Core Viewpoint - The Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF (GSLC) is a passively managed fund designed to provide broad exposure to the Large Cap Blend segment of the U.S. equity market, with significant assets under management and low operating costs [1][3]. Group 1: Fund Overview - GSLC was launched on September 17, 2015, and has accumulated over $14.42 billion in assets, making it one of the largest ETFs in its category [1]. - The fund is sponsored by Goldman Sachs Funds and aims to match the performance of the Goldman Sachs ActiveBeta U.S. Large Cap Equity Index [6]. Group 2: Investment Characteristics - Large cap companies typically have market capitalizations above $10 billion, offering more predictable cash flows and lower volatility compared to mid and small cap companies [2]. - Blend ETFs hold a mix of growth and value stocks, exhibiting characteristics of both types of equities [2]. Group 3: Cost Structure - GSLC has annual operating expenses of 0.09%, positioning it as one of the least expensive options in the ETF space [3]. - The ETF offers a 12-month trailing dividend yield of 1.05% [3]. Group 4: Sector Exposure and Holdings - The ETF has a significant allocation to the Information Technology sector, comprising about 33.6% of the portfolio, followed by Financials and Consumer Discretionary [4]. - Nvidia Corp (NVDA) is the largest holding at approximately 7.04% of total assets, with Microsoft Corp (MSFT) and Apple Inc (AAPL) also among the top holdings [5]. Group 5: Performance Metrics - GSLC has increased by roughly 10.41% year-to-date and is up about 19.62% over the past year as of August 15, 2025 [6]. - The ETF has traded between $97.68 and $126.60 in the past 52 weeks [6]. Group 6: Risk Profile - The ETF has a beta of 0.99 and a standard deviation of 16.45% over the trailing three-year period, indicating a medium risk profile [7]. - With around 444 holdings, GSLC effectively diversifies company-specific risk [7]. Group 7: Competitive Landscape - GSLC holds a Zacks ETF Rank of 2 (Buy), indicating strong potential based on expected returns, expense ratio, and momentum [8]. - Other comparable ETFs include the SPDR S&P 500 ETF (SPY) and the Vanguard S&P 500 ETF (VOO), which have significantly larger assets under management [9]. Group 8: Market Trends - Passively managed ETFs are gaining popularity among both institutional and retail investors due to their low cost, transparency, flexibility, and tax efficiency, making them suitable for long-term investment strategies [10].

Core Viewpoint - The Schwab U.S. Large-Cap ETF (SCHX) is a passively managed fund designed to provide broad exposure to the Large Cap Blend segment of the U.S. equity market, with significant assets under management and low expense ratios [1][3]. Group 1: Fund Overview - SCHX was launched on November 3, 2009, and has accumulated over $57.11 billion in assets, making it one of the largest ETFs in its category [1]. - The fund targets companies with market capitalizations above $10 billion, which are typically stable with predictable cash flows [2]. Group 2: Costs and Performance - The ETF has an annual operating expense ratio of 0.03%, positioning it as one of the least expensive options available [3]. - It has a 12-month trailing dividend yield of 1.15% [3]. - SCHX has gained approximately 7.93% year-to-date and 23.55% over the past year, with a trading range between $19.60 and $25.24 in the last 52 weeks [7]. Group 3: Sector Exposure and Holdings - The ETF has a significant allocation to the Information Technology sector, comprising about 33.5% of the portfolio, followed by Financials and Consumer Discretionary [4]. - Nvidia Corp (NVDA) is the largest holding at approximately 7.02% of total assets, with Microsoft Corp (MSFT) and Apple Inc (AAPL) also among the top holdings [5]. Group 4: Risk and Alternatives - SCHX aims to match the performance of the Dow Jones U.S. Large-Cap Total Stock Market Index, which includes around 750 stocks and is float-adjusted market-capitalization weighted [6]. - The ETF has a beta of 1.01 and a standard deviation of 16.94% over the trailing three-year period, indicating medium risk [7]. - Alternatives to SCHX include the SPDR S&P 500 ETF (SPY) and the Vanguard S&P 500 ETF (VOO), which have larger asset bases and slightly different expense ratios [9]. Group 5: Investment Appeal - Passively managed ETFs like SCHX are gaining popularity among both institutional and retail investors due to their low costs, transparency, and tax efficiency, making them suitable for long-term investment strategies [10].

