ETF Portfolio Analysis Tools
What an ETF mix holds, where funds overlap, and how the mix would have done in the past. The tools use the funds' published holdings and real price series.
ETF Portfolio X-Ray
Which stocks, sectors and countries a portfolio of several ETFs actually holds: positions from all funds added up, with a look at concentration and US exposure.ETF Overlap Checker
Two ETFs in one portfolio? How much they actually overlap: the shared holdings and a single overlap score.ETF Portfolio Backtest
Historical performance of a mix of ETFs, indices, gold, oil, currencies and crypto in euros or dollars: annual return, maximum drawdown and volatility.ETF Rebalancing Calculator
Which ETF to buy or sell, and by how much, to restore target weights: with new money only or with sales, units at the last fund price.Data Behind These Tools
The tools in this category calculate with this data from our database or use it to fill in their fields:
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