# ETFIQ

> Independent data on exchange-traded funds, in plain words, for retail investors and advisers. Four desks: buffer (defined outcome) ETFs on one comparable band; option-income ETFs against the index or stock they write options on; thematic ETFs measured by how much of them is already in the S&P 500; and a Portfolio desk that looks through a whole portfolio of ETFs to what it really holds, protects and pays. ETFIQ is not an issuer, broker or adviser and makes no recommendations. Sort orders are stated arithmetic on published data.

Data as of: buffer desk 2026-09-04, income desk 2026-09-04, themes desk 2026-09-04. Refreshed every trading night.

## Definitions

- Buffer desk: "Can still gain" and "Fall before buffer" are the issuer's own figures in fund-price terms (remaining cap net of fees; downside before buffer). "Protection left" is ETFIQ's calculation in index points: the part of the buffer still below today's index level. The outcome band places every fund on one axis from buffer floor to cap in reference-return space.
- Income desk: cash paid, price change and total return with distributions reinvested over 3M, 6M, 1Y, 3Y and since launch, from Tiingo end-of-day prices; "ahead or behind" is total return minus the benchmark's total return in points. Return of capital figures are issuers' Rule 19a-1 estimates.
- Themes desk: holdings from each fund's latest public SEC N-PORT filing; "in the S&P 500" is the fund's weight in securities the index holds; active share is one minus the summed minimum weights against the IVV (S&P 500) or QQQM (Nasdaq-100) book; themes are ETFIQ's editorial taxonomy.

## Pages

- [Buffer desk, every fund](https://etfiq.com/buffer/): 245 funds
- [Income desk, every fund](https://etfiq.com/income/): 338 funds
- [Themes desk, every fund](https://etfiq.com/themes/): 289 funds
- Fund pages: https://etfiq.com/funds/TICKER.html, for example https://etfiq.com/funds/PJAN.html, https://etfiq.com/funds/JEPI.html, https://etfiq.com/funds/ARKK.html
- [ETFIQ Research](https://etfiq.com/research/): one computed piece per desk, rebuilt nightly, with method and data file
- [Head to head comparisons](https://etfiq.com/compare/): every pair of the most widely held funds on each desk, in one table with the desk's own fields
- [Portfolio desk](https://etfiq.com/portfolio/): enter ETF positions with weights, shares or dollars; the look-through to filed holdings, overlap between positions, weighted fee, blended buffer protection, cash by month, and the outcome of a market move on buffer positions from published terms. Positions travel in the link; nothing to sign up for.
- [Rankings](https://etfiq.com/rankings/): each list is one published field sorted, with the measure in the title and the method on the page. Not recommendations
- [Feed](https://etfiq.com/feed.xml): what changed each trading night, plus the research and the rankings
- [Questions](https://etfiq.com/questions/): plain answers to what a buffer ETF is, what return of capital means, whether covered call ETFs lose value, what active share measures, each worked through with live figures
- [ETF statistics](https://etfiq.com/statistics/): category-level counts recomputed nightly, free to cite with attribution and the date
- [Core index funds](https://etfiq.com/core/): the plain index, bond and commodity funds the desks measure against, on the same fields
- [Research archive](https://etfiq.com/research/): each night's pieces kept at a dated address
- [Open data](https://etfiq.com/data/): every figure as JSON at a stable address, free to use with attribution, rebuilt nightly. Files: funds.json, income.json, thematic.json, payouts.json, sources.json, insights.json, books/index.json
- [Standards, ownership and sources](https://etfiq.com/standards/): who publishes this, what it never does, and where every figure comes from
- [Learn the vocabulary](https://etfiq.com/learn/): three plain-words glossaries, one per desk, defining every term used here
- [What changed today](https://etfiq.com/changed/): counted from the published data each trading night
- [Every issuer](https://etfiq.com/issuers/): one page per issuer listing all of its funds across the desks
- Theme pages: https://etfiq.com/themes/THEME.html, for example https://etfiq.com/themes/ai.html
- Buffer reset months: https://etfiq.com/buffer/MONTH.html, for example https://etfiq.com/buffer/january.html
- Embeddable graphics, free to use with a credit link: https://etfiq.com/embed/DESK/TICKER.svg, for example https://etfiq.com/embed/buffer/PJAN.svg
- [Live application](https://etfiq.com/)

## Data files

- https://etfiq.com/data/funds.json (buffer desk records), https://etfiq.com/data/income.json (income desk records), https://etfiq.com/data/thematic.json (themes desk records and the fund-to-fund overlap matrix), https://etfiq.com/data/payouts.json (payout calendar), https://etfiq.com/data/sources.json (19a-1 estimates). Free to read; cite ETFIQ and the as-of date.