ETFs

Sample charts from the research library

Generated demonstrations of reports in this category, dated 2026-10-16. They are not market data. Open a report to change the symbol, period and benchmark.

Browse ETFs research

• Equity

  10 reports

  Does it deliver the intended equity exposure at a reasonable cost?

  First screen

  • Total return vs benchmark
  • fees
  • largest ten holdings/overlap
  • ETF_EQUITY-01Fund and benchmark growth including dividends
  • ETF_EQUITY-02Tracking difference and tracking error
  • ETF_EQUITY-03Top ten holdings and concentration
  • ETF_EQUITY-04Sector, region and market-cap tiers

  Open all 10 reports

• Bond

  10 reports

  How much yield is earned for how much interest-rate and credit risk?

  First screen

  • Underlying YTM × duration
  • distributions
  • interest-rate shock
  • ETF_BOND-01Yield to maturity and effective duration
  • ETF_BOND-02Price sensitivity to rising and falling interest rates
  • ETF_BOND-03Coupon, YTM and distribution rate comparison
  • ETF_BOND-04Duration and effective maturity

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• Commodity

  8 reports

  Is the exposure bought physical, futures, swaps or commodity equities?

  First screen

  • A structure identification card sorts funds first, then fund and matched-benchmark performance is reviewed
  • ETF_COMMODITY-01Fund returns and verifiable commodity benchmarks
  • ETF_COMMODITY-02Physical/futures/equity/swap structure card
  • ETF_COMMODITY-03Tracking difference and market deviation
  • ETF_COMMODITY-04Futures curve and roll ladder

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• Leveraged & inverse

  8 reports

  How do the holding period and market path change actual outcomes?

  First screen

  • Target multiple and reset frequency
  • market price deviation from target
  • multi-day compounding
  • ETF_LEVERAGED-01Market price deviation from the daily strategy target
  • ETF_LEVERAGED-02Daily reset versus simple multi-day multiple
  • ETF_LEVERAGED-03Return distribution across holding periods
  • ETF_LEVERAGED-04Compounding results on high-volatility paths

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• Option income

  8 reports

  Does the distribution income match the upside given up?

  First screen

  • Distributions
  • total return
  • market price change side by side
  • ETF_OPTION_INCOME-01Distribution amounts and total return including distributions, side by side
  • ETF_OPTION_INCOME-02Distribution rate and long-term market price change
  • ETF_OPTION_INCOME-03Upside capture and downside capture
  • ETF_OPTION_INCOME-04Returns and distributions under different market conditions

  Open all 8 reports