Core Insights - The State Street SPDR S&P Software & Services ETF (XSW) is a passively managed ETF launched on September 28, 2011, aimed at providing broad exposure to the Technology - Software segment of the equity market [1][10] - The ETF has accumulated assets over $444.42 million and seeks to match the performance of the S&P Software & Services Select Industry Index [3][4] - XSW has an annual operating expense ratio of 0.35%, making it one of the least expensive options in its category [5] Index and Performance - The S&P Software & Services Select Industry Index represents the software sub-industry portion of the S&P Total Stock Market Index, which tracks all U.S. common stocks listed on major exchanges [4] - The ETF has added approximately 1.51% year-to-date and is down about 4.03% over the past year, with a trading range between $141.65 and $205.24 in the last 52 weeks [8] - XSW has a beta of 1.15 and a standard deviation of 24.89% over the trailing three-year period, indicating a higher risk profile [8] Sector Exposure and Holdings - The ETF has a significant allocation of about 97.1% in the Information Technology sector, providing diversified exposure [6] - D Wave Quantum Inc (QBTS) constitutes approximately 1.52% of total assets, with the top 10 holdings accounting for about 11.36% of total assets under management [7] Alternatives - Other ETFs in the technology software space include Invesco AI and Next Gen Software ETF (IGPT) with $640.59 million in assets and iShares Expanded Tech-Software Sector ETF (IGV) with $8.53 billion in assets [11] - IGPT has an expense ratio of 0.56%, while IGV charges 0.39% [11]

Core Insights - The State Street SPDR S&P Capital Markets ETF (KCE) is a passively managed ETF launched on November 8, 2005, designed to provide broad exposure to the Financials - Brokers/Capital markets segment of the equity market [1] - KCE has amassed assets over $554.01 million and seeks to match the performance of the S&P Capital Markets Select Industry Index [3] - The ETF has an annual operating expense ratio of 0.35% and a 12-month trailing dividend yield of 1.56% [4] Sector and Holdings - KCE offers diversified exposure to the Financials sector, with approximately 100% of its portfolio allocated to this sector [5] - The top holdings include Galaxy Digital Inc A (GLXY) at 2.7% of total assets, followed by Robinhood Markets Inc A (HOOD) and Coinbase Global Inc Class A (COIN), with the top 10 holdings accounting for about 19.33% of total assets [6] Performance Metrics - Year-to-date, KCE has gained about 6.26%, and it was up approximately 2.86% over the last 12 months as of November 17, 2025 [7] - The ETF has a beta of 1.28 and a standard deviation of 21.14% for the trailing three-year period, indicating a high-risk profile [7] Alternatives - KCE has a Zacks ETF Rank of 4 (Sell), suggesting it may not be the best option for investors seeking exposure to the Financials ETFs segment [8] - An alternative is the iShares U.S. Broker-Dealers & Securities Exchanges ETF (IAI), which tracks the Dow Jones U.S. Select Investment Services Index and has $1.59 billion in assets with an expense ratio of 0.38% [9]

Core Viewpoint - The iShares U.S. Aerospace & Defense ETF (ITA) is highlighted as a strong investment option for those seeking exposure to the Aerospace & Defense segment of the equity market, offering low costs, transparency, and flexibility for long-term investors [1][2]. Group 1: ETF Overview - ITA is a passively managed ETF launched on May 1, 2006, and is sponsored by Blackrock [1][3]. - The fund has accumulated over $9.19 billion in assets, making it one of the largest ETFs in its sector [3]. - ITA aims to match the performance of the Dow Jones U.S. Select Aerospace & Defense Index [3]. Group 2: Cost and Performance - The annual operating expenses for ITA are 0.38%, positioning it as one of the cheaper options in the market [4]. - The ETF has a 12-month trailing dividend yield of 0.55% [4]. - Year-to-date, ITA has returned approximately 37.13%, with a one-year return of about 40.45% as of September 11, 2025 [7]. Group 3: Holdings and Sector Exposure - ITA has a heavy allocation in the Industrials sector, with about 99.9% of its portfolio [5]. - The top holding, Ge Aerospace (GE), constitutes approximately 21.22% of total assets, followed by Rtx Corp (RTX) and Boeing (BA) [5]. - The top 10 holdings represent about 75.99% of total assets under management [6]. Group 4: Risk and Alternatives - ITA has a beta of 0.90 and a standard deviation of 18.27% over the trailing three-year period, indicating medium risk [7]. - Other ETFs in the Aerospace & Defense space include SPDR S&P Aerospace & Defense ETF (XAR) and Invesco Aerospace & Defense ETF (PPA), with assets of $3.98 billion and $6.26 billion respectively [9].

