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Should iShares S&P 500 Value ETF (IVE) Be on Your Investing Radar?
ZACKSยท 2025-08-22 11:21
Launched on May 22, 2000, the iShares S&P 500 Value ETF (IVE) is a passively managed exchange traded fund designed to provide a broad exposure to the Large Cap Value segment of the US equity market.The fund is sponsored by Blackrock. It has amassed assets over $40.54 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 billion. Considered a more stable option, ...
Should You Invest in the Health Care Select Sector SPDR ETF (XLV)?
ZACKSยท 2025-08-14 11:21
Core Insights - The Health Care Select Sector SPDR ETF (XLV) is designed to provide broad exposure to the Healthcare - Broad segment of the equity market, launched on December 16, 1998 [1] - XLV is the largest ETF in the Healthcare - Broad segment, with assets exceeding $32.7 billion [3] - The ETF has a low annual operating expense of 0.08% and a 12-month trailing dividend yield of 1.8% [5] Index and Holdings - The Health Care Select Sector Index includes companies from various industries such as pharmaceuticals, health care providers & services, health care equipment & supplies, biotechnology, life sciences tools & services, and health care technology [4] - Eli Lilly + Co (LLY) is the largest holding, accounting for approximately 12.82% of total assets, with the top 10 holdings representing about 55.33% of total assets [7][6] Performance Metrics - As of August 14, 2025, XLV has experienced a loss of about 2.24% year-to-date and a decline of approximately 10.27% over the past year [8] - The ETF has traded between $128.77 and $157.24 in the last 52 weeks, with a beta of 0.62 and a standard deviation of 14.03% over the trailing three-year period, indicating medium risk [8] Alternatives and Rankings - XLV holds a Zacks ETF Rank of 1 (Strong Buy), indicating strong expected returns based on various factors [9] - Other ETFs in the healthcare space include iShares Global Healthcare ETF (IXJ) with $3.72 billion in assets and Vanguard Health Care ETF (VHT) with $15.11 billion in assets, with expense ratios of 0.41% and 0.09% respectively [10]
Should You Invest in the iShares U.S. Industrials ETF (IYJ)?
ZACKSยท 2025-08-14 11:21
Core Insights - The iShares U.S. Industrials ETF (IYJ) is a passively managed ETF launched on June 12, 2000, providing broad exposure to the industrials sector of the equity market [1][3] - The ETF has gained popularity among retail and institutional investors due to its low costs, transparency, flexibility, and tax efficiency [1] Fund Overview - Sponsored by Blackrock, IYJ has amassed over $1.77 billion in assets, making it one of the larger ETFs in the industrials sector [3] - The ETF aims to match the performance of the Dow Jones U.S. Industrials Index before fees and expenses [3] Index and Sector Details - The Russell 1000 Industrials 40 Act 15/22.5 Daily Capped Index measures the performance of the U.S. industrial sector, including various sub-sectors such as construction, aerospace, and industrial transportation [4] - IYJ has a heavy allocation of approximately 65.4% in the Industrials sector, with Financials and Materials also being significant [6] Cost and Performance - The annual operating expenses for IYJ are 0.39%, making it one of the cheaper options in the ETF space, with a 12-month trailing dividend yield of 0.83% [5] - The ETF has increased by about 9.52% year-to-date and 19.21% over the past year, with a trading range between $115.07 and $148.18 in the last 52 weeks [8] Holdings and Diversification - Visa Inc Class A (V) constitutes about 8.3% of total assets, followed by Mastercard Inc Class A (MA) and Ge Aerospace (GE), with the top 10 holdings accounting for approximately 34.62% of total assets [7] - With around 202 holdings, IYJ effectively diversifies company-specific risk [8] Alternatives - Other ETF options in the industrials space include the Vanguard Industrials ETF (VIS) and the Industrial Select Sector SPDR ETF (XLI), with VIS having $6.15 billion in assets and XLI at $23.07 billion [10] - VIS has an expense ratio of 0.09%, while XLI charges 0.08% [10]
Should You Invest in the iShares U.S. Technology ETF (IYW)?
