Core Viewpoint - The iShares Select Dividend ETF (DVY) is a large-cap value ETF that aims to provide broad exposure to the U.S. equity market, with significant assets under management and a focus on dividend-paying stocks [1][7]. Group 1: Fund Overview - Launched on November 3, 2003, DVY is designed to match the Large Cap Value segment of the U.S. equity market and is sponsored by Blackrock [1]. - The fund has amassed over $20.75 billion in assets, making it one of the largest ETFs in its category [1]. Group 2: Investment Characteristics - Large-cap companies typically have market capitalizations above $10 billion and are characterized by stability and predictable cash flows [2]. - Value stocks, which DVY focuses on, generally have lower price-to-earnings and price-to-book ratios, and while they have lower sales and earnings growth rates, they have historically outperformed growth stocks in most markets [3]. Group 3: Costs and Performance - The annual operating expenses for DVY are 0.38%, which is competitive within its peer group, and it has a 12-month trailing dividend yield of 3.63% [4]. - As of September 2, 2025, DVY has gained approximately 9.79% year-to-date and 9.65% over the past year, with a trading range of $118.37 to $143.41 in the last 52 weeks [8]. Group 4: Sector Exposure and Holdings - DVY has a significant allocation to the Financials sector, comprising about 26.5% of the portfolio, followed by Utilities and Consumer Staples [5]. - The top 10 holdings account for approximately 19.18% of total assets, with Altria Group Inc, Ford Motor Co, and Verizon Communications Inc being notable individual holdings [6]. Group 5: Alternatives and Market Position - DVY carries a Zacks ETF Rank of 3 (Hold), indicating a reasonable option for investors seeking exposure to the Large Cap Value area [9]. - Other comparable ETFs include Schwab U.S. Dividend Equity ETF (SCHD) and Vanguard Value ETF (VTV), which have larger asset bases and lower expense ratios [10]. Group 6: Conclusion - Passively managed ETFs like DVY are favored by both institutional and retail investors due to their low costs, transparency, flexibility, and tax efficiency [11].

Core Insights - The iShares Core High Dividend ETF (HDV) is a passively managed fund launched on March 29, 2011, with assets exceeding $11.67 billion, focusing on the Large Cap Value segment of the US equity market [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] - Value stocks typically have lower price-to-earnings and price-to-book ratios, and while they have outperformed growth stocks in the long term, they may underperform during strong bull markets [3] Costs - The ETF has an annual operating expense ratio of 0.08%, making it one of the least expensive options in its category, with a 12-month trailing dividend yield of 3.29% [4] Sector Exposure and Top Holdings - The ETF has a significant allocation to the Healthcare sector at approximately 22.9%, followed by Energy and Consumer Staples [5] - Exxon Mobil Corp (XOM) constitutes about 8.29% of total assets, with the top 10 holdings representing around 50.64% of total assets under management [6] Performance and Risk - HDV aims to match the performance of the Morningstar Dividend Yield Focus Index, which includes high-quality U.S. companies with strong financial health and sustainable dividend payouts [7] - The ETF has gained about 11.43% year-to-date and approximately 8.22% over the past year, with a trading range between $108.41 and $123.66 in the last 52 weeks [7] - With a beta of 0.64 and a standard deviation of 13% over the trailing three years, HDV is classified as a medium-risk investment [8] Alternatives - HDV carries a Zacks ETF Rank of 3 (Hold), indicating it is a viable option for investors seeking exposure to the Large Cap Value market [9] - Other comparable ETFs include Schwab U.S. Dividend Equity ETF (SCHD) with $72.51 billion in assets and Vanguard Value ETF (VTV) with $143.81 billion, with expense ratios of 0.06% and 0.04% respectively [10] Bottom-Line - Passively managed ETFs like HDV 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 [11]