Core Insights - The Vanguard Russell 1000 ETF (VONE) is a passively managed ETF launched on September 22, 2010, designed to provide broad exposure to the Large Cap Blend segment of the US equity market, with assets exceeding $6.48 billion [1] Group 1: Large Cap Blend Characteristics - Large cap companies typically have a market capitalization above $10 billion, offering more predictable cash flows and lower volatility compared to mid and small cap companies [2] - Blend ETFs hold a mix of growth and value stocks, exhibiting characteristics of both types of equities [2] Group 2: Cost Structure - VONE has annual operating expenses of 0.07%, making it one of the least expensive ETFs in its category [3] - The ETF has a 12-month trailing dividend yield of 1.13% [3] Group 3: Sector Exposure and Holdings - The ETF has a significant allocation of approximately 32.3% to the Information Technology sector, followed by Financials and Consumer Discretionary [4] - Nvidia Corp (NVDA) constitutes about 6.44% of total assets, with Microsoft Corp (MSFT) and Apple Inc (AAPL) also being major holdings [5] Group 4: Performance Metrics - VONE aims to match the performance of the Russell 1000 Index, which tracks large-cap stocks in the US [6] - The ETF has gained approximately 8.13% year-to-date and 20.24% over the past year as of August 5, 2025, with a trading range between $225.48 and $289.57 in the past 52 weeks [6] Group 5: Risk Assessment - VONE has a beta of 1.02 and a standard deviation of 16.92% over the trailing three-year period, categorizing it as a medium risk investment [7] - The ETF holds about 1020 different securities, effectively diversifying company-specific risk [7] Group 6: Alternatives and Market Position - VONE holds a Zacks ETF Rank of 2 (Buy), indicating favorable expected returns, low expense ratios, and positive momentum [8] - Other comparable ETFs include the SPDR S&P 500 ETF (SPY) and the Vanguard S&P 500 ETF (VOO), with SPY having $650.84 billion in assets and an expense ratio of 0.09%, while VOO has $696.09 billion and charges 0.03% [9] Group 7: Investment Trends - There is a growing trend among retail and institutional investors towards passively managed ETFs due to their low costs, transparency, flexibility, and tax efficiency, making them suitable for long-term investment strategies [10]

Core Viewpoint - The SPDR MSCI USA StrategicFactors ETF (QUS) is a significant player in the Large Cap Blend segment of the US equity market, with over $1.53 billion in assets, providing investors with a diversified investment option [1]. Group 1: Fund Overview - QUS is a passively managed ETF launched on April 15, 2015, sponsored by State Street Investment Management [1]. - The fund targets large cap companies, defined as those with a market capitalization above $10 billion, which are generally more stable and less volatile compared to mid and small cap companies [2]. Group 2: Costs and Performance - The ETF has an annual operating expense ratio of 0.15%, making it one of the more cost-effective options in its category, with a 12-month trailing dividend yield of 1.45% [3]. - QUS aims to match the performance of the MSCI USA Factor Mix A-Series Index, achieving a return of approximately 5% year-to-date and 9.32% over the past year as of August 4, 2025 [6]. Group 3: Sector Exposure and Holdings - The ETF has a significant allocation to the Information Technology sector, comprising about 25.3% of the portfolio, followed by Financials and Healthcare [4]. - Microsoft Corp (MSFT) is the largest holding at approximately 3.37% of total assets, with the top 10 holdings accounting for about 21.65% of total assets under management [5]. Group 4: Risk Profile - QUS has a beta of 0.88 and a standard deviation of 14.17% over the trailing three-year period, indicating a medium risk profile with effective diversification across approximately 550 holdings [7]. Group 5: Alternatives - The ETF holds a Zacks ETF Rank of 3 (Hold), suggesting it is a viable option for investors seeking exposure to the Large Cap Blend market segment [8]. - Other comparable ETFs include the SPDR S&P 500 ETF (SPY) and the Vanguard S&P 500 ETF (VOO), with assets of $644.75 billion and $686.74 billion respectively, and lower expense ratios of 0.09% for SPY and 0.03% for VOO [9]. Group 6: Conclusion - Passively managed ETFs like QUS are increasingly favored by both retail and institutional investors due to their low costs, transparency, flexibility, and tax efficiency, making them suitable for long-term investment strategies [10].

