If you're interested in broad exposure to the Large Cap Growth segment of the US equity market, look no further than the Motley Fool 100 Index ETF (TMFC) , a passively managed exchange traded fund launched on January 30, 2018.The fund is sponsored by Motley Fool Asset Management. It has amassed assets over $1.59 billion, making it one of the average sized ETFs attempting to match the Large Cap Growth segment of the US equity market.Why Large Cap GrowthCompanies that fall in the large cap category tend to ha ...

Looking for broad exposure to the Large Cap Growth segment of the US equity market? You should consider the iShares S&P 500 Growth ETF (IVW) , a passively managed exchange traded fund launched on May 22, 2000.The fund is sponsored by Blackrock. It has amassed assets over $62.70 billion, making it one of the largest ETFs attempting to match the Large Cap Growth segment of the US equity market.Why Large Cap GrowthCompanies that find themselves in the large cap category typically have a market capitalization a ...

Looking for broad exposure to the Large Cap Value segment of the US equity market? You should consider the Vanguard High Dividend Yield ETF (VYM) , a passively managed exchange traded fund launched on November 10, 2006.The fund is sponsored by Vanguard. It has amassed assets over $61.89 billion, making it one of the largest ETFs attempting to match the Large Cap Value segment of the US equity market.Why Large Cap ValueCompanies that fall in the large cap category tend to have a market capitalization above $ ...

Core Viewpoint - The JPMorgan BetaBuilders U.S. Small Cap Equity ETF (BBSC) is a passively managed fund targeting the Small Cap Value segment of the U.S. equity market, launched on November 16, 2020, with assets exceeding $556.46 million [1] Group 1: Small Cap Value Characteristics - Small cap companies, defined as those with market capitalizations below $2 billion, are considered high-potential stocks but carry higher risks compared to larger counterparts [2] - Value stocks typically exhibit lower price-to-earnings and price-to-book ratios, but they also show lower sales and earnings growth rates. Historically, value stocks have outperformed growth stocks in most markets, although they may underperform during strong bull markets [3] Group 2: Cost Structure - The BBSC ETF has an annual operating expense ratio of 0.09%, making it one of the least expensive options in its category. It also offers a 12-month trailing dividend yield of 1.24% [4] Group 3: Sector Exposure and Holdings - The ETF has a significant allocation to the Financials sector, comprising approximately 18.8% of the portfolio, followed by Industrials and Information Technology [5] - The top holdings include Jpmorgan Us Govt Mmkt Fun at 0.87% of total assets, with the top 10 holdings accounting for about 4.63% of total assets under management [6] Group 4: Performance Metrics - BBSC aims to match the performance of the Morningstar US Small Cap Target Market Exposure Extended Index. As of August 5, 2025, the ETF has lost about 0.57% year-to-date but is up approximately 8.26% over the past year. The 52-week trading range has been between $52.57 and $74.87 [7] - The ETF has a beta of 1.14 and a standard deviation of 23.02% over the trailing three-year period, indicating effective diversification with around 754 holdings [8] Group 5: Alternatives - BBSC holds a Zacks ETF Rank of 2 (Buy), indicating favorable expected returns based on various factors. Other similar ETFs include the iShares Russell 2000 Value ETF (IWN) with $10.76 billion in assets and an expense ratio of 0.24%, and the Vanguard Small-Cap Value ETF (VBR) with $29.85 billion in assets and an expense ratio of 0.07% [9][10] Group 6: Investment Appeal - Passively managed ETFs like BBSC 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 Vanguard Russell 2000 Value ETF (VTWV) is a passively managed fund that aims to provide broad exposure to the Small Cap Value segment of the US equity market, with assets exceeding $795.50 million since its launch in 2010 [1]. Group 1: Small Cap Value Overview - Small cap companies are defined as those with a market capitalization below $2 billion, typically presenting higher potential but also higher risk compared to larger companies [2]. - Value stocks are characterized by lower than average price-to-earnings and price-to-book ratios, as well as lower sales and earnings growth rates. Historically, value stocks have outperformed growth stocks in long-term performance, although growth stocks may excel in strong bull markets [3]. Group 2: Costs and Performance - The annual operating expenses for VTWV are 0.1%, making it one of the least expensive ETFs in its category. It also has a 12-month trailing dividend yield of 1.86% [4]. - VTWV seeks to match the performance of the Russell 2000 Value Index, having added approximately 0.89% year-to-date and down about 1.11% over the past year as of July 30, 2025. The ETF has traded between $116.09 and $159.92 in the past 52 weeks [7]. Group 3: Sector Exposure and Holdings - The ETF has a significant allocation to the Financials sector, comprising about 27.1% of the portfolio, followed by Industrials and Consumer Discretionary [5]. - Among individual holdings, Mktliq accounts for approximately 2.56% of total assets, with Slbbh1142 and Fluor Corp (FLR) also being notable [6]. Group 4: Risk and Alternatives - VTWV has a beta of 1.07 and a standard deviation of 22.07% over the trailing three-year period, categorizing it as a medium risk option. It holds about 1456 assets, effectively diversifying company-specific risk [8]. - The ETF holds a Zacks ETF Rank of 2 (Buy), indicating it is a strong option for investors interested in the Small Cap Value segment. Other alternatives include the iShares Russell 2000 Value ETF (IWN) and the Vanguard Small-Cap Value ETF (VBR), which have larger asset bases and different expense ratios [9][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].