Core Viewpoint - The Goldman Sachs MarketBeta Russell 1000 Value Equity ETF (GVUS) is a newly launched passively managed ETF aimed at providing broad exposure to the Large Cap Value segment of the US equity market, with assets exceeding $360.01 million [1]. Group 1: ETF Overview - GVUS was launched on November 28, 2023, and is sponsored by Goldman Sachs Funds [1]. - The ETF has an annual operating expense of 0.12%, making it one of the least expensive options in its category [4]. - It has a 12-month trailing dividend yield of 1.91% [4]. Group 2: Market Characteristics - Large cap companies typically have a market capitalization above $10 billion and are considered stable with lower risk compared to mid and small cap companies [2]. - Value stocks generally exhibit lower price-to-earnings and price-to-book ratios, but they have historically outperformed growth stocks in most markets over the long term [3]. Group 3: Sector Exposure and Holdings - The ETF has a significant allocation to the Financials sector, comprising about 22.6% of the portfolio, followed by Industrials and Healthcare [5]. - Berkshire Hathaway Inc (BRK/B) is the largest individual holding at approximately 3.14% of total assets, with Jpmorgan Chase & Co (JPM) and Amazon.com Inc (AMZN) also among the top holdings [6]. Group 4: Performance Metrics - GVUS aims to match the performance of the Russell 1000 Value 40 Act Daily Capped Index, which measures large and mid-capitalization value stocks [7]. - The ETF has gained about 9.35% year-to-date and approximately 9.87% over the past year, with a trading range between $42.82 and $51.80 in the last 52 weeks [7]. - It has a beta of 0.84 and a standard deviation of 13.86% over the trailing three-year period, indicating effective diversification of company-specific risk with around 869 holdings [8]. Group 5: Alternatives and Market Position - GVUS holds a Zacks ETF Rank of 3 (Hold), suggesting it is a viable option for investors seeking exposure to the Large Cap Value segment [9]. - Other comparable ETFs include the Schwab U.S. Dividend Equity ETF (SCHD) and the Vanguard Value ETF (VTV), which have significantly larger asset bases of $72.08 billion and $143.10 billion, respectively [10].

Core Insights - The Vanguard Mega Cap Value ETF (MGV) is a passively managed fund launched on December 17, 2007, with assets exceeding $9.86 billion, targeting the Large Cap Value segment of the US equity market [1][10] - Large cap companies, defined as those with market capitalizations above $10 billion, are considered more stable with predictable cash flows and lower volatility compared to mid and small cap companies [2] - Value stocks typically have lower price-to-earnings and price-to-book ratios, but also exhibit lower sales and earnings growth rates; historically, they have outperformed growth stocks in most markets, although they may underperform during strong bull markets [3] Costs - The ETF has an annual operating expense ratio of 0.07%, making it one of the least expensive options in its category, with a 12-month trailing dividend yield of 2.08% [4] Sector Exposure and Top Holdings - The ETF has a significant allocation to the Financials sector, comprising approximately 28% of the portfolio, followed by Healthcare and Industrials [5] - Jpmorgan Chase & Co (JPM) represents about 4.71% of total assets, with the top 10 holdings accounting for around 24.26% of total assets under management [6] Performance and Risk - MGV aims to match the performance of the CRSP U.S. Mega Cap Value Index, which measures the performance of mega-cap value stocks in the US; the ETF has gained about 9.25% year-to-date and 10.98% over the past year as of August 25, 2025 [7] - The ETF has a beta of 0.79 and a standard deviation of 13.53% over the trailing three-year period, indicating a medium risk profile with effective diversification across 126 holdings [8] Alternatives - Other ETFs in the same space include the Schwab U.S. Dividend Equity ETF (SCHD) and the Vanguard Value ETF (VTV), with SCHD having $72.51 billion in assets and VTV at $144.09 billion; their expense ratios are 0.06% and 0.04%, respectively [11] Bottom-Line - Passively managed ETFs like MGV are favored by both institutional and retail investors for their low costs, transparency, flexibility, and tax efficiency, making them suitable for long-term investment strategies [12]

Core Viewpoint - The SPDR Russell 1000 Yield Focus ETF (ONEY) is a passively managed ETF aimed at providing broad exposure to the Large Cap Value segment of the US equity market, with assets exceeding $904.23 million [1]. Group 1: Fund Overview - Launched on December 2, 2015, the ETF is sponsored by State Street Investment Management [1]. - The fund targets large cap companies, which typically have a market capitalization above $10 billion, offering a stable investment option with lower risk compared to mid and small cap companies [2]. Group 2: Investment Characteristics - Value stocks, which the ETF focuses on, generally have lower price-to-earnings and price-to-book ratios, and have historically outperformed growth stocks in most markets [3]. - The ETF has an annual operating expense ratio of 0.2%, making it one of the more cost-effective options in its category, and it offers a 12-month trailing dividend yield of 3.01% [4]. Group 3: Sector Exposure and Holdings - The ETF has the largest allocation to the Consumer Staples sector at approximately 14.3%, followed by Industrials and Consumer Discretionary [5]. - United Parcel Service Cl B (UPS) constitutes about 2.4% of total assets, with the top 10 holdings representing around 14.04% of total assets under management [6]. Group 4: Performance Metrics - The ETF aims to match the performance of the Russell 1000 Yield Focused Factor Index, which includes large-cap U.S. equity securities with high value, high quality, and low size characteristics [7]. - As of August 25, 2025, the ETF has returned approximately 7.59% year-to-date and 8.88% over the past year, with a trading range between $95.52 and $117.55 in the last 52 weeks [8]. Group 5: Alternatives and Market Position - The ETF holds a Zacks ETF Rank of 3 (Hold), indicating it is a reasonable option for investors seeking exposure to the Large Cap Value segment [10]. - Alternatives include the Schwab U.S. Dividend Equity ETF (SCHD) and the Vanguard Value ETF (VTV), which have significantly larger asset bases and lower expense ratios [11]. Group 6: General ETF Insights - Passively managed ETFs are increasingly popular among both retail and institutional investors due to their low costs, transparency, flexibility, and tax efficiency, making them suitable for long-term investment strategies [12].

Core Insights - The iShares S&P 500 Value ETF (IVE) is a passively managed fund launched on May 22, 2000, with over $40.54 billion in assets, targeting the Large Cap Value segment of the US equity market [1] - Large cap companies, defined as those with market capitalizations above $10 billion, are considered more stable and less volatile compared to mid and small cap companies [2] - Value stocks, characterized by lower price-to-earnings and price-to-book ratios, have historically outperformed growth stocks in long-term performance, although growth stocks may excel in strong bull markets [3] Costs - The annual operating expenses for IVE are 0.18%, positioning it as one of the cheaper options in the ETF market, with a 12-month trailing dividend yield of 1.87% [4] Sector Exposure and Top Holdings - The ETF has a significant allocation to the Information Technology sector, comprising approximately 24.3% of the portfolio, followed by Financials and Healthcare [5] - Microsoft Corp (MSFT) represents about 7.17% of total assets, with Apple Inc (AAPL) and Amazon Com Inc (AMZN) also among the top holdings; the top 10 holdings account for around 28.11% of total assets [6] Performance and Risk - IVE aims to match the performance of the S&P 500 Value Index, which includes stocks with strong value characteristics from the S&P 500 [7] - The ETF has gained roughly 6.15% year-to-date and approximately 6.93% over the past year, with a trading range between $168.34 and $206.17 in the last 52 weeks; it has a beta of 0.88 and a standard deviation of 14.59% over the trailing three-year period, indicating medium risk [8] Alternatives - IVE holds a Zacks ETF Rank of 2 (Buy), making it a strong option for investors seeking exposure to the Large Cap Value segment; alternatives include Schwab U.S. Dividend Equity ETF (SCHD) and Vanguard Value ETF (VTV), with assets of $71.33 billion and $142.17 billion respectively, and lower expense ratios of 0.06% and 0.04% [9][10] Bottom-Line - Passively managed ETFs like IVE 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 [11]

Core Insights - The Invesco S&P 500 Revenue ETF (RWL) is a passively managed ETF launched on February 22, 2008, with assets exceeding $6.09 billion, targeting the Large Cap Value segment of the US equity market [1] - Large cap companies typically have market capitalizations above $10 billion, characterized by stability and predictable cash flows, making them less volatile compared to mid and small cap companies [2] - Value stocks generally have lower price-to-earnings and price-to-book ratios, and while they have outperformed growth stocks in most markets over the long term, they may underperform during strong bull markets [3] Costs - The ETF has an annual operating expense ratio of 0.39%, which is competitive within its peer group, and a 12-month trailing dividend yield of 1.38% [4] Sector Exposure and Top Holdings - The ETF's largest sector allocation is to Healthcare, comprising approximately 17.9% of the portfolio, followed by Financials and Consumer Staples [5] - Walmart Inc (WMT) represents about 3.79% of total assets, with Amazon.com Inc (AMZN) and Apple Inc (AAPL) also among the top holdings; the top 10 holdings account for around 23.31% of total assets [6] Performance and Risk - RWL aims to match the performance of the OFI Revenue Weighted Large Cap Index, which re-weights S&P 500 constituents based on revenue, with a maximum weighting of 5% per company [7] - The ETF has gained approximately 9.86% year-to-date and 13.41% over the past year, with a trading range of $89.02 to $106.82 in the last 52 weeks; it has a beta of 0.91 and a standard deviation of 14.36% over the trailing three years, indicating medium risk [8] Alternatives - The Invesco S&P 500 Revenue ETF holds a Zacks ETF Rank of 2 (Buy), making it a strong option for investors interested in the Large Cap Value segment; alternatives include Schwab U.S. Dividend Equity ETF (SCHD) and Vanguard Value ETF (VTV), which have larger asset bases and lower expense ratios [10][11] Bottom-Line - Passively managed ETFs like RWL 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 [12]

