Tool Comparison
ETF Action vs YCharts
- Paid from
- $29/mo
- Free plan
- Yes
- Platforms
- Web
Best if
- You'd rather start free and only pay if you outgrow it
- You want the cheaper way in: plans start at $29/mo instead of $250/mo
- You want ETF factors, ETF overlap, and ETF screeners.
- Paid from
- $250/mo
- Free plan
- No
- Platforms
- Web, Desktop
Best if
- You want screeners, stock comparison, and ETF comparison.
Pick ETF Action if
ETF Action
Free • From $29/mo · Web
- You'd rather start free and only pay if you outgrow it
- You want the cheaper way in: plans start at $29/mo instead of $250/mo
- You want ETF factors, ETF overlap, and ETF screeners.
Pick YCharts if
YCharts
From $3000/yr · Web · Desktop
- You want screeners, stock comparison, and ETF comparison.
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
ETF Action and YCharts cover a lot of the same ground (5 shared categories, including ETF analysis, data visualizations, and portfolio), so for the basics you won't go far wrong with either. YCharts simply does more: 20 categories to ETF Action's 12, including screeners, stock comparison, and ETF comparison. ETF Action counters by letting you start free.
What readers say
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Key differences at a glance
- Free plan
- ETF Action
- Cheaper paid plan
- ETF Action$29/mo vs $250/mo
- Free trial
- YCharts7 days
- Broader coverage
- YCharts20 vs 12 categories
- Desktop app
- YCharts
- Broker sync
- YCharts
What ETF Action does best
- Research ETFs by size and style, region, country, sector, industry, theme, fixed income, non-traditional assets, commodities, and crypto.
- Look-through holdings analytics to inspect factor, style, sector, industry, country, and concentration exposure inside funds and models.
- Comparison tools for ETF overlap across individual funds or full model portfolios to understand hidden duplication and concentration risk.
- Monitor ETF flows, trading volume, average daily volume, and daily data updates from platform dashboards.
- Screeners, watchlists, fund dashboards, and Excel exports are available subject to plan limits.
What YCharts does best
- Tools for building client-ready charts, scatter plots, technical charts, economic overlays, ratios, spreads, correlations, annotations, and branded visuals.
- Comparison tools for stocks, funds, ETFs, portfolios, and models with Comp Tables, custom scoring, exports, and client-ready PDFs.
- Stock and fund screeners, dashboards, watchlists, alerts, and market-monitoring workflows for advisor and analyst research.
- Create proposals, talking points, report templates, risk profiles, custom disclosures, and firm-branded client materials.
- Portfolio Optimizer, Scenarios, Interactive Analysis, Monte Carlo workflows, stress tests, and transition tax analysis where included by tier.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $29/mo | From $3000/yr |
Free tier | Yes | No |
Free trial | — | 7 days |
Plan limits | — | 9 limits: Analyst: additional seat annual usd: 1,500, Presenter: additional seat annual usd: 2,400 +7 more |
| Platforms & access | ||
Web app | Yes | Yes |
Desktop app | No | Yes |
Mobile app | No | No |
API access | No | No |
Broker sync | No | Yes |
Integrations | — | Addepar, Advyzon +15 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Intermediate, Advanced |
Best for | — | Financial Advisors, RIAs / Wealth Firms +2 more |
Categories covered | 12 | 20 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | — |
| Data & capabilities | ||
Data quality | 4 signals: Latency: End of Day, Granularity: EOD +2 more | — |
Data partners | — | 3 partners: Morningstar, S&P Global Market Intelligence +1 more |
Capabilities | 5 signals: Universe builder, Factors: Value, Quality, Momentum, Growth, LowVol, and Size +3 more | 6 signals: Stress tests: EquityCrash, Monte Carlo +4 more |
Security | — | 4 signals: SOC2, Status page +2 more |
| Try it | Visit ETF Action | Visit YCharts |
Standout features
The best features of ETF Action and YCharts.ShowHide
Standout features
What ETF Action does best
- Research ETFs by size and style, region, country, sector, industry, theme, fixed income, non-traditional assets, commodities, and crypto.
- Look-through holdings analytics to inspect factor, style, sector, industry, country, and concentration exposure inside funds and models.
- Comparison tools for ETF overlap across individual funds or full model portfolios to understand hidden duplication and concentration risk.
- Monitor ETF flows, trading volume, average daily volume, and daily data updates from platform dashboards.
