Mutual fund comparison usually starts with a return column, and that column answers two different questions at once. Here is how to separate the cost of a share class from the behavior of a portfolio, with figures computed on August 18, 2026.
Fund overlap is reported as a single percentage, but that number is calculated three different ways and hides which of the two funds is the subset. Here is how to read it properly.
GOOGLEFINANCE("MUTF:VFIAX","price") returns a mutual fund NAV in Google Sheets, but not yield, beta, or expense ratio. MarketXLS adds those as formulas in Sheets or Excel.
How to compare two mutual funds side by side: costs, holdings overlap, returns, risk, and tax efficiency, using the free FundXLS mutual fund and ETF comparison tools.
Build an ETF portfolio in four steps: set your stock/bond allocation, pick one low-cost ETF per bucket, check overlap and risk, then rebalance on a schedule or 5% drift.
Best value ETF options ranked by proprietary value scores, historical performance, expense ratios, and holdings quality — covering large-cap, mid-cap, small-cap, and international value funds for every portfolio strategy.
How to compare ETFs side by side: holdings overlap, expense ratio, performance, sector exposure, and risk, with free FundXLS tools to check each one.
An ETF screener filters thousands of exchange-traded funds by expense ratio, asset class, sector, holdings, performance, and size. How to use the FundXLS ETF screener.
Best performing ETFs over the last decade delivered 20%+ annual returns — led by semiconductor and tech funds. See the full list with returns, expense ratios, and how to analyze them in Excel.
Real Time Futures Prices in Excel with MarketXLS — stream live Nasdaq, Dow Jones, S&P 500, crude oil, gold and more using QM_Stream functions directly in your spreadsheets.
Hedge portfolio with ETFs using strategic asset allocation, inverse funds, gold, bonds, and buffer ETFs. This professional guide covers every hedging method with real MarketXLS formulas and risk dashboards.
Spot Bitcoin ETFs launched in 2024, unlocking institutional access to cryptocurrency. Learn which bitcoin ETF is best by tracking fund flows, fees, and liquidity using data-driven analysis in Excel.
How to invest in gold ETFs: choose between physically-backed, miner, and futures funds, then compare expense ratios and liquidity in Excel.
ETF strategies for leveraged, inverse, and covered call funds require precise risk analysis. Learn the mechanics, risks, and MarketXLS formulas to analyze these advanced instruments like a professional.
ETF risk analysis guide covering alpha, beta, Sharpe ratio, Sortino ratio, max drawdown, standard deviation, and R-squared — with step-by-step Excel implementation using MarketXLS.
ETF portfolio diversification requires more than picking multiple funds. Learn how to identify hidden overlap, build truly diversified allocations, and optimize your ETF portfolio using MarketXLS and FundXLS tools.
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Live market data, stock screening, options analytics and portfolio management inside Excel.
