Fund Comparison Feature - ETF Compare / Overlap
F
Fuchsia Armadillo
We have the holding matrix in MP but would love to be able to have a tab on the app to allow us to enter individual funds to quickly see overlap numbers.
I currently use ETFRC to do this. https://www.etfrc.com/funds/overlap.php
Conor MacNeil
Merged in a post:
ETF Overlap Analysis
G
Growing Zebra
Is it possible to look at holdings overlap (in % of AUM) between two or more ETFs?
Conor MacNeil
Merged in a post:
ETF security overlap
W
Willow Sawfish
Is there a way to compare security overlap in two etfs?
Conor MacNeil
Hey Scott, not directly, but I will migrate this to feature requests.
Conor MacNeil
Merged in a post:
holdings matrix for funds snapshot
F
Fuchsia Armadillo
Can we get the holdings matrix info from MP as a tab under the snapshot section for ETF/MFs?
Conor MacNeil
Hey Shahram, the holdings matrix is for fund overlap, a holdings matrix for a single fund would just show it's holdings in the table.
Did you want the ability to add other funds as comparables?
F
Fuchsia Armadillo
Conor MacNeil sorry I could have worded that better but yes. I was wanting to be able to quickly add another fund to check overlap without having to go in and create a new MP. I currently go in to MP to get the comparison data for holdings, sectors etc.
Conor MacNeil
Fuchsia Armadillo: Got you, I notice you have made this request in the past. It is on our roadmap.
Conor MacNeil
Merged in a post:
Comparison Analysis (COMP) Table for ETFs & Mutual Funds
D
Driftwood Badger
Display all the relevant information in an easy way to compare side by side two or multiple ETFs: Holdings, Sector and Industry exposures, dividend yield, volatility, fund flows, total aum, expense ratio, returns, top 10 weight.
Conor MacNeil
Merged in a post:
held by mutual fund and ETF
G
Graceful Hedgehog
Since you have all the etf and mutual fund holding against the stock, I would like to have the shares held by the "etf", "mutual fund", and "region"(based on ISIN).
Conor MacNeil
Merged in a post:
Fund Comparison Page/Tool
G
Growing Zebra
A function that can show the total overlap (X%) in terms of weights between two or more ETFs? i.e. SMH has X% overlap with QQQ and Y% overlap with XLK. This function would be super helpful in avoiding buying overly similar ETFs.
Conor MacNeil
open
Conor MacNeil
under review
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