Compare funds, stocks and ETFs side by side on one page

The compare page helps answer "which one is better at the thing I care about" by placing each item's data side by side: returns, drawdown from the peak, annual costs and shared holdings. Each item has its own colour, used in every chart and table.

You can pick Thai mutual funds, stocks and ETFs held by Thai funds, 2 to 10 items in total. Until you have picked 2, the page tells you how many more you need, and below the picker there are suggestions, such as "Similar funds" to your first fund or "Funds holding" the stocks you picked.

Sections of the page

• Summary: shows which item is highest and lowest on returns, max drawdown, total annual expenses and how soon redemption money is paid (for example T+1). Returns and max drawdown use the longest period every item has data for, starting with 5Y and falling back to 3Y, 1Y and YTD
• Returns: a cumulative return chart of every item on one axis, followed by a return rankings table for every period and calendar-year returns. A year marked * has fewer than 12 months
• Compare holdings: shows how many stocks each pair holds in common and what percentage of fund value they make up. Pick a pair to see the holdings both share and those held by only one
• Risk and recovery: the max drawdown from the peak over the selected period, how long it took to recover, and a table of return per year, volatility per year and Sharpe
• Fees: annual costs split into the management fee and other expenses, plus front-end and back-end fees
• Other: fund details such as fund size, inception date, master fund, dividend policy, risk level, currency hedging, minimum purchase and redemption, order cut-off times and when redemption money is paid. This section appears when at least 1 fund is in the list

Where the data comes from and how to read it

Fund returns are calculated from NAV, and stock and ETF returns from prices. All of them reinvest dividends and exclude trading fees. Compare holdings counts only the top holdings with available data, not the whole portfolio: funds investing through a master fund use the master fund's top 10, funds buying shares directly use the top 5 from the fact sheet, and ETFs use the top 10 of the ETF portfolio. Money market and bond funds are left out of this section. Sharpe on this page is return per year divided by volatility per year, without deducting the risk-free rate.

How to use it

1. Press "Add a fund, stock or ETF" and type a name or code. Pick at least 2 items, or tap a suggestion below the picker to add it straight away
2. Start with the Summary to see where each item stands out or falls behind. Tap a row to jump to the section with the details
3. Choose a period with the buttons above the chart. The same period applies to the return rankings table and the risk section. Drag across the chart to see the return between 2 points; on a phone, touch and hold with 2 fingers, and tap the chart again to cancel
4. Tap an item's name or code to highlight its line and rows while the others fade, which makes several items easier to read
5. In the return rankings table, tap a column header to sort by that period. In the tables under Other, drag a column header to reorder the funds
6. Press × next to a name to remove it. The page link changes with your picks, so you can copy it to open again or share

Getting the most out of it

• Compare funds that invest in the same thing, such as funds tracking the same index from different AMCs, then look at annual costs and max drawdown, since their returns are often close
• If you plan to hold several funds at once, check Compare holdings. If they share many stocks, you are less diversified than you might think
• Compare a fund with stocks it holds to see how much spreading across many stocks reduced the max drawdown