Core Insights - The ALPS Equal Sector Weight ETF (EQL) is designed to provide broad exposure to the Large Cap Blend segment of the US equity market and has assets over $557 million, making it an average-sized ETF in this category [1] - Large cap companies, with market capitalizations above $10 billion, are considered more stable and less volatile compared to mid and small cap companies [2] - The ETF has an annual operating expense of 0.25% and a 12-month trailing dividend yield of 1.7% [3] Sector Exposure and Holdings - The ETF has the heaviest allocation to the Energy sector, with a significant portion of the portfolio dedicated to it, followed by Industrials and Materials [4] - The Technology Select Sector SPDR Fund (XLK) accounts for approximately 9.77% of total assets, with the top 10 holdings representing about 91.65% of total assets under management [5] Performance Metrics - EQL aims to match the performance of the NYSE Select Sector Equal Weight Index, which includes various sectors such as Consumer Discretionary, Technology, and Health Care [6] - The ETF has returned roughly 10.72% year-to-date and 13.36% over the past year, with a trading range between $37.36 and $45.87 in the last 52 weeks [7] - It has a beta of 0.91 and a standard deviation of 14.44% over the trailing three-year period, indicating medium risk [7] Alternatives and Market Position - EQL holds a Zacks ETF Rank of 2 (Buy), indicating favorable expected returns and expense ratios [8] - Other ETFs in the same space include iShares Core S&P 500 ETF (IVV) and Vanguard S&P 500 ETF (VOO), which have significantly larger assets of $674.11 billion and $749.17 billion respectively, both with an expense ratio of 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 Insights - The First Trust Large Cap Core AlphaDEX ETF (FEX) is a passively managed ETF launched on May 8, 2007, with assets exceeding $1.38 billion, targeting the Large Cap Blend segment of the US equity market [1] Group 1: Large Cap Blend Overview - Large cap companies have market capitalizations above $10 billion, offering more predictable cash flows and lower volatility compared to mid and small cap companies [2] - Blend ETFs typically hold a mix of growth and value stocks, combining characteristics of both investment styles [2] Group 2: Cost Structure - FEX has annual operating expenses of 0.58%, which is competitive within its peer group [3] - The ETF offers a 12-month trailing dividend yield of 1.14% [3] Group 3: Sector Exposure and Holdings - The ETF's largest sector allocation is to Financials at approximately 18.9%, followed by Industrials and Information Technology [4] - Palantir Technologies Inc. (PLTR) represents about 0.6% of total assets, with the top 10 holdings accounting for roughly 5.37% of total assets under management [5] Group 4: Performance Metrics - FEX aims to replicate the performance of the Nasdaq AlphaDEX Large Cap Core Index, having increased by approximately 12.81% year-to-date and 18.77% over the past year as of September 12, 2025 [6] - The ETF has traded between $90.17 and $117.08 in the past 52 weeks [6] Group 5: Risk Assessment - FEX has a beta of 0.99 and a standard deviation of 16.28% over the trailing three-year period, categorizing it as a medium risk investment [7] - The ETF consists of about 376 holdings, effectively diversifying company-specific risk [7] Group 6: Alternatives - FEX holds a Zacks ETF Rank of 2 (Buy), indicating strong expected returns and favorable expense ratios [8] - Other comparable ETFs include the iShares Core S&P 500 ETF (IVV) and the Vanguard S&P 500 ETF (VOO), with assets of $674.11 billion and $749.17 billion respectively, both having an expense ratio of 0.03% [9] Group 7: Market Trends - Passively managed ETFs are gaining popularity among both institutional and retail investors due to their low costs, transparency, flexibility, and tax efficiency, making them suitable for long-term investment strategies [10]

Core Viewpoint - The iShares Core S&P 500 ETF (IVV) is a leading option for investors seeking broad exposure to the Large Cap Blend segment of the US equity market, with assets exceeding $666.80 billion, making it the largest ETF in this category [1]. Group 1: Large Cap Blend Characteristics - Large cap companies typically have market capitalizations above $10 billion, characterized by stability and predictable cash flows, resulting in lower volatility compared to mid and small cap companies [2]. - Blend ETFs, like IVV, combine both growth and value stocks, showcasing qualities of both investment styles [2]. Group 2: Cost Structure - The annual operating expenses for IVV are 0.03%, positioning it as one of the least expensive ETFs in the market [3]. - The ETF has a 12-month trailing dividend yield of 1.22% [3]. Group 3: Sector Exposure and Holdings - IVV has a significant allocation to the Information Technology sector, comprising approximately 33.6% of the portfolio, followed by Financials and Consumer Discretionary [4]. - Nvidia Corp (NVDA) represents about 8.16% of total assets, with Microsoft Corp (MSFT) and Apple Inc (AAPL) also among the top holdings; the top 10 holdings account for around 38.51% of total assets [5]. Group 4: Performance Metrics - IVV aims to replicate the performance of the S&P 500 Index, having increased by about 11.65% year-to-date and approximately 20.41% over the past year as of September 10, 2025 [6]. - The ETF has traded between $498.80 and $653.62 in the past 52 weeks [6]. Group 5: Risk Assessment - With a beta of 1.00 and a standard deviation of 16.46% over the trailing three-year period, IVV is classified as a medium risk investment [7]. - The ETF holds around 508 different securities, effectively diversifying company-specific risk [7]. Group 6: Alternatives and Market Position - IVV holds a Zacks ETF Rank of 1 (Strong Buy), indicating strong expected returns, low expense ratios, and positive momentum [8]. - Other ETFs tracking the same index include the SPDR S&P 500 ETF (SPY) with $658.03 billion in assets and the Vanguard S&P 500 ETF (VOO) with $740.20 billion; SPY has an expense ratio of 0.09% while VOO charges 0.03% [9][10]. Group 7: Investment Appeal - Passively managed ETFs like IVV are favored by both institutional and retail investors due to their low costs, transparency, flexibility, and tax efficiency, making them suitable for long-term investment strategies [11].

