Can’t remember where to check ETF info? Use this quick guide to master 3 sites + the ETF screener!

When I do my own ETF research, I often run into the same problem:

👉 “I know this data is important, but I just can’t remember which website to check.”

Sometimes it is the expense ratio, sometimes it is the holdings. Even though I have looked them up several times before, I still cannot remember if it was Morningstar, ETFdb.com, or Yahoo Finance.

So I decided to put together this note for myself and for you.
Whenever you cannot recall where to find certain data, just come back to this article and you will not get stuck.

✨ In the past three weeks, I have already taught how to use these three websites to screen ETFs. This article sums up the key points of the ETF screener, and later on I will also show you how to evaluate ETF quality.

🧭 Know what these three websites provide before you begin your ETF search

I get it, your first instinct might be to just type in the ETF name. But before you do that, think about what kind of info you actually need, since each site is better at different things.

🔍 Morningstar: See the full breakdown of an ETF

• Holdings details (weighting of each position, top ten holdings)
• Industry allocation
• ETF historical performance
• ETF expense ratio and dividend distribution method

👉 Detailed tutorial recap:Don’t Judge an ETF by Its Name! Use Morningstar to Check Dividends, Fees, and Holdings for Free

🔧 ETFdb.com：依照你的策略來篩選ETF

• Thematic categories (AI, ESG, Energy, etc.)
• Customizable filters: expense ratio, asset size, beta value, dividend yield
• ETF comparison tool, useful for finding ETFs with "low fees + stable returns"
• ETFdb.com rating
• Assess ETF risk (beta value)

👉 Detailed tutorial recap:Don’t Just Chase Popular Funds—Use ETFdb to Find ETFs That Truly Fit Your Strategy for Free

💼 Yahoo Finance: The all-purpose tool for filling data gaps

• Fund size (Net Assets)
• Beta value
• ETF expense ratio
• Historical performance/trend

👉 Detailed tutorial recap:ETF Research Made Simple: Yahoo Finance in 3 Minutes

📋 If you forget where to find certain data, here’s a quick reference:

📌 Just a quick reminder: Since ETF.com has been revamped, it is no longer recommended as a research site. In my tutorials, I have now fully replaced it with ETFdb and Yahoo Finance.

💡 My own little rule of thumb for Beta settings:

I usually set the Beta of an ETF below 1.2. This way, it slightly increases volatility (risk) in exchange for potentially higher returns. It is not about chasing excitement, but about maintaining a stable foundation while still keeping some room for growth. This setting works well for people who prefer long-term investing but do not want to be overly conservative.

📌 Here’s a quick note:
Beta = 1 → volatility is the same as the market
Beta < 1 → volatility is lower than the market
Beta > 1 → volatility is higher than the market

🏁 Conclusion: Not a detailed guide, but a backup note

This is not the most detailed ETF screener tutorial, but it is the one that will be most useful when you get stuck.
You don’t need to memorize where each piece of data can be found. Just remember to keep this article in your bookmarks. Next time you can’t find Beta, or can’t find the holdings, just come back here.

📌An important reminder:

In ETF search engines, some data can be found on more than one website. For example, the Beta value can be checked on both ETFdb and Yahoo Finance.
However, since each site may use different time frames or parameters in their calculations, it is better to stick with one website as your consistent source.
For me, I always use Yahoo Finance to check Beta, so it is less confusing.

If you also find this article helpful, feel free to bookmark it, share it, or leave a comment telling me which piece of data you most often look up incorrectly (my guess is the expense ratio 😆).