ETF Research Center vs Morningstar Investor comparison

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

Both ETF Research Center and Morningstar Investor keep freemium access with optional paid upgrades, so you can trial each platform before committing.

Morningstar Investor ships a dedicated mobile experience, while ETF Research Center focuses on web or desktop access.

ETF Research Center differentiates itself with Equity Power Screener to filter ETFs by performance, technical indicators (beta, volatility, RSI), fundamentals, valuations, and ratings (advanced criteria gated to premium plans)., Fund Finder with multi-tab views across general, equity, and fixed income metrics; many criteria reserved for Individual and Professional tiers., and Fund Overlap tool showing pairwise overlap of holdings and top differences, plus a Portfolio Builder that generates overlap matrices against benchmarks., whereas Morningstar Investor stands out for Screeners: create your own screens using 200+ unique data points; save custom views for portfolios, watchlists, and screeners., Investment discovery: pre‑filtered investment lists plus the ability to find/compare securities using valuation and performance metrics (described as spanning global company & share‑class data)., and Funds & ETFs: Morningstar Rating for Funds (“star rating”) based on a quantitative evaluation of past performance; plus Morningstar Medalist Rating (Gold/Silver/Bronze/Neutral/Negative) for forward‑looking conviction..