VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Tuesday, October 28, 2025

Tool Comparison

ETF Research Center vs PortfoliosLab comparison

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

Quick takeaways

ETF Research Center adds ETF Overview, ETF Performance, ETF Fundamentals, ETF Valuation, ETF Factors, ETF Holdings, ETF Overlap, Which ETF includes this Stock?, Money Flow, and Data Visualizations coverage that PortfoliosLab skips.

PortfoliosLab includes Screeners, Correlation, Stock Comparison, Risk Metrics (VaR/ES/Drawdown), Factor Exposure, Quant, Financials, and APIs & SDKs categories that ETF Research Center omits.

In depth comparison

ETF Research Center

etfrc.com

Hands-on review

ETF Research Center, powered by AltaVista Research, offers deep ETF analytics. The free plan provides access to basic screeners and watchlists, while paid tiers unlock fundamentals and valuations, complete exportable holdings for many issuers, PDF tear sheets, portfolio builder features (2 portfolios on Individual vs. 40 on Professional), and customizable PDF portfolio reports. Paid plans start with a one-month free trial.

Platforms

Web

Pricing

FreeSubscription

Quick highlights

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.
Fund Overlap tool showing pairwise overlap of holdings and top differences, plus a Portfolio Builder that generates overlap matrices against benchmarks.
Stock Locator to find all ETFs holding a specific stock, showing weights and shares; the full list is available with a free account.
Total Cost of Ownership comparison that factors in expense ratios, spreads, and commissions, adjustable for user-defined holding period and assumptions.

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PortfoliosLab

portfolioslab.com

Portfolio analytics platform with screeners, optimizers, and backtesting. The free tier includes 10 years of data and basic calculations. Plus extends coverage to 40+ years and 200 calculations per month, while Pro unlocks unlimited calculations, 500 holdings per portfolio, CSV import/export, and screener exports. Enterprise offers an API, data-feed integration, and white-labeling. Broker sync is not supported; CSV imports are recommended.

Platforms

Web

Pricing

FreeSubscription

Quick highlights

Portfolio analytics and backtesting with benchmarking, monthly returns, and risk-adjusted ratios such as Sharpe, Sortino, Omega, Calmar, and Martin.
Optimization models include Mean–Variance (MVO), Risk Parity, and Hierarchical Risk Parity (HRP), with the ability to backtest from a chosen optimization date.
Risk analytics cover drawdowns, Value at Risk (VaR), Expected Shortfall (CVaR), and multiple volatility estimators.
Comprehensive stock, ETF, and mutual fund screeners with sortable columns, filters, and risk-versus-return scatterplots. Screener results export is available on Pro.
Factor analysis tools for Alpha and Beta measurement.

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Where they differ

ETF Research Center

Distinct strengths include:

ETF Overview ETF Performance ETF Fundamentals ETF Valuation ETF Factors ETF Holdings ETF Overlap Which ETF includes this Stock?

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.
Fund Overlap tool showing pairwise overlap of holdings and top differences, plus a Portfolio Builder that generates overlap matrices against benchmarks.
Stock Locator to find all ETFs holding a specific stock, showing weights and shares; the full list is available with a free account.

PortfoliosLab

Distinct strengths include:

Screeners Correlation Stock Comparison Risk Metrics (VaR/ES/Drawdown)Factor Exposure Quant Financials APIs & SDKs

Portfolio analytics and backtesting with benchmarking, monthly returns, and risk-adjusted ratios such as Sharpe, Sortino, Omega, Calmar, and Martin.
Optimization models include Mean–Variance (MVO), Risk Parity, and Hierarchical Risk Parity (HRP), with the ability to backtest from a chosen optimization date.
Risk analytics cover drawdowns, Value at Risk (VaR), Expected Shortfall (CVaR), and multiple volatility estimators.
Comprehensive stock, ETF, and mutual fund screeners with sortable columns, filters, and risk-versus-return scatterplots. Screener results export is available on Pro.

Feature-by-feature breakdown

Attribute	ETF Research Center	PortfoliosLab
Categories Which research workflows each platform targets	Shared: ETF Screeners, ETF Comparison, Portfolio, Watchlist, Backtesting Unique: ETF Overview, ETF Performance, ETF Fundamentals, ETF Valuation, ETF Factors, ETF Holdings, ETF Overlap, Which ETF includes this Stock?, Money Flow, Data Visualizations	Shared: ETF Screeners, ETF Comparison, Portfolio, Watchlist, Backtesting Unique: Screeners, Correlation, Stock Comparison, Risk Metrics (VaR/ES/Drawdown), Factor Exposure, Quant, Financials, APIs & SDKs
Asset types Supported asset classes and universes	ETFs	Stocks, ETFs, Mutual Funds, Cryptos
Experience levels Who each product is built for	Beginner, Intermediate, Advanced	Beginner, Intermediate, Advanced
Platforms Where you can access the product	Web	Web
Pricing High-level pricing models	Free, Subscription	Free, Subscription
Key features Core capabilities called out by each vendor	Unique 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. Fund Overlap tool showing pairwise overlap of holdings and top differences, plus a Portfolio Builder that generates overlap matrices against benchmarks. Stock Locator to find all ETFs holding a specific stock, showing weights and shares; the full list is available with a free account. Total Cost of Ownership comparison that factors in expense ratios, spreads, and commissions, adjustable for user-defined holding period and assumptions. Portfolio Builder lets users create, test, and monitor ETF portfolios. Features include allocation views, overlap analysis, fundamentals aggregation, backtesting, and ZoomLens holdings drill-downs. Professional subscribers can also generate customizable PDF portfolio reports.	Unique Portfolio analytics and backtesting with benchmarking, monthly returns, and risk-adjusted ratios such as Sharpe, Sortino, Omega, Calmar, and Martin. Optimization models include Mean–Variance (MVO), Risk Parity, and Hierarchical Risk Parity (HRP), with the ability to backtest from a chosen optimization date. Risk analytics cover drawdowns, Value at Risk (VaR), Expected Shortfall (CVaR), and multiple volatility estimators. Comprehensive stock, ETF, and mutual fund screeners with sortable columns, filters, and risk-versus-return scatterplots. Screener results export is available on Pro. Factor analysis tools for Alpha and Beta measurement. Support for both static and transactional portfolios with calendar- or threshold-based rebalancing options.
Tested Verified by hands-on testing inside Find My Moat	Yes	Not yet
Editor pick Featured inside curated shortlists	Standard listing	Standard listing

Frequently Asked Questions

Which workflows do ETF Research Center and PortfoliosLab both support?

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

Do ETF Research Center and PortfoliosLab require subscriptions?

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

How can you access ETF Research Center and PortfoliosLab?

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

What unique strengths set the two platforms apart?

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 PortfoliosLab stands out for Portfolio analytics and backtesting with benchmarking, monthly returns, and risk-adjusted ratios such as Sharpe, Sortino, Omega, Calmar, and Martin., Optimization models include Mean–Variance (MVO), Risk Parity, and Hierarchical Risk Parity (HRP), with the ability to backtest from a chosen optimization date., and Risk analytics cover drawdowns, Value at Risk (VaR), Expected Shortfall (CVaR), and multiple volatility estimators..

Keep exploring

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