Core Viewpoint - The comparison between Intercorp Financial Services Inc. (IFS) and SoFi Technologies, Inc. (SOFI) indicates that IFS is currently a more attractive option for value investors based on various valuation metrics [1][6]. Valuation Metrics - IFS has a forward P/E ratio of 8.59, significantly lower than SOFI's forward P/E of 81.67, suggesting that IFS is undervalued relative to SOFI [5]. - The PEG ratio for IFS is 0.35, indicating a favorable valuation when considering expected earnings growth, while SOFI's PEG ratio stands at 3.09, suggesting overvaluation [5]. - IFS's P/B ratio is 1.45, which is more favorable compared to SOFI's P/B ratio of 4.14, further supporting the argument that IFS is the superior value option [6]. Earnings Outlook - Both IFS and SOFI hold a Zacks Rank of 2 (Buy), indicating positive earnings estimate revisions and an improving earnings outlook for both companies [3].

Core Viewpoint - The WisdomTree U.S. SmallCap Dividend ETF (DES) is a passively managed fund aimed at providing broad exposure to the Small Cap Value segment of the US equity market, with assets exceeding $1.90 billion, making it one of the larger ETFs in this category [1]. Group 1: Fund Overview - The fund was launched on June 16, 2006, and is sponsored by WisdomTree [1]. - It targets small cap companies with market capitalizations below $2 billion, which are considered high-potential stocks but come with higher risks compared to larger counterparts [2]. Group 2: Investment Characteristics - Value stocks, which the fund focuses on, typically have lower price-to-earnings and price-to-book ratios, as well as lower sales and earnings growth rates [3]. - Historically, value stocks have outperformed growth stocks in nearly all markets, although growth stocks tend to perform better in strong bull markets [3]. Group 3: Costs and Performance - The ETF has an annual operating expense ratio of 0.38% and a 12-month trailing dividend yield of 2.67% [4]. - As of September 1, 2025, the ETF has gained approximately 0.89% year-to-date and 2.67% over the past year, with a trading range between $28.02 and $37.69 in the past 52 weeks [7]. Group 4: Risk and Diversification - The ETF has a beta of 0.99 and a standard deviation of 20.39% over the trailing three-year period, categorizing it as a medium-risk investment [8]. - With around 576 holdings, the fund effectively diversifies company-specific risk [8]. Group 5: Alternatives and Market Position - The WisdomTree U.S. SmallCap Dividend ETF holds a Zacks ETF Rank of 3 (Hold), indicating a sufficient option for investors seeking exposure to the Small Cap Value area [9]. - Other comparable ETFs include the iShares Russell 2000 Value ETF (IWN) with $11.74 billion in assets and an expense ratio of 0.24%, and the Vanguard Small-Cap Value ETF (VBR) with $31.35 billion in assets and a lower expense ratio of 0.07% [10]. Group 6: Investor Appeal - Passively managed ETFs like DES are increasingly favored by 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 Goldman Sachs MarketBeta Russell 1000 Value Equity ETF (GVUS) is a newly launched passively managed ETF aimed at providing broad exposure to the Large Cap Value segment of the US equity market, with assets exceeding $360.01 million [1]. Group 1: ETF Overview - GVUS was launched on November 28, 2023, and is sponsored by Goldman Sachs Funds [1]. - The ETF has an annual operating expense of 0.12%, making it one of the least expensive options in its category [4]. - It has a 12-month trailing dividend yield of 1.91% [4]. Group 2: Market Characteristics - Large cap companies typically have a market capitalization above $10 billion and are considered stable with lower risk compared to mid and small cap companies [2]. - Value stocks generally exhibit lower price-to-earnings and price-to-book ratios, but they have historically outperformed growth stocks in most markets over the long term [3]. Group 3: Sector Exposure and Holdings - The ETF has a significant allocation to the Financials sector, comprising about 22.6% of the portfolio, followed by Industrials and Healthcare [5]. - Berkshire Hathaway Inc (BRK/B) is the largest individual holding at approximately 3.14% of total assets, with Jpmorgan Chase & Co (JPM) and Amazon.com Inc (AMZN) also among the top holdings [6]. Group 4: Performance Metrics - GVUS aims to match the performance of the Russell 1000 Value 40 Act Daily Capped Index, which measures large and mid-capitalization value stocks [7]. - The ETF has gained about 9.35% year-to-date and approximately 9.87% over the past year, with a trading range between $42.82 and $51.80 in the last 52 weeks [7]. - It has a beta of 0.84 and a standard deviation of 13.86% over the trailing three-year period, indicating effective diversification of company-specific risk with around 869 holdings [8]. Group 5: Alternatives and Market Position - GVUS holds a Zacks ETF Rank of 3 (Hold), suggesting it is a viable option for investors seeking exposure to the Large Cap Value segment [9]. - Other comparable ETFs include the Schwab U.S. Dividend Equity ETF (SCHD) and the Vanguard Value ETF (VTV), which have significantly larger asset bases of $72.08 billion and $143.10 billion, respectively [10].

