Compare stocks or ETFs
Enter two to six tickers. Stocks open the side-by-side valuation; ETFs open the fund comparison. Stocks and ETFs are measured differently, so a mixed list is split into the two comparisons.
What each comparison covers
| Stocks | ETFs | |
|---|---|---|
| What you own | A share of one company | A share of a portfolio of securities (or a commodity, or futures) |
| Valuation | Intrinsic value from cash flows and earnings: DCF, dividend discount, residual income, NAV, comparable companies and precedent transactions, chosen by industry | No intrinsic value: the fund is worth what it holds. Instead, what the holdings cost (weighted P/E, P/B, EV/EBITDA, dividend yield) against peer funds |
| Quick-mode answer | Valuation assessment and investment outlook from the full model | Attractive Relative to Peers, Reasonably Positioned, Expensive Relative to Peers, Higher Risk or Insufficient Data, with each criterion shown |
| Fundamentals | Financial statements from SEC filings, growth, margins, returns on capital, balance-sheet strength | Holdings, sector, country and size exposure, concentration; duration for bond funds, roll yield for futures funds, daily-reset effects for leveraged funds |
| Cost | Not applicable | Expense ratio, fees over time, turnover, tracking difference, trading liquidity |
| Performance and risk | Price history, technical indicators, beta | Price and total returns from 1 month to since inception, excess return, volatility, drawdown, Sharpe, Sortino, beta, tracking error |
| Compared with | Comparable companies in the same industry | Funds that give the same exposure (same index, asset class, maturity or sector) |
See the methodology.