Core Insights - The BNY Mellon US Large Cap Core Equity ETF (BKLC) is a passively managed ETF launched on April 9, 2020, with assets exceeding $3.65 billion, targeting the Large Cap Blend segment of the US equity market [1] - Large cap companies typically have market capitalizations above $10 billion, offering stability and reliable cash flows compared to mid and small cap companies [2] - The ETF has an annual operating expense ratio of 0%, making it one of the least expensive options in its category, with a 12-month trailing dividend yield of 1.14% [3] Sector Exposure and Holdings - The ETF has a significant allocation of approximately 34.1% to the Information Technology sector, followed by Financials and Consumer Discretionary [4] - Nvidia Corp (NVDA) represents about 7.14% of total assets, with Microsoft Corp (MSFT) and Apple Inc (AAPL) also among the top holdings; the top 10 holdings account for around 35.57% of total assets [5] Performance Metrics - BKLC aims to match the performance of the SOLACTIVE GBS UNITED STATES 500 INDEX, which tracks the largest 500 US companies; it has gained approximately 6.96% year-to-date and 16.98% over the past year as of August 4, 2025 [6] - The ETF has a beta of 1.03 and a standard deviation of 16.87% over the trailing three-year period, indicating effective diversification with about 510 holdings [7] Alternatives and Market Position - BKLC holds a Zacks ETF Rank of 2 (Buy), indicating strong potential based on expected returns, expense ratio, and momentum, making it a solid choice for investors seeking Large Cap Blend exposure [8] - Other comparable ETFs include the SPDR S&P 500 ETF (SPY) and the Vanguard S&P 500 ETF (VOO), with assets of $644.75 billion and $686.74 billion respectively, and expense ratios of 0.09% and 0.03% [9] Investment Trends - There is a growing trend among retail and institutional investors towards passively managed ETFs due to their low costs, transparency, flexibility, and tax efficiency, making them suitable for long-term investment strategies [10]

Core Viewpoint - The Inspire 500 ETF (PTL) launched on March 25, 2024, aims to provide broad exposure to the Large Cap Blend segment of the US equity market, with assets exceeding $418.91 million, positioning it as an average-sized ETF in this category [1]. Group 1: Fund Overview - The ETF is passively managed and sponsored by Inspire, focusing on large cap companies with market capitalizations above $10 billion, which are generally stable and less volatile [2]. - The fund has an annual operating expense ratio of 0.09%, making it one of the least expensive options in the market, and it offers a 12-month trailing dividend yield of 1.27% [3]. Group 2: Sector Exposure and Holdings - The ETF has a significant allocation of approximately 27.2% to the Information Technology sector, followed by Industrials and Financials [4]. - Broadcom Inc (AVGO) is the largest holding at about 8.33% of total assets, with Palantir Technologies (PLTR) and Exxon Mobil Corp (XOM) also among the top holdings. The top 10 holdings represent about 28.44% of total assets under management [5]. Group 3: Performance Metrics - The ETF aims to match the performance of the INSPIRE 500 INDEX, which includes the 500 largest US companies with Inspire Impact Scores of zero or higher. As of August 1, 2025, the ETF has gained approximately 11.72% year-to-date and 16.77% over the past year, with a trading range of $181.36 to $239.76 in the last 52 weeks [6]. - The ETF has a beta of 1.04 and a standard deviation of 18.63% over the trailing three-year period, indicating effective diversification with around 449 holdings [7]. Group 4: Alternatives and Market Position - The Inspire 500 ETF holds a Zacks ETF Rank of 3 (Hold), suggesting it is a reasonable option for investors seeking exposure to the Large Cap Blend market segment. Other alternatives include the SPDR S&P 500 ETF (SPY) and the Vanguard S&P 500 ETF (VOO), which have significantly larger asset bases of $654.85 billion and $699.18 billion, respectively [8][9]. Group 5: Market Trends - There is a growing trend among retail and institutional investors towards passively managed ETFs due to their low costs, transparency, flexibility, and tax efficiency, making them suitable for long-term investment strategies [10].

