Free ETF overlap calculator comparing actual holdings from SEC filings and issuer data
Free statistical analysis and data visualization without code
Stage
Established
Not given
Founded
Not given
Not given
Based in
RS
BD
Pricing model
Free
Freemium
Pricing
Not given
Free: all 62 calculators for manual input, 3 uploads up to 300 rows/2 MB each, 5 analyses and 3 full reports per month, includes 30-day Pro trial. Pro: $5/month with 20 analyses and uploads per month, 5,000 rows/5 MB per file, data storage for 7 days, unlimited flash reports, 10 full reports and 5 A
Key features
Compare two ETFs for weight and count overlap
Multi-ETF compare tool for up to five ETFs
80 ETFs available including US-listed and UCITS
Holdings data updated daily from SEC filings and issuer feeds
Sector breakdown and concentration analysis
ETF directory with profiles and holdings tables
Educational guides and methodology documentation
62 statistical calculators including t-test, ANOVA, chi-square, correlation and regression
Automatic assumption checking with Shapiro-Wilk and Levene's tests
15 chart types including histograms, box plots, heatmaps and scatter plots
Three report types: Flash, Full and AI-written narratives
APA-formatted output ready for academic papers
Data cleaning tools for messy files
Support for multiple file formats: CSV, Excel, JSON, ODS, Parquet, PDF and TXT
No code required—pick your question in plain English
What makes it different
Compares actual holdings resolved to canonical securities, not just fund categories
Data sourced from authoritative sources: direct issuer feeds and SEC EDGAR filings
Independent operator not affiliated with fund companies or paid by issuers
Both weight and count overlap metrics to answer different portfolio questions
Methodology and data sources fully documented and verifiable
Plain-English explanations of statistical results instead of jargon
Automatic test selection based on your research question
Free with 30-day Pro trial requiring no credit card
GDPR-ready with encrypted data transmission and no data selling
DataTistics