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-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-023 | ETF style and size distribution Does the fund lean toward large companies or small and mid-sized ones? | ETFs and funds | Stacked bar | Catalogue #465 P2 | Sample |
| ETF-024 | ETF asset class mix How much does the fund hold in equities, bonds and cash? | ETFs and funds | Stacked bar | Catalogue #466 P2 | Sample |
| ETF-025 | ETF valuation and holdings growth Does a fund's richer valuation correspond to higher underlying growth? | ETFs and funds | Scatter | Catalogue #494 P2 | Sample |
| ETF-027 | ETF and portfolio complementarity Which candidate ETF is less likely to rise and fall together with the existing portfolio? | ETFs and funds | Scatter | Catalogue #495 P2 | Sample |
| ETF-030 | ETF holdings diversity index Do funds with a similar number of holdings differ in how widely their weights are spread? | ETFs and funds | Scatter | Catalogue #496 P2 | Sample |
| ETF-032 | ETF fund company concentration Are the candidate funds overly concentrated in a single asset manager? | ETFs and funds | Donut | Catalogue #592 P3 | Sample |
| ETF-033 | ETF domicile and listing venue Where is the fund domiciled and traded, and which structural differences need further confirmation? | ETFs and funds | Table | Catalogue #659 P3 | Sample |
| ETF-034 | ETF share class cross-exchange comparison Are seemingly different tickers actually the same ETF share class? | ETFs and funds | Table | Catalogue #660 P3 | 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-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-031 | ETF age and historical coverage Which funds have a sufficiently long and complete comparable price history? | ETFs and funds | Range | Catalogue #681 P3 | Sample |
| ETF-037 | ETF income vs. duration trade-off How much interest rate sensitivity must be taken on to pursue a higher bond yield? | ETFs and funds | Scatter | Catalogue #734 P3 | Sample |
| ETF-039 | ETF turnover and fees What is the relationship between how much a fund's holdings change and its stated fees? | ETFs and funds | Scatter | Catalogue #735 P3 | Sample |
| ETF-050 | ETF volume anomalies and events When a fund's trading volume suddenly jumps, is it close to a distribution or market event? | ETFs and funds | Multi-series | Catalogue #808 P4 | 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-045 | ETF concentrated holdings stress test If an ETF's largest holdings drop sharply, how large might the direct impact on the whole be? | ETFs and funds | Waterfall | Catalogue #862 P4 | Sample |
| ETF-049 | ETF research data completeness Which funds are suitable for full analysis, and which are still missing key fields? | ETFs and funds | Matrix | Catalogue #869 P4 | 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-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 |
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.