Core Viewpoint - The First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) offers investors exposure to mid-cap value stocks with a focus on companies that have a history of increasing dividends [1][5][6]. Fund Overview - SDVY was launched on November 1, 2017, and is managed by First Trust Advisors, accumulating over $8.73 billion in assets, making it one of the larger ETFs in its category [1][5]. - The ETF 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 dividends [5][6]. Cost and Expenses - The ETF has an annual operating expense ratio of 0.59%, which is considered high compared to other funds in the space [7]. - It offers a 12-month trailing dividend yield of 1.96% [7]. Sector Exposure and Holdings - The ETF has a significant allocation in the Industrials sector, comprising approximately 31.3% of the portfolio, followed by Financials and Consumer Discretionary [8]. - The top three holdings include Woodward, Inc. (1.11% of total assets), Comfort Systems USA, Inc., and Northern Trust Corporation, with the top 10 holdings accounting for about 10.12% of total assets [9]. Performance Metrics - As of August 14, 2025, SDVY has increased by approximately 6.47% year-to-date and 12.98% over the past year [11]. - The ETF has traded between $29.52 and $40.33 in the past 52 weeks and has a beta of 1.11 with a standard deviation of 21.35% over the trailing three-year period [11]. Alternatives - Other ETFs in the mid-cap value space include iShares Russell Mid-Cap Value ETF (IWS) and Vanguard Mid-Cap Value ETF (VOE), with IWS having $13.8 billion in assets and VOE $18.65 billion [12][13]. - IWS has a lower expense ratio of 0.23%, while VOE has an expense ratio of 0.07%, making them potentially more attractive options for cost-conscious investors [13].

Core Insights - The Vanguard International Dividend Appreciation ETF (VIGI) is designed to provide broad exposure to the Foreign Large Blend ETF category and was launched on March 3, 2016 [1] - VIGI is managed by Vanguard and has accumulated over $8.4 billion in assets, making it one of the larger ETFs in its category [5] - The ETF seeks to match the performance of the NASDAQ International Dividend Achievers Select Index [5] Investment Strategy - Smart beta ETFs, like VIGI, track non-cap weighted strategies and aim to select stocks based on specific fundamental characteristics to enhance risk-return performance [3] - The S&P Global Ex-U.S. Dividend Growers Index focuses on high-quality companies in developed and emerging markets that are committed to growing dividends over time [6] Cost and Performance - VIGI has an annual operating expense ratio of 0.10%, making it one of the least expensive options in the ETF space [7] - The ETF's 12-month trailing dividend yield is 1.84% [7] - As of August 14, 2025, VIGI has gained approximately 12.51% year-to-date and 8.08% over the past year, with a trading range between $75.29 and $91.16 in the last 52 weeks [9] Holdings and Diversification - The ETF holds about 341 different stocks, effectively diversifying company-specific risk [9] - Major holdings include SAP Se (4.02% of total assets), Novartis Ag, and Royal Bank Of Canada [8] Alternatives - Other ETFs in the same space include Vanguard Total International Stock ETF (VXUS) and Vanguard FTSE Developed Markets ETF (VEA), which have larger asset bases and lower expense ratios [11]

