Core Viewpoint - The Goldman Sachs MarketBeta U.S. 1000 Equity ETF (GUSA) is a passively managed ETF that aims to provide broad exposure to the Large Cap Blend segment of the US equity market, with assets exceeding $1.99 billion since its launch on April 5, 2022 [1]. Group 1: Large Cap Blend Overview - Large cap companies generally have a market capitalization above $10 billion, characterized by stability and predictable cash flows, making them less volatile compared to mid and small cap companies [2]. - Blend ETFs typically hold a mix of growth and value stocks, exhibiting qualities of both investment styles [2]. Group 2: Cost Structure - GUSA has annual operating expenses of 0.11%, positioning it as one of the least expensive ETFs in its category [3]. - The ETF offers a 12-month trailing dividend yield of 1.10% [3]. Group 3: Sector Exposure and Holdings - The ETF's largest allocation is to the Information Technology sector, comprising approximately 32.20% of the portfolio, followed by Financials and Consumer Discretionary [4]. - Nvidia Corp (NVDA) represents about 6.57% of total assets, with Microsoft Corp (MSFT) and Apple Inc (AAPL) also among the top holdings; the top 10 holdings account for around 32.9% of total assets [5]. Group 4: Performance Metrics - GUSA aims to match the performance of the SOLACTIVE GBS US 1000 INDEX, which includes large and mid-cap equity issuers in the US [6]. - The ETF has increased by approximately 9.37% year-to-date and 18.80% over the past year, with a trading range between $42.69 and $55.28 in the last 52 weeks [7]. - It has a beta of 1.02 and a standard deviation of 16.79% over the trailing three-year period, indicating effective diversification with about 1012 holdings [7]. Group 5: Alternatives - GUSA holds a Zacks ETF Rank of 2 (Buy), indicating favorable expected returns based on various factors [8]. - Other comparable ETFs include the SPDR S&P 500 ETF (SPY) and the Vanguard S&P 500 ETF (VOO), with assets of $651.02 billion and $702.71 billion respectively; SPY has an expense ratio of 0.09% while VOO charges 0.03% [9]. Group 6: Conclusion - Passively managed ETFs like GUSA are favored by both institutional and retail investors due to their low costs, transparency, flexibility, and tax efficiency, making them suitable for long-term investment strategies [10].

Core Viewpoint - The iShares Russell Top 200 ETF (IWL) is a passively managed fund designed to provide broad exposure to the Large Cap Blend segment of the US equity market, with significant assets under management and a focus on large-cap companies [1][2]. Group 1: Fund Overview - IWL was launched on September 22, 2009, and is sponsored by Blackrock, accumulating over $1.78 billion in assets [1]. - The fund targets large-cap companies, defined as those with market capitalizations above $10 billion, which are generally more stable and less volatile compared to mid and small-cap companies [2]. Group 2: Costs and Performance - The ETF has an annual operating expense ratio of 0.15%, making it one of the lower-cost options in the market, with a 12-month trailing dividend yield of 0.99% [3]. - IWL has increased approximately 9.45% year-to-date and about 20.93% over the past year, with a trading range between $122.36 and $157.67 in the last 52 weeks [6]. Group 3: Sector Exposure and Holdings - The ETF has a significant allocation to the Information Technology sector, comprising about 37.60% of the portfolio, followed by Financials and Telecom [4]. - Nvidia Corp (NVDA) represents approximately 8.25% of total assets, with the top 10 holdings accounting for about 41.92% of total assets under management [5]. Group 4: Risk and Alternatives - IWL has a beta of 1.01 and a standard deviation of 17.13% over the trailing three-year period, categorizing it as a medium-risk investment [7]. - The ETF is ranked 3 (Hold) by Zacks based on various factors, and investors may also consider alternatives like the SPDR S&P 500 ETF (SPY) and Vanguard S&P 500 ETF (VOO) [8][9]. 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 [10].

