Core Viewpoint - The iShares Expanded Tech Sector ETF (IGM) offers broad exposure to the Technology - Broad segment of the equity market, appealing to both institutional and retail investors due to its low cost and transparency [1][2]. Group 1: ETF Overview - IGM is a passively managed ETF launched on March 13, 2001, with assets exceeding $8.63 billion, making it one of the largest ETFs in its category [1][3]. - The ETF aims to match the performance of the S&P North American Technology Sector Index, which includes North American equities in technology and select equities from communication services and consumer discretionary sectors [3][4]. Group 2: Costs and Performance - The annual operating expenses for IGM are 0.39%, positioning it as a cost-effective option in the ETF space, with a 12-month trailing dividend yield of 0.22% [5]. - The ETF has gained approximately 14.96% year-to-date and 26.17% over the past year, with a trading range between $79.8 and $119.02 in the last 52 weeks [8]. Group 3: Sector Exposure and Holdings - IGM has a significant allocation of about 76.3% in the Information Technology sector, followed by Telecom [6]. - Nvidia Corp (NVDA) constitutes about 9.8% of total assets, with the top 10 holdings accounting for approximately 58.28% of total assets under management [7]. Group 4: Risk and Alternatives - The ETF has a beta of 1.27 and a standard deviation of 24.75% over the trailing three-year period, indicating a medium risk profile [8]. - IGM holds a Zacks ETF Rank of 2 (Buy), suggesting it is a favorable option for investors seeking exposure to the Technology ETFs segment [9].

Designed to provide broad exposure to the Technology - Semiconductors segment of the equity market, the VanEck Semiconductor ETF (SMH) is a passively managed exchange traded fund launched on December 20, 2011.An increasingly popular option among retail and institutional investors, passively managed ETFs offer low costs, transparency, flexibility, and tax efficiency; they are also excellent vehicles for long term investors.Sector ETFs also provide investors access to a broad group of companies in particular ...

Core Viewpoint - The Fidelity MSCI Information Technology Index ETF (FTEC) is a passively managed ETF that provides broad exposure to the Technology sector, appealing to both retail and institutional investors due to its low costs and tax efficiency [1][3]. Group 1: ETF Overview - FTEC was launched on October 21, 2013, and has accumulated over $15.05 billion in assets, making it one of the largest ETFs in the Technology sector [3]. - The ETF aims to match the performance of the MSCI USA IMI Information Technology Index, which reflects the U.S. information technology sector [3]. Group 2: Costs and Performance - FTEC 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 0.43% [4]. - Year-to-date, FTEC has increased by approximately 12.84%, and over the last 12 months, it has risen by about 23.07% [7]. Group 3: Sector Exposure and Holdings - The ETF is heavily concentrated in the Information Technology sector, with about 99.9% of its portfolio allocated to this sector [5]. - Nvidia Corp (NVDA) constitutes around 17.21% of total assets, followed by Microsoft Corp (MSFT) and Apple Inc (AAPL), with the top 10 holdings making up about 59.54% of total assets [6]. Group 4: Risk and Alternatives - FTEC has a beta of 1.25 and a standard deviation of 24.87% over the trailing three-year period, indicating a medium risk profile [7]. - The ETF holds a Zacks ETF Rank of 1 (Strong Buy), suggesting strong expected returns based on various factors [8].

Core Viewpoint - The Vanguard Industrials ETF (VIS) offers broad exposure to the Industrials sector, appealing to both institutional and retail investors due to its low cost and transparency [1][2]. Group 1: Fund Overview - VIS is a passively managed ETF launched on September 23, 2004, with assets exceeding $6.01 billion, making it one of the largest ETFs in the Industrials sector [3]. - The ETF aims to match the performance of the MSCI US Investable Market Industrials 25/50 Index, which includes large, mid-size, and small U.S. companies in the industrials sector [3]. Group 2: Cost and Performance - The annual operating expense ratio for VIS is 0.09%, positioning it as one of the least expensive options in the market [4]. - The ETF has a 12-month trailing dividend yield of 1.11% [4]. - Year-to-date, VIS has increased by approximately 13.93% and has risen about 25.49% over the past year, with a trading range between $220.04 and $295.5 in the last 52 weeks [7]. Group 3: Holdings and Sector Exposure - The ETF has a heavy allocation in the Industrials sector, comprising about 99.9% of its portfolio [5]. - General Electric Co (GE) represents approximately 4.69% of total assets, followed by Rtx Corp (RTX) and Caterpillar Inc (CAT) [6]. Group 4: Risk and Alternatives - VIS has a beta of 1.11 and a standard deviation of 18.05% over the trailing three-year period, indicating a medium risk profile [7]. - The ETF holds a Zacks ETF Rank of 1 (Strong Buy), suggesting it is a strong option for investors seeking exposure to the Industrials segment [8]. - Other alternatives in the space include the First Trust RBA American Industrial Renaissance ETF (AIRR) and the Industrial Select Sector SPDR ETF (XLI), with respective assets of $4.59 billion and $23.09 billion [9].

