VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Monday, October 6, 2025

Head-to-head

ETF Insider vs Observatory of Economic Complexity (OEC) comparison

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

Quick takeaways

ETF Insider adds ETF Overview, ETF Performance, ETF Holdings, ETF Factors, ETF Overlap, ETF Screeners, Portfolio, Correlation, and APIs & SDKs coverage that Observatory of Economic Complexity (OEC) skips.

Observatory of Economic Complexity (OEC) includes Data APIs, Shipping & Trade, and Education 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..

Observatory of Economic Complexity (OEC) is known for: Visualizations and rankings based on Economic Complexity Index (ECI) and Product Complexity Index (PCI), with reports by HS classification., Monthly international trade data and subnational coverage across 30+ countries available on Pro plans., and Premium tier adds company-level U.S. Bill of Lading data through a Company Explorer sourced from U.S. Customs..

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).

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Observatory of Economic Complexity (OEC) logo

Observatory of Economic Complexity (OEC)

oec.world

A global trade and economic complexity platform with rich visualizations, country and product rankings, and an API. Pro plans unlock the latest monthly and subnational datasets, while Premium adds company-level Bill of Lading data and bulk downloads. Academic discounts and enterprise options with SSO support are also available.

Platforms

Web
API

Pricing

Free
Subscription

Quick highlights

  • Visualizations and rankings based on Economic Complexity Index (ECI) and Product Complexity Index (PCI), with reports by HS classification.
  • Monthly international trade data and subnational coverage across 30+ countries available on Pro plans.
  • Premium tier adds company-level U.S. Bill of Lading data through a Company Explorer sourced from U.S. Customs.
  • REST API with a free tier for historical data and Pro/Premium tokens for the latest datasets, subnational access, and higher query volumes.
  • Data downloads in CSV, Excel, or JSON, with bulk access and larger query limits available for subscribers.

Community votes (overall)

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Overlap

Shared focus areas

2 overlaps

Mutual strengths include Data Visualizations, and Blogs.

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.

Observatory of Economic Complexity (OEC)

Distinct strengths include:

  • Visualizations and rankings based on Economic Complexity Index (ECI) and Product Complexity Index (PCI), with reports by HS classification.
  • Monthly international trade data and subnational coverage across 30+ countries available on Pro plans.
  • Premium tier adds company-level U.S. Bill of Lading data through a Company Explorer sourced from U.S. Customs.
  • REST API with a free tier for historical data and Pro/Premium tokens for the latest datasets, subnational access, and higher query volumes.

Feature-by-feature breakdown

AttributeETF InsiderObservatory of Economic Complexity (OEC)
Categories

Which research workflows each platform targets

Shared: Data Visualizations, Blogs

Unique: ETF Overview, ETF Performance, ETF Holdings, ETF Factors, ETF Overlap, ETF Screeners, Portfolio, Correlation, APIs & SDKs

Shared: Data Visualizations, Blogs

Unique: Data APIs, Shipping & Trade, Education

Asset types

Supported asset classes and universes

ETFs, Mutual Funds, Stocks

Other

Experience levels

Who each product is built for

Beginner, Intermediate, Advanced

Beginner, Intermediate, Advanced

Platforms

Where you can access the product

Web, API

Web, 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

  • Visualizations and rankings based on Economic Complexity Index (ECI) and Product Complexity Index (PCI), with reports by HS classification.
  • Monthly international trade data and subnational coverage across 30+ countries available on Pro plans.
  • Premium tier adds company-level U.S. Bill of Lading data through a Company Explorer sourced from U.S. Customs.
  • REST API with a free tier for historical data and Pro/Premium tokens for the latest datasets, subnational access, and higher query volumes.
  • Data downloads in CSV, Excel, or JSON, with bulk access and larger query limits available for subscribers.
  • Support for multiple HS revisions (from HS92 through HS2022) with well-documented historical ranges.
Tested

Verified by hands-on testing inside Find My Moat

Yes

Not yet

Editor pick

Featured inside curated shortlists

Highlighted

Standard listing

Frequently Asked Questions

Which workflows do ETF Insider and Observatory of Economic Complexity (OEC) both support?

Both platforms cover Data Visualizations, and Blogs workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do ETF Insider and Observatory of Economic Complexity (OEC) require subscriptions?

Both ETF Insider and Observatory of Economic Complexity (OEC) keep freemium access with optional paid upgrades, so you can trial each platform before committing.

How can you access ETF Insider and Observatory of Economic Complexity (OEC)?

Both ETF Insider and Observatory of Economic Complexity (OEC) 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 Observatory of Economic Complexity (OEC) stands out for Visualizations and rankings based on Economic Complexity Index (ECI) and Product Complexity Index (PCI), with reports by HS classification., Monthly international trade data and subnational coverage across 30+ countries available on Pro plans., and Premium tier adds company-level U.S. Bill of Lading data through a Company Explorer sourced from U.S. Customs..

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.