Core Viewpoint - The John Hancock Multifactor Large Cap ETF (JHML) is a passively managed ETF aimed at providing broad exposure to the Large Cap Blend segment of the US equity market, with assets exceeding $1.02 billion, positioning it among the larger ETFs in this category [1]. Group 1: ETF Overview - JHML was launched on September 28, 2015, and is sponsored by John Hancock [1]. - The ETF targets companies with market capitalizations above $10 billion, which are typically stable with predictable cash flows [2]. - The fund has an annual operating expense ratio of 0.29% and a 12-month trailing dividend yield of 1.12% [3]. Group 2: Sector Exposure and Holdings - The ETF has a significant allocation to the Information Technology sector, comprising about 25.40% of the portfolio, followed by Financials and Industrials [4]. - Microsoft Corp (MSFT) represents approximately 4.18% of total assets, with Nvidia Corp (NVDA) and Apple Inc (AAPL) also among the top holdings. The top 10 holdings account for about 22.53% of total assets [5]. Group 3: Performance Metrics - JHML aims to match the performance of the John Hancock Dimensional Large Cap Index, which includes securities from companies larger than the 801st largest U.S. company [6]. - The ETF has increased by about 8.92% year-to-date and approximately 17.33% over the past year, with a trading range between $59.74 and $75.49 in the last 52 weeks [7]. - It has a beta of 0.99 and a standard deviation of 16.23% over the trailing three-year period, indicating a medium risk profile [7]. Group 4: Alternatives and Market Position - JHML holds a Zacks ETF Rank of 2 (Buy), indicating favorable expected returns based on various factors [8]. - Other comparable ETFs include the SPDR S&P 500 ETF (SPY) and the Vanguard S&P 500 ETF (VOO), with assets of $655.33 billion and $703.83 billion respectively, and lower expense ratios of 0.09% for SPY and 0.03% for VOO [9]. Group 5: Industry Trends - Passively managed ETFs are gaining popularity among both institutional and retail investors due to their low costs, transparency, flexibility, and tax efficiency, making them suitable for long-term investment strategies [10].

Launched on 12/23/2014, the Invesco Russell 1000 Equal Weight ETF (EQAL) is a passively managed exchange traded fund designed to provide a broad exposure to the Large Cap Blend segment of the US equity market.The fund is sponsored by Invesco. It has amassed assets over $677.69 million, making it one of the average sized ETFs attempting to match the Large Cap Blend segment of the US equity market.Why Large Cap BlendCompanies that fall in the large cap category tend to have a market capitalization above $10 b ...

Core Viewpoint - The TCW Transform 500 ETF (VOTE) is a passively managed ETF that aims to provide broad exposure to the Large Cap Blend segment of the US equity market, with significant assets under management and low expense ratios [1][3]. Group 1: Fund Overview - The TCW Transform 500 ETF was launched on June 22, 2021, and has accumulated over $843.86 million in assets, positioning it as one of the larger ETFs in its category [1]. - The fund targets large cap companies, typically those with market capitalizations above $10 billion, which are known for their stability and predictable cash flows [2]. Group 2: Costs and Performance - The ETF has an annual operating expense ratio of 0.05%, making it one of the least expensive options available [3]. - It has a 12-month trailing dividend yield of 1.10% [3]. - As of July 25, 2025, the ETF has gained approximately 9.19% year-to-date and 19.39% over the past year, with a trading range between $58.20 and $74.71 in the last 52 weeks [6]. Group 3: Sector Exposure and Holdings - The ETF has a significant allocation to the Information Technology sector, comprising about 33.40% of the portfolio, followed by Financials and Consumer Discretionary [4]. - Nvidia Corp (NVDA) is the largest holding at approximately 6.87% of total assets, with Microsoft Corp (MSFT) and Apple Inc (AAPL) also among the top holdings [5]. - The top 10 holdings account for about 35.56% of total assets under management [5]. Group 4: Risk and Alternatives - The ETF seeks to match the performance of the Morningstar US Large Cap Select Index, which tracks the 500 largest US companies [6]. - It has a beta of 1.01 and a standard deviation of 16.99% over the trailing three-year period, indicating effective diversification of company-specific risk with around 509 holdings [7]. - The TCW Transform 500 ETF holds a Zacks ETF Rank of 2 (Buy), suggesting it is a strong option for investors looking for exposure to the Large Cap Blend segment [8]. Group 5: Market Context - Other ETFs in the same space include the SPDR S&P 500 ETF (SPY) and the Vanguard S&P 500 ETF (VOO), with assets of $653.02 billion and $701.38 billion respectively, and expense ratios of 0.09% and 0.03% [9]. - Passively managed ETFs 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 [10].