Core Insights - The WisdomTree Cloud Computing ETF (WCLD) was launched on September 6, 2019, and offers broad exposure to the Technology ETFs category [1] - The fund is managed by WisdomTree and has accumulated over $320.63 million in assets, making it an average-sized ETF in the Technology sector [5] - The ETF seeks to match the performance of the BVP NASDAQ Emerging Cloud Index, which is designed to measure the performance of emerging public companies focused on cloud-based software [5] Fund Characteristics - WCLD has an annual operating expense ratio of 0.45%, which is competitive within its peer group [6] - The ETF has a 12-month trailing dividend yield of 0.00% [6] - The top 10 holdings account for approximately 118.09% of total assets under management, indicating a concentration in a few key stocks [7] Performance Metrics - The ETF has experienced a loss of approximately -9.81% year-to-date and has gained roughly 11.02% over the past year as of August 14, 2025 [8] - Over the past 52 weeks, the ETF has traded between $28.33 and $41.58 [8] - The ETF has a beta of 1.17 and a standard deviation of 32.59% for the trailing three-year period, indicating a higher level of volatility compared to the market [9] Alternatives and Market Context - Other ETFs in the cloud computing space include Global X Cloud Computing ETF (CLOU) and First Trust Cloud Computing ETF (SKYY), with assets of $306.26 million and $3.46 billion respectively [11] - CLOU has an expense ratio of 0.68% while SKYY has an expense ratio of 0.60%, suggesting that there are lower-cost alternatives available [11] - Investors seeking to outperform the Technology ETFs segment may find WCLD to be a suitable option, but should also consider traditional market cap weighted ETFs for potentially lower risk [10][11]

Core Insights - The Franklin U.S. Large Cap Multifactor Index ETF (FLQL) offers broad exposure to the Style Box - Large Cap Blend category and debuted on April 26, 2017 [1] - The fund is designed to outperform traditional market cap weighted indexes by utilizing a multi-factor selection process [6] Fund Overview - Sponsored by Franklin Templeton Investments, FLQL has amassed over $1.61 billion in assets, making it one of the larger ETFs in its category [5] - The ETF seeks to match the performance of the LibertyQ US Large Cap Equity Index, which aims for lower risk and higher risk-adjusted performance compared to the Russell 1000 Index [6] Cost Structure - FLQL has an annual operating expense ratio of 0.15%, making it one of the cheaper options in the market [7] - The fund has a 12-month trailing dividend yield of 1.13% [7] Sector Exposure and Holdings - The ETF's largest allocation is in the Information Technology sector, comprising approximately 35% of the portfolio [8] - Nvidia Corp (NVDA) is the top holding at about 6.42% of total assets, followed by Microsoft Corp (MSFT) and Apple Inc (AAPL) [9] - The top 10 holdings account for around 34.29% of total assets under management [9] Performance Metrics - As of August 13, 2025, FLQL has returned approximately 13.39% year-to-date and 23.47% over the past year [11] - The fund has a beta of 0.94 and a standard deviation of 16.24% over the trailing three-year period, indicating effective diversification of company-specific risk [11] Alternatives - Other ETFs in the same space include SPDR S&P 500 ETF (SPY) and Vanguard S&P 500 ETF (VOO), with assets of $657.19 billion and $722.37 billion respectively [12] - SPY has an expense ratio of 0.09% while VOO charges 0.03% [12]

Core Viewpoint - The First Trust Health Care AlphaDEX ETF (FXH) is a smart beta ETF designed to provide broad exposure to the Health Care sector, with a focus on stock selection based on fundamental characteristics [1][5]. Fund Overview - FXH was launched on May 8, 2007, and has accumulated over $868.7 million in assets, making it one of the larger ETFs in the Health Care category [1][5]. - The fund is managed by First Trust Advisors and aims to match the performance of the StrataQuant Health Care Index, which utilizes the AlphaDEX stock selection methodology [5]. Cost and Expenses - FXH has an annual operating expense ratio of 0.60%, which is comparable to most peer products in the space [6]. - The ETF has a 12-month trailing dividend yield of 0.33% [6]. Sector Exposure and Holdings - FXH is fully allocated to the Health Care sector, with approximately 100% of its portfolio dedicated to this area [7]. - The top holding, Biogen Inc. (BIIB), constitutes about 2.36% of the fund's total assets, with the top 10 holdings accounting for approximately 23.06% of total assets under management [8]. Performance Metrics - Year-to-date, FXH has experienced a loss of about -0.94%, and it is down approximately -4.34% over the last 12 months as of August 13, 2025 [10]. - The ETF has traded between $93.63 and $113.83 in the past 52 weeks, with a beta of 0.73 and a standard deviation of 15.85% over the trailing three-year period, indicating a medium risk profile [10]. Alternatives - While FXH is a viable option for investors looking to outperform the Health Care ETFs segment, there are alternative ETFs such as the Vanguard Health Care ETF (VHT) and the Health Care Select Sector SPDR ETF (XLV) that investors may consider [11][12]. - VHT has $14.81 billion in assets and an expense ratio of 0.09%, while XLV has $31.99 billion in assets with an expense ratio of 0.08% [12].