Core Viewpoint - The FlexShares US Quality Large Cap ETF (QLC) is a passively managed fund aimed at providing broad exposure to the Large Cap Blend segment of the US equity market, with assets exceeding $547.58 million [1] Group 1: Fund Overview - Launched on September 23, 2015, QLC is designed to match the performance of the Northern Trust Quality Large Cap Index [1][6] - The fund is sponsored by Flexshares and is considered an average-sized ETF in its category [1] Group 2: Investment Characteristics - Large cap companies, typically with market capitalizations above $10 billion, are viewed as more stable investments due to predictable cash flows and lower volatility compared to mid and small cap stocks [2] - QLC holds a mix of growth and value stocks, providing characteristics of both investment styles [2] Group 3: Costs and Performance - The annual operating expenses for QLC are 0.25%, which is competitive within its peer group, and it has a 12-month trailing dividend yield of 0.93% [3] - As of July 31, 2025, QLC has increased by approximately 10.11% year-to-date and 18.84% over the past year, with a trading range between $56.84 and $73.22 in the last 52 weeks [7] Group 4: Sector Exposure and Holdings - The ETF has a significant allocation to the Information Technology sector, comprising about 34% of the portfolio, followed by Financials and Telecom [4] - Nvidia Corp (NVDA) is the largest holding at approximately 7.02% of total assets, with Apple Inc (AAPL) and Microsoft Corp (MSFT) also among the top three holdings [5] Group 5: Risk Profile - QLC has a beta of 0.99 and a standard deviation of 16.71% over the trailing three-year period, indicating a medium risk profile [7] - The ETF effectively diversifies company-specific risk with around 167 holdings [7] Group 6: Alternatives and Market Position - QLC holds a Zacks ETF Rank of 2 (Buy), indicating strong potential based on expected returns, expense ratio, and momentum [9] - Other ETFs in the same space include the SPDR S&P 500 ETF (SPY) and the Vanguard S&P 500 ETF (VOO), which have significantly larger asset bases and lower expense ratios [10]

Core Viewpoint - The Strive 500 ETF (STRV) is a passively managed fund launched on September 15, 2022, aimed at providing broad exposure to the Large Cap Blend segment of the US equity market, with assets exceeding $955.92 million, positioning it as one of the larger ETFs in this category [1] Group 1: Fund Overview - STRV is sponsored by Strive ETFs and focuses on large cap companies, which typically have market capitalizations above $10 billion, offering more stability and predictable cash flows compared to mid and small cap companies [2] - The ETF has an annual operating expense ratio of 0.05%, making it one of the least expensive options in the market, with a 12-month trailing dividend yield of 1.09% [3] Group 2: Sector Exposure and Holdings - The ETF has a significant allocation of approximately 34.4% to the Information Technology sector, followed by Financials and Consumer Discretionary [4] - Nvidia Corp (NVDA) constitutes about 7.09% of total assets, with Microsoft Corp (MSFT) and Apple Inc (AAPL) also among the top holdings; the top 10 holdings represent around 35.73% of total assets under management [5] Group 3: Performance Metrics - STRV aims to match the performance of the SOLACTIVE GBS UNITED STATES 500 INDEX, with a year-to-date return of roughly 9.1% and a one-year return of about 19.26% as of July 31, 2025; the ETF has traded between $32.02 and $41.22 in the past 52 weeks [6] - The ETF has a beta of 1.01 and a standard deviation of 16.71% over the trailing three-year period, indicating effective diversification with approximately 506 holdings [7] Group 4: Competitive Landscape - STRV holds a Zacks ETF Rank of 2 (Buy), indicating strong potential based on expected asset class return, expense ratio, and momentum, making it a compelling option for investors interested in the Large Cap Blend segment [8] - Other similar ETFs include the SPDR S&P 500 ETF (SPY) with $651.73 billion in assets and an expense ratio of 0.09%, and the Vanguard S&P 500 ETF (VOO) with $697.94 billion in assets and an expense ratio of 0.03% [9] Group 5: Investment Appeal - Passively managed ETFs like STRV are increasingly popular among retail and institutional investors due to their low costs, transparency, flexibility, and tax efficiency, making them suitable vehicles for long-term investment strategies [10]