Core Insights - The Invesco S&P 100 Equal Weight ETF (EQWL) is designed to provide broad exposure to the Large Cap Blend segment of the US equity market, with assets exceeding $1.56 billion, making it one of the larger ETFs in this category [1] Group 1: Large Cap Blend Overview - Large cap companies typically have a market capitalization above $10 billion, offering stability and more reliable cash flows compared to mid and small cap companies [2] - Blend ETFs hold a mix of growth and value stocks, exhibiting characteristics of both types of equities [2] Group 2: Cost Structure - The annual operating expenses for EQWL are 0.25%, which is competitive with most peer products in the space [3] - The ETF has a 12-month trailing dividend yield of 1.72% [3] Group 3: Sector Exposure and Holdings - The ETF has the largest allocation to the Financials sector at approximately 18.30%, followed by Information Technology and Healthcare [4] - Oracle Corp (ORCL) constitutes about 1.30% of total assets, with Nike Inc (NKE) and Goldman Sachs Group Inc (GS) also among the top holdings; the top 10 holdings represent about 11.11% of total assets [5] Group 4: Performance Metrics - EQWL aims to match the performance of the Russell Top 200 Equal Weight Index, gaining about 10.72% year-to-date and 18.04% over the past year as of July 24, 2025 [6] - The ETF has traded between $91.62 and $112.27 in the past 52 weeks [6] Group 5: Risk Assessment - EQWL has a beta of 0.94 and a standard deviation of 15.25% over the trailing three-year period, categorizing it as a medium risk option [7] - The ETF consists of approximately 103 holdings, effectively diversifying company-specific risk [7] Group 6: Alternatives and Market Position - EQWL holds a Zacks ETF Rank of 2 (Buy), indicating strong expected returns, favorable expense ratios, and positive momentum [8] - Other ETFs in the space include the SPDR S&P 500 ETF (SPY) and the Vanguard S&P 500 ETF (VOO), with SPY having $655.39 billion and VOO $699.11 billion in assets [9] Group 7: 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 [10]

Core Viewpoint - The JPMorgan Diversified Return U.S. Equity ETF (JPUS) is a passively managed ETF designed to provide broad exposure to the Large Cap Blend segment of the U.S. equity market, with assets exceeding $372.09 million [1] Group 1: Fund Overview - JPUS was launched on September 29, 2015, and is sponsored by J.P. Morgan [1] - The fund targets large cap companies, typically with market capitalizations above $10 billion, offering a stable investment option with less risk compared to mid and small cap companies [2] Group 2: Costs and Performance - The ETF has an annual operating expense ratio of 0.18%, making it one of the cheaper options in its category [3] - It has a 12-month trailing dividend yield of 2.22% [3] - JPUS has gained approximately 5.27% year-to-date and 8.45% over the past year as of July 22, 2025 [7] Group 3: Sector Exposure and Holdings - The ETF has the highest allocation to the Consumer Staples sector at about 13.90%, followed by Healthcare and Industrials [4] - The top 10 holdings account for approximately 4.51% of total assets, with Jpmorgan Us Govt Mmkt Fun, Capital One Financial, and Nvidia Corp being notable holdings [5] Group 4: Risk and Alternatives - JPUS aims to match the performance of the Russell 1000 Diversified Factor Index, utilizing a rules-based approach for portfolio construction [6] - The ETF has a beta of 0.86 and a standard deviation of 14.56% over the trailing three-year period, indicating medium risk [7] - It holds a Zacks ETF Rank of 2 (Buy), making it a strong option for investors seeking exposure to the Large Cap Blend segment [8] Group 5: Market Context - Other ETFs in the same space include the SPDR S&P 500 ETF (SPY) and the Vanguard S&P 500 ETF (VOO), which have significantly larger assets under management [9] - Retail and institutional investors are increasingly favoring passively managed ETFs for their low costs, transparency, and tax efficiency [10]