Core Insights - The First Trust Dow Jones Internet ETF (FDN) is a passively managed ETF launched on June 19, 2006, aimed at providing broad exposure to the Technology - Internet segment of the equity market [1] - The Technology - Internet sector is currently ranked 4th among the 16 Zacks sectors, placing it in the top 25% [2] Fund Overview - FDN is sponsored by First Trust Advisors and has over $7.88 billion in assets, making it one of the largest ETFs in its category [3] - The ETF seeks to match the performance of the Dow Jones Internet Composite Index, which includes companies primarily focused on Internet-related activities [3] Cost Structure - The annual operating expenses for FDN are 0.49%, which is competitive with most peer products in the ETF space [4] Sector Exposure and Holdings - The ETF has a significant allocation in the Telecom sector, accounting for approximately 34.3% of the portfolio, followed by Information Technology and Consumer Discretionary [5] - Meta Platforms Inc. (class A) (META) constitutes about 10.63% of total assets, with Amazon.com, Inc. (AMZN) and Netflix, Inc. (NFLX) also among the top holdings; the top 10 holdings represent about 63.94% of total assets [6] Performance Metrics - Year-to-date, FDN has returned roughly 17.2%, and it was up about 46.19% over the last 12 months as of September 10, 2025 [7] - The ETF has traded between $198.51 and $284.99 in the past 52 weeks, with a beta of 1.16 and a standard deviation of 24.91% over the trailing three-year period, indicating a higher risk profile [7] Investment Alternatives - FDN holds a Zacks ETF Rank of 1 (Strong Buy), indicating strong expected performance based on various factors [8] - Other ETFs in the space include ALPS (OGIG) and Invesco NASDAQ Internet ETF (PNQI), with respective assets of $162.17 million and $815.91 million, and expense ratios of 0.48% and 0.6% [9]

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].

Core Viewpoint - The VanEck Semiconductor ETF (SMH) provides broad exposure to the Technology - Semiconductors segment, appealing to both retail and institutional investors due to its low costs, transparency, and tax efficiency [1][2]. Group 1: Fund Overview - The VanEck Semiconductor ETF was launched on December 20, 2011, and has accumulated over $26.92 billion in assets, making it one of the largest ETFs in its category [3]. - SMH aims to match the performance of the MVIS US Listed Semiconductor 25 Index, which tracks companies involved in semiconductor production and equipment [3]. Group 2: Costs and Performance - The ETF has an annual operating expense ratio of 0.35%, positioning it as one of the least expensive options in the market, with a 12-month trailing dividend yield of 0.37% [4]. - Year-to-date, the ETF has returned approximately 19.87%, and it has increased about 22.47% over the last 12 months as of September 1, 2025 [7]. Group 3: Holdings and Risk - Nvidia Corp (NVDA) constitutes about 22.57% of total assets, with the top 10 holdings making up approximately 74.42% of total assets under management [5][6]. - The ETF has a beta of 1.47 and a standard deviation of 34.6% over the trailing three-year period, indicating a high-risk profile [7]. Group 4: Alternatives - The VanEck Semiconductor ETF holds a Zacks ETF Rank of 1 (Strong Buy), suggesting it is a strong option for investors seeking exposure to the Technology ETFs segment [8]. - Other alternatives in the semiconductor ETF space include the SPDR S&P Semiconductor ETF (XSD) and the iShares Semiconductor ETF (SOXX), with respective assets of $1.41 billion and $13.73 billion [9][10].

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]