Core Insights - The Franklin U.S. Large Cap Multifactor Index ETF (FLQL) is designed to provide broad exposure to the Large Cap Blend segment of the US equity market, with assets exceeding $1.56 billion, making it one of the larger ETFs in this category [1] Group 1: Fund Overview - FLQL is a passively managed ETF launched on April 26, 2017, sponsored by Franklin Templeton Investments [1] - The fund targets companies with market capitalizations above $10 billion, typically offering more stability and reliable cash flows compared to mid and small cap companies [2] Group 2: Costs and Performance - The ETF has an annual operating expense ratio of 0.15%, positioning it as one of the cheaper options in the market, with a 12-month trailing dividend yield of 1.16% [3] - FLQL has achieved a return of approximately 10.89% year-to-date and 18.52% over the past year, with a trading range between $50.10 and $64.69 in the last 52 weeks [7] Group 3: Sector Exposure and Holdings - The ETF has a significant allocation to the Information Technology sector, comprising about 34.40% of the portfolio, followed by Healthcare and Telecom [4] - Nvidia Corp (NVDA) is the largest holding at approximately 6.42% of total assets, with the top 10 holdings accounting for about 34.29% of total assets under management [5] Group 4: Investment Strategy - FLQL aims to match the performance of the LibertyQ US Large Cap Equity Index, which seeks lower risk and higher risk-adjusted performance compared to the Russell 1000 Index through a multi-factor selection process [6] Group 5: Alternatives and Market Position - FLQL holds a Zacks ETF Rank of 2 (Buy), indicating strong potential based on expected returns, expense ratio, and momentum [9] - Other ETFs in the same space include the SPDR S&P 500 ETF (SPY) and the Vanguard S&P 500 ETF (VOO), which have significantly larger asset bases and lower expense ratios [10]

Core Viewpoint - The First Trust Dow 30 Equal Weight ETF (EDOW) provides broad exposure to the Large Cap Blend segment of the US equity market, with a focus on stability and predictable cash flows from large cap companies [1][2]. Group 1: Fund Overview - EDOW is a passively managed ETF launched on August 8, 2017, and has accumulated assets of over $224.51 million, categorizing it as an average-sized ETF in its segment [1]. - The ETF has an annual operating expense ratio of 0.50% and a 12-month trailing dividend yield of 1.39%, which is competitive within its peer group [3]. Group 2: Sector Exposure and Holdings - The ETF has a significant allocation to the Information Technology sector, comprising approximately 20.40% of the portfolio, followed by Financials and Consumer Discretionary [4]. - Nike, Inc. (class B) accounts for about 3.86% of total assets, with the top 10 holdings representing around 35.29% of total assets under management [5]. Group 3: Performance Metrics - EDOW aims to match the performance of the Dow Jones Industrial Average Equal Weight Index, with a year-to-date return of approximately 8.35% and a one-year return of about 14.55% as of July 29, 2025 [6]. - The ETF has traded between $32.19 and $39.21 over the past 52 weeks, indicating a stable price range [6]. Group 4: Risk and Alternatives - The ETF has a beta of 0.89 and a standard deviation of 14.39% over the trailing three-year period, suggesting lower volatility compared to the market [7]. - EDOW holds a Zacks ETF Rank of 2 (Buy), indicating strong potential for investors seeking exposure to the Large Cap Blend segment [8]. Group 5: Competitive Landscape - Other ETFs in the same space include the SPDR S&P 500 ETF (SPY) and the Vanguard S&P 500 ETF (VOO), with assets of $651.02 billion and $702.71 billion respectively, and lower expense ratios of 0.09% and 0.03% [9]. Group 6: Market Trends - Passively managed ETFs are gaining popularity among both institutional and retail investors due to their low cost, transparency, flexibility, and tax efficiency, making them suitable for long-term investment strategies [10].