Core Viewpoint - The First Trust Mid Cap Value AlphaDEX ETF (FNK) is designed to provide broad exposure to the Mid Cap Value segment of the US equity market, with a focus on balancing growth potential and stability [1][2]. Group 1: Fund Overview - Launched on April 19, 2011, FNK has accumulated assets over $204.79 million, categorizing it as one of the smaller ETFs in its segment [1]. - The ETF is passively managed and sponsored by First Trust Advisors [1]. Group 2: Investment Characteristics - Mid cap companies, with market capitalizations between $2 billion and $10 billion, are generally seen as having higher growth prospects compared to large cap companies while being less risky than small cap companies [2]. - Value stocks, which FNK focuses on, typically have lower price-to-earnings and price-to-book ratios, and have historically outperformed growth stocks in long-term performance [3]. Group 3: Costs and Performance - FNK has annual operating expenses of 0.7%, making it one of the more expensive ETFs in its category, with a 12-month trailing dividend yield of 1.62% [4]. - The ETF aims to match the performance of the Nasdaq AlphaDEX Mid Cap Value Index, with a year-to-date return of approximately 5.62% and a one-year return of about 7.56% as of August 25, 2025 [7]. Group 4: Sector Exposure and Holdings - The ETF has a significant allocation to the Consumer Discretionary sector, comprising about 22.1% of the portfolio, followed by Financials and Industrials [5]. - Riot Platforms, Inc. (RIOT) is the largest individual holding at approximately 1.18% of total assets, with the top 10 holdings accounting for about 9.23% of total assets under management [6]. Group 5: Risk and Alternatives - FNK has a beta of 1.08 and a standard deviation of 21.97% over the trailing three-year period, indicating a medium risk profile [8]. - Alternatives to FNK include the iShares Russell Mid-Cap Value ETF (IWS) and the Vanguard Mid-Cap Value ETF (VOE), which have significantly larger asset bases and lower expense ratios [10].

Core Insights - The First Trust Growth Strength ETF (FTGS) is designed to provide broad exposure to the Large Cap Growth segment of the US equity market and has amassed over $1.23 billion in assets since its launch on October 25, 2022 [1] Group 1: Large Cap Growth Overview - Large cap companies typically have a market capitalization above $10 billion, offering a stable investment option with less risk and more reliable cash flows compared to mid and small cap companies [2] - Growth stocks are characterized by higher sales and earnings growth rates, but they also come with higher valuations and risks compared to other equity types [3] Group 2: Costs and Performance - The FTGS ETF has an annual operating expense ratio of 0.6%, which is considered relatively high, and a 12-month trailing dividend yield of 0.33% [4] - The ETF has gained approximately 12.13% year-to-date and 14.89% over the past year, with a trading range between $26.62 and $35.51 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 30.6% of the portfolio, followed by Industrials and Financials [5] - Vertiv Holdings Co (VRT) represents about 2.91% of total assets, with the top 10 holdings accounting for approximately 24.93% of total assets under management [6] Group 4: Risk and Alternatives - FTGS has a beta of 1.13 and a standard deviation of 17.78% over the trailing three-year period, indicating effective diversification of company-specific risk with about 51 holdings [8] - Alternatives to FTGS include the Vanguard Growth ETF (VUG) and Invesco QQQ (QQQ), which have significantly larger asset bases and lower expense ratios [10]

