Core Insights - The BNY Mellon US Large Cap Core Equity ETF (BKLC) is a passively managed ETF launched on April 9, 2020, with assets exceeding $3.65 billion, targeting the Large Cap Blend segment of the US equity market [1] - Large cap companies typically have market capitalizations above $10 billion, offering stability and reliable cash flows compared to mid and small cap companies [2] - The ETF has an annual operating expense ratio of 0%, making it one of the least expensive options in its category, with a 12-month trailing dividend yield of 1.14% [3] Sector Exposure and Holdings - The ETF has a significant allocation of approximately 34.1% to the Information Technology sector, followed by Financials and Consumer Discretionary [4] - Nvidia Corp (NVDA) represents about 7.14% of total assets, with Microsoft Corp (MSFT) and Apple Inc (AAPL) also among the top holdings; the top 10 holdings account for around 35.57% of total assets [5] Performance Metrics - BKLC aims to match the performance of the SOLACTIVE GBS UNITED STATES 500 INDEX, which tracks the largest 500 US companies; it has gained approximately 6.96% year-to-date and 16.98% over the past year as of August 4, 2025 [6] - The ETF has a beta of 1.03 and a standard deviation of 16.87% over the trailing three-year period, indicating effective diversification with about 510 holdings [7] Alternatives and Market Position - BKLC holds a Zacks ETF Rank of 2 (Buy), indicating strong potential based on expected returns, expense ratio, and momentum, making it a solid choice for investors seeking Large Cap Blend exposure [8] - Other comparable ETFs include the SPDR S&P 500 ETF (SPY) and the Vanguard S&P 500 ETF (VOO), with assets of $644.75 billion and $686.74 billion respectively, and expense ratios of 0.09% and 0.03% [9] Investment 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 Inspire 500 ETF (PTL) launched on March 25, 2024, aims to provide broad exposure to the Large Cap Blend segment of the US equity market, with assets exceeding $418.91 million, positioning it as an average-sized ETF in this category [1]. Group 1: Fund Overview - The ETF is passively managed and sponsored by Inspire, focusing on large cap companies with market capitalizations above $10 billion, which are generally stable and less volatile [2]. - The fund has an annual operating expense ratio of 0.09%, making it one of the least expensive options in the market, and it offers a 12-month trailing dividend yield of 1.27% [3]. Group 2: Sector Exposure and Holdings - The ETF has a significant allocation of approximately 27.2% to the Information Technology sector, followed by Industrials and Financials [4]. - Broadcom Inc (AVGO) is the largest holding at about 8.33% of total assets, with Palantir Technologies (PLTR) and Exxon Mobil Corp (XOM) also among the top holdings. The top 10 holdings represent about 28.44% of total assets under management [5]. