ETF Holdings vs ETFWise
Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.
ETF Holdings
This app analyzes your Exchange Traded Fund (ETF) portfolio to reveal underlying stock holdings and identify portfolio overlaps. It helps you understand your true diversification and make more informed investment decisions.
- Analyze ETF portfolio holdings
- Identify stock overlaps
- Understand diversification
- View top 100 holdings
- Calculate expense ratios
- Works offline with cached data
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Discover What You Really Own in Your ETF Portfolio Do you invest in multiple ETFs (Exchange Traded Funds)? You might be surprised to learn you're holding the same stocks across different funds. ETF Holdings reveals exactly which stocks you own and how much overlap exists in your portfolio. POWERFUL PORTFOLIO ANALYSIS - Enter your ETF tickers and dollar amounts - Instantly see all underlying stock holdings - Discover portfolio overlaps and concentrations - Understand your true diversification - Make smarter investment decisions KEY FEATURES Comprehensive Coverage - 2,500+ ETFs included - Latest holdings data - All major equity ETFs - Updated regularly Smart Analysis - See exact dollar amounts per stock - Identify portfolio overlaps - Understand concentration risk - View top 100 holdings - Calculate total expense ratios Easy to Use - Simple, intuitive interface - Fast results - No login required - Clean, modern design - Works offline with cached data Flexible Options - Free: Analyze up to 10 ETFs - Unlock: Unlimited ETFs for $4.99 - One-time purchase, no subscription - Syncs across all your devices PERFECT FOR - Long-term investors building diversified portfolios - DIY investors managing their own accounts - Anyone holding multiple ETFs - Investors wanting to reduce overlap - People seeking true diversification HOW IT WORKS 1. Enter your ETF tickers (like VOO, VTI, QQQ) 2. Add the dollar value you hold in each 3. Tap Analyze Portfolio 4. See exactly which stocks you own 5. Understand your portfolio composition EXAMPLE USE CASES I own VOO and VTI. How much overlap do I have? ETF Holdings shows you exactly which stocks appear in both and by how much. I want to add QQQ. Will it diversify my portfolio? Compare QQQ against your existing holdings to see if it adds value. What are my top 10 stock positions across all my ETFs? See your largest holdings ranked by total dollar value. WHY ETF HOLDINGS? Most investors don't realize they're holding the same stocks multiple times across different ETFs. This can lead to unintended concentration risk, less diversification than expected, and inefficient portfolio construction. ETF Holdings solves this by showing you the complete picture of your portfolio at the stock level. DATA YOU CAN TRUST - Holdings data from official ETF providers - Regular updates to ensure accuracy - Covers all major equity ETFs - Transparent expense ratio calculations PRIVACY FIRST - No account required - No personal data collected - Your portfolio stays on your device - No tracking or analytics FREE TO START Try ETF Holdings free with up to 10 ETFs. Perfect for most investors. Need more? Unlock unlimited ETFs for just $4.99 - a one-time purchase with no recurring fees. INVEST SMARTER Stop guessing what you own. Start knowing. Download ETF Holdings today and take control of your investment portfolio.
ETFWise
This app provides daily ETF insights, including top picks, market briefings, and significant movers. It offers in-depth fund data, performance metrics, and news sentiment analysis. A premium screener allows for customized fund searches based on various criteria.
- Daily top ETF picks
- Jargon-free market briefing
- Top gainers and losers
- In-depth fund metrics
- News sentiment analysis
- Customizable ETF screener
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Stop spending hours on fund research. Every morning, ETFWise ranks hundreds of ETFs and hands you the top picks, a market briefing, and the biggest movers, all in one place. Check once, capture your insights, and get on with your day. YOUR DAILY EDGE - TOP PICKS: The leading ETFs in every category, ranked by fund size. - MORNING BRIEFING: A calm, jargon-free note on the overall market, major indices, sectors, bonds, international stocks, and dividend funds. - MOVERS BOARD: Top gainers and losers over the period you choose, from 1 week to 1 year, plus dedicated views for the S&P 500, Nasdaq, Dow Jones, and the leading and lagging sectors. - FRESH PRICES: Your Picks refresh every 5 minutes while the app is open. COMPLETE MARKET COVERAGE Your daily Picks are organized into five focused sections: - Major Index - Dividend - Sector (including commodity and thematic funds) - Bond & Fixed Income - International Tap See More on any section to explore its sub-categories, from Total Market and Small & Mid Cap to Technology, Semiconductors, Bitcoin & Crypto, Gold, AI & Robotics, Clean Energy, Dividend Aristocrats, and Government Bonds. Or search more than 480 ETFs by symbol, from VOO, SPY, and QQQ to SCHD, JEPI, and IBIT. EVERY FUND IN DEPTH - BULL & RISK CASE: A balanced, at-a-glance view of each fund's strengths and risks, built from its returns, ratings, costs, and news sentiment, to inform your own research. - KEY METRICS: Expense ratio, fund size, launch year, and the index it tracks. - PERFORMANCE: Returns from 1 month to 10 years, year-by-year results with the best and worst years, and Morningstar ratings. - DIVIDENDS: Yield over the past 12 months and the payout per share. - HOLDINGS: Top holdings and sector weights. - NEWS SENTIMENT: The mood behind the fund's recent headlines, with the headlines themselves. - WALL STREET CONSENSUS: Analyst buy, hold, and sell ratings, where available. - PREDICTION MARKETS: Crowd-sourced odds on related events, when a prediction market references the fund. SCREENER (PREMIUM) Find the funds that fit your own rules across more than 480 ETFs. Filter by returns over periods from 1 week to 1 year, such as down this week but up over 3 months, or by fund size, expense ratio, launch year, and fund company. Combine rules with Match all or Match any, or start from a ready-made preset. BUILT FOR IPHONE & IPAD A fast, native experience tuned for both iPhone and iPad. Light and dark mode follow your device's setting, or pick Light or Dark in Settings. PRIVATE BY DESIGN Start instantly with no account, no ads, and no tracking. We never ask for your portfolio or personal financial details. ETFWISE PREMIUM The Screener is part of ETFWise Premium, an auto-renewing subscription with yearly, 6-month, and monthly plans. Everything else in ETFWise is free. Payment is charged to your Apple Account at confirmation of purchase. Subscriptions renew automatically unless canceled at least 24 hours before the end of the current period. Manage or cancel anytime in Settings > Apple Account > Subscriptions. Privacy Policy: https://bartlettbutter.com/etfwise/privacy/ Terms of Use (Apple Standard EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/ ETFWise is for informational purposes only and is not investment advice. Data may be delayed, inaccurate, or unavailable in some regions, and past performance does not guarantee future results. Do your own research or consult a licensed financial advisor.
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Verdict
The clearest difference is ratings volume: ETFWise at 5 against ETF Holdings's 1. On price, rating, review sentiment and ads there is nothing between them.
Scored on Price · Rating · Positive reviews · Number of ratings · Update frequency · Ads · In-app purchases · Monetization · Best chart rank · Devices · Requires iOS
Both are free to download. ETF Holdings sells 1 one-off in-app purchase and ETFWise sells 3 in-app purchases, starting at $0.99 per month. Whichever you choose, the download price is not the number that matters.
On the App Store both sit at effectively the same score — 5.0 for ETF Holdings against 5.0 for ETFWise. That said, the two scores are not equally well evidenced: ETFWise has 5 ratings behind it against 1, so its average is the more settled of the two. Written reviews split almost evenly too, at 100% and 100% positive.
| Parameter | ETF Holdings | ETFWise |
|---|---|---|
| Price | Free | Free |
| Rating | 5.0 (1 ratings) | 5.0 (5 ratings) |
| Positive reviews | 100.0% of reviews | 100.0% of reviews |
| Number of ratings | 1 | 5 — better |
| Update frequency | — | Every 3 weeks |
| Ads | No | No |
| In-app purchases | Yes | Yes |
| Monetization | Free with in-app purchases | Freemium |
| Devices | iPhone, iPad | iPhone, iPad |
| Requires iOS | 17.6 — better | 18.0 |
| Further details — not scored | ||
| Size | 1 MB | 3 MB |
| Age rating | 4+ | 4+ |
| Developer | Sea Venture LLC | Bartlett Butter LLC |
Customer experience
ETF Holdings
ETFWise
In-app purchases
ETF Holdings
- ETF Holdings Pro$4.99
ETFWise
- Monthly$0.991 Month
- 6 Months$4.996 Months
- Yearly$7.991 Year