Core Viewpoint - The Goldman Sachs MarketBeta Russell 1000 Growth Equity ETF (GGUS) is a newly launched passively managed ETF aimed at providing broad exposure to the Large Cap Growth segment of the US equity market, with assets exceeding $295.45 million [1]. Group 1: Large Cap Growth Characteristics - Large cap companies typically have market capitalizations above $10 billion, characterized by stability and predictable cash flows, resulting in lower volatility compared to mid and small cap companies [2]. - Growth stocks are associated with higher sales and earnings growth rates, expected to outperform the market, but they come with higher valuations and risks [3]. Group 2: Cost Structure - GGUS has an annual operating expense ratio of 0.12%, making it one of the least expensive ETFs in its category, with a 12-month trailing dividend yield of 0.51% [4]. Group 3: Sector Exposure and Holdings - The ETF has a significant allocation to the Information Technology sector, comprising approximately 46.8% of the portfolio, followed by Consumer Discretionary and Telecom [5]. - Nvidia Corp (NVDA) is the largest holding at about 11.61% of total assets, with Microsoft Corp (MSFT) and Apple Inc (AAPL) also among the top holdings; the top 10 holdings represent around 50% of total assets [6]. Group 4: Performance Metrics - GGUS aims to match the performance of the Russell 1000 Growth 40 Act Daily Capped Index, with a year-to-date return of approximately 10.95% and a one-year return of about 22.37% as of August 25, 2025 [7]. - The ETF has a beta of 1.16 and a standard deviation of 19.91% over the trailing three-year period, indicating effective diversification with around 380 holdings [8]. Group 5: Alternatives and Market Position - GGUS holds a Zacks ETF Rank of 2 (Buy), indicating strong potential based on expected returns, expense ratio, and momentum, making it a favorable option for investors in the Large Cap Growth segment [10]. - Other comparable ETFs include the Vanguard Growth ETF (VUG) and Invesco QQQ (QQQ), with VUG having $184.39 billion in assets and an expense ratio of 0.04%, while QQQ has $369.27 billion in assets with a 0.2% expense ratio [11]. Group 6: Investment Appeal - Passively managed ETFs like GGUS 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 [12].

Core Viewpoint - The First Trust NASDAQ-100 Equal Weighted ETF (QQEW) offers broad exposure to the Large Cap Growth segment of the US equity market, with assets exceeding $1.85 billion, making it a significant player in this category [1]. Group 1: Large Cap Growth Overview - Large cap companies typically have a market capitalization above $10 billion, providing a stable investment option with less risk and more reliable cash flows compared to mid and small cap companies [2]. - Growth stocks are characterized by higher sales and earnings growth rates, expected to outperform the wider market, but they come with higher valuations and volatility [3]. Group 2: Costs and Performance - The ETF has an annual operating expense ratio of 0.55% and a 12-month trailing dividend yield of 0.41%, which is competitive within its peer group [4]. - QQEW aims to match the performance of the NASDAQ-100 Equal Weighted Index, having gained approximately 8.24% year-to-date and 8.72% over the past year, with a trading range of $106.81 to $139.57 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 39% of the portfolio, followed by Consumer Discretionary and Telecom [5]. - Datadog, Inc. (DDOG) represents about 1.15% of total assets, with the top 10 holdings accounting for approximately 10.69% of total assets under management [6]. Group 4: Risk Assessment - QQEW has a beta of 1.06 and a standard deviation of 19.68% over the trailing three-year period, categorizing it as a medium risk investment with effective diversification across 102 holdings [8]. Group 5: Alternatives - Other ETFs in the same space include the Vanguard Growth ETF (VUG) with $181.63 billion in assets and an expense ratio of 0.04%, and Invesco QQQ (QQQ) with $362.77 billion in assets and an expense ratio of 0.2% [11].

