Funds & ETFs
Equity, bond, option-income, leveraged and commodity ETFs, and mutual funds.
104 report specifications in this section
| ID | Title and research question | Category | Chart | Priority | Data |
|---|---|---|---|---|---|
| ETF-002 | ETF cumulative return race If the same starting capital is invested in different ETFs, how do the outcomes differ? | ETFs and funds | Line | Catalogue #72 P1 | Sample |
| ETF-017 | ETF benchmark tracking gap How far does a fund diverge from its tracked benchmark over the long term? | ETFs and funds | Line | Catalogue #227 P2 | Sample |
| ETF-018 | ETF tracking error trend Is the daily deviation of the ETF from its benchmark increasing? | ETFs and funds | Line | Catalogue #228 P2 | Sample |
| ETF-005 | ETF fee gap calculator How much will fee differences add up to when holding similar ETFs for many years? | ETFs and funds | Line | Catalogue #408 P2 | Sample |
| ETF-038 | ETF distributing versus accumulating share class comparison How do the total wealth paths compare between distributing and accumulating share classes of similar strategies? | ETFs and funds | Line | Catalogue #663 P3 | Sample |
| ETF-040 | ETF monthly contribution historical scenario What are the outcomes of fixed monthly contributions versus a lump-sum investment over the selected historical period? | ETFs and funds | Line | Catalogue #664 P3 | Sample |
| ETF-041 | ETFs and inflation purchasing power Have a fund's past returns offset price changes in a given region? | ETFs and funds | Line | Catalogue #842 P4 | Sample |
| ETF-043 | Is ETF correlation drifting? Have two ETFs that once complemented each other recently started moving up and down together? | ETFs and funds | Line | Catalogue #843 P4 | Sample |
| ETF-046 | ETF assets under management change tracker How has fund AUM changed since the self-built snapshots began? | ETFs and funds | Line | Catalogue #909 P4 | Sample |
| ETF_COMMODITY-01 | Fund returns and verifiable commodity benchmarks | Commodity ETFs and ETCs | Line | Workbench #1 P0 | Sample |
| ETF_EQUITY-01 | Fund and benchmark growth including dividends | Equity ETFs | Line | Workbench #1 P0 | Sample |
| ETF_LEVERAGED-02 | Daily reset versus simple multi-day multiple | Leveraged and inverse ETFs | Line | Workbench #2 P0 | Sample |
| MUTUAL_FUND-02 | Historical fund value and performance including distributions | Mutual funds | Line | Workbench #2 P0 | Sample |
| ETF_COMMODITY-03 | Tracking difference and market deviation | Commodity ETFs and ETCs | Line | Workbench #3 P0 | Sample |
| ETF_COMMODITY-07 | Physical holdings and metal entitlement per unit | Commodity ETFs and ETCs | Line | Workbench #7 P1 | Sample |
| ETF_OPTION_INCOME-07 | Hypothetical covered-call expiry P&L scenario | Option-income ETFs | Line | Workbench #7 P1 | Sample |
| ETF_BOND-10 | NAV premium/discount and price deviation in stress periods | Bond ETFs | Line | Workbench #10 P2 | 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.