ETF Insider vs Morningstar Investor comparison

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

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

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

ETF Insider differentiates itself with Interactive web app that visualizes portfolios from the perspective of their underlying assets using a central network diagram and portfolio/assets tabs for drill‑downs., Supports ETFs, mutual funds and stocks as input assets, with full look‑through to all underlying holdings and tools to understand overlap, sector, geographic and market‑cap concentration., and Risk and efficiency analytics including portfolio standard deviation, beta, diversification labels, fund overlap metrics and efficient‑frontier / Sharpe‑ratio views versus major benchmarks., whereas Morningstar Investor stands out for Screeners: create your own screens using 200+ unique data points; save custom views for portfolios, watchlists, and screeners., Investment discovery: pre‑filtered investment lists plus the ability to find/compare securities using valuation and performance metrics (described as spanning global company & share‑class data)., and Funds & ETFs: Morningstar Rating for Funds (“star rating”) based on a quantitative evaluation of past performance; plus Morningstar Medalist Rating (Gold/Silver/Bronze/Neutral/Negative) for forward‑looking conviction..