Core Insights - The iShares S&P 100 ETF (OEF) is a passively managed fund launched on October 23, 2000, with assets exceeding $22.02 billion, targeting the Large Cap Blend segment of the US equity market [1] Group 1: Fund Characteristics - OEF is designed to provide broad exposure to large-cap companies, typically with market capitalizations above $10 billion, offering stability and reliable cash flows compared to mid and small-cap companies [2] - The ETF has annual operating expenses of 0.2% and a 12-month trailing dividend yield of 0.88%, making it competitive within its peer group [3] Group 2: Sector Exposure and Holdings - The ETF has a significant allocation of approximately 40.1% to the Information Technology sector, with Telecom and Financials following as the next largest sectors [4] - Nvidia Corp (NVDA) is the largest holding at about 11.42% of total assets, with Microsoft Corp (MSFT) and Apple Inc (AAPL) also among the top three holdings; the top 10 holdings represent about 53.53% of total assets [5] Group 3: Performance Metrics - OEF aims to match the performance of the S&P 100 Index, which includes blue-chip stocks and represents about 45% of the market capitalization of listed U.S. equities [6] - The ETF has returned approximately 11.1% year-to-date and 18.9% over the past year, with a trading range between $240.38 and $322.43 in the last 52 weeks; it has a beta of 1.01 and a standard deviation of 17.43% over the trailing three years, indicating medium risk [7] Group 4: Alternatives and Market Position - OEF holds a Zacks ETF Rank of 2 (Buy), indicating strong expected returns and favorable expense ratios, making it a solid choice for investors interested in the Large Cap Blend segment [8] - Other comparable ETFs include the iShares Core S&P 500 ETF (IVV) and the Vanguard S&P 500 ETF (VOO), with assets of $661.34 billion and $725.27 billion respectively, both having an expense ratio of 0.03% [9] Group 5: Investment Appeal - Passively managed ETFs like OEF are increasingly popular among 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 ProShares S&P 500 Ex-Technology ETF (SPXT) is designed to provide broad exposure to the Large Cap Blend segment of the US equity market, launched on September 22, 2015, with assets over $214.90 million [1] - Large cap companies typically have a market capitalization above $10 billion, offering stability and more reliable cash flows compared to mid and small cap companies [2] - The ETF has an annual operating expense ratio of 0.09%, making it one of the least expensive options in its category, with a 12-month trailing dividend yield of 1.24% [3] Sector Exposure and Holdings - The ETF has a significant allocation to the Financials sector, comprising about 20.9% of the portfolio, followed by Consumer Discretionary and Telecom [4] - Amazon.com Inc (AMZN) represents approximately 5.89% of total assets, with the top 10 holdings accounting for about 26.96% of total assets under management [5] Performance Metrics - SPXT aims to match the performance of the S&P 500 Ex-Information Technology & Telecommunication Services Index, excluding companies in the information technology sector [6] - The ETF has gained roughly 8.88% year-to-date and 13.44% over the past year, with a trading range between $81.62 and $99.47 in the last 52 weeks [7] - With a beta of 0.91 and a standard deviation of 14.44% over the trailing three-year period, it is categorized as a medium risk investment [7] Alternatives and Market Position - SPXT holds a Zacks ETF Rank of 2 (Buy), indicating strong expected performance based on various factors [8] - Other comparable ETFs include the iShares Core S&P 500 ETF (IVV) and the Vanguard S&P 500 ETF (VOO), with assets of $660.96 billion and $725.27 billion respectively, both having an expense ratio of 0.03% [9] Industry 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 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 Invesco S&P 500 Low Volatility ETF (SPLV) is designed to provide broad exposure to the Large Cap Blend segment of the US equity market, with significant assets under management and a focus on low volatility stocks [1][6]. Group 1: Fund Overview - SPLV is a passively managed ETF launched on May 5, 2011, and has amassed over $7.86 billion in assets, making it one of the largest ETFs in its category [1]. - The ETF targets large cap companies, which typically have a market capitalization above $10 billion, offering more stability and predictable cash flows compared to mid and small cap companies [2]. Group 2: Costs and Performance - The annual operating expenses for SPLV are 0.25%, which is competitive within its peer group, and it has a 12-month trailing dividend yield of 1.79% [3]. - SPLV has added approximately 5.91% year-to-date and is up about 10.32% over the past year, with a trading range between $68.13 and $75.06 in the last 52 weeks [6]. Group 3: Sector Exposure and Holdings - The ETF has a significant allocation to the Utilities sector, comprising about 21.2% of the portfolio, followed by Financials and Consumer Staples [4]. - The top 10 holdings account for approximately 11.56% of total assets, with Evergy Inc (EVRG) at about 1.3% of total assets [5]. Group 4: Risk and Alternatives - SPLV has a beta of 0.61 and a standard deviation of 12.41% over the trailing three-year period, indicating a medium risk profile [7]. - The ETF holds a Zacks ETF Rank of 2 (Buy), suggesting it is a favorable option for investors seeking exposure to the Large Cap Blend segment [8].

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].