ETF Insider vs YCharts comparison

Both platforms cover Screeners, Data Visualizations, Risk Metrics, Portfolio, Correlation, ETF Overview, ETF Holdings, ETF Performance, ETF Overlap, Data APIs, and APIs & SDKs workflows, so you can research those use cases in either tool before digging into the feature differences below.

ETF Insider offers a free entry point, while YCharts requires a paid subscription. Review the pricing table to see how the paid tiers compare.

Both ETF Insider and YCharts prioritize web or desktop access. Investors wanting a mobile-first workflow may need to rely on responsive web views.

ETF Insider differentiates itself with Interactive web app that visualizes portfolios from the perspective of their underlying assets using a central network diagram and portfolio/assets tabs for drill‑downs., Supports ETFs, mutual funds and stocks as input assets, with full look‑through to all underlying holdings and tools to understand overlap, sector, geographic and market‑cap concentration., and Risk and efficiency analytics including portfolio standard deviation, beta, diversification labels, fund overlap metrics and efficient‑frontier / Sharpe‑ratio views versus major benchmarks., whereas YCharts stands out for Research workspace with Fundamental Charts, robust screeners, comp tables, scatter plots, scenario tools, and Quickflows to speed common tasks., Portfolio analytics for model and client accounts: optimizer and rebalancing (daily through annual), correlation matrices, attribution and transition analysis, drift/overlap checks, and exposure breakdowns., and Broad data coverage: U.S. and Canadian equities, ETFs and CEFs, plus mutual funds and SMAs as add-ons; 4,000+ fundamental metrics, S&P Global analyst estimates, MSCI ESG datasets, and a large set of macro indicators..