Portfolio overlap and correlation are commonplace as funds often track the same assets and indices. These types of concentration risks in a portfolio of ETFs and Mutual Funds are hard to spot. That's where we come in: ETF Insider gives you the tools to do diversification right - Higher returns lower risk.
Select assets to see how they correlate and overlap
S&P 500 Index
Dow Jones Industrial
Stock Index ETF
ETF Insider is a novel data visualization and analytics tool for retail investors to gain insight into portfolio compositions, concentration risks, portfolio efficiency and much more.
ETF Insider is a tool to easily breakdown and visualize overlap between multiple ETFs and Mutual Funds and to identify how much of any single asset is held within a portfolio of overlapping funds.
Index funds are often highly weighted for the same large cap growth stocks in the USA. This may give the illusion of a highly diversified portfolio. For example, the 7 largest stocks in the S&P 500 account for 25% of the index - All of which are in a single sector.
Concentration risks come in many forms, which can cause investors to be exposed to significant losses in the event something happens in their area of concentration. The risk may be geographical, sectoral or simple over exposure to a small subset of individual stocks. With ETF Insider, investors can identify their real world exposures and diversification across sectors, geographies, cap sizes, and market types.
At its core, investment is a balance of risk and reward - For every level of risk investors should be appropriately compensated with returns, if they aren't then the portfolio is inefficient and should be optimized.
Using Modern Portfolio Theory (MPT), ETF Insider can calculate and graph the efficiency of different portfolio compositions and allocations to find the optimal point of risk to reward.
ETF Insider takes large quantities of unorganized financial data from multiple data sources and normalizes and organizes it such that useful and actionable information can be found with modern data visualization techniques.
Gain deep visibility into your portfolio with Sankey diagrams, correlation matrices, efficiency frontiers and more.
Analyze your portfolio by drilling down into constituent holdings, asset classes, sectors, geographies and exchanges.
Track the performance of individual assets to understand what's actually causing fund and index price movements.
Utilizing big data technology to organize financial data and identify concentration risks.
Compare multiple asset classes from all the major international stock exchanges. ETF Insider supports US equities, ETFs, Mutual funds and international equities.
Bringing modern data visualization tools to the retail investor for the first time.
Get detailed full holdings data from all the US listed ETF and Mutual Fund providers.
This is a great tool that allows you to easily see how diversified your portfolio really is. I had most of my money in a portfolio of 8 mutual funds, and I thought I was extremely diversified, but using the graph I could see that I was much more concentrated in a couple of sectors and even way too concentrated in a couple of large cap companies than I wanted to be. I would recommend that everyone who has mutual funds or ETFs to check their portfolio with this tool.
I use this tool to manage my portfolio of mutual funds and individual stocks. Sure, you can look at each mutual fund prospectus to get an idea of what individual stocks are in them, but that’s just too clunky of a way to do it. With ETF Insider, you enter your mutual fund and index portfolio, and you can easily see what individual stocks you own. Such a handy tool when you also want to pick a few individual stocks to trade as well.
I am trained in finance and have been investing my money for a few years now. I still struggle with building my portfolio. Active trading is a waste of time and money. I have no time to pick stocks. That leaves ETFs. There are a ton of cool ETFs, though. I easily own >20 ETFs. Yes, it’s a lot. Too much probably. At some point, I got concerned that I am 25%+ into FAANGs because of all the overlap. Then I ran into ETF Insider on Reddit. Their app is just damn right visually sexy and easy to use. It shows you how your ETFs overlap and helped me decide what to keep and what to sell. Thanks, team!
Quality Assurance Tester
I like to manage my own retirement accounts and just wanted a simple, diversified portfolio I could regularly contribute to and not have to worry about. ETF Insider helped me choose the best funds for my portfolio that would keep me well diversified. What I like best about it is that it has a super simple and clean layout with easy to read outputs. Oh, and it’s free too!
ETF Insider is absolutely amazing. Why? Because it doesn’t just cover ETFs (even though the name suggests that). It is as good for mutual funds as it is for ETFs and other assets. I’ve been looking for a tool to optimize my mutual fund portfolio for some time now. I think it’s the only tool that lets me do what I need to do, and I did a pretty thorough search before going with ETF Insider. Thanks for building this, Ron and team. I am a product guy and would have had to build it myself had you not taken the leap.
I found ETF Insider on LinkedIn a few months ago and have been following the company ever since. One of the best ETF overlap tools out there. I am also a big fan of their correlation matrix and efficient frontier chart. The team releases new features super quickly, so I’m excited about where they’re taking their product in the future. Candidly, I’d pay a ton for what they built…but it's free. Blows my mind when I think about it. Hope to see you guys succeed and keep up the solid work.