VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

View ETF Insider View Office of Financial Research (U.S. Treasury)Back to Home

Head-to-head

ETF Insider vs Office of Financial Research (U.S. Treasury) 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, and Correlation coverage that Office of Financial Research (U.S. Treasury) skips.

Office of Financial Research (U.S. Treasury) includes Data APIs, Interest Rates, Yield Curves, Scores, Market Sentiment, and Fund Holdings 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..

Office of Financial Research (U.S. Treasury) is known for: Short‑term Funding Monitor (STFM): curated repo/CP/CD/FF market charts plus **open REST API** (JSON, HTTPS) with series search, metadata, and spread endpoints; no tokens required., U.S. Money Market Fund Monitor: interactive holdings transparency by asset type, counterparty, country; per‑chart **CSV download**., and Hedge Fund Monitor (HFM): aggregated Form PF and related series via an **open REST API** (JSON) organized by datasets and mnemonics..

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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Office of Financial Research (U.S. Treasury)

financialresearch.gov

U.S. Treasury’s OFR publishes free, methods‑backed monitors and datasets (Short‑term Funding Monitor, U.S. Money Market Fund Monitor, Bank Systemic Risk Monitor, and the daily OFR Financial Stress Index). STFM and HFM provide open JSON APIs (no keys), CSV downloads are available from some monitors. Updates are end‑of‑day with documented lags (e.g., FSI ~T+2 business days; repo series T+1/T+2 depending on segment).

Platforms

Web

API

Pricing

Free

Quick highlights

Short‑term Funding Monitor (STFM): curated repo/CP/CD/FF market charts plus **open REST API** (JSON, HTTPS) with series search, metadata, and spread endpoints; no tokens required.
U.S. Money Market Fund Monitor: interactive holdings transparency by asset type, counterparty, country; per‑chart **CSV download**.
Hedge Fund Monitor (HFM): aggregated Form PF and related series via an **open REST API** (JSON) organized by datasets and mnemonics.
OFR Financial Stress Index (FSI): **daily** global market‑based stress index built from 33 variables; FSI values publish with a ~**two‑business‑day** lag.
Bank Systemic Risk Monitor: G‑SIB scores/surcharges, OFR Contagion Index, leverage/assets/equity; clear notes on refresh cadence (e.g., Basel scores annually, contagion index quarterly).

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Overlap

Shared focus areas

3 overlaps

Mutual strengths include Data Visualizations, APIs & SDKs, 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.

Office of Financial Research (U.S. Treasury)

Distinct strengths include:

Short‑term Funding Monitor (STFM): curated repo/CP/CD/FF market charts plus **open REST API** (JSON, HTTPS) with series search, metadata, and spread endpoints; no tokens required.
U.S. Money Market Fund Monitor: interactive holdings transparency by asset type, counterparty, country; per‑chart **CSV download**.
Hedge Fund Monitor (HFM): aggregated Form PF and related series via an **open REST API** (JSON) organized by datasets and mnemonics.
OFR Financial Stress Index (FSI): **daily** global market‑based stress index built from 33 variables; FSI values publish with a ~**two‑business‑day** lag.

Feature-by-feature breakdown

Attribute	ETF Insider	Office of Financial Research (U.S. Treasury)
Categories Which research workflows each platform targets	Shared: Data Visualizations, APIs & SDKs, Blogs Unique: ETF Overview, ETF Performance, ETF Holdings, ETF Factors, ETF Overlap, ETF Screeners, Portfolio, Correlation	Shared: Data Visualizations, APIs & SDKs, Blogs Unique: Data APIs, Interest Rates, Yield Curves, Scores, Market Sentiment, Fund Holdings
Asset types Supported asset classes and universes	ETFs, Mutual Funds, Stocks	Bonds, Mutual Funds, Hedge 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, API
Pricing High-level pricing models	Free, Subscription	Free
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 Short‑term Funding Monitor (STFM): curated repo/CP/CD/FF market charts plus open REST API (JSON, HTTPS) with series search, metadata, and spread endpoints; no tokens required. U.S. Money Market Fund Monitor: interactive holdings transparency by asset type, counterparty, country; per‑chart CSV download. Hedge Fund Monitor (HFM): aggregated Form PF and related series via an open REST API (JSON) organized by datasets and mnemonics. OFR Financial Stress Index (FSI): daily global market‑based stress index built from 33 variables; FSI values publish with a ~two‑business‑day lag. Bank Systemic Risk Monitor: G‑SIB scores/surcharges, OFR Contagion Index, leverage/assets/equity; clear notes on refresh cadence (e.g., Basel scores annually, contagion index quarterly). U.S. Repo Markets Data Release: preliminary series posted most weekdays (~3 p.m. ET) with T+1 (cleared) and T+2 (tri‑party) lags; quarterly validated ‘final’ releases.
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 Office of Financial Research (U.S. Treasury) both support?

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

Do ETF Insider and Office of Financial Research (U.S. Treasury) require subscriptions?

Both ETF Insider and Office of Financial Research (U.S. Treasury) keep freemium access with optional paid upgrades, so you can trial each platform before committing.

How can you access ETF Insider and Office of Financial Research (U.S. Treasury)?

Both ETF Insider and Office of Financial Research (U.S. Treasury) 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 Office of Financial Research (U.S. Treasury) stands out for Short‑term Funding Monitor (STFM): curated repo/CP/CD/FF market charts plus **open REST API** (JSON, HTTPS) with series search, metadata, and spread endpoints; no tokens required., U.S. Money Market Fund Monitor: interactive holdings transparency by asset type, counterparty, country; per‑chart **CSV download**., and Hedge Fund Monitor (HFM): aggregated Form PF and related series via an **open REST API** (JSON) organized by datasets and mnemonics..

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