditional, Commodities, Crypto)., Look‑through analytics on fund holdings for factor/style, sector/industry, country, concentration; portfolio overlap analysis across funds or entire models., and Flows & trading dashboards (volumes/ADV); flows noted as T+1 timing in daily updates..

Curation & Accuracy

This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).

Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.