Professional Strength Tools
We have a complete set of powerful online tools to help investors and Financial Advisors find the right ETFs for themselves and their clients.
Drill down to the all-important details for the complete picture: description, performance, and most importantly, our proprietary data on fundamentals and investment merit such as:
Growth rates, return on equity, estimate revisions and more
Trends in valuation multiples, on a stand-alone or relative basis
ALTAR Score™ rating
The result of this fundamentally-driven analysis is a forward-looking view of an ETF based on its investment merit. Ultimately, this enables investors to make better, more informed ETF selections.
Our Fund Finder helps you quickly screen hundreds of ETFs, going well beyond the basics of fees and past performance. Whether your investment strategy is deep value, growth at any price or somewhere in between, you can screen ETFs based on familiar, forward-looking investment metrics that meet criteria consistent with your objectives, such as:
Profitability and growth measures
Trailing and forecast valuation multiples
Exposure by sector, market cap, and development level
Create and maintain up to twenty model ETF portfolios. Instantly see sector and geographic allocation, fundamentals and valuation metrics for the entire portfolio, and how each of these compares to your benchmark.
Add funds & adjust weights as desired
Create custom benchmarks
Get portfolio level valuations, income forecasts, and ratings
Save/print PDF reports for clients
Ideal for "hands on" financial advisors who want to utilize powerful and relevant research in managing ETF portfolios on behalf of clients.
There are many reasons investors use ETFs to hedge single stock positions. But which ETFs are best for this? Use Hedge Finder to get a list of all ETFs that hold a given stock, along with the stock's weighting in, and correlation to, those funds.
Sort and compare funds based on trailing or forecast valuation multiples—including price-to-earnings, price-to-sales, price-to-book value, yield and ALTAR Score™ rating—to quickly find the funds offering the best value.
Subscribe to ETF Research Center
We have flexible subscription options to fit every need, from individual investor, to financial advisor, to institutional investors. Each subscription starts with a one month free trial.