Core Insights - The First Trust NASDAQ-100-Technology Sector ETF (QTEC) is a passively managed ETF launched on April 19, 2006, providing broad exposure to the Technology - Broad segment of the equity market [1] - QTEC has gained popularity among retail and institutional investors due to its low costs, transparency, flexibility, and tax efficiency, making it suitable for long-term investment [1] Fund Overview - Sponsored by First Trust Advisors, QTEC has over $2.68 billion in assets, positioning it as one of the larger ETFs in the Technology - Broad segment [3] - The ETF aims to match the performance of the NASDAQ-100 Technology Sector Index, which is an equal-weighted index of technology securities from the NASDAQ-100 Index [3] Cost Structure - The annual operating expenses for QTEC are 0.55%, which is competitive with most peer products in the ETF space [4] Sector Exposure and Holdings - QTEC has a significant allocation in the Information Technology sector, comprising approximately 87.5% of the portfolio, with Telecom and Consumer Discretionary as the next largest sectors [5] - Datadog, Inc. (class A) (DDOG) represents about 2.57% of total assets, with the top 10 holdings accounting for approximately 23.9% of total assets under management [6] Performance Metrics - As of August 5, 2025, QTEC has increased by about 13.02% year-to-date and approximately 22.55% over the past year [7] - The ETF has traded between $149.56 and $218.81 in the last 52 weeks, with a beta of 1.25 and a standard deviation of 28.23% over the trailing three-year period, indicating higher risk [7] Investment Alternatives - QTEC holds a Zacks ETF Rank of 2 (Buy), indicating strong potential based on expected asset class return, expense ratio, and momentum [8] - Other notable ETFs in the technology sector include the Technology Select Sector SPDR ETF (XLK) and the Vanguard Information Technology ETF (VGT), with XLK having $83.43 billion in assets and VGT $97.70 billion [9]

Core Insights - The Invesco KBW Bank ETF (KBWB) is designed to provide broad exposure to the Financials - Banking segment, making it a suitable option for long-term investors and popular among institutional and retail investors due to its low costs and tax efficiency [1][2] Index Details - Sponsored by Invesco, KBWB has over $4.66 billion in assets, positioning it as one of the largest ETFs in the Financials - Banking segment [3] - The ETF aims to match the performance of the KBW Nasdaq Bank index, which reflects publicly-traded banks and thrifts in the US [3] Costs - The annual operating expense ratio for KBWB is 0.35%, making it one of the least expensive ETFs in its category [4] - It has a 12-month trailing dividend yield of 2.21% [4] Sector Exposure and Top Holdings - KBWB has a 100% allocation in the Financials sector, providing diversified exposure [5] - Goldman Sachs Group Inc accounts for approximately 8.42% of total assets, with the top 10 holdings making up about 59.88% of total assets [6] Performance and Risk - The ETF has gained about 12.5% year-to-date and 36.24% over the past year, with a trading range between $53.5 and $75.02 in the last 52 weeks [7] - It has a beta of 1.09 and a standard deviation of 27.13% over the trailing three-year period, indicating higher risk compared to peers [7] Alternatives - KBWB carries a Zacks ETF Rank of 3 (Hold), suggesting it is a reasonable option for exposure to Financials ETFs [8] - Other alternatives include the First Trust NASDAQ Bank ETF (FTXO) and the SPDR S&P Bank ETF (KBE), with FTXO having $227.69 million in assets and KBE at $1.53 billion [9]

Core Insights - The Vanguard Materials ETF (VAW) provides broad exposure to the Materials - Broad segment of the equity market and is passively managed, launched on January 26, 2004 [1] - The ETF has amassed over $2.64 billion in assets, making it one of the largest in its category, and aims to match the performance of the MSCI US Investable Market Materials 25/50 Index [3] - VAW has an annual operating expense of 0.09% and a 12-month trailing dividend yield of 1.73%, positioning it as a cost-effective investment option [4] Sector Exposure and Holdings - VAW is fully allocated to the Materials sector, with Linde Plc (LIN) making up approximately 16.93% of total assets, followed by Sherwin-Williams Co (SHW) and Ecolab Inc (ECL) [5] - The top 10 holdings constitute about 51.43% of total assets under management [6] Performance Metrics - As of August 4, 2025, VAW has returned roughly 3.74% year-to-date but is down about 2.7% over the past year, with a trading range between $163.82 and $215.21 in the last 52 weeks [7] - The ETF has a beta of 1.04 and a standard deviation of 19.18% over the trailing three-year period, indicating medium risk [7] Alternatives - VAW holds a Zacks ETF Rank of 3 (Hold), suggesting it is a viable option for investors seeking exposure to the Materials sector [8] - Other alternatives include the FlexShares Morningstar Global Upstream Natural Resources ETF (GUNR) and the Materials Select Sector SPDR ETF (XLB), with GUNR having $4.74 billion in assets and XLB at $5.21 billion [9]

