Tool Comparison
ETF Research Center vs YCharts
- Paid from
- $29/mo
- Free plan
- Yes
- Platforms
- Web
Best if
- You'd rather start free and only pay if you outgrow it
- You want the cheaper way in: plans start at $29/mo instead of $250/mo
- You want ETF screeners, ETF factors, and ETF overlap.
- Paid from
- $250/mo
- Free plan
- No
- Platforms
- Web, Desktop
Best if
- You want screeners, stock comparison, and alerts.
Pick ETF Research Center if
ETF Research Center
Free • From $29/mo · Web
- You'd rather start free and only pay if you outgrow it
- You want the cheaper way in: plans start at $29/mo instead of $250/mo
- You want ETF screeners, ETF factors, and ETF overlap.
Pick YCharts if
YCharts
From $3000/yr · Web · Desktop
- You want screeners, stock comparison, and alerts.
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 Research Center and YCharts cover a lot of the same ground (5 shared categories, including ETF comparison, ETF analysis, and portfolio), so for the basics you won't go far wrong with either. YCharts simply does more: 20 categories to ETF Research Center's 11, including screeners, stock comparison, and alerts. ETF Research Center counters by letting you start free.
What readers say
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YCharts
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Key differences at a glance
- Free plan
- ETF Research Center
- Cheaper paid plan
- ETF Research Center$29/mo vs $250/mo
- Broader coverage
- YCharts20 vs 11 categories
- Desktop app
- YCharts
- Broker sync
- YCharts
- Asset coverage
- YChartsAdds stocks and mutual funds
What ETF Research Center does best
- Screening for ETFs with the Equity Power Screener using performance, technical indicators, fundamentals, valuations, ratings, and premium-gated criteria.
- Fund Finder views across general, equity, and fixed-income metrics to narrow ETF candidates.
- Comparison tools for fund overlap to see shared holdings, top differences, and overlap matrices against benchmarks or portfolios.
- Stock Locator to find ETFs holding a specific stock, including weights and shares, with full lists available through a free account.
- Comparison tools for total cost of ownership using expense ratios, spreads, commissions, holding period, and custom assumptions.
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 $29/mo | From $3000/yr |
Free tier | Yes | No |
Free trial | 30 days | 7 days |
Plan limits | — | 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 | No | No |
Broker sync | No | Yes |
Integrations | — | Addepar, Advyzon +15 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Intermediate, Advanced |
Best for | — | Financial Advisors, RIAs / Wealth Firms +2 more |
Categories covered | 11 | 20 |
Regions | North America | — |
| Data & capabilities | ||
Data quality | 4 signals: Latency: End of Day, Granularity: EOD +2 more | — |
Data partners | — | 3 partners: Morningstar, S&P Global Market Intelligence +1 more |
Capabilities | Universe builder and Factor exposure | 6 signals: Stress tests: EquityCrash, Monte Carlo +4 more |
Security | — | 4 signals: SOC2, Status page +2 more |
| Try it | Visit ETF Research Center | Visit YCharts |
Standout features
The best features of ETF Research Center and YCharts.ShowHide
Standout features
What ETF Research Center does best
- Screening for ETFs with the Equity Power Screener using performance, technical indicators, fundamentals, valuations, ratings, and premium-gated criteria.
- Fund Finder views across general, equity, and fixed-income metrics to narrow ETF candidates.
- Comparison tools for fund overlap to see shared holdings, top differences, and overlap matrices against benchmarks or portfolios.
- Stock Locator to find ETFs holding a specific stock, including weights and shares, with full lists available through a free account.
- Comparison tools for total cost of ownership using expense ratios, spreads, commissions, holding period, and custom assumptions.
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 Research Center and YCharts.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | ETFs | StocksETFsMutual FundsClosed-End FundsBondsCryptos |
Experience | BeginnerIntermediateAdvanced | IntermediateAdvanced |
Target audience | Not specified | Financial AdvisorsRIAs / Wealth FirmsAsset ManagersAnalysts |
Regions | North America | Not specified |
Coverage details | Countries: US and CAIdentifiers: Ticker | Identifiers: Ticker and CUSIP |
| Data | ||
Data freshness | End of Day | Not specified |
Data granularity | EOD | Not specified |
Data partners | Not specified | MorningstarS&P Global Market IntelligenceMoody's |
| Access & integrations | ||
Import methods | Not specified | CSVCustodianManual |
Integrations | Not specified | AddeparAdvyzonAvisoBlack DiamondBroadridge Wealth AggregationeMoneyFidelityiRebal+9 more |
Export formats | CSVPDF | CSVExcelPDF |
| Plans & trust | ||
Security & compliance | Not specified | SOC2Status pageEncryption at restEncryption in transit |
Capability signals | Universe builderFactor exposure | Stress tests: EquityCrashMonte CarloPortfolio attributionCorrelationModel portfoliosClient reporting |
Vendor & support | AltaVista ResearchCountry: United StatesFounded 2004Support: Email and Phone | YCharts, Inc.Country: United StatesSupport: Email, Phone, and Chat |
Curation ratings | Methodology 4/5Reliability 4/5UX 4/5 | Not specified |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Free“Basic” | — |
| Entry paid plan | $29/mo“Individual” | $3000/yr≈ $250/mo“Analyst”additional seat annual usd: 1,500 |
| Tier 2 | $99/mo“Professional” | $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” |
| Free trial | 30 days | 7 days |
Questions we keep getting
What's the difference between ETF Research Center and YCharts?
ETF Research Center leans toward ETF screeners, ETF comparison, and ETF analysis, 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 Research Center or YCharts free to use?
ETF Research Center has a free tier, so you can get started without paying anything. YCharts is paid-only. If budget matters, start with ETF Research Center and see how far it takes you before opening your wallet.
Which is better for beginners: ETF Research Center or YCharts?
ETF Research Center is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Should I choose ETF Research Center or YCharts?
It depends on what you're after. Pick ETF Research Center if ETF screeners and ETF factors 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 Research Center and YCharts cover?
Both cover ETFs. YCharts adds stocks, mutual funds, and closed-end funds on top.
Can I export data from ETF Research Center and YCharts?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Can ETF Research Center or YCharts connect to my broker?
YCharts syncs with brokers automatically. With ETF Research Center, you're entering holdings by hand or importing files.
Which has a better stock screener: ETF Research Center or YCharts?
Both ETF Research Center 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 Research Center or YCharts?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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