Compare tickers to show differences

ETF Comparison Example: QQQ vs SPY

Side-by-side fund-level metrics comparing Invesco QQQ Trust and SPDR S&P 500 ETF across ROIC, FCF Margin, valuation, and growth.

Metric	QQQ	SPY
ROIC	41.25%	35.99%
WACC	11.01%	9.58%
ROIC − WACC	30.24	26.41
ROE	46.23%	46.00%
ROA	14.85%	13.65%
P/E Ratio	31.42	26.50
Forward P/E	21.72	20.31
PEG Ratio	1.98	2.08
Gross Margin	56.05%	54.56%
Operating Margin	27.79%	28.56%
FCF Margin	23.17%	22.16%
TTM Revenue Growth	24.58%	19.28%
Est. 12mo Change	25.56%	22.62%

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Custom allocation compare

Build two custom portfolios with ticker allocations. Allocations are automatically normalized to 100% for each portfolio before computing weighted average metrics.

Portfolio 1

Input total: 0%

Portfolio 2

Input total: 0%

How this compare tool works

This page supports 2 compare modes. Standard Compare lets you enter ticker 1 and ticker 2 (up to 6 characters each). Custom allocation compare lets you build Portfolio 1 and Portfolio 2 with multiple tickers and user-defined allocation percentages. You can rename each portfolio (up to 30 characters), add rows with Add ticker, and remove rows as needed.

For Custom allocation compare, each portfolio allocation set is normalized to 100% before any calculation. That means if totals are below or above 100%, weights are proportionally rescaled so the portfolio still evaluates correctly. Example: 50/20/30 already totals 100 and stays the same. A 60/60 split totals 120, so each weight is scaled down proportionally.

After normalization, portfolio metrics are computed as weighted averages of each included ticker. The page then compares the two final outputs using the same logic as standard compare. Most metrics are shown as direct differences (left minus right): Est. 12 months change, ROE, ROA, ROIC, WACC, ROIC-WACC, gross margin, operating margin, FCF margin, TTM revenue growth, and dividend yield.

Valuation ratios use relative comparison instead of direct subtraction. For P/E Ratio and Forward P/E, the tool calculates (left / right - 1) x 100 and labels results as cheaper or more expensive. PEG Ratio uses the same relative method and is labeled lower or higher.

If a ticker is invalid or not implemented, you will see a validation message and can use the Directory page to find supported symbols. Results auto-scroll into view after you click OK in either mode so it is clear the compare ran successfully. Standard compare ticker inputs persist during the current browsing session, including browser back navigation.