VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

Head-to-head

ETF Central vs YCharts comparison

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

Quick takeaways

ETF Central adds ETF Screeners, Money Flow, Education, Videos, and Courses & Certs coverage that YCharts skips.

YCharts includes Screeners, Stock Comparison, Portfolio, Correlation, Risk Metrics (VaR/ES/Drawdown), Performance Attribution, Scenario & Stress Tests, Alerts, Data APIs, Financials, Scores, ETF Overlap, Analyst Forecasts, Short Interest, Insider Data, Inflation Rates, Unemployment Rates, GDP, Interest Rates, Yield Curves, APIs & SDKs, Sheets / Excel Add-ins, and Broker Connectors categories that ETF Central omits.

ETF Central highlights: ETF Screener with Trackinsight’s Thematic Taxonomy presets and filters., Compare ETFs side‑by‑side across performance, liquidity, risk, exposure, holdings., and Segments dashboard showing movers by performance and fund flows with time toggles..

YCharts is known 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..

ETF Central has a free tier, while YCharts requires a paid plan.

ETF Central logo

ETF Central

etfcentral.com

Free, NYSE‑partnered portal by Trackinsight for U.S. ETFs (~3,000). Features include a taxonomy‑driven ETF screener, side‑by‑side comparison (performance/liquidity/risk/exposure/holdings), ‘Segments on the move’ (flows & performance), a personal Watchlist with one‑click Excel export, timely news (incl. VettaFi bylines), the ETF U education library, podcasts, and a path to the ETF Institute (CETF). No public API or trading/execution.

Platforms

Web

Pricing

Free

Quick highlights

  • ETF Screener with Trackinsight’s Thematic Taxonomy presets and filters.
  • Compare ETFs side‑by‑side across performance, liquidity, risk, exposure, holdings.
  • Segments dashboard showing movers by performance and fund flows with time toggles.
  • Watchlist: track up to 100 ETFs, customize 27 columns, and export to Excel.
  • Latest ETF news stream (includes VettaFi authors), plus a dedicated Podcasts page.

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YCharts logo

YCharts

ycharts.com

Hands-on review

Advisor-focused research, portfolio analytics, and proposal platform. Lower tiers are more view-only, while add-ons unlock the Excel add-in and broader fund/SMA datasets. Intraday quotes are available on a short delay (about 90–120 seconds).

Platforms

Web
API

Pricing

Subscription

Quick highlights

  • 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.
  • 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.
  • Monitoring built in: dashboards, watchlists, alerts, and a live news feed (MT Newswires). Intraday quotes update on a short delay (~90–120 seconds).
  • Excel & API: an add-on Excel add-in with dynamic formulas/templates, a REST API with API keys and official Python/R clients, and exports to CSV/Excel/PDF/images.

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Overlap

Shared focus areas

8 overlaps

Mutual strengths include ETF Comparison, Data Visualizations, and ETF Overview plus 5 more areas.

Where they differ

ETF Central

Distinct strengths include:

  • ETF Screener with Trackinsight’s Thematic Taxonomy presets and filters.
  • Compare ETFs side‑by‑side across performance, liquidity, risk, exposure, holdings.
  • Segments dashboard showing movers by performance and fund flows with time toggles.
  • Watchlist: track up to 100 ETFs, customize 27 columns, and export to Excel.

YCharts

Distinct strengths include:

  • 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.
  • 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.
  • Monitoring built in: dashboards, watchlists, alerts, and a live news feed (MT Newswires). Intraday quotes update on a short delay (~90–120 seconds).

Feature-by-feature breakdown

AttributeETF CentralYCharts
Categories

Which research workflows each platform targets

Shared: ETF Comparison, Data Visualizations, ETF Overview, ETF Performance, ETF Holdings, ETF Fundamentals, Watchlist, News

Unique: ETF Screeners, Money Flow, Education, Videos, Courses & Certs

Shared: ETF Comparison, Data Visualizations, ETF Overview, ETF Performance, ETF Holdings, ETF Fundamentals, Watchlist, News

Unique: Screeners, Stock Comparison, Portfolio, Correlation, Risk Metrics (VaR/ES/Drawdown), Performance Attribution, Scenario & Stress Tests, Alerts, Data APIs, Financials, Scores, ETF Overlap, Analyst Forecasts, Short Interest, Insider Data, Inflation Rates, Unemployment Rates, GDP, Interest Rates, Yield Curves, APIs & SDKs, Sheets / Excel Add-ins, Broker Connectors

Asset types

Supported asset classes and universes

ETFs

Stocks, ETFs, Mutual Funds, Closed-End Funds

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

Free

Subscription

Key features

Core capabilities called out by each vendor

Unique

  • ETF Screener with Trackinsight’s Thematic Taxonomy presets and filters.
  • Compare ETFs side‑by‑side across performance, liquidity, risk, exposure, holdings.
  • Segments dashboard showing movers by performance and fund flows with time toggles.
  • Watchlist: track up to 100 ETFs, customize 27 columns, and export to Excel.
  • Latest ETF news stream (includes VettaFi authors), plus a dedicated Podcasts page.
  • ETF U education hub and linkout to The ETF Institute (CETF certification).

Unique

  • 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.
  • 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.
  • Monitoring built in: dashboards, watchlists, alerts, and a live news feed (MT Newswires). Intraday quotes update on a short delay (~90–120 seconds).
  • Excel & API: an add-on Excel add-in with dynamic formulas/templates, a REST API with API keys and official Python/R clients, and exports to CSV/Excel/PDF/images.
  • Advisor ecosystem integrations including Addepar, Orion, Redtail, Schwab Advisor Center, iRebal, Pershing, LPL ClientWorks, Black Diamond, and VRGL.
Tested

Verified by hands-on testing inside Find My Moat

Not yet

Yes

Editor pick

Featured inside curated shortlists

Standard listing

Standard listing

Frequently Asked Questions

Which workflows do ETF Central and YCharts both support?

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

Which tool offers a free plan?

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

How can you access ETF Central and YCharts?

Both ETF Central and YCharts 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?

ETF Central differentiates itself with ETF Screener with Trackinsight’s Thematic Taxonomy presets and filters., Compare ETFs side‑by‑side across performance, liquidity, risk, exposure, holdings., and Segments dashboard showing movers by performance and fund flows with time toggles., 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..

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.