ZACKSยท 2025-08-12 11:21
Core Insights - The iShares U.S. Technology ETF (IYW) is a passively managed ETF launched on May 15, 2000, providing broad exposure to the Technology - Broad segment of the equity market [1] - The ETF has gained popularity among retail and institutional investors due to its low costs, transparency, flexibility, and tax efficiency [1] Fund Overview - Sponsored by Blackrock, IYW has amassed over $23.04 billion in assets, making it one of the largest ETFs in the Technology - Broad segment [3] - The ETF aims to match the performance of the Dow Jones U.S. Technology Index before fees and expenses [3] Sector and Holdings - The ETF has a significant allocation of approximately 88.9% in the Information Technology sector, with Telecom and Industrials following [6] - Nvidia Corp (NVDA) constitutes about 16.1% of total assets, with Microsoft Corp (MSFT) and Apple Inc (AAPL) also among the top holdings; the top 10 holdings represent about 64.28% of total assets [7] Performance Metrics - Year-to-date, IYW has increased by roughly 14.76%, and it is up about 31.94% over the last 12 months as of August 12, 2025 [8] - The ETF has traded between $122.57 and $183.92 in the past 52 weeks, with a beta of 1.24 and a standard deviation of 25.46% for the trailing three-year period, indicating medium risk [8] Cost Structure - The annual operating expenses for IYW are 0.39%, making it one of the cheaper options in the ETF space, with a 12-month trailing dividend yield of 0.18% [5] Alternatives - Other ETFs in the technology sector include the Technology Select Sector SPDR ETF (XLK) with $84.55 billion in assets and an expense ratio of 0.08%, and the Vanguard Information Technology ETF (VGT) with $99.45 billion in assets and an expense ratio of 0.09% [11]
Should You Invest in the Industrial Select Sector SPDR ETF (XLI)?
ZACKSยท 2025-08-11 11:21
Core Insights - The Industrial Select Sector SPDR ETF (XLI) is designed to provide broad exposure to the Industrials sector, launched on December 16, 1998, and has become a popular choice among retail and institutional investors due to its low costs and tax efficiency [1][2] Fund Overview - XLI is sponsored by State Street Investment Management and has over $23.35 billion in assets, making it the largest ETF in the Industrials sector [3] - The ETF aims to match the performance of the Industrial Select Sector Index, which includes various industries such as aerospace, machinery, and logistics [4] Cost Structure - The ETF has an annual operating expense ratio of 0.08%, positioning it as one of the least expensive options in the market, with a 12-month trailing dividend yield of 1.28% [5] Sector Exposure and Holdings - XLI has a 100% allocation in the Industrials sector, with General Electric (GE) making up approximately 6.06% of total assets, and the top 10 holdings accounting for about 37.98% of total assets [6][7] Performance Metrics - The ETF has returned approximately 15.11% and is up about 22.94% year-to-date as of August 11, 2025, with a trading range between $116.42 and $154.99 over the past 52 weeks [8] - XLI has a beta of 1.07 and a standard deviation of 17.12% over the trailing three-year period, indicating a medium risk profile [8] Investment Alternatives - XLI holds a Zacks ETF Rank of 1 (Strong Buy), indicating strong expected returns and favorable metrics compared to other ETFs in the sector [9] - Other ETFs in the Industrials space include the First Trust RBA American Industrial Renaissance ETF (AIRR) and the Vanguard Industrials ETF (VIS), with AIRR having $4.55 billion in assets and VIS having $6.06 billion [11]
Should Franklin U.S. Large Cap Multifactor Index ETF (FLQL) Be on Your Investing Radar?
ZACKSยท 2025-07-29 11:21
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]
Should iShares Russell Top 200 ETF (IWL) Be on Your Investing Radar?
