VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Saturday, September 27, 2025
Investors comparing ETF Insider and ETF Research Center will find that Both ETF Insider and ETF Research Center concentrate on ETF Overview, ETF Performance, and ETF Holdings workflows, making them natural alternatives for similar investment research jobs. ETF Insider leans into Correlation, APIs & SDKs, and Blogs, which can be decisive for teams that need depth over breadth. ETF Research Center stands out with ETF Comparison, ETF Fundamentals, and ETF Valuation that the competition lacks. Use the feature-by-feature table to inspect unique capabilities and confirm which roadmap best maps to your process.
Head-to-head
ETF Insider vs ETF Research Center
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
- ETF Insider adds Correlation, APIs & SDKs, and Blogs coverage that ETF Research Center skips.
- ETF Research Center includes ETF Comparison, ETF Fundamentals, ETF Valuation, Which ETF includes this Stock?, Money Flow, Watchlist, and Backtesting categories that ETF Insider omits.
- ETF Insider highlights: Holdings look‑through & overlap: visualize shared constituents across funds to surface concentration risk and duplication., Correlation matrix across portfolio assets; efficient‑frontier visualization with Sharpe‑ratio context., and Sankey diagrams, drill‑downs by asset class, sector, geography and exchange; customizable visualizations..
- ETF Research Center is known for: Equity Power Screener to filter ETFs by performance, technical indicators (beta, volatility, RSI), fundamentals, valuations, and ratings (advanced criteria gated to premium plans)., Fund Finder with multi-tab views across general, equity, and fixed income metrics; many criteria reserved for Individual and Professional tiers., and Fund Overlap tool showing pairwise overlap of holdings and top differences, plus a Portfolio Builder that generates overlap matrices against benchmarks..
ETF Insider
etfinsider.co
ETF & mutual fund overlap/correlation and portfolio visualization tool featuring Sankey look‑through, correlation matrices, and efficient‑frontier (Sharpe) views. Free tier allows up to 4 saved portfolios and limited full‑holdings visibility; Pro ($14/mo) unlocks unlimited portfolios, full holdings depth, and Excel export. Enterprise adds a financial data API, custom reports/visualizations, and white‑label options. Coverage explicitly includes **US‑listed ETFs & mutual funds**; equities coverage is described as **international** on pricing, but the FAQ states non‑US assets not listed in the US are not supported (current constraint). Holdings are sourced primarily from SEC EDGAR and refreshed on a quarterly cadence based on filings; data may be delayed per exchanges/providers.
Categories
Platforms
Pricing
Quick highlights
- Holdings look‑through & overlap: visualize shared constituents across funds to surface concentration risk and duplication.
- Correlation matrix across portfolio assets; efficient‑frontier visualization with Sharpe‑ratio context.
- Sankey diagrams, drill‑downs by asset class, sector, geography and exchange; customizable visualizations.
- ETF screener (filters by asset class, geography, theme, provider, sector) and performance & info panels.
- Portfolio tooling: save portfolios (4 on Free; unlimited on Pro), CSV upload (Symbol, Quantity).
ETF Research Center
etfrc.com
ETF Research Center, powered by AltaVista Research, offers deep ETF analytics. The free plan provides access to basic screeners and watchlists, while paid tiers unlock fundamentals and valuations, complete exportable holdings for many issuers, PDF tear sheets, portfolio builder features (2 portfolios on Individual vs. 40 on Professional), and customizable PDF portfolio reports. Paid plans start with a one-month free trial.
Categories
Platforms
Pricing
Quick highlights
- Equity Power Screener to filter ETFs by performance, technical indicators (beta, volatility, RSI), fundamentals, valuations, and ratings (advanced criteria gated to premium plans).
- Fund Finder with multi-tab views across general, equity, and fixed income metrics; many criteria reserved for Individual and Professional tiers.
- Fund Overlap tool showing pairwise overlap of holdings and top differences, plus a Portfolio Builder that generates overlap matrices against benchmarks.
