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 iShares U.S. Medical Devices ETF (IHI) provides broad exposure to the Healthcare - Medical Devices segment and is a passively managed fund launched on May 1, 2006 [1] - The ETF is designed for long-term investors and is favored for its low costs, transparency, flexibility, and tax efficiency [1] Fund Overview - Sponsored by Blackrock, the ETF has over $4.34 billion in assets, making it one of the largest in its category [3] - IHI aims to match the performance of the Dow Jones U.S. Select Medical Equipment Index [3] Cost Structure - The ETF has an annual operating expense ratio of 0.4%, positioning it as a cost-effective option [4] - It offers a 12-month trailing dividend yield of 0.44% [4] Sector Exposure and Holdings - The ETF is fully allocated to the Healthcare sector, with approximately 100% of its portfolio [5] - Abbott Laboratories (ABT) constitutes about 18.79% of total assets, with the top 10 holdings making up approximately 76.07% of total assets [6] Performance Metrics - The ETF has gained about 6.22% year-to-date and 7.89% over the past year as of August 20, 2025 [7] - It has traded between $54.27 and $65.09 in the past 52 weeks, with a beta of 0.88 and a standard deviation of 18.11% over the trailing three-year period [7] Alternatives - The iShares U.S. Medical Devices ETF holds a Zacks ETF Rank of 3 (Hold), indicating a reasonable option for investors [8] - Other alternatives include the First Trust Indxx Medical Devices ETF (MDEV) and the SPDR S&P Health Care Equipment ETF (XHE), with respective assets of $2.04 million and $155.14 million [9]

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]

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]

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]

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]

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 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].

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].

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].