Core Viewpoint - The SPDR Portfolio S&P 500 High Dividend ETF (SPYD) is a significant player in the Large Cap Value segment of the US equity market, with assets exceeding $6.96 billion and a focus on high dividend-paying stocks [1][9]. Group 1: ETF Overview - SPYD is a passively managed ETF launched on October 21, 2015, sponsored by State Street Global Advisors [1]. - The ETF aims to replicate the performance of the S&P 500 High Dividend Index, which includes the top 80 dividend-paying securities from the S&P 500 based on dividend yield [7]. 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]. - Value stocks, characterized by lower price-to-earnings and price-to-book ratios, have historically outperformed growth stocks in the long term, although growth stocks may excel in strong bull markets [3]. Group 3: Cost Structure - SPYD has an annual operating expense ratio of 0.07%, making it one of the least expensive ETFs in its category [4]. - The ETF offers a 12-month trailing dividend yield of 4.42% [4]. Group 4: Sector Exposure and Holdings - The ETF's largest sector allocation is to Real Estate, comprising approximately 23.10% of the portfolio, followed by Utilities and Financials [5]. - Philip Morris International (PM) represents about 1.85% of total assets, with the top 10 holdings accounting for approximately 15.78% of total assets under management [6]. Group 5: Performance Metrics - As of July 29, 2025, SPYD has gained about 2.80% year-to-date and approximately 5.83% over the past year, with a trading range between $38.81 and $47.32 in the last 52 weeks [7]. - The ETF has a beta of 0.81 and a standard deviation of 16.71% over the trailing three-year period, indicating a medium risk profile [8]. Group 6: Alternatives - SPYD holds a Zacks ETF Rank of 2 (Buy), indicating favorable expected returns based on various factors [9]. - Other comparable ETFs include the Schwab U.S. Dividend Equity ETF (SCHD) with $70.96 billion in assets and an expense ratio of 0.06%, and the Vanguard Value ETF (VTV) with $140.77 billion in assets and an expense ratio of 0.04% [10]. Group 7: Investment Appeal - Passively managed ETFs like SPYD are favored by both institutional and retail investors due to their low costs, transparency, flexibility, and tax efficiency [11].

The iShares MSCI USA Value Factor ETF (VLUE) was launched on 04/16/2013, and is a passively managed exchange traded fund designed to offer broad exposure to the Large Cap Value segment of the US equity market.The fund is sponsored by Blackrock. It has amassed assets over $6.79 billion, making it one of the larger ETFs attempting to match the Large Cap Value segment of the US equity market.Why Large Cap ValueCompanies that find themselves in the large cap category typically have a market capitalization above ...

