Performance Comparison Chart - Ideas?

Discussion in 'ETFs' started by Bobby T, May 25, 2023.

  1. Bobby T

    Bobby T

    I'm looking for a tool or website that makes it easy to compare the total return of multiples funds (ETFs, mutual funds, or normal equities).

    I am used to using a Bloomberg terminal, but am losing my access at the end of the month.

    I tried Yahoo & Google finance, but have some issues. Those charts are a little clunky and show price return (I'm looking for total return). Anything available that's similar to how Bloomberg shows it?

    upload_2023-5-25_9-50-10.png
     
    murray t turtle likes this.
  2. hilmy83

    hilmy83

    You can try https://www.etfchannel.com/
    But it's only 2 at a time though.

    I usually just use tradingview to compare multiple stocks/etfs.You can adjust your zoom to reflect time period of returns

    upload_2023-5-25_10-57-4.png
     
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  3. BKR88

    BKR88

    https://seekingalpha.com/symbol/SPYI/charting?compare=SPYI,SP500TR,JEPI&metric=totalReturn
    https://www.customstockalerts.com/stockReturnCalculator
     
    Bobby T likes this.
  4. Sekiyo

    Sekiyo

    Maybe TradingView. Not sure what you mean about "Total Return"

    upload_2023-5-25_18-8-5.png
     
    Last edited: May 25, 2023
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  5. Bobby T

    Bobby T

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  6. Bobby T

    Bobby T

    Total return is the price return plus dividend reinvested. Helps compare apples to apples, otherwise a price return only will favor securities with no dividend.
     
  7. hilmy83

    hilmy83

    upload_2023-5-25_11-17-25.png
     
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  8. Bobby T

    Bobby T

    Awesome! Tradingview looks pretty good. Just got to learn how to use it haha
     
    Sekiyo likes this.
  9. %%
    SCHW has it but limited to 4 or 5 per page
     
    Sekiyo likes this.