How to Easily Compare Investment Funds (Must-Try Free Tool)

The best financial decisions begin with one critical element: clarity. How does this ETF or that mutual fund stack up against another, or a benchmark? How do indexes or portfolios differ in today’s climate? The Fund Comparison Tool helps provide that clarity, saving hours of research and analysis and increasing the efficiency of your investment process.

When you select Fund Comparison from our Portfolio Analysis Tools Hub, or PATH, simply type a fund ticker or index in the textbox – up to six at a time – and click analyze funds to start exploring the details. Tens of thousands of funds can be accessed, and the tabs make it easy to zero-in on specific criteria.

Let’s say you’re evaluating how a WisdomTree Fund overlaps with a benchmark index. Selecting the key metrics tab will display the index tracking relationship, which shows how the returns correlate. This tab also breaks out the top 10 holdings.

Just roll over the chart to reveal the weighted percentage in each selected strategy.  To drill down to the fundamentals of the underlying holdings choose the characteristics tab. At a glance, it highlights dividend and buyback information, yield and income history and estimated short- and long-term growth. The Valuation ratios section offers in-depth analyses, from current valuations to how funds compare over time.

Want to check the relative expense of different strategies? Click on the P/E ratios. To help assess a fund’s underlying risk in a portfolio, or potential fit within a larger core strategy, select the exposures tab. You can see the range of sector exposures and their weighted percentages in the fund — as well as percentages by region, country and market cap.

Under performance, it’s easy to review funds using customized time periods. Quickly toggle between time periods for a snapshot of how your selected and benchmark funds differ. For your convenience, you can export any of the tool’s data into an excel spreadsheet for presentations, or as a handy reference during client calls and meetings.

At WisdomTree, our goal is to help advisors and investors achieve theirs. So, we’ve created a tool you can access without a subscription or added cost. We believe if you try it once, it will become your go-to planning resource. Try WisdomTree’s free Fund Comparison Tool today.

Important Information
Before investing carefully consider a fund’s investment objective, risks, charges, and expenses contained in the prospectus available at WisdomTree.com/Investments. Read carefully.