Core Viewpoint - The Vanguard S&P Mid-Cap 400 Value ETF (IVOV) is a passively managed fund designed to provide broad exposure to the Mid Cap Value segment of the US equity market, with assets exceeding $952.66 million, making it an average-sized ETF in this category [1]. Group 1: Mid Cap Value Characteristics - Mid cap companies have market capitalizations between $2 billion and $10 billion, typically offering higher growth prospects than large cap companies while being less volatile than small cap companies [2]. - Value stocks are characterized by lower price-to-earnings and price-to-book ratios, but they also exhibit lower sales and earnings growth rates compared to growth stocks [3]. Group 2: Costs and Performance - The ETF has an annual operating expense ratio of 0.10%, positioning it as one of the least expensive options in the market, with a 12-month trailing dividend yield of 1.71% [4]. - IVOV aims to match the performance of the S&P MidCap 400 Value Index, having gained approximately 2% year-to-date and about 9.06% over the past year, with a trading range of $79.85 to $104.98 in the last 52 weeks [7]. Group 3: Sector Exposure and Holdings - The ETF has a significant allocation to the Financials sector, comprising about 21.10% of the portfolio, followed by Industrials and Consumer Discretionary [5]. - Flex Ltd accounts for approximately 1.38% of total assets, with the top 10 holdings representing about 7.85% of total assets under management [6]. Group 4: Risk and Alternatives - IVOV has a beta of 1.05 and a standard deviation of 19.52% over the trailing three-year period, indicating a medium risk profile with effective diversification across 301 holdings [8]. - The ETF holds a Zacks ETF Rank of 2 (Buy), making it a strong option for investors seeking exposure to the Mid Cap Value segment, alongside alternatives like the iShares Russell Mid-Cap Value ETF (IWS) and the Vanguard Mid-Cap Value ETF (VOE) [9][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].

Core Viewpoint - The First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) is a significant player in the Mid Cap Value segment of the US equity market, with over $8.30 billion in assets, making it one of the larger ETFs in this category [1]. Group 1: Mid Cap Value Characteristics - Mid cap companies, with market capitalizations between $2 billion and $10 billion, typically offer higher growth prospects than large cap companies while being less volatile than small cap companies, providing a stable and growth-oriented investment [2]. - Value stocks are characterized by lower price-to-earnings and price-to-book ratios, but they also exhibit lower sales and earnings growth rates compared to growth stocks. Historically, value stocks have outperformed growth stocks in nearly all markets, although growth stocks tend to perform better in strong bull markets [3]. Group 2: Costs and Performance - The annual operating expenses for SDVY are 0.59%, which is relatively high compared to other ETFs in the space. The ETF has a 12-month trailing dividend yield of 2.07% [4]. - SDVY aims to match the performance of the NASDAQ US Small Mid Cap Rising Dividend Achievers Index, which includes 100 small and mid-cap companies known for raising their dividends [7]. - As of July 22, 2025, SDVY has returned approximately 1.12% year-to-date and 3.84% over the past year, with a trading range between $29.52 and $40.33 in the last 52 weeks. The ETF has a beta of 1.09 and a standard deviation of 21.43% over the trailing three-year period, indicating effective diversification with about 185 holdings [8]. Group 3: Sector Exposure and Holdings - The ETF has a significant allocation to the Financials sector, comprising about 32.40% of the portfolio, followed by Industrials and Consumer Discretionary [5]. - Woodward, Inc. (WWD) represents approximately 1.11% of total assets, with the top 10 holdings accounting for about 10.12% of total assets under management [6]. Group 4: Alternatives and Market Position - SDVY holds a Zacks ETF Rank of 3 (Hold), indicating it is a viable option for investors seeking exposure to the Mid Cap Value segment [10]. - Alternatives in the market include the iShares Russell Mid-Cap Value ETF (IWS) with $13.49 billion in assets and an expense ratio of 0.23%, and the Vanguard Mid-Cap Value ETF (VOE) with $18.07 billion in assets and a lower expense ratio of 0.07% [11].

Core Viewpoint - The stock price of Lumen Technologies, Inc. (NYSE: LUMN) has declined by 14% since the previous Buy thesis, indicating that the investment has not yet yielded positive results [1]. Company Overview - Lumen Technologies operates in the telecommunications sector, focusing on providing various services to its customers. The company has been under scrutiny due to its stock performance and market perception [1]. Investment Strategy - The investment philosophy emphasizes thorough research and a long-term perspective, aiming to uncover promising stocks that may not be widely recognized in the market [1]. Market Position - The company is positioned within a competitive landscape, and its performance is closely monitored by investors looking for value and growth opportunities [1]. Analyst's Position - The analyst holds a beneficial long position in Lumen Technologies shares, indicating a personal investment interest in the company's future performance [2].