ETF Portfolio Guide
ETF-Portfolio.comBacktesting Tool
  • ETF Portfolio: Best Backtesting Tool
  • Investing Basics
    • How to Invest Wisely: A Guide to Building Your Portfolio
      • Maximizing Long-Term Compounded Returns
      • A Closer Look: Arithmetic vs. Compounded Returns
    • Asset Allocation: The Key to Building a Balanced Portfolio
      • Understanding Investment Risk
      • Mastering Diversification: Maximizing Returns and Minimizing Risks
      • How Diversification Slashes Investment Risks
      • Power of Asset Allocation
      • Overcoming Behavioral Biases
    • Types of Asset Allocation
      • Static Asset Allocation
      • Tactical Asset Allocation
      • Combining Strategies
    • Why ETFs?
      • Understanding indexes
      • A Comprehensive Guide on ETFs
      • Individual stocks vs. ETFs
  • How-to-Backtest/Stratigies
    • Getting Started
    • What is "Backtesting"?
    • Choosing a Right Strategy
    • Strategy Category
    • A Comprehensive Guide on Asset Classes
      • A Guide to Understanding Economic Cycles
    • Static Asset Allocation Backtesting
    • Backtesting Tactical Asset Allocation
      • Momentum
      • Momentum Filters
      • Crash Protection Option (A)
      • Crash Protection Option (B)
    • Importance of Rebalancing
    • Strategy Examples
    • Combining Strategies
    • Understanding the Backtesting Outcomes
      • Benchmark strategy - 60/40 Strategy
      • Key statistics
      • Performance charts
      • Drawdown
      • Portfolio Details - Assets
  • How-to-choose-ETFs
    • ETFs: Getting Started
    • ETF Heatmap
    • ETF Screener
    • Curated ETF offerings
    • Extended Data for US ETFs
    • A Guide to Investing in Dividend ETFs
    • ETF Alert
    • My ETF Feature
    • Understanding ETF Details
  • FAQ
    • Frequently Asked Questions
  • Copyright Info
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On this page
  • Exploring ETF Details
  • Visualizing Returns
  • Diving into Detailed Information
  • Understanding Dividend Dynamics
  • ETF Peer Comparison
  • Momentum Insights
  1. How-to-choose-ETFs

Understanding ETF Details

ETF Details

Last updated 1 year ago

Exploring ETF Details

provides a separate breakdown of the ETFs on offer. You can get all the essential information about your ETFs at a glance. Gain valuable insights at a glance, including underlying price dynamics, proximity to yearly highs and lows, and the option to customize your ETF selections and set alerts.

Visualizing Returns

Navigate daily market fluctuations with ease using our Return Charts feature. Access a range of chart options, spanning from short-term trends to long-term performance metrics. Dive into annual and monthly return data for a deeper understanding of your investment journey.

Diving into Detailed Information

Uncover fundamental ETF data with precision. From fund names and benchmarks to inception dates and management fees, our platform provides a holistic view of each ETF's essential attributes. Explore classification data, price-related metrics, and the top holdings composition for informed decision-making.

  • Basic data such as fund name, benchmark, inception date, fee, manager, currency, investment objective, etc.

  • Classification data such as asset class, region, type 1, type 2, features, exchange, etc.

  • Price-related data such as return, size, volume, correlation coefficient (SPY vs. S&P500), beta, PER, PBR, dividend yield (TTM), etc.

  • Top 10 holdings and percentage of top 10 holdings

Understanding Dividend Dynamics

Gain insights into dividend performance metrics, including yield, payout frequency, and growth rates. Visualize dividend yield trends against share price movements and evaluate historical dividend trends to assess stability and growth potential.

  • Dividend yield (TTM): The dividend yield of the dividend (TTM) based on the current price.

  • Dividends (TTM): The sum of dividends paid in the last four quarters.

  • Dividend Yield (3-year average): 3-year average dividend yield (based on TTM).

  • Dividend Cycle: The frequency of cash dividends.

  • Dividend Growth Rate (3 Years): The compounded annual growth rate of the dividend over the last three years.

  • Dividend Growth Rate (5 Years): The compound annualised dividend growth rate over the last 5 years.

  • Last Dividend: The amount of the last dividend paid.

  • Last Ex-Dividend Date: The ex-dividend date of the most recent dividend.

Dividend yield vs. share price

ETF Peer Comparison

Empower your investment decisions by comparing similar ETFs side by side. Our peer comparison tool facilitates a comprehensive analysis, allowing you to evaluate performance metrics, chart trends, and market indicators effortlessly.

In addition, you can swap the ETFs you are comparing by clicking on the "Settings" button in the top left corner of the table. Once you've selected the ETFs you want to compare, you'll be able to see a line-by-line comparison, as well as a chart comparison and various market indicators. This will help you in many ways to choose a better ETF within the same category.

Momentum Insights

Stay ahead of market trends with our momentum indicators table. Compare return momentum, moving averages, and momentum scores across different ETFs, empowering you to make data-driven decisions based on dynamic asset allocation strategies. Again, you can swap the ETFs you want to compare using the "Setting" button. You can also compare and analyse momentum by time period.

This chart plots the dividend yield against the movement in the share price. For a dividend ETF that pays a constant level of dividends each year, the graph of share price and dividend yield will be inversely proportional. This is a very important investment idea for dividend ETFs. For more information, please see our .

guide to investing in dividend ETFs
ETF Portfolio