- Screeners, watchlists, fund dashboards, and Excel exports are available subject to plan limits.
What YCharts does best
- Tools for building client-ready charts, scatter plots, technical charts, economic overlays, ratios, spreads, correlations, annotations, and branded visuals.
- Comparison tools for stocks, funds, ETFs, portfolios, and models with Comp Tables, custom scoring, exports, and client-ready PDFs.
- Stock and fund screeners, dashboards, watchlists, alerts, and market-monitoring workflows for advisor and analyst research.
- Create proposals, talking points, report templates, risk profiles, custom disclosures, and firm-branded client materials.
- Portfolio Optimizer, Scenarios, Interactive Analysis, Monte Carlo workflows, stress tests, and transition tax analysis where included by tier.
All details
Every attribute we track for ETF Action and YCharts.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | ETFsStocks | StocksETFsMutual FundsClosed-End FundsBondsCryptos |
Experience | BeginnerIntermediateAdvanced | IntermediateAdvanced |
Target audience | Not specified | Financial AdvisorsRIAs / Wealth FirmsAsset ManagersAnalysts |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | Not specified |
Coverage details | Exchanges: ARCX, XNAS, and BATSIdentifiers: Ticker | Identifiers: Ticker and CUSIP |
| Data | ||
Data freshness | End of Day | Not specified |
Data granularity | EOD | Not specified |
Data partners | Not specified | MorningstarS&P Global Market IntelligenceMoody's |
| Access & integrations | ||
Import methods | Not specified | CSVCustodianManual |
Integrations | Not specified | AddeparAdvyzonAvisoBlack DiamondBroadridge Wealth AggregationeMoneyFidelityiRebal+9 more |
Export formats | ExcelPDF | CSVExcelPDF |
| Plans & trust | ||
Security & compliance | Not specified | SOC2Status pageEncryption at restEncryption in transit |
Capability signals | Universe builderFactors: Value, Quality, Momentum, Growth, LowVol, and SizeFactor exposureRebalancingPortfolio factor exposure | Stress tests: EquityCrashMonte CarloPortfolio attributionCorrelationModel portfoliosClient reporting |
Vendor & support | ETF Action, Inc.Country: USFounded 2018Support: Email | YCharts, Inc.Country: United StatesSupport: Email, Phone, and Chat |
Curation ratings | Methodology 3/5Reliability 4/5UX 4/5 | Not specified |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Free | — |
| Entry paid plan | $29/mo“DIY” | $3000/yr≈ $250/mo“Analyst”additional seat annual usd: 1,500 |
| Tier 2 | $99/mo“Advisor Pro” | $6300/yr≈ $525/mo“Professional”additional seat annual usd: 3,600 |
| Top plan | $199/mo“Model Builder” | Subscription“Presenter”additional seat annual usd: 2,400 |
| Custom / enterprise | Contact sales“Enterprise” | Contact sales“Enterprise” |
| Free trial | — | 7 days |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between ETF Action and YCharts?
ETF Action leans toward ETF analysis, ETF factors, and ETF overlap, while YCharts puts more weight on screeners, stock comparison, and ETF comparison. They overlap in 5 categories, so for most people it comes down to workflow preference and price.
Is ETF Action or YCharts free to use?
ETF Action has a free tier, so you can get started without paying anything. YCharts is paid-only. If budget matters, start with ETF Action and see how far it takes you before opening your wallet.
Which is better for beginners: ETF Action or YCharts?
ETF Action is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Should I choose ETF Action or YCharts?
It depends on what you're after. Pick ETF Action if ETF factors and ETF overlap matter to you; go with YCharts if you'd rather have screeners and stock comparison. And if you only need the basics both share, let price decide.
What asset classes do ETF Action and YCharts cover?
Both cover ETFs and stocks. YCharts adds mutual funds, closed-end funds, and bonds on top.
Can I export data from ETF Action and YCharts?
Yes, both export to spreadsheets (Excel), which is handy if you like running your own numbers.
Can ETF Action or YCharts connect to my broker?
YCharts syncs with brokers automatically. With ETF Action, you're entering holdings by hand or importing files.
Which has a better stock screener: ETF Action or YCharts?
Both ETF Action and YCharts include stock screeners, and they differ more in interface than raw power; try both and see which one clicks for you.
Can I track my portfolio with ETF Action or YCharts?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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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.