Core Viewpoint - The Invesco Pharmaceuticals ETF (PJP) provides broad exposure to the Healthcare - Pharma segment, appealing to both retail and institutional investors due to its low costs, transparency, flexibility, and tax efficiency [1][2]. Fund Overview - PJP is a passively managed ETF launched on June 23, 2005, with assets exceeding $257.58 million, positioning it as an average-sized ETF in the Healthcare - Pharma sector [3]. - The fund aims to match the performance of the Dynamic Pharmaceutical Intellidex Index, which evaluates U.S. pharmaceutical companies based on various investment criteria [4]. Cost Structure - The annual operating expenses for PJP are 0.56%, which is competitive within its peer group, and it has a 12-month trailing dividend yield of 1.07% [5]. Sector Exposure and Holdings - PJP is fully allocated to the Healthcare sector, with Eli Lilly & Co (LLY) making up approximately 5.24% of total assets, followed by Pfizer Inc (PFE) and Amgen Inc (AMGN). The top 10 holdings constitute about 47.34% of total assets [6][7]. Performance Metrics - Year-to-date, PJP has increased by roughly 9.35%, and it was up about 6.41% over the last 12 months as of August 19, 2025. The ETF has traded between $74.593 and $90.012 in the past 52 weeks, with a beta of 0.48 and a standard deviation of 15.82% over the trailing three-year period [8]. Alternatives - PJP holds a Zacks ETF Rank of 3 (Hold), indicating it is a viable option for investors seeking exposure to the Healthcare ETFs market. Other alternatives include the VanEck Pharmaceutical ETF (PPH) and the iShares U.S. Pharmaceuticals ETF (IHE), which have assets of $532.51 million and $571.47 million, respectively, with lower expense ratios of 0.36% and 0.39% [9][10].

The Vanguard Financials ETF (VFH) was launched on January 26, 2004, and is a passively managed exchange traded fund designed to offer broad exposure to the Financials - Broad segment of the equity market.While an excellent vehicle for long term investors, passively managed ETFs are a popular choice among institutional and retail investors due to their low costs, transparency, flexibility, and tax efficiency.Investor-friendly, sector ETFs provide many options to gain low risk and diversified exposure to a br ...

Core Insights - The Invesco Leisure and Entertainment ETF (PEJ) is a passively managed fund launched on June 23, 2005, aimed at providing broad exposure to the Consumer Discretionary - Leisure and Entertainment segment of the equity market [1] - The fund has accumulated over $350.98 million in assets, making it one of the larger ETFs in its category [3] - PEJ seeks to match the performance of the Dynamic Leisure & Entertainment Intellidex Index, which evaluates U.S. leisure and entertainment companies based on various investment criteria [4] Fund Details - The ETF has an annual operating expense ratio of 0.57%, which is competitive within its peer group, and a 12-month trailing dividend yield of 0.1% [5] - The fund's portfolio is heavily allocated to the Consumer Discretionary sector, comprising about 57.2% of total assets, with Telecom and Industrials following [6] - The top three holdings include Royal Caribbean Cruises Ltd (6.06%), Doordash Inc, and Sysco Corp, with the top 10 holdings accounting for approximately 46.3% of total assets [7] Performance Metrics - As of August 14, 2025, the ETF has gained about 12.57% year-to-date and 34.79% over the past year, with a trading range between $42.84 and $59.35 in the last 52 weeks [8] - The ETF has a beta of 1.24 and a standard deviation of 21.44% over the trailing three-year period, indicating a higher risk profile compared to peers [8] Alternatives - The Invesco Leisure and Entertainment ETF has a Zacks ETF Rank of 4 (Sell), suggesting it may not be the best option for investors seeking exposure to the Consumer Discretionary ETFs segment [10] - Alternatives include the Global X Video Games & Esports ETF (HERO) with $163.01 million in assets and an expense ratio of 0.5%, and the VanEck Video Gaming and eSports ETF (ESPO) with $421.96 million in assets and an expense ratio of 0.56% [11]

