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Funds & ETFs

Equity, bond, option-income, leveraged and commodity ETFs, and mutual funds.

104 report specifications in this section

Sample data. Every number, symbol and holding on these pages is generated sample data dated 2026-10-16, used only to illustrate layout and method for educational and informational purposes. It is not market data, backtest output or a forecast, and the analytics described in the specifications are not running.

Showing 1–17 of 17

ID Title and research question Category Chart Priority Data
ETF-006 ETF maximum drawdown comparison Which ETFs suffered larger declines over the selected period? ETFs and funds Bar Catalogue #138 P1 Sample
ETF-012 ETF distribution stability Have the fund's past distributions been stable or highly volatile? ETFs and funds Bar Catalogue #150 P1 Sample
ETF-019 ETF defensiveness in falling markets In months when the market falls, how much does the fund typically fall? ETFs and funds Bar Catalogue #229 P2 Sample
ETF-022 ETF look-through to largest single stock How much of a given company does the fund portfolio actually hold? ETFs and funds Bar Catalogue #409 P2 Sample
ETF-035 ETF bond duration comparison Which bond ETFs are more sensitive to interest rate changes? ETFs and funds Bar Catalogue #661 P3 Sample
ETF-036 ETF interest rate change scenarios How sensitive is a bond ETF's price, as a first approximation, when interest rates rise or fall? ETFs and funds Bar Catalogue #662 P3 Sample
ETF-042 ETF tail loss comparison Which ETFs fall more on average on their worst trading days? ETFs and funds Bar Catalogue #907 P4 Sample
ETF-044 ETF style inferred from current holdings Does the fund's current portfolio actually tilt toward value, growth or size factor proxies? ETFs and funds Bar Catalogue #908 P4 Sample
ETF_BOND-02 Price sensitivity to rising and falling interest rates Bond ETFs Bar Workbench #2 P0 Sample
ETF_BOND-03 Coupon, YTM and distribution rate comparison Bond ETFs Bar Workbench #3 P0 Sample
ETF_EQUITY-03 Top ten holdings and concentration Equity ETFs Bar Workbench #3 P0 Sample
ETF_OPTION_INCOME-03 Upside capture and downside capture Option-income ETFs Bar Workbench #3 P0 Sample
MUTUAL_FUND-03 Expense ratio and holding cost scenarios Mutual funds Bar Workbench #3 P0 Sample
MUTUAL_FUND-04 Equity/bond/cash allocation vs benchmark Mutual funds Bar Workbench #4 P1 Sample
ETF_BOND-05 Historical distributions and income stability Bond ETFs Bar Workbench #5 P1 Sample
MUTUAL_FUND-05 Ten largest holdings and observable concentration Mutual funds Bar Workbench #5 P1 Sample
ETF_EQUITY-06 Expense ratio and same-strategy cost comparison Equity ETFs Bar Workbench #6 P1 Sample

Priority is a planning estimate from the original specification workbook, not popularity or performance. Catalogue reports are ordered 1–1,000; product reports are ranked only within their own workbench.