VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

View ETF Insider View Yahoo Finance Back to Home

Head-to-head

ETF Insider vs Yahoo Finance comparison

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

Quick takeaways

ETF Insider adds ETF Factors, ETF Overlap, ETF Screeners, Correlation, APIs & SDKs, and Blogs coverage that Yahoo Finance skips.

Yahoo Finance includes Screeners, Watchlist, News, Alerts, Calendar, Financials, Analyst Recommendations, Analyst Price Targets, Options, Dividends, Splits, 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..

Yahoo Finance is known for: Free plan with optional Silver and Gold subscriptions that unlock advanced features and research., Historical price downloads in CSV format are gated to Gold; portfolio and watchlist exports remain free., and Coverage spans 100+ exchanges worldwide, with clear labeling of real-time versus delayed data..

Yahoo Finance 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.

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).

Community votes (overall)

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Yahoo Finance

finance.yahoo.com

Hands-on review

One of the most widely used finance portals, offering global market coverage, news, screeners, and portfolio tools. A free plan provides core features, while paid Silver and Gold tiers add extras such as research, enhanced filters, and historical data downloads. Real-time vs delayed quotes vary by exchange, and mobile apps support price alerts and personalized news.

Platforms

Web

Mobile

Pricing

Free

Subscription

Quick highlights

Free plan with optional Silver and Gold subscriptions that unlock advanced features and research.
Historical price downloads in CSV format are gated to Gold; portfolio and watchlist exports remain free.
Coverage spans 100+ exchanges worldwide, with clear labeling of real-time versus delayed data.
Interactive full-screen charts with dozens of technical indicators and extended-hours toggles.
Equity, ETF, and mutual fund screeners with hundreds of filters; Plus tiers add premium filters such as Morningstar ratings.

Community votes (overall)

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Overlap

Shared focus areas

5 overlaps

Mutual strengths include ETF Overview, ETF Performance, and ETF Holdings plus 2 more areas.

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.

Yahoo Finance

Distinct strengths include:

Analyst Recommendations

Analyst Price Targets

Free plan with optional Silver and Gold subscriptions that unlock advanced features and research.
Historical price downloads in CSV format are gated to Gold; portfolio and watchlist exports remain free.
Coverage spans 100+ exchanges worldwide, with clear labeling of real-time versus delayed data.
Interactive full-screen charts with dozens of technical indicators and extended-hours toggles.

Feature-by-feature breakdown

Attribute	ETF Insider	Yahoo Finance
Categories Which research workflows each platform targets	Shared: ETF Overview, ETF Performance, ETF Holdings, Data Visualizations, Portfolio Unique: ETF Factors, ETF Overlap, ETF Screeners, Correlation, APIs & SDKs, Blogs	Shared: ETF Overview, ETF Performance, ETF Holdings, Data Visualizations, Portfolio Unique: Screeners, Watchlist, News, Alerts, Calendar, Financials, Analyst Recommendations, Analyst Price Targets, Options, Dividends, Splits, Education
Asset types Supported asset classes and universes	ETFs, Mutual Funds, Stocks	Stocks, ETFs, Mutual Funds, Options, Futures, Commodities, Currencies, Cryptos, Bonds
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
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 Free plan with optional Silver and Gold subscriptions that unlock advanced features and research. Historical price downloads in CSV format are gated to Gold; portfolio and watchlist exports remain free. Coverage spans 100+ exchanges worldwide, with clear labeling of real-time versus delayed data. Interactive full-screen charts with dozens of technical indicators and extended-hours toggles. Equity, ETF, and mutual fund screeners with hundreds of filters; Plus tiers add premium filters such as Morningstar ratings. Portfolio tracking with editable lots and transaction history; certain brokerages can be linked for automatic holdings sync.
Tested Verified by hands-on testing inside Find My Moat	Yes	Yes
Editor pick Featured inside curated shortlists	Highlighted	Standard listing

Frequently Asked Questions

Which workflows do ETF Insider and Yahoo Finance both support?

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

Do ETF Insider and Yahoo Finance require subscriptions?

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

Which tool has mobile access?

Yahoo Finance 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 Yahoo Finance stands out for Free plan with optional Silver and Gold subscriptions that unlock advanced features and research., Historical price downloads in CSV format are gated to Gold; portfolio and watchlist exports remain free., and Coverage spans 100+ exchanges worldwide, with clear labeling of real-time versus delayed data..

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