Core Insights - The Fidelity MSCI Industrials Index ETF (FIDU) offers broad exposure to the Industrials sector, appealing to both retail and institutional investors due to its low costs, transparency, flexibility, and tax efficiency [1][2] Fund Overview - FIDU, launched on October 21, 2013, has accumulated over $1.48 billion in assets, positioning it as one of the larger ETFs in the Industrials sector [3] - The ETF aims to replicate the performance of the MSCI USA IMI Industrials Index, which reflects the industrial sector's performance in the U.S. equity market [3] Cost Structure - FIDU has an annual operating expense of 0.08%, making it one of the least expensive ETFs in its category [4] - The ETF offers a 12-month trailing dividend yield of 1.27% [4] Sector Exposure and Holdings - The ETF is fully allocated to the Industrials sector, with approximately 100% of its portfolio dedicated to this area [5] - General Electric (GE) constitutes about 4.56% of total assets, followed by RTX Corp (RTX) and Caterpillar Inc (CAT), with the top 10 holdings representing around 29.24% of total assets [6] Performance Metrics - FIDU has increased by approximately 15.45% year-to-date and 20.08% over the past year as of July 30, 2025 [7] - The ETF has traded between $60.99 and $81.86 in the last 52 weeks, with a beta of 1.09 and a standard deviation of 17.93% over the trailing three-year period, indicating medium risk [7] Alternatives - FIDU holds a Zacks ETF Rank of 3 (Hold), suggesting it is a viable option for investors seeking exposure to the Industrials sector [8] - Other alternatives include the Vanguard Industrials ETF (VIS) and the Industrial Select Sector SPDR ETF (XLI), with VIS having $6.07 billion in assets and XLI at $23.00 billion [9]

Core Viewpoint - The iShares U.S. Broker-Dealers & Securities Exchanges ETF (IAI) is a passively managed ETF that provides broad exposure to the Financials - Brokers/Capital markets segment, gaining popularity among investors due to its low cost and tax efficiency [1][2]. Group 1: Fund Overview - Launched on May 1, 2006, IAI has accumulated over $1.46 billion in assets, positioning it as an average-sized ETF in its category [3]. - The fund aims to match the performance of the Dow Jones U.S. Select Investment Services Index, which reflects the investment services sector of the U.S. equity market [3]. Group 2: Costs and Performance - IAI has an annual operating expense ratio of 0.4%, which is competitive within its peer group, and a 12-month trailing dividend yield of 0.92% [4]. - The ETF has shown strong performance, with a year-to-date increase of 22.58% and a 43.88% rise over the past year, trading between $115.73 and $175.82 in the last 52 weeks [7]. Group 3: Sector Exposure and Holdings - The ETF is fully allocated to the Financials sector, with Goldman Sachs Group Inc (GS) making up approximately 14.73% of total assets, followed by Morgan Stanley (MS) and S&P Global Inc (SPGI) [5][6]. - The top 10 holdings constitute about 72.64% of total assets under management, indicating a concentrated exposure [6]. Group 4: Risk Assessment - IAI has a beta of 1.15 and a standard deviation of 20.61% over the trailing three-year period, categorizing it as a high-risk investment option [7]. Group 5: Alternatives - The ETF holds a Zacks ETF Rank of 4 (Sell), suggesting that there are better alternatives available for investors seeking exposure to the Financials ETFs segment [8][9]. - An alternative option is the SPDR S&P Capital Markets ETF (KCE), which has $552.17 million in assets and a lower expense ratio of 0.35% [9].

Core Viewpoint - The Invesco RAFI US 1500 Small-Mid ETF (PRFZ) is a significant player in the Small Cap Blend segment of the US equity market, with over $2.43 billion in assets, making it one of the larger ETFs in this category [1] Costs - The ETF has an annual operating expense ratio of 0.34%, which is competitive within its peer group [3] - It offers a 12-month trailing dividend yield of 1.21% [3] Sector Exposure and Top Holdings - The ETF has the largest allocation to the Financials sector at approximately 18.70%, followed by Industrials and Information Technology [4] - Applovin Corp (APP) represents about 0.49% of total assets, with the top 10 holdings accounting for around 3.73% of total assets under management [5] Performance and Risk - PRFZ aims to match the performance of the FTSE RAFI US 1500 Small-Mid Index, with a year-to-date return of approximately 1.95% and a one-year return of about 5.28% as of July 25, 2025 [6] - The ETF has a beta of 1.09 and a standard deviation of 21.31% over the trailing three-year period, indicating a medium risk profile [7] Alternatives - The ETF holds a Zacks ETF Rank of 3 (Hold), suggesting it is a reasonable option for investors seeking exposure to the Small Cap Blend market [8] - Other comparable ETFs include the Vanguard Small-Cap ETF (VB) with $65.51 billion in assets and an expense ratio of 0.05%, and the iShares Core S&P Small-Cap ETF (IJR) with $82.09 billion in assets and an expense ratio of 0.06% [9] Bottom-Line - Passively managed ETFs like PRFZ are increasingly popular due to their low costs, transparency, flexibility, and tax efficiency, making them suitable for long-term investors [10]