Core Viewpoint - Investors in the Alternative Energy sector may consider Clearway Energy (CWENA) and Talen Energy Corporation (TLN) as potential undervalued stocks [1] Group 1: Valuation Metrics - CWENA has a forward P/E ratio of 19.07, while TLN has a forward P/E of 59.28 [5] - CWENA's PEG ratio is 0.34, indicating better expected EPS growth compared to TLN's PEG ratio of 3.82 [5] - CWENA has a P/B ratio of 1.04, significantly lower than TLN's P/B of 13.15, suggesting CWENA is more undervalued [6] Group 2: Earnings Outlook - Both CWENA and TLN have a Zacks Rank of 2 (Buy), indicating positive earnings estimate revisions and improving earnings outlooks [3] - CWENA earns a Value grade of A, while TLN has a Value grade of C, highlighting CWENA's superior valuation metrics [6][7]

Core Viewpoint - The WisdomTree U.S. MidCap Dividend ETF (DON) provides broad exposure to the Mid Cap Value segment of the US equity market, with significant assets and a focus on dividend-paying mid-cap companies [1][7]. Group 1: ETF Overview - DON is a passively managed ETF launched on June 16, 2006, with assets exceeding $3.77 billion, making it one of the larger ETFs in its category [1]. - The ETF targets mid-cap companies with market capitalizations between $2 billion and $10 billion, which are perceived to have higher growth prospects compared to large-cap companies while being less risky than small-cap firms [2]. Group 2: Performance Metrics - The ETF aims to match the performance of the WisdomTree U.S. MidCap Dividend Index, with a year-to-date return of approximately 2.73% and a one-year return of about 8.56% as of August 21, 2025 [7]. - Over the past 52 weeks, the ETF has traded within a range of $43.28 to $55.55 [7]. - The ETF has a beta of 0.92 and a standard deviation of 18% over the trailing three-year period, indicating a medium risk profile [8]. Group 3: Cost Structure - The annual operating expense ratio for DON is 0.38%, which is competitive within its peer group [4]. - The ETF offers a 12-month trailing dividend yield of 2.32% [4]. Group 4: Sector Exposure and Holdings - The ETF has the highest allocation to the Energy sector, with significant holdings in Us Dollar, Westar Energy Inc (WR), and Gaming & Leisure Properties Inc (GLPI) [5][6]. - The top 10 holdings account for approximately 109.02% of total assets under management, indicating a concentrated investment strategy [6]. Group 5: Alternatives and Market Position - DON carries a Zacks ETF Rank of 3 (Hold), suggesting it is a viable option for investors seeking exposure to the Mid Cap Value segment [9]. - Alternative ETFs in this space include the iShares Russell Mid-Cap Value ETF (IWS) with $13.76 billion in assets and the Vanguard Mid-Cap Value ETF (VOE) with $18.64 billion, both of which have lower expense ratios [10]. Group 6: Investment Appeal - Passively managed ETFs like DON 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 Viewpoint - The iShares S&P Small-Cap 600 Growth ETF (IJT) is a passively managed ETF designed to provide broad exposure to the Small Cap Growth segment of the US equity market, with significant assets under management of over $6.13 billion [1] Group 1: Fund Overview - The fund was launched on July 24, 2000, and is sponsored by Blackrock [1] - It targets small cap companies with market capitalizations below $2 billion, which are considered high-potential stocks but come with higher risks [2] Group 2: Performance Metrics - IJT aims to match the performance of the S&P SmallCap 600 Growth Index, which measures the small-capitalization growth sector of the U.S. equity market [7] - The ETF has gained approximately 1.59% year-to-date and is up about 2.98% over the past year as of August 21, 2025 [7] - In the last 52 weeks, the ETF has traded between $108.87 and $150.65 [7] Group 3: Cost Structure - The annual operating expenses for IJT are 0.18%, which is competitive within its peer group [4] - The ETF has a 12-month trailing dividend yield of 1.04% [4] Group 4: Sector Exposure and Holdings - The ETF has the largest allocation to the Industrials sector, comprising about 23% of the portfolio, followed by Financials and Information Technology [5] - Individual holdings include Spx Technologies Inc (SPXC) at approximately 1.14% of total assets, along with Aerovironment Inc (AVAV) and Brinker International Inc (EAT) [6] Group 5: Risk Profile - IJT has a beta of 1.08 and a standard deviation of 21.25% over the trailing three-year period, indicating a medium risk profile [8] - The ETF consists of about 356 holdings, which helps to diversify company-specific risk [8] Group 6: Alternatives - IJT carries a Zacks ETF Rank of 3 (Hold), suggesting it is a viable option for investors seeking exposure to the Small Cap Growth area [9] - Alternative ETFs include the iShares Russell 2000 Growth ETF (IWO) with $11.91 billion in assets and the Vanguard Small-Cap Growth ETF (VBK) with $19.48 billion [10]