Tool Comparison
ETF Insider vs Total Real Returns
- Paid from
- $14/mo
- Free plan
- Yes
- Platforms
- Web, API
Best if
- You want an API so you can script or automate things
- You want ETF screeners, factor exposure, and portfolio.
- You've outgrown the basics and want pro-level depth
Start here
ETF Insider
Free • From $14/mo · Web · API
- You want an API so you can script or automate things
- You want ETF screeners, factor exposure, and portfolio.
- You've outgrown the basics and want pro-level depth
Pick Total Real Returns instead if
Total Real Returns
Free · Web
- Go this way if it's completely free.
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
ETF Insider and Total Real Returns cover a lot of the same ground (2 shared categories, data visualizations and risk metrics), so for the basics you won't go far wrong with either. ETF Insider simply does more: 10 categories to Total Real Returns's 2, including ETF screeners, factor exposure, and portfolio. Total Real Returns counters by being completely free.
What readers say
ETF Insider
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Total Real Returns
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Key differences at a glance
- Asset coverage
- Total Real ReturnsAdds bonds and currencies
- Broader coverage
- ETF Insider10 vs 2 categories
- API access
- ETF Insider
- Free plan
- Both
What ETF Insider does best
- Inspect ETF, mutual-fund, and stock portfolios through a network view of underlying holdings.
- Analysis of ETF overlap, fund overlap, sector concentration, geography exposure, market-cap exposure, and single-name concentration risk.
- Portfolio tabs for performance, diversification, asset correlations, beta, fund overlap, and holdings breakdown.
- Screening for ETFs and mutual funds by asset class, geography, theme, provider, sector, performance, and related fund information.
- Compare portfolio risk and efficiency with standard deviation, beta, diversification labels, Sharpe ratios, and efficient-frontier charts.
What Total Real Returns does best
- Chart CPI-U inflation-adjusted total real returns with dividends reinvested for supported tickers.
- Toggle between real purchasing-power dollars and nominal total-return dollars.
- Comparison tools for multiple symbols on one chart with comma-separated ticker entry.
- Custom date ranges and normalization modes such as Start=1, End=1, IPO=1, and Off.
- Review total return, annualized and exponential trendline rates, R-squared, and growth of $10,000.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $14/mo | Free |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | 5 limits: Free: saved portfolios: 4, Free: holdings depth: Limited full holdings data +3 more | — |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | No |
API access | Yes | No |
Broker sync | No | — |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate |
Best for | Retail Traders, Pro Retail +3 more | — |
Categories covered | 10 | 2 |
Regions | North America | — |
| Data & capabilities | ||
Data quality | — | 3 signals: Latency: End of Day, Granularity: EOD +1 more |
Data partners | SEC EDGAR and Issuer Websites | — |
Capabilities | 3 signals: Factor exposure, Portfolio factor exposure +1 more | — |
Security | — | Status page |
| Try it | Visit ETF Insider | Visit Total Real Returns |
Standout features
The best features of ETF Insider and Total Real Returns.ShowHide
Standout features
What ETF Insider does best
- Inspect ETF, mutual-fund, and stock portfolios through a network view of underlying holdings.
- Analysis of ETF overlap, fund overlap, sector concentration, geography exposure, market-cap exposure, and single-name concentration risk.
- Portfolio tabs for performance, diversification, asset correlations, beta, fund overlap, and holdings breakdown.
- Screening for ETFs and mutual funds by asset class, geography, theme, provider, sector, performance, and related fund information.
- Compare portfolio risk and efficiency with standard deviation, beta, diversification labels, Sharpe ratios, and efficient-frontier charts.
What Total Real Returns does best
- Chart CPI-U inflation-adjusted total real returns with dividends reinvested for supported tickers.
- Toggle between real purchasing-power dollars and nominal total-return dollars.
- Comparison tools for multiple symbols on one chart with comma-separated ticker entry.
- Custom date ranges and normalization modes such as Start=1, End=1, IPO=1, and Off.
- Review total return, annualized and exponential trendline rates, R-squared, and growth of $10,000.
All details
Every attribute we track for ETF Insider and Total Real Returns.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | ETFsMutual FundsStocks | StocksETFsMutual FundsBondsCurrencies |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediate |
Target audience | Retail TradersPro RetailInstitutional InvestorsLong-term InvestorsIndex/Passive Investors | Not specified |
Regions | North America | Not specified |
Coverage details | Countries: USIdentifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | Not specified | End of Day |
Data granularity | Not specified | EOD |
Data partners | SEC EDGARIssuer Websites | Not specified |
| Access & integrations | ||
Import methods | CSVManual | Not specified |
Export formats | ImagePDFExcel | Not specified |
| Plans & trust | ||
Security & compliance | Not specified | Status page |
Capability signals | Factor exposurePortfolio factor exposureCorrelation | Not specified |
Vendor & support | ETF InsiderCountry: IsraelFounded 2022Support: Email | Not specified |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Freesaved portfolios: 4 · holdings depth: Limited full holdings data | Free“Public website” |
| Entry paid plan | $14/mo“Pro”saved portfolios: Unlimited · holdings depth: Unlimited full holdings data · +1 more | — |
| Custom / enterprise | Contact sales“Enterprise” | — |
Questions we keep getting
What's the difference between ETF Insider and Total Real Returns?
ETF Insider leans toward ETF screeners, data visualizations, and factor exposure, while Total Real Returns puts more weight on data visualizations and risk metrics. They overlap in 2 categories, so for most people it comes down to workflow preference and price.
How much do ETF Insider and Total Real Returns cost?
Good news: both ETF Insider and Total Real Returns have free plans, so you can run them side by side and only pay if you hit a wall.
Which is better for beginners: ETF Insider or Total Real Returns?
Honestly, neither is aimed at beginners. Expect a learning curve either way; that's the trade-off for the depth they offer.
Does ETF Insider or Total Real Returns have an API?
ETF Insider has an API for programmatic access and custom integrations. Total Real Returns doesn't, so you're working through its interface.
Should I choose ETF Insider or Total Real Returns?
It depends on what you're after. Pick ETF Insider if ETF screeners and factor exposure matter to you; go with Total Real Returns if you prefer its overall approach. And if you only need the basics both share, let price decide.
What asset classes do ETF Insider and Total Real Returns cover?
Both cover ETFs, mutual funds, and stocks. Total Real Returns adds bonds and currencies on top.
Can I export data from ETF Insider and Total Real Returns?
ETF Insider exports to Excel. Total Real Returns is stingier about getting data out.
Which has a better stock screener: ETF Insider or Total Real Returns?
ETF Insider has a stock screener for surfacing ideas; Total Real Returns doesn't, and focuses its energy elsewhere.
Can I track my portfolio with ETF Insider or Total Real Returns?
ETF Insider handles portfolio tracking. Total Real Returns is really a research tool; you'd track your portfolio elsewhere.
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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.