Core Insights - The Franklin U.S. Low Volatility High Dividend Index ETF (LVHD) is designed to provide broad exposure to the Style Box - Large Cap Value category, launched on December 28, 2015 [1] Fund Overview - LVHD is sponsored by Franklin Templeton Investments and has assets exceeding $584.78 million, positioning it as an average-sized ETF in its category [5] - The fund aims to match the performance of the QS Low Volatility High Dividend Index, focusing on profitable U.S. companies with high dividend yields and lower price and earnings volatility [5] Cost Structure - The annual operating expenses for LVHD are 0.27%, which is competitive within its peer group [6] - The ETF has a 12-month trailing dividend yield of 3.34% [6] Sector Allocation and Holdings - The ETF has a significant allocation in the Utilities sector, comprising approximately 24.9% of the portfolio, followed by Consumer Staples and Real Estate [7] - Cisco Systems Inc (CSCO) represents about 2.65% of the fund's total assets, with the top 10 holdings accounting for roughly 25.11% of total assets [8] Performance Metrics - As of August 13, 2025, LVHD has increased by about 7.67% year-to-date and approximately 10.71% over the past year [10] - The fund has traded between $37.37 and $41.26 in the last 52 weeks, with a beta of 0.66 and a standard deviation of 13.37% over the trailing three-year period [10] Alternatives - Other ETFs in the same space include Schwab U.S. Dividend Equity ETF (SCHD) and Vanguard Value ETF (VTV), with SCHD having $70.45 billion in assets and VTV at $140.9 billion [12] - SCHD has a lower expense ratio of 0.06%, while VTV charges 0.04%, making them potentially attractive alternatives for investors [12]

Core Insights - The Invesco S&P 500 Equal Weight Financials ETF (RSPF) debuted on November 1, 2006, and provides broad exposure to the Financials ETFs category [1] - RSPF is designed to match the performance of the S&P 500 Equal Weight Financials Index, which equally weights stocks in the financial sector [5] Fund Overview - RSPF is managed by Invesco and has accumulated over $321.89 million in assets, categorizing it as an average-sized ETF in the Financials sector [5] - The ETF has an annual operating expense ratio of 0.40% and a 12-month trailing dividend yield of 1.20% [6] Sector Exposure and Holdings - RSPF's portfolio is entirely allocated to the Financials sector, with Coinbase Global Inc (COIN) making up approximately 1.84% of total assets [7][8] - The top 10 holdings represent about 15.19% of RSPF's total assets under management [8] Performance Metrics - As of August 13, 2025, RSPF has gained approximately 6.68% year-to-date and 22.11% over the past year [9] - The ETF has a beta of 0.96 and a standard deviation of 17.19% over the trailing three-year period, indicating effective diversification of company-specific risk [10] Alternatives in the Market - Other ETFs in the Financials space include Vanguard Financials ETF (VFH) and Financial Select Sector SPDR ETF (XLF), with VFH having $12.62 billion in assets and XLF at $52.32 billion [12] - VFH has a lower expense ratio of 0.09% compared to RSPF, while XLF charges 0.08% [12]

