Forty-one capabilities scored 1–10 from our research. Pick the kind of firm you run and the weights shift to what that firm actually uses. Tap any line item for the evidence behind its score.
↓ Download PDFEach 1–10 score is a judgment drawn from the research report, not a vendor-published metric. A gap of two points or more counts as an advantage; one point or less is roughly even.
Where we couldn't confirm one or both sides from a reliable source, the item is shown with a “?” and left out of every total rather than guessed.
Each item carries a weight of 0–3 per firm profile. Overall and category scores are weighted averages, so an item weighted 0 doesn't move that profile's score.
Vanguard agreed on Aug 26, 2026 to buy Altruist; closing was not confirmed as of Oct 15. No product changes have been announced. Recheck Altruist scores after close.