Core Insights - The Invesco KBW High Dividend Yield Financial ETF (KBWD) is a passively managed ETF launched on December 2, 2010, aimed at providing long-term investors with exposure to the Financials sector [1][3] - The ETF has amassed over $424.82 million in assets, making it an average-sized fund in the Financials - Broad segment [3] - The fund seeks to match the performance of the KBW Nasdaq Financial Sector Dividend Yield Index, which includes 24 to 40 publicly listed financial companies in the US [4] Cost and Performance - The annual operating expenses for KBWD are 2.02%, which is considered high compared to other ETFs, but it offers a 12-month trailing dividend yield of 12.5% [5] - The ETF has gained approximately 3.66% year-to-date and 7.64% over the past year, with a trading range between $12.37 and $15.76 in the last 52 weeks [8] Sector Exposure and Holdings - KBWD has a 100% allocation in the Financials sector, providing diversified exposure while minimizing single stock risk [6] - The top holdings include Orchid Island Capital Inc (4.67%), Invesco Mortgage Capital Inc, and Armour Residential Reit Inc, with the top 10 holdings accounting for about 36.48% of total assets [7] Alternatives - Other ETFs in the Financials space include Vanguard Financials ETF (VFH) with $12.69 billion in assets and Financial Select Sector SPDR ETF (XLF) with $52.35 billion, both having significantly lower expense ratios of 0.09% and 0.08% respectively [10]

Launched on June 12, 2008, the Invesco NASDAQ Internet ETF (PNQI) is a passively managed exchange traded fund designed to provide a broad exposure to the Technology - Internet segment of the equity market.Retail and institutional investors increasingly turn to passively managed ETFs because they offer low costs, transparency, flexibility, and tax efficiency; these kind of funds are also excellent vehicles for long term investors.Sector ETFs also provide investors access to a broad group of companies in part ...

Core Insights - The SPDR S&P Aerospace & Defense ETF (XAR) is designed for broad exposure to the Aerospace & Defense segment of the equity market, launched on September 28, 2011 [1] - XAR is a passively managed ETF favored by both institutional and retail investors due to its low costs, transparency, flexibility, and tax efficiency [1] Fund Overview - Sponsored by State Street Investment Management, XAR has over $3.91 billion in assets, making it one of the larger ETFs in its sector [3] - The ETF aims to match the performance of the S&P Aerospace & Defense Select Industry Index [3][4] Cost Structure - XAR has an annual operating expense ratio of 0.35%, positioning it as one of the least expensive options in the market [5] - The ETF offers a 12-month trailing dividend yield of 0.51% [5] Sector Exposure and Holdings - The ETF is fully allocated to the Industrials sector, with approximately 100% of its portfolio [6] - Rocket Lab Corp (RKLB) constitutes about 4.97% of total assets, with the top 10 holdings making up approximately 37.67% of total assets [7] Performance Metrics - As of August 12, 2025, XAR has increased by about 29.81% year-to-date and approximately 47.12% over the past year [8] - The ETF has traded between $144.94 and $222.95 in the last 52 weeks, with a beta of 1.11 and a standard deviation of 21.07% over the trailing three-year period, indicating medium risk [8] Alternatives - XAR holds a Zacks ETF Rank of 2 (Buy), indicating strong potential based on expected returns, expense ratio, and momentum [9] - Other ETFs in the sector include Invesco Aerospace & Defense ETF (PPA) with $6.08 billion in assets and iShares U.S. Aerospace & Defense ETF (ITA) with $9.06 billion in assets, with expense ratios of 0.57% and 0.4% respectively [10]

Looking for broad exposure to the Consumer Discretionary - Retail segment of the equity market? You should consider the VanEck Retail ETF (RTH) , a passively managed exchange traded fund launched on December 20, 2011.An increasingly popular option among retail and institutional investors, passively managed ETFs offer low costs, transparency, flexibility, and tax efficiency; they are also excellent vehicles for long term investors.Sector ETFs are also funds of convenience, offering many ways to gain low risk ...