- Stock Locator to find all ETFs holding a specific stock, showing weights and shares; the full list is available with a free account.
- Total Cost of Ownership comparison that factors in expense ratios, spreads, and commissions, adjustable for user-defined holding period and assumptions.
Shared focus areas
Both platforms align on these research themes, so you can stay within one workflow when your use case involves them.
Where they differ
ETF Insider
Distinct strengths include:
- Holdings look‑through & overlap: visualize shared constituents across funds to surface concentration risk and duplication.
- Correlation matrix across portfolio assets; efficient‑frontier visualization with Sharpe‑ratio context.
- Sankey diagrams, drill‑downs by asset class, sector, geography and exchange; customizable visualizations.
- ETF screener (filters by asset class, geography, theme, provider, sector) and performance & info panels.
ETF Research Center
Distinct strengths include:
- Equity Power Screener to filter ETFs by performance, technical indicators (beta, volatility, RSI), fundamentals, valuations, and ratings (advanced criteria gated to premium plans).
- Fund Finder with multi-tab views across general, equity, and fixed income metrics; many criteria reserved for Individual and Professional tiers.
- Fund Overlap tool showing pairwise overlap of holdings and top differences, plus a Portfolio Builder that generates overlap matrices against benchmarks.
- Stock Locator to find all ETFs holding a specific stock, showing weights and shares; the full list is available with a free account.
Feature-by-feature breakdown
| Attribute | ETF Insider | ETF Research Center |
|---|---|---|
Categories Which research workflows each platform targets | Shared: ETF Overview, ETF Performance, ETF Holdings, ETF Factors, ETF Overlap, ETF Screeners, Data Visualizations, Portfolio Unique: Correlation, APIs & SDKs, Blogs | Shared: ETF Overview, ETF Performance, ETF Holdings, ETF Factors, ETF Overlap, ETF Screeners, Data Visualizations, Portfolio Unique: ETF Comparison, ETF Fundamentals, ETF Valuation, Which ETF includes this Stock?, Money Flow, Watchlist, Backtesting |
Asset types Supported asset classes and universes | ETFs, Mutual Funds, Stocks | ETFs |
Experience levels Who each product is built for | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Platforms Where you can access the product | Web, API | Web |
Pricing High-level pricing models | Free, Subscription | Free, Subscription |
Key features Core capabilities called out by each vendor | Unique
| Unique
|
Tested Verified by hands-on testing inside Find My Moat | Yes | Yes |
Editor pick Featured inside curated shortlists | Highlighted | Standard listing |
Frequently Asked Questions
Which workflows do ETF Insider and ETF Research Center both support?
Both platforms cover ETF Overview, ETF Performance, ETF Holdings, ETF Factors, ETF Overlap, ETF Screeners, Data Visualizations, and Portfolio workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do ETF Insider and ETF Research Center require subscriptions?
Both ETF Insider and ETF Research Center keep freemium access with optional paid upgrades, so you can trial each platform before committing.
How can you access ETF Insider and ETF Research Center?
Both ETF Insider and ETF Research Center 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 Insider differentiates itself with Holdings look‑through & overlap: visualize shared constituents across funds to surface concentration risk and duplication., Correlation matrix across portfolio assets; efficient‑frontier visualization with Sharpe‑ratio context., and Sankey diagrams, drill‑downs by asset class, sector, geography and exchange; customizable visualizations., whereas ETF Research Center stands out for Equity Power Screener to filter ETFs by performance, technical indicators (beta, volatility, RSI), fundamentals, valuations, and ratings (advanced criteria gated to premium plans)., Fund Finder with multi-tab views across general, equity, and fixed income metrics; many criteria reserved for Individual and Professional tiers., and Fund Overlap tool showing pairwise overlap of holdings and top differences, plus a Portfolio Builder that generates overlap matrices against benchmarks..
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.