Core Viewpoint - The Schwab 1000 Index ETF (SCHK) is a passively managed fund designed to provide broad exposure to the Large Cap Blend segment of the US equity market, with assets exceeding $4.39 billion, making it one of the larger ETFs in this category [1] Group 1: Fund Overview - SCHK was launched on October 11, 2017, and is sponsored by Charles Schwab [1] - The fund targets large cap companies, typically with market capitalizations above $10 billion, offering a stable investment option with less risk compared to mid and small cap companies [2] Group 2: Costs and Performance - The ETF has an annual operating expense ratio of 0.03%, positioning it as one of the least expensive options in the market, with a 12-month trailing dividend yield of 1.14% [3] - As of July 22, 2025, SCHK has returned approximately 7.79% year-to-date and 16.16% over the past year, with a trading range between $23.87 and $30.35 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 32.70% of the portfolio, followed by Financials and Consumer Discretionary [4] - Nvidia Corp (NVDA) is the largest holding at approximately 6.84% of total assets, with the top 10 holdings accounting for about 33.49% of total assets under management [5] Group 4: Index and Risk Metrics - SCHK aims to match the performance of the Schwab 1000 Index, which includes the 1,000 largest publicly traded companies in the U.S., weighted by market capitalization [6] - The ETF has a beta of 1.02 and a standard deviation of 17.14% over the trailing three-year period, indicating effective diversification with about 986 holdings [7] Group 5: Alternatives - SCHK carries a Zacks ETF Rank of 3 (Hold), indicating it is a viable option for investors seeking exposure to the Large Cap Blend market segment [8] - Other alternatives include the SPDR S&P 500 ETF (SPY) and the Vanguard S&P 500 ETF (VOO), which have significantly larger asset bases of $646.63 billion and $694.54 billion, respectively [9]

Core Viewpoint - The Vanguard Large-Cap ETF (VV) is a significant player in the Large Cap Blend segment of the US equity market, with over $43.08 billion in assets, making it one of the largest ETFs in this category [1]. Group 1: Fund Overview - The Vanguard Large-Cap ETF was launched on January 27, 2004, and is passively managed [1]. - It targets companies with a market capitalization above $10 billion, which are generally stable and less volatile compared to mid and small cap companies [2]. Group 2: Costs and Performance - The ETF has an annual operating expense ratio of 0.04%, positioning it as one of the least expensive options in the market [3]. - It has a 12-month trailing dividend yield of 1.17% [3]. - As of July 18, 2025, the ETF has gained approximately 8.15% year-to-date and 14.79% over the past year, with a trading range between $228.25 and $289.94 in the last 52 weeks [6]. Group 3: Sector Exposure and Holdings - The ETF has a significant allocation of about 34% to the Information Technology sector, followed by Financials and Consumer Discretionary [4]. - Major holdings include Microsoft Corp (MSFT) at 6.80% of total assets, along with Nvidia Corp (NVDA) and Apple Inc (AAPL) [5]. Group 4: Risk Profile - The ETF aims to match the performance of the CRSP US Large Cap Index, which includes the top 85% of investable market capitalization in the US [6]. - It has a beta of 1.01 and a standard deviation of 17.25% over the trailing three-year period, indicating a medium risk profile [7]. Group 5: Alternatives - The Vanguard Large-Cap ETF holds a Zacks ETF Rank of 2 (Buy), indicating strong expected performance based on various factors [8]. - Other comparable ETFs include the SPDR S&P 500 ETF (SPY) with $642.71 billion in assets and the Vanguard S&P 500 ETF (VOO) with $693.52 billion [9].

Core Viewpoint - The First Trust Capital Strength ETF (FTCS) is a significant player in the Large Cap Blend segment of the US equity market, with over $8.36 billion in assets, making it one of the largest ETFs in this category [1] Group 1: ETF Overview - FTCS is a passively managed ETF launched on July 6, 2006, sponsored by First Trust Advisors [1] - The ETF targets companies with a market capitalization above $10 billion, typically offering more stability and reliable cash flows compared to mid and small cap companies [2] Group 2: Costs and Performance - The annual operating expense ratio for FTCS is 0.52%, which is competitive within its peer group, and it has a 12-month trailing dividend yield of 1.22% [3] - FTCS has achieved a return of approximately 4.12% year-to-date and 6.13% over the past year, with a trading range between $81.60 and $94.03 in the last 52 weeks [7] Group 3: Sector Exposure and Holdings - The ETF has a significant allocation to the Industrials sector, comprising about 23.90% of its portfolio, followed by Financials and Consumer Staples [4] - Microsoft Corporation (MSFT) is the largest holding at approximately 2.45% of total assets, with the top 10 holdings accounting for about 22.34% of total assets under management [5] Group 4: Risk and Alternatives - FTCS aims to match the performance of The Capital Strength Index, which focuses on well-capitalized companies with strong market positions [6] - The ETF has a beta of 0.80 and a standard deviation of 12.98% over the trailing three-year period, indicating a medium risk profile [7] - FTCS holds a Zacks ETF Rank of 3 (Hold), suggesting it is a viable option for investors seeking exposure to the Large Cap Blend market segment [8]