ETFC
E*TRADE Financial Corporation Common Stock
stock NASDAQ

Wanted to give a tip for people choosing between ETFs to use the free tools at [https://www.etfrc.com](https://www.etfrc.com)
I learned about this site from an old post that highlighted how one can compare two ETFs to see how much they overlap in terms of their holdings: [https://www.etfrc.com/funds/overlap.php](https://www.etfrc.com/funds/overlap.php)
I only recently discovered that when you enter in an ETF ticker or click the "research" button on the comparison tool, ETFC has some free tools that I found really helpful:
\* A graphic that shows how the ETF's investments rate in terms of factors like momentum, volatility, value, etc.
\* Beta and R-squared for the fund relative to the S&P500, MSCI EAFE, and MSCI Emerging Markets indexes
\* The "comp" tab gives a list of funds with high overlap with the fund you are researching.
Here's how I've used these tools recently:
\* Untangled "value" funds to see which ones are more heavily invested in low-volatility and high-quality stocks and which are more pure "value" (complements Morninstar's 9-box method)
\* Identified funds that might sound great, but have a really high overlap with much cheaper passive-index funds
\* Looked for similar ETFs with lower fees - and maybe a slightly different mix of assets
\* Checked to make sure ETFs I was considering didn't overlap with other ETFs that I already had in my portfolio!
\* Helped me quickly see which funds might stand out on top performing lists because they are heavily invested in one or two hot sectors (which could be a good thing, especially if they are low-cost funds)

Wanted to give a tip for people choosing between ETFs to use the free tools at [https://www.etfrc.com](https://www.etfrc.com)
I learned about this site from an old post that highlighted how one can compare two ETFs to see how much they overlap in terms of their holdings: [https://www.etfrc.com/funds/overlap.php](https://www.etfrc.com/funds/overlap.php)
I only recently discovered that when you enter in an ETF ticker or click the "research" button on the comparison tool, ETFC has some free tools that I found really helpful:
\* A graphic that shows how the ETF's investments rate in terms of factors like momentum, volatility, value, etc.
\* Beta and R-squared for the fund relative to the S&P500, MSCI EAFE, and MSCI Emerging Markets indexes
\* The "comp" tab gives a list of funds with high overlap with the fund you are researching.
Here's how I've used these tools recently:
\* Untangled "value" funds to see which ones are more heavily invested in low-volatility and high-quality stocks and which are more pure "value" (complements Morninstar's 9-box method)
\* Identified funds that might sound great, but have a really high overlap with much cheaper passive-index funds
\* Looked for similar ETFs with lower fees - and maybe a slightly different mix of assets
\* Checked to make sure ETFs I was considering didn't overlap with other ETFs that I already had in my portfolio!
\* Helped me quickly see which funds might stand out on top performing lists because they are heavily invested in one or two hot sectors (which could be a good thing, especially if they are low-cost funds)