Funds & ETFs

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

104 report specifications in this section

Showing 1–24 of 104

ID	Title and research question	Category	Chart	Priority	Data
ETF-001	One-page ETF comparison How do several candidate ETFs differ in fees, returns and risk?	ETFs and funds	Table	Catalogue #18 P0	Sample
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-003	ETF distribution calendar What are the next announced ETF ex-dividend and payment arrangements?	ETFs and funds	Calendar	Catalogue #137 P1	Sample
ETF-006	ETF maximum drawdown comparison Which ETFs suffered larger declines over the selected period?	ETFs and funds	Bar	Catalogue #138 P1	Sample
ETF-008	ETF top ten holdings concentration Is an ETF that looks diversified actually dominated by a few mega-cap companies?	ETFs and funds	Stacked bar	Catalogue #139 P1	Sample
ETF-009	ETF sector exposure comparison How do the sector allocations of the selected ETFs differ?	ETFs and funds	Stacked bar	Catalogue #140 P1	Sample
ETF-010	ETF regional exposure comparison Which regions are the assets of a global ETF actually concentrated in?	ETFs and funds	Stacked bar	Catalogue #141 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-004	ETF yield and total return Does price decline in high-dividend ETFs offset the income?	ETFs and funds	Scatter	Catalogue #162 P1	Sample
ETF-013	ETF monthly return heatmap How are an ETF's monthly gains and losses distributed, and how do consecutive negative returns occur?	ETFs and funds	Heatmap	Catalogue #163 P1	Sample
ETF-007	ETF holdings overlap map Does buying several ETFs actually mean buying the same stocks repeatedly?	ETFs and funds	Matrix	Catalogue #173 P1	Sample
ETF-011	ETF long-term return and volatility Do high-return funds also bear greater price volatility?	ETFs and funds	Scatter	Catalogue #193 P1	Sample
ETF-014	ETF size and liquidity Is a large fund also easy to trade in the market?	ETFs and funds	Scatter	Catalogue #194 P1	Sample
ETF-016	ETF price return and distribution contribution How much of a fund's investment result comes from price changes and how much from distributions?	ETFs and funds	Multi-series	Catalogue #195 P1	Sample
ETF-015	ETF peer candidate ranking Which peer funds are low-cost candidates with acceptable historical risk?	ETFs and funds	Table	Catalogue #226 P2	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-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-020	ETF participation in rising markets When the market rises, how much of the gain does the fund capture?	ETFs and funds	Scatter	Catalogue #256 P2	Sample
ETF-021	ETF drawdown recovery history How long did the fund take to return to its prior high after each major decline?	ETFs and funds	Range	Catalogue #379 P2	Sample
ETF-028	ETF distribution frequency and cash planning Do the historical distribution months of different ETFs complement each other?	ETFs and funds	Heatmap	Catalogue #380 P2	Sample
ETF-026	ETF price trend and trading volume Does an ETF's trend change coincide with trading activity?	ETFs and funds	Candlestick	Catalogue #399 P2	Sample
ETF-029	ETF fees and size within the same strategy Is there a lower-fee alternative worth researching within the same strategy?	ETFs and funds	Scatter	Catalogue #405 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

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.