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To get a good overview for an ETF or a fund, the Insight Panel is the place to start. To look at the key metrics of multiple ETFs and/or funds together in a comparative format, the Table would be the place to go.
Let’s begin with the Insight Panel.
The Insight Panel Summary Display provides a quick and easy way to digest key information for an ETF or a fund. The display has eleven separate sub-panels covering profile information, price performance, and aggerate holding statistics such as price to earnings, price to sales and price to book. The display also includes technicals, dividends, holdings details and changes, and asset allocation by type and world region.
To view the Insight Panel summary panel, select the dataset and ticker you want, and then select the Insight Layout and the Summary tab. In the example below, we have chosen the Technology ETF (XLK) from the Sectors watchlist.
Below is a screenshot of the Insight Panel Summary tab for the Technology ETF (XLK).
The Table excels at comparing a set of companies, ETFs and/or funds across different metrics.
For ETF and fund comparison there is a View Folder called ETF & Fund. Inside of this folder are eight separate Views providing different categories of data. The view we are interested in for the purposes of a comparative overview is the ETF & Fund Profile view.
Let’s continue our example by using all of the tickers in the Sectors ETF watchlist. We can bring up the ETF & Fund Profile by selecting the Sectors watchlist, the Table layout and the ETF & Fund Profile view from the ETF & Fund folder, as shown below.
A screenshot of the ETF & Fund Profile view is shown below.
Some of the key columns of the ETF & Fund Profile view include the ETF or fund style and category, as well as its size, expense ratio, Morningstar rating, number of holdings, top 10 holdings %, turnover ratio, manager tenure, issuer and benchmark.
