ETF Action vs YCharts comparison

Both platforms cover ETF Overview, ETF Performance, ETF Holdings, ETF Fundamentals, ETF Overlap, Screeners, Data Visualizations, Portfolio, Watchlist, Data APIs, and Alerts workflows, so you can research those use cases in either tool before digging into the feature differences below.

ETF Action offers a free entry point, while YCharts requires a paid subscription. Review the pricing table to see how the paid tiers compare.

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

ETF Action differentiates itself with 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., whereas YCharts stands out for Research workspace with Fundamental Charts, robust screeners, comp tables, scatter plots, scenario tools, and Quickflows to speed common tasks., Portfolio analytics for model and client accounts: optimizer and rebalancing (daily through annual), correlation matrices, attribution and transition analysis, drift/overlap checks, and exposure breakdowns., and Broad data coverage: U.S. and Canadian equities, ETFs and CEFs, plus mutual funds and SMAs as add-ons; 4,000+ fundamental metrics, S&P Global analyst estimates, MSCI ESG datasets, and a large set of macro indicators..