Fund Focus

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.

Fund Finder

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

Portfolio Builder

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.

Hedge Finder

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.

Valuation Tables

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.