Core Viewpoint - The Vanguard S&P 500 Value ETF (VOOV) is a prominent option for investors seeking broad exposure to the Large Cap Value segment of the US equity market, with significant assets under management and low expense ratios [1][4]. Group 1: Fund Overview - VOOV was launched on September 9, 2010, and has accumulated over $5.65 billion in assets, positioning it as one of the larger ETFs in its category [1]. - The ETF is passively managed and aims to replicate the performance of the S&P 500 Value Index, which focuses on large capitalization value stocks [7]. Group 2: Large Cap Value Characteristics - Large cap companies typically have market capitalizations exceeding $10 billion, offering more stability and predictable cash flows compared to mid and small cap companies [2]. - Value stocks, characterized by lower price-to-earnings and price-to-book ratios, have historically outperformed growth stocks in most markets, although they may lag during strong bull markets [3]. Group 3: Costs and Performance - The ETF has an annual operating expense ratio of 0.07%, making it one of the least expensive options available, with a 12-month trailing dividend yield of 1.96% [4]. - As of August 20, 2025, VOOV has gained approximately 6.62% year-to-date and 7.51% over the past year, with a trading range between $162.65 and $199.29 in the last 52 weeks [7]. Group 4: Sector Exposure and Holdings - The ETF's largest sector allocation is to Information Technology, comprising about 24.8% of the portfolio, followed by Financials and Healthcare [5]. - Microsoft Corp (MSFT) is the largest individual holding at approximately 7.28% of total assets, with the top 10 holdings representing about 21.41% of total assets under management [6]. Group 5: Risk and Alternatives - VOOV has a beta of 0.88 and a standard deviation of 14.66% over the trailing three-year period, indicating a medium risk profile [8]. - Alternatives to VOOV include the Schwab U.S. Dividend Equity ETF (SCHD) and the Vanguard Value ETF (VTV), which have larger asset bases and slightly lower expense ratios [10].

Core Viewpoint - The Invesco S&P 500 Pure Value ETF (RPV) offers broad exposure to the Large Cap Value segment of the US equity market, with assets exceeding $1.32 billion, making it a competitive option in this category [1]. Group 1: Large Cap Value Characteristics - Large cap companies typically have a market capitalization above $10 billion, providing more predictable cash flows and lower volatility compared to mid and small cap companies [2]. - Value stocks, characterized by lower price-to-earnings and price-to-book ratios, generally exhibit lower sales and earnings growth rates, but have historically outperformed growth stocks in most markets over the long term [3]. Group 2: Costs and Performance - The ETF has an annual operating expense ratio of 0.35% and a 12-month trailing dividend yield of 2.35%, which is competitive within its peer group [4]. - RPV aims to match the performance of the S&P 500 Pure Value Index, having gained approximately 6.65% year-to-date and about 12.98% over the past year, with a trading range of $81.66 to $97.21 in the last 52 weeks [7]. Group 3: Sector Exposure and Holdings - The ETF's largest sector allocation is to Financials, comprising about 18.8% of the portfolio, followed by Consumer Staples and Healthcare [5]. - CVS Health Corp (CVS) represents approximately 3.23% of total assets, with the top 10 holdings accounting for about 23.69% of total assets under management [6]. Group 4: Risk and Alternatives - RPV has a beta of 0.95 and a standard deviation of 17.83% over the trailing three-year period, indicating a medium risk profile with effective diversification across 107 holdings [8]. - Alternatives to RPV include the Schwab U.S. Dividend Equity ETF (SCHD) and the Vanguard Value ETF (VTV), which have significantly larger asset bases and lower expense ratios of 0.06% and 0.04%, respectively [10]. 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 [11].

Designed to provide broad exposure to the Large Cap Value segment of the US equity market, the SPDR Dow Jones Industrial Average ETF (DIA) is a passively managed exchange traded fund launched on January 13, 1998.The fund is sponsored by State Street Investment Management. It has amassed assets over $40.08 billion, making it one of the largest ETFs attempting to match the Large Cap Value segment of the US equity market.Why Large Cap ValueLarge cap companies typically have a market capitalization above $10 bi ...