VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

Head-to-head

ETF Research Center vs Stock Rover comparison

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

Quick takeaways

ETF Research Center adds ETF Performance, ETF Fundamentals, ETF Valuation, ETF Factors, ETF Overlap, Which ETF includes this Stock?, Money Flow, and Backtesting coverage that Stock Rover skips.

Stock Rover includes Screeners, Stock Comparison, Correlation, Monte Carlo, News, Alerts, Calendar, Dividends, Financials, Scores, Valuation Models, Transcripts, Fund Overview, Fund Performance, Fund Holdings, Fund Rating, Analyst Recommendations, Analyst Price Targets, Education, and Videos categories that ETF Research Center omits.

ETF Research Center 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., and Fund Overlap tool showing pairwise overlap of holdings and top differences, plus a Portfolio Builder that generates overlap matrices against benchmarks..

Stock Rover is known for: Metrics-rich tables with up to 700+ data points in the Premium Plus plan (275+ / 375+ / 700+ by tier)., Flexible screening: ranked screening, historical screening, and custom equation builders., and Portfolio analytics include correlation matrices, Monte Carlo “future simulations,” rebalancing tools, and trade planning support..

Stock Rover offers mobile access, which ETF Research Center skips.

ETF Research Center logo

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

Free
Subscription

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.

Community votes (overall)

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Stock Rover logo

Stock Rover

stockrover.com

Editor’s pick Hands-on review

A full-featured US and Canada equity, ETF, and mutual fund research suite. Stock Rover shines with its massive metrics library (up to 700 in Premium Plus), flexible screeners, portfolio analytics, fair value and margin of safety models, and detailed Insight panels with fundamentals, analyst ratings, news, and transcripts. It also offers Monte Carlo simulations, rebalancing tools, and downloadable PDF research reports. Broker sync and CSV imports make it easy to keep portfolios up to date, while exports to Excel or charts let you take analysis anywhere.

Platforms

Web
Mobile

Pricing

Free
Subscription

Quick highlights

  • Metrics-rich tables with up to 700+ data points in the Premium Plus plan (275+ / 375+ / 700+ by tier).
  • Flexible screening: ranked screening, historical screening, and custom equation builders.
  • Portfolio analytics include correlation matrices, Monte Carlo “future simulations,” rebalancing tools, and trade planning support.
  • Insight Panel combines fundamentals, analyst recommendations, news, and full earnings transcripts in one view.
  • Fair Value and Margin of Safety models, alongside quantitative scores for value, growth, quality, sentiment, and more.

Community votes (overall)

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Overlap

Shared focus areas

7 overlaps

Mutual strengths include ETF Screeners, ETF Comparison, and ETF Overview plus 4 more areas.

Where they differ

ETF Research Center

Distinct strengths include:

  • 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.

Stock Rover

Distinct strengths include:

  • Metrics-rich tables with up to 700+ data points in the Premium Plus plan (275+ / 375+ / 700+ by tier).
  • Flexible screening: ranked screening, historical screening, and custom equation builders.
  • Portfolio analytics include correlation matrices, Monte Carlo “future simulations,” rebalancing tools, and trade planning support.
  • Insight Panel combines fundamentals, analyst recommendations, news, and full earnings transcripts in one view.

Feature-by-feature breakdown

AttributeETF Research CenterStock Rover
Categories

Which research workflows each platform targets

Shared: ETF Screeners, ETF Comparison, ETF Overview, ETF Holdings, Portfolio, Watchlist, Data Visualizations

Unique: ETF Performance, ETF Fundamentals, ETF Valuation, ETF Factors, ETF Overlap, Which ETF includes this Stock?, Money Flow, Backtesting

Shared: ETF Screeners, ETF Comparison, ETF Overview, ETF Holdings, Portfolio, Watchlist, Data Visualizations

Unique: Screeners, Stock Comparison, Correlation, Monte Carlo, News, Alerts, Calendar, Dividends, Financials, Scores, Valuation Models, Transcripts, Fund Overview, Fund Performance, Fund Holdings, Fund Rating, Analyst Recommendations, Analyst Price Targets, Education, Videos

Asset types

Supported asset classes and universes

ETFs

Stocks, ETFs, Mutual Funds

Experience levels

Who each product is built for

Beginner, Intermediate, Advanced

Beginner, Intermediate, Advanced

Platforms

Where you can access the product

Web

Web, Mobile

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

  • Metrics-rich tables with up to 700+ data points in the Premium Plus plan (275+ / 375+ / 700+ by tier).
  • Flexible screening: ranked screening, historical screening, and custom equation builders.
  • Portfolio analytics include correlation matrices, Monte Carlo “future simulations,” rebalancing tools, and trade planning support.
  • Insight Panel combines fundamentals, analyst recommendations, news, and full earnings transcripts in one view.
  • Fair Value and Margin of Safety models, alongside quantitative scores for value, growth, quality, sentiment, and more.
  • Research Reports add-on covers 7,000+ US and Canadian stocks, available interactively or as downloadable PDFs.
Tested

Verified by hands-on testing inside Find My Moat

Yes

Yes

Editor pick

Featured inside curated shortlists

Standard listing

Highlighted

Frequently Asked Questions

Which workflows do ETF Research Center and Stock Rover both support?

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

Do ETF Research Center and Stock Rover require subscriptions?

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

Which tool has mobile access?

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

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 Stock Rover stands out for Metrics-rich tables with up to 700+ data points in the Premium Plus plan (275+ / 375+ / 700+ by tier)., Flexible screening: ranked screening, historical screening, and custom equation builders., and Portfolio analytics include correlation matrices, Monte Carlo “future simulations,” rebalancing tools, and trade planning support..

Curation & Accuracy

This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).

Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.