ETF Insider adds ETF Overview, ETF Performance, ETF Holdings, ETF Factors, ETF Overlap, ETF Screeners, Data Visualizations, Portfolio, Correlation, and Blogs coverage that Wise (Interest & Stocks) skips.
VOL. XCIV, NO. 247
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PRICE: 5 CENTS
Sunday, October 5, 2025
Head-to-head
ETF Insider vs Wise (Interest & Stocks) comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
Wise (Interest & Stocks) includes Wealth Management, and Downloadable Tax Reports 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..
Wise (Interest & Stocks) is known for: Interest (UK/EEA): balances are invested in government money-market funds; you can spend anytime, but capital is at risk., Stocks: one-fund exposure via BlackRock’s iShares World Equity Index Fund (LU) Class N2 EUR, with currency conversions handled automatically., and Transparent Interest service fees shown per currency (e.g., GBP/EUR/USD) and subject to change..
Wise (Interest & Stocks) offers mobile access, which ETF Insider skips.
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.
Categories
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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Wise (Interest & Stocks)
wise.com
Investing features vary by country. In the UK/EEA, Interest allocates to government money-market funds; in the US, Interest is a bank program with pass-through FDIC insurance (not an investment). “Stocks” is a single BlackRock iShares World Equity Index mutual fund where available. Settlement speed (instant vs non-instant) and whether you invest from Balances or Jars differ by market. Fees are published per currency; Stocks adds a Wise service fee on top of the fund’s OCF.
Platforms
Web
Mobile
API
Pricing
Free
Other
Quick highlights
- Interest (UK/EEA): balances are invested in government money-market funds; you can spend anytime, but capital is at risk.
- Stocks: one-fund exposure via BlackRock’s iShares World Equity Index Fund (LU) Class N2 EUR, with currency conversions handled automatically.
- Transparent Interest service fees shown per currency (e.g., GBP/EUR/USD) and subject to change.
- Stocks includes a Wise service fee in addition to the fund’s ongoing charges.
- Availability, access speed (instant vs non-instant), and Balances vs Jars investing differ by country.
Community votes (overall)
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Overlap
Shared focus areas
1 overlapBoth tools cover this research theme.
Where they differ
ETF Insider
Distinct strengths include:
ETF Overview
ETF Performance
ETF Holdings
ETF Factors
ETF Overlap
ETF Screeners
Data Visualizations
Portfolio
- 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.
Wise (Interest & Stocks)
Distinct strengths include:
- Interest (UK/EEA): balances are invested in government money-market funds; you can spend anytime, but capital is at risk.
- Stocks: one-fund exposure via BlackRock’s iShares World Equity Index Fund (LU) Class N2 EUR, with currency conversions handled automatically.
- Transparent Interest service fees shown per currency (e.g., GBP/EUR/USD) and subject to change.
- Stocks includes a Wise service fee in addition to the fund’s ongoing charges.
Feature-by-feature breakdown
| Attribute | ETF Insider | Wise (Interest & Stocks) |
|---|---|---|
Categories Which research workflows each platform targets | Shared: APIs & SDKs Unique: ETF Overview, ETF Performance, ETF Holdings, ETF Factors, ETF Overlap, ETF Screeners, Data Visualizations, Portfolio, Correlation, Blogs | Shared: APIs & SDKs Unique: Wealth Management, Downloadable Tax Reports |
Asset types Supported asset classes and universes | ETFs, Mutual Funds, Stocks | Mutual Funds, Currencies |
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, Other |
Key features Core capabilities called out by each vendor | Unique
| Unique
|
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 Wise (Interest & Stocks) both support?
Both platforms cover APIs & SDKs workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do ETF Insider and Wise (Interest & Stocks) require subscriptions?
Both ETF Insider and Wise (Interest & Stocks) keep freemium access with optional paid upgrades, so you can trial each platform before committing.
Which tool has mobile access?
Wise (Interest & Stocks) 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 Wise (Interest & Stocks) stands out for Interest (UK/EEA): balances are invested in government money-market funds; you can spend anytime, but capital is at risk., Stocks: one-fund exposure via BlackRock’s iShares World Equity Index Fund (LU) Class N2 EUR, with currency conversions handled automatically., and Transparent Interest service fees shown per currency (e.g., GBP/EUR/USD) and subject to change..
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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.