Core Insights - The Materials Select Sector SPDR ETF (XLB) offers broad exposure to the Materials - Broad segment of the equity market, appealing to both retail and institutional investors due to its low costs, transparency, flexibility, and tax efficiency [1][2]. Fund Overview - XLB is a passively managed ETF launched on December 16, 1998, and is sponsored by State Street Investment Management, with assets exceeding $5.26 billion, making it one of the largest ETFs in its category [3]. - The ETF aims to match the performance of the Materials Select Sector Index, which represents the materials sector of the S&P 500 Index [3]. Cost Structure - The ETF has an annual operating expense ratio of 0.08%, making it the least expensive option in its space, and it offers a 12-month trailing dividend yield of 1.93% [4]. Sector Exposure and Holdings - XLB provides nearly 100% allocation in the Materials sector, minimizing single stock risk through diversified exposure [5]. - The top holding, Linde Plc (LIN), constitutes approximately 15.91% of total assets, with the top 10 holdings accounting for about 58.8% of total assets under management [6]. Performance Metrics - Year-to-date, XLB has gained about 6.01%, and it is up approximately 1.61% over the last 12 months as of August 11, 2025. The ETF has traded between $74.27 and $97.63 in the past 52 weeks [7]. - With a beta of 1.00 and a standard deviation of 18.68% over the trailing three-year period, XLB is categorized as a medium-risk investment [7]. Alternatives - XLB carries a Zacks ETF Rank of 3 (Hold), indicating it is a viable option for investors seeking exposure to the Materials ETFs area of the market [8]. - Other alternatives include the SPDR S&P Global Natural Resources ETF (GNR) and the FlexShares Morningstar Global Upstream Natural Resources ETF (GUNR), with GNR having $3.26 billion in assets and GUNR $4.86 billion [10].

Core Viewpoint - The First Trust Financials AlphaDEX ETF (FXO) is a passively managed ETF that provides broad exposure to the Financials sector, appealing to both institutional and retail investors due to its low costs and tax efficiency [1][2]. Group 1: Fund Overview - Launched on May 8, 2007, FXO has accumulated over $2.17 billion in assets, positioning it among the larger ETFs in the Financials sector [3]. - FXO aims to match the performance of the StrataQuant Financials Index, which utilizes a modified equal-dollar weighted methodology to select stocks from the Russell 1000 Index [4]. Group 2: Costs and Performance - The ETF has an annual operating expense ratio of 0.61% and a 12-month trailing dividend yield of 1.95% [5]. - FXO has increased approximately 5.81% year-to-date and 23.62% over the past year, with a trading range between $45.9 and $59 in the last 52 weeks [8]. Group 3: Sector Exposure and Holdings - FXO has a significant allocation in the Financials sector, comprising about 99.7% of its portfolio [6]. - The top holdings include Bank Ozk (1.68% of total assets), Invesco Ltd., and Interactive Brokers Group, with the top 10 holdings accounting for approximately 16.07% of total assets [7]. Group 4: Alternatives and Market Position - FXO carries a Zacks ETF Rank of 3 (Hold), indicating it is a viable option for investors seeking exposure to the Financials sector [9]. - Other alternatives include the Vanguard Financials ETF (VFH) and the Financial Select Sector SPDR ETF (XLF), which have significantly larger asset bases and lower expense ratios [10].

Core Insights - The First Trust RBA American Industrial Renaissance ETF (AIRR) is a passively managed ETF launched on March 10, 2014, designed to provide broad exposure to the Industrials - Broad segment of the equity market [1] - AIRR has amassed over $4.59 billion in assets, making it one of the largest ETFs in its category [3] - The ETF has a year-to-date return of approximately 14.38% and a 12-month return of about 31.3% as of August 6, 2025 [8] Fund Overview - AIRR seeks to match the performance of the Richard Bernstein Advisors American Industrial Renaissance Index, which focuses on small and mid-cap US companies in the industrial and community banking sectors [4] - The ETF has an annual operating expense ratio of 0.7%, which is relatively high compared to other ETFs [5] Sector Exposure and Holdings - The ETF has a significant allocation in the Industrials sector, comprising about 91.1% of the portfolio [6] - Dycom Industries, Inc. (DY) is the largest holding at approximately 3.37% of total assets, followed by Emcor Group, Inc. (EME) and Bwx Technologies, Inc. (BWXT) [7] - The top 10 holdings account for about 29.85% of total assets under management [7] Performance Metrics - AIRR has a beta of 1.29 and a standard deviation of 24.95% over the trailing three-year period, indicating a higher risk profile [8] - The ETF has traded between $61.92 and $88.54 in the past 52 weeks [8] Alternatives - AIRR holds a Zacks ETF Rank of 2 (Buy), indicating favorable expected asset class return, expense ratio, and momentum [9] - Other ETFs in the industrials space include Vanguard Industrials ETF (VIS) and Industrial Select Sector SPDR ETF (XLI), with VIS having $6.01 billion in assets and XLI at $23.09 billion [11]