ZACKSยท 2025-07-28 11:20
Core Viewpoint - The iShares Russell Top 200 ETF (IWL) is a passively managed fund 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 large-cap companies [1][2]. Group 1: Fund Overview - IWL was launched on September 22, 2009, and is sponsored by Blackrock, accumulating over $1.78 billion in assets [1]. - The fund targets large-cap companies, defined as those with market capitalizations 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 lower-cost options in the market, with a 12-month trailing dividend yield of 0.99% [3]. - IWL has increased approximately 9.45% year-to-date and about 20.93% over the past year, with a trading range between $122.36 and $157.67 in the last 52 weeks [6]. Group 3: Sector Exposure and Holdings - The ETF has a significant allocation to the Information Technology sector, comprising about 37.60% of the portfolio, followed by Financials and Telecom [4]. - Nvidia Corp (NVDA) represents approximately 8.25% of total assets, with the top 10 holdings accounting for about 41.92% of total assets under management [5]. Group 4: Risk and Alternatives - IWL has a beta of 1.01 and a standard deviation of 17.13% over the trailing three-year period, categorizing it as a medium-risk investment [7]. - The ETF is ranked 3 (Hold) by Zacks based on various factors, and investors may also consider alternatives like the SPDR S&P 500 ETF (SPY) and Vanguard S&P 500 ETF (VOO) [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].
Should TCW Transform 500 ETF (VOTE) Be on Your Investing Radar?
ZACKSยท 2025-07-25 11:21
Core Viewpoint - The TCW Transform 500 ETF (VOTE) is a passively managed ETF that aims to provide broad exposure to the Large Cap Blend segment of the US equity market, with significant assets under management and low expense ratios [1][3]. Group 1: Fund Overview - The TCW Transform 500 ETF was launched on June 22, 2021, and has accumulated over $843.86 million in assets, positioning it as one of the larger ETFs in its category [1]. - The fund targets large cap companies, typically those with market capitalizations above $10 billion, which are known for their stability and predictable cash flows [2]. Group 2: Costs and Performance - The ETF has an annual operating expense ratio of 0.05%, making it one of the least expensive options available [3]. - It has a 12-month trailing dividend yield of 1.10% [3]. - As of July 25, 2025, the ETF has gained approximately 9.19% year-to-date and 19.39% over the past year, with a trading range between $58.20 and $74.71 in the last 52 weeks [6]. Group 3: Sector Exposure and Holdings - The ETF has a significant allocation to the Information Technology sector, comprising about 33.40% of the portfolio, followed by Financials and Consumer Discretionary [4]. - Nvidia Corp (NVDA) is the largest holding at approximately 6.87% of total assets, with Microsoft Corp (MSFT) and Apple Inc (AAPL) also among the top holdings [5]. - The top 10 holdings account for about 35.56% of total assets under management [5]. Group 4: Risk and Alternatives - The ETF seeks to match the performance of the Morningstar US Large Cap Select Index, which tracks the 500 largest US companies [6]. - It has a beta of 1.01 and a standard deviation of 16.99% over the trailing three-year period, indicating effective diversification of company-specific risk with around 509 holdings [7]. - The TCW Transform 500 ETF holds a Zacks ETF Rank of 2 (Buy), suggesting it is a strong option for investors looking for exposure to the Large Cap Blend segment [8]. Group 5: Market Context - 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 $653.02 billion and $701.38 billion respectively, and expense ratios of 0.09% and 0.03% [9]. - 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].
Should SPDR Portfolio S&P 500 Growth ETF (SPYG) Be on Your Investing Radar?
