VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

View ETF Database (ETFdb)View YCharts Back to Home

Head-to-head

ETF Database (ETFdb) vs YCharts comparison

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

Quick takeaways

ETF Database (ETFdb) adds ETF Screeners, ETF Valuation, Which ETF includes this Stock?, and Money Flow coverage that YCharts skips.

YCharts includes Screeners, Stock Comparison, Data Visualizations, Portfolio, Correlation, Risk Metrics (VaR/ES/Drawdown), Performance Attribution, Scenario & Stress Tests, News, 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 Database (ETFdb) omits.

ETF Database (ETFdb) highlights: Advanced ETF Screener with filters across expenses, dividends, liquidity, returns, ESG, fund flows, risk, holdings, taxes, and technical factors, covering 2,000+ ETFs., CSV export of screener results and tables is available to Pro subscribers., and Realtime Ratings system that grades ETFs on liquidity, expenses, performance, volatility, dividends, and concentration, with one A+ per category..

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 Database (ETFdb) has a free tier, while YCharts requires a paid plan.

ETF Database (ETFdb)

etfdb.com

Hands-on review

ETFdb is a web-based research platform covering the U.S. ETF universe. A free account allows access to the screener and basic tools, while the Pro plan ($199/year, 14-day trial) unlocks CSV exports, full holdings, extended fund-flow horizons, ESG fields, and proprietary Realtime Ratings. Market data is provided with a 15-minute delay via Barchart, and ESG metrics come from MSCI.

Platforms

Web

Pricing

Free

Subscription

Quick highlights

Advanced ETF Screener with filters across expenses, dividends, liquidity, returns, ESG, fund flows, risk, holdings, taxes, and technical factors, covering 2,000+ ETFs.
CSV export of screener results and tables is available to Pro subscribers.
Realtime Ratings system that grades ETFs on liquidity, expenses, performance, volatility, dividends, and concentration, with one A+ per category.
Fund flow analytics with horizons ranging from 1 week to 5 years, available through Pro Data.
Integrated ESG metrics from MSCI, with the Pro plan unlocking all 77 ESG fields.

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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

6 overlaps

Mutual strengths include ETF Comparison, ETF Overview, and ETF Performance plus 3 more areas.

Where they differ

ETF Database (ETFdb)

Distinct strengths include:

ETF Screeners

ETF Valuation

Which ETF includes this Stock?

Money Flow

Advanced ETF Screener with filters across expenses, dividends, liquidity, returns, ESG, fund flows, risk, holdings, taxes, and technical factors, covering 2,000+ ETFs.
CSV export of screener results and tables is available to Pro subscribers.
Realtime Ratings system that grades ETFs on liquidity, expenses, performance, volatility, dividends, and concentration, with one A+ per category.
Fund flow analytics with horizons ranging from 1 week to 5 years, available through Pro Data.

YCharts

Distinct strengths include:

Risk Metrics (VaR/ES/Drawdown)

Performance Attribution

Scenario & Stress Tests

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

Attribute	ETF Database (ETFdb)	YCharts
Categories Which research workflows each platform targets	Shared: ETF Comparison, ETF Overview, ETF Performance, ETF Fundamentals, ETF Holdings, Watchlist Unique: ETF Screeners, ETF Valuation, Which ETF includes this Stock?, Money Flow	Shared: ETF Comparison, ETF Overview, ETF Performance, ETF Fundamentals, ETF Holdings, Watchlist Unique: Screeners, Stock Comparison, Data Visualizations, Portfolio, Correlation, Risk Metrics (VaR/ES/Drawdown), Performance Attribution, Scenario & Stress Tests, News, 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	Subscription
Key features Core capabilities called out by each vendor	Unique Advanced ETF Screener with filters across expenses, dividends, liquidity, returns, ESG, fund flows, risk, holdings, taxes, and technical factors, covering 2,000+ ETFs. CSV export of screener results and tables is available to Pro subscribers. Realtime Ratings system that grades ETFs on liquidity, expenses, performance, volatility, dividends, and concentration, with one A+ per category. Fund flow analytics with horizons ranging from 1 week to 5 years, available through Pro Data. Integrated ESG metrics from MSCI, with the Pro plan unlocking all 77 ESG fields. Holdings analytics including number of holdings, and concentration metrics (% in top 10/15/50); Pro includes access to full holdings lists.	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	Yes	Yes
Editor pick Featured inside curated shortlists	Standard listing	Standard listing

Frequently Asked Questions

Which workflows do ETF Database (ETFdb) and YCharts both support?

Both platforms cover ETF Comparison, ETF Overview, ETF Performance, ETF Fundamentals, ETF Holdings, and Watchlist 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 Database (ETFdb) 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 Database (ETFdb) and YCharts?

Both ETF Database (ETFdb) 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 Database (ETFdb) differentiates itself with Advanced ETF Screener with filters across expenses, dividends, liquidity, returns, ESG, fund flows, risk, holdings, taxes, and technical factors, covering 2,000+ ETFs., CSV export of screener results and tables is available to Pro subscribers., and Realtime Ratings system that grades ETFs on liquidity, expenses, performance, volatility, dividends, and concentration, with one A+ per category., 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..

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