Tool Comparison
ETF Insider vs YCharts
- Paid from
- $14/mo
- Free plan
- Yes
- Platforms
- Web, API
Best if
- You'd rather start free and only pay if you outgrow it
- You want the cheaper way in: plans start at $14/mo instead of $250/mo
- You want an API so you can script or automate things
- Paid from
- $250/mo
- Free plan
- No
- Platforms
- Web, Desktop
Best if
- You want screeners, stock comparison, and ETF comparison.
Pick ETF Insider if
ETF Insider
Free • From $14/mo · Web · API
- You'd rather start free and only pay if you outgrow it
- You want the cheaper way in: plans start at $14/mo instead of $250/mo
- You want an API so you can script or automate things
Pick YCharts if
YCharts
From $3000/yr · Web · Desktop
- You want screeners, stock comparison, and ETF comparison.
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 YCharts cover a lot of the same ground (5 shared categories, including data visualizations, risk metrics, and portfolio), so for the basics you won't go far wrong with either. YCharts simply does more: 20 categories to ETF Insider's 10, including screeners, stock comparison, and ETF comparison. ETF Insider counters by letting you start free.
What readers say
ETF Insider
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YCharts
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Key differences at a glance
- Free plan
- ETF Insider
- Cheaper paid plan
- ETF Insider$14/mo vs $250/mo
- Free trial
- YCharts7 days
- Broader coverage
- YCharts20 vs 10 categories
- Desktop app
- YCharts
- API access
- ETF Insider
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 YCharts does best
- Tools for building client-ready charts, scatter plots, technical charts, economic overlays, ratios, spreads, correlations, annotations, and branded visuals.
- Comparison tools for stocks, funds, ETFs, portfolios, and models with Comp Tables, custom scoring, exports, and client-ready PDFs.
- Stock and fund screeners, dashboards, watchlists, alerts, and market-monitoring workflows for advisor and analyst research.
- Create proposals, talking points, report templates, risk profiles, custom disclosures, and firm-branded client materials.
- Portfolio Optimizer, Scenarios, Interactive Analysis, Monte Carlo workflows, stress tests, and transition tax analysis where included by tier.
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 | From $3000/yr |
Free tier | Yes | No |
Free trial | — | 7 days |
Plan limits | 5 limits: Free: saved portfolios: 4, Free: holdings depth: Limited full holdings data +3 more | 9 limits: Analyst: additional seat annual usd: 1,500, Presenter: additional seat annual usd: 2,400 +7 more |
| Platforms & access | ||
Web app | Yes | Yes |
Desktop app | No | Yes |
Mobile app | No | No |
API access | Yes | No |
Broker sync | No | Yes |
Integrations | — | Addepar, Advyzon +15 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +3 more | Financial Advisors, RIAs / Wealth Firms +2 more |
Categories covered | 10 | 20 |
Regions | North America | — |
| Data & capabilities | ||
Data partners | SEC EDGAR and Issuer Websites | 3 partners: Morningstar, S&P Global Market Intelligence +1 more |
Capabilities | 3 signals: Factor exposure, Portfolio factor exposure +1 more | 6 signals: Stress tests: EquityCrash, Monte Carlo +4 more |
Security | — | 4 signals: SOC2, Status page +2 more |
| Try it | Visit ETF Insider | Visit YCharts |
Standout features
The best features of ETF Insider and YCharts.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 YCharts does best
- Tools for building client-ready charts, scatter plots, technical charts, economic overlays, ratios, spreads, correlations, annotations, and branded visuals.
- Comparison tools for stocks, funds, ETFs, portfolios, and models with Comp Tables, custom scoring, exports, and client-ready PDFs.
- Stock and fund screeners, dashboards, watchlists, alerts, and market-monitoring workflows for advisor and analyst research.
- Create proposals, talking points, report templates, risk profiles, custom disclosures, and firm-branded client materials.
- Portfolio Optimizer, Scenarios, Interactive Analysis, Monte Carlo workflows, stress tests, and transition tax analysis where included by tier.
All details
Every attribute we track for ETF Insider and YCharts.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | ETFsMutual FundsStocks | StocksETFsMutual FundsClosed-End FundsBondsCryptos |
Experience | BeginnerIntermediateAdvanced | IntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsLong-term InvestorsIndex/Passive Investors | Financial AdvisorsRIAs / Wealth FirmsAsset ManagersAnalysts |
Regions | North America | Not specified |
Coverage details | Countries: USIdentifiers: Ticker | Identifiers: Ticker and CUSIP |
| Data | ||
Data partners | SEC EDGARIssuer Websites | MorningstarS&P Global Market IntelligenceMoody's |
| Access & integrations | ||
Import methods | CSVManual | CSVCustodianManual |
Integrations | Not specified | AddeparAdvyzonAvisoBlack DiamondBroadridge Wealth AggregationeMoneyFidelityiRebal+9 more |
Export formats | ImagePDFExcel | CSVExcelPDF |
| Plans & trust | ||
Security & compliance | Not specified | SOC2Status pageEncryption at restEncryption in transit |
Capability signals | Factor exposurePortfolio factor exposureCorrelation | Stress tests: EquityCrashMonte CarloPortfolio attributionCorrelationModel portfoliosClient reporting |
Vendor & support | ETF InsiderCountry: IsraelFounded 2022Support: Email | YCharts, Inc.Country: United StatesSupport: Email, Phone, and Chat |
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 | — |
| Entry paid plan | $14/mo“Pro”saved portfolios: Unlimited · holdings depth: Unlimited full holdings data · +1 more | $3000/yr≈ $250/mo“Analyst”additional seat annual usd: 1,500 |
| Tier 2 | — | $6300/yr≈ $525/mo“Professional”additional seat annual usd: 3,600 |
| Top plan | — | Subscription“Presenter”additional seat annual usd: 2,400 |
| Custom / enterprise | Contact sales“Enterprise” | Contact sales“Enterprise” |
| Free trial | — | 7 days |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between ETF Insider and YCharts?
ETF Insider leans toward ETF screeners, data visualizations, and factor exposure, while YCharts puts more weight on screeners, stock comparison, and ETF comparison. They overlap in 5 categories, so for most people it comes down to workflow preference and price.
Is ETF Insider or YCharts free to use?
ETF Insider has a free tier, so you can get started without paying anything. YCharts is paid-only. If budget matters, start with ETF Insider and see how far it takes you before opening your wallet.
Which is better for beginners: ETF Insider or YCharts?
ETF Insider is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Does ETF Insider or YCharts have an API?
ETF Insider has an API for programmatic access and custom integrations. YCharts doesn't, so you're working through its interface.
Should I choose ETF Insider or YCharts?
It depends on what you're after. Pick ETF Insider if ETF screeners and factor exposure matter to you; go with YCharts if you'd rather have screeners and stock comparison. And if you only need the basics both share, let price decide.
What asset classes do ETF Insider and YCharts cover?
Both cover ETFs, mutual funds, and stocks. YCharts adds closed-end funds, bonds, and cryptos on top.
Can I export data from ETF Insider and YCharts?
Yes, both export to spreadsheets (Excel), which is handy if you like running your own numbers.
Can ETF Insider or YCharts connect to my broker?
YCharts syncs with brokers automatically. With ETF Insider, you're entering holdings by hand or importing files.
Which has a better stock screener: ETF Insider or YCharts?
Both ETF Insider and YCharts include stock screeners, and they differ more in interface than raw power; try both and see which one clicks for you.
Can I track my portfolio with ETF Insider or YCharts?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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