VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

Head-to-head

ETF Insider vs GuruFocus comparison

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

Quick takeaways

ETF Insider adds ETF Performance, ETF Factors, ETF Overlap, ETF Screeners, Data Visualizations, Correlation, and Blogs coverage that GuruFocus skips.

GuruFocus includes Screeners, Stock Ideas, Stock Comparison, Backtesting, Investor Holdings, US Government Trades, News, Alerts, Calendar, GDP, Interest Rates, Inflation Rates, Unemployment Rates, Commitment of Traders (COT), Yield Curves, Financials, Valuation Models, Scores, Transcripts, Insider Data, 13F, and Sheets / Excel Add-ins 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..

GuruFocus is known for: All-in-One Screener with hundreds of filters, historical screening, and custom filter creation., Backtesting with survivorship-bias-free data. Windows vary by plan: up to 3 years for Premium and up to 10 years for Premium Plus. Global coverage spans 80+ countries., and Guru portfolios tracking 13F and mutual fund holdings, real-time picks, and portfolio downloads to Excel..

GuruFocus offers mobile access, which ETF Insider skips.

ETF Insider logo

ETF Insider

etfinsider.co

Editor’s pick Hands-on review

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.

Platforms

Web
API

Pricing

Free
Subscription

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).

Community votes (overall)

0% upvotes 0% downvotes
You haven't voted yet
GuruFocus logo

GuruFocus

gurufocus.com

Editor’s pick Hands-on review

A global equity research and value-investing platform with robust screening, backtesting, and portfolio tools. Features and data access depend on plan tier—Premium vs. Premium Plus—while enterprise-level users can license data directly via API. Add-ins for Excel and Google Sheets extend workflows, though usage caps apply to lower tiers. Alerts and mobile apps are included across paid plans.

Platforms

Web
Mobile
API

Pricing

Free
Subscription

Quick highlights

  • All-in-One Screener with hundreds of filters, historical screening, and custom filter creation.
  • Backtesting with survivorship-bias-free data. Windows vary by plan: up to 3 years for Premium and up to 10 years for Premium Plus. Global coverage spans 80+ countries.
  • Guru portfolios tracking 13F and mutual fund holdings, real-time picks, and portfolio downloads to Excel.
  • Specialty trackers for insider trading and U.S. politician trades.
  • ETF profiles with current and historical holdings, including N-PORT data and timestamps.

Community votes (overall)

0% upvotes 0% downvotes
You haven't voted yet
Overlap

Shared focus areas

4 overlaps

Mutual strengths include ETF Overview, ETF Holdings, and Portfolio plus 1 more area.

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.

GuruFocus

Distinct strengths include:

  • All-in-One Screener with hundreds of filters, historical screening, and custom filter creation.
  • Backtesting with survivorship-bias-free data. Windows vary by plan: up to 3 years for Premium and up to 10 years for Premium Plus. Global coverage spans 80+ countries.
  • Guru portfolios tracking 13F and mutual fund holdings, real-time picks, and portfolio downloads to Excel.
  • Specialty trackers for insider trading and U.S. politician trades.

Feature-by-feature breakdown

AttributeETF InsiderGuruFocus
Categories

Which research workflows each platform targets

Shared: ETF Overview, ETF Holdings, Portfolio, APIs & SDKs

Unique: ETF Performance, ETF Factors, ETF Overlap, ETF Screeners, Data Visualizations, Correlation, Blogs

Shared: ETF Overview, ETF Holdings, Portfolio, APIs & SDKs

Unique: Screeners, Stock Ideas, Stock Comparison, Backtesting, Investor Holdings, US Government Trades, News, Alerts, Calendar, GDP, Interest Rates, Inflation Rates, Unemployment Rates, Commitment of Traders (COT), Yield Curves, Financials, Valuation Models, Scores, Transcripts, Insider Data, 13F, Sheets / Excel Add-ins

Asset types

Supported asset classes and universes

ETFs, Mutual Funds, Stocks

Stocks, ETFs, Mutual Funds

Experience levels

Who each product is built for

Beginner, Intermediate, Advanced

Beginner, Intermediate, Advanced

Platforms

Where you can access the product

Web, API

Web, Mobile, API

Pricing

High-level pricing models

Free, Subscription

Free, Subscription

Key features

Core capabilities called out by each vendor

Unique

  • 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).
  • Exports (Pro): Export to Excel; save charts as PDF or image; shareable portfolio links.

Unique

  • All-in-One Screener with hundreds of filters, historical screening, and custom filter creation.
  • Backtesting with survivorship-bias-free data. Windows vary by plan: up to 3 years for Premium and up to 10 years for Premium Plus. Global coverage spans 80+ countries.
  • Guru portfolios tracking 13F and mutual fund holdings, real-time picks, and portfolio downloads to Excel.
  • Specialty trackers for insider trading and U.S. politician trades.
  • ETF profiles with current and historical holdings, including N-PORT data and timestamps.
  • Valuation and scoring tools: discounted cash flow calculators, GF Value, and GF Score frameworks.
Tested

Verified by hands-on testing inside Find My Moat

Yes

Yes

Editor pick

Featured inside curated shortlists

Highlighted

Highlighted

Frequently Asked Questions

Which workflows do ETF Insider and GuruFocus both support?

Both platforms cover ETF Overview, ETF Holdings, Portfolio, and APIs & SDKs workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do ETF Insider and GuruFocus require subscriptions?

Both ETF Insider and GuruFocus keep freemium access with optional paid upgrades, so you can trial each platform before committing.

Which tool has mobile access?

GuruFocus ships a dedicated mobile experience, while ETF Insider focuses on web or desktop access.

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 GuruFocus stands out for All-in-One Screener with hundreds of filters, historical screening, and custom filter creation., Backtesting with survivorship-bias-free data. Windows vary by plan: up to 3 years for Premium and up to 10 years for Premium Plus. Global coverage spans 80+ countries., and Guru portfolios tracking 13F and mutual fund holdings, real-time picks, and portfolio downloads to Excel..

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.