ZACKSยท 2025-07-22 11:21
Core Viewpoint - The SPDR Portfolio S&P 500 Growth ETF (SPYG) is a leading option for investors seeking broad exposure to the Large Cap Growth segment of the US equity market, with significant assets under management and low expense ratios [1][4]. Group 1: Fund Overview - SPYG was launched on September 25, 2000, and is sponsored by State Street Global Advisors, accumulating over $38.88 billion in assets [1]. - The ETF aims to match the performance of the S&P 500 Growth Index, which reflects the large-capitalization growth sector in the U.S. equity market [7]. Group 2: Investment Characteristics - Large cap companies, defined as those with market capitalizations above $10 billion, are generally considered stable with lower risk and more reliable cash flows compared to mid and small cap companies [2]. - Growth stocks, while having higher sales and earnings growth rates, come with higher valuations and associated risks, performing better in strong bull markets but less so in other financial environments [3]. Group 3: Costs and Performance - SPYG has an annual operating expense ratio of 0.04%, making it one of the least expensive ETFs in its category, with a 12-month trailing dividend yield of 0.57% [4]. - The ETF has gained approximately 11.28% year-to-date and around 23.06% over the past year, with a trading range between $71.83 and $97.56 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 41.90% of the portfolio, followed by Telecom and Consumer Discretionary [5]. - Nvidia Corp (NVDA) is the largest holding at approximately 14.10% of total assets, with the top 10 holdings accounting for about 52.54% of total assets under management [6]. Group 5: Risk and Alternatives - SPYG has a beta of 1.12 and a standard deviation of 20.68% over the trailing three-year period, indicating a medium risk profile [8]. - Alternatives to SPYG include the Vanguard Growth ETF (VUG) and Invesco QQQ (QQQ), with VUG having $180.15 billion in assets and QQQ at $358.18 billion, both with competitive expense ratios [10]. Group 6: 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].
Should Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) Be on Your Investing Radar?
ZACKSยท 2025-07-17 11:21
Core Viewpoint - The Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) is designed to provide broad exposure to the Large Cap Growth segment of the US equity market, with significant assets under management and a focus on large-cap companies [1][10]. Group 1: Fund Overview - OMFL is a passively managed ETF launched on November 8, 2017, and has amassed over $4.93 billion in assets, making it one of the larger ETFs in its category [1]. - The ETF has an annual operating expense ratio of 0.29%, which is competitive within its peer group, and a 12-month trailing dividend yield of 0.71% [4]. Group 2: Market Characteristics - Large cap companies, defined as those with market capitalizations above $10 billion, are generally more stable and exhibit predictable cash flows compared to mid and small cap companies [2]. - Growth stocks, while having higher sales and earnings growth rates, also come with higher valuations and volatility, making them a safer bet in strong bull markets but less effective in other financial environments [3]. Group 3: Sector Exposure and Holdings - The ETF has a significant allocation to the Information Technology sector, comprising about 22.80% of the portfolio, followed by Consumer Staples and Financials [5]. - Microsoft Corp (MSFT) is the largest holding at approximately 5.38% of total assets, with the top 10 holdings accounting for about 43.87% of total assets under management [6]. Group 4: Performance Metrics - As of July 17, 2025, the ETF has returned approximately 6.57% year-to-date and 11.67% over the past year, with a trading range between $47.65 and $58.13 in the past 52 weeks [8]. - The ETF has a beta of 1 and a standard deviation of 16.04% for the trailing three-year period, indicating effective diversification of company-specific risk with about 277 holdings [8]. Group 5: Alternatives and Comparisons - OMFL holds a Zacks ETF Rank of 2 (Buy), indicating strong expected performance based on various factors [10]. - Other ETFs in the same space include the Vanguard Growth ETF (VUG) and Invesco QQQ (QQQ), with VUG having $178.36 billion in assets and an expense ratio of 0.04%, while QQQ has $355.54 billion in assets and charges 0.20% [11]. Group 6: Investment Appeal - Passively managed ETFs like OMFL are favored by both institutional and retail investors due to their low costs, transparency, flexibility, and tax efficiency, making them an excellent choice for long-term investors [12].