Core Insights - The First Trust Capital Strength ETF (FTCS) offers investors exposure to the Style Box - Large Cap Blend category and has amassed over $8.42 billion in assets, making it one of the largest ETFs in this segment [1][5]. Investment Strategy - Smart beta ETFs, like FTCS, are designed to outperform traditional market capitalization weighted indexes by selecting stocks based on specific fundamental characteristics [2][3]. - FTCS tracks the Capital Strength Index, which is an equal-dollar weighted index focusing on well-capitalized companies with strong financial metrics [6]. Cost and Performance - FTCS has an annual operating expense of 0.52% and a 12-month trailing dividend yield of 1.21%, which is competitive within its peer group [7]. - The ETF has shown a performance increase of approximately 5.18% year-to-date and 8.12% over the past year, with a trading range between $81.60 and $94.03 in the last 52 weeks [11]. Sector Exposure and Holdings - The ETF's largest sector allocation is in Industrials at 23.6%, followed by Financials and Consumer Staples [8]. - Microsoft Corporation (MSFT) is the largest individual holding at 2.54% of total assets, with the top 10 holdings comprising about 22.99% of total assets under management [9]. Risk Profile - FTCS has a beta of 0.79 and a standard deviation of 12.87% over the trailing three-year period, indicating a medium risk profile with effective diversification across 51 holdings [11].

Group 1: Core Insights - The Invesco Global Water ETF (PIO) debuted on June 13, 2007, providing broad exposure to the Industrials ETFs category [1] - PIO is managed by Invesco and has accumulated over $274.11 million in assets, making it an average-sized ETF in its category [5] - The fund seeks to match the performance of the NASDAQ OMX Global Water Index, which tracks companies focused on water conservation and purification [5] Group 2: Cost and Performance - PIO has an annual operating expense ratio of 0.75%, which is considered high compared to other ETFs [6] - The ETF has a 12-month trailing dividend yield of 1.08% [6] - Year-to-date, PIO has increased by approximately 15.31% and has risen by about 12.26% over the past year [8] Group 3: Holdings and Risk - The top holding, Pentair Plc (PNR), constitutes about 8.22% of the fund's total assets, with the top 10 holdings making up approximately 59.35% of total assets [7] - PIO has a beta of 1.00 and a standard deviation of 17.55% over the trailing three-year period, indicating medium risk [9] Group 4: Alternatives - Alternatives to PIO include the First Trust Water ETF (FIW) and Invesco Water Resources ETF (PHO), with assets of $1.9 billion and $2.22 billion respectively [10] - FIW has an expense ratio of 0.51%, while PHO charges 0.59% [10]

Core Insights - The Invesco S&P 500 Equal Weight Health Care ETF (RSPH) aims to provide broad exposure to the health care sector through an equal-weighted strategy, launched on November 1, 2006 [1] Fund Overview - RSPH is sponsored by Invesco and has accumulated assets exceeding $688.49 million, positioning it as one of the larger ETFs in the health care category [5] - The ETF seeks to match the performance of the S&P 500 Equal Weight Health Care Index, which equally weights stocks in the health care sector of the S&P 500 [5] Cost Structure - RSPH has annual operating expenses of 0.40%, making it one of the more affordable options in the ETF space [6] - The ETF has a 12-month trailing dividend yield of 0.79% [6] Sector Exposure and Holdings - The ETF is fully allocated to the health care sector, with approximately 100% of its portfolio dedicated to this area [7] - Key holdings include Moderna Inc (MRNA) at about 1.82% of total assets, with the top 10 holdings comprising around 17.56% of total assets under management [8] Performance Metrics - Year-to-date, RSPH has experienced a loss of approximately -3.38%, and over the past year, it is down about -7.84% as of August 12, 2025 [9] - The fund has traded between $26.81 and $32.53 in the past 52 weeks [9] - RSPH has a beta of 0.82 and a standard deviation of 15.82% over the trailing three-year period, indicating effective diversification of company-specific risk with around 62 holdings [10] Alternatives in the Market - Other ETFs in the health care sector include the Vanguard Health Care ETF (VHT) with $14.74 billion in assets and the Health Care Select Sector SPDR ETF (XLV) with $32.11 billion [12] - VHT has an expense ratio of 0.09%, while XLV charges 0.08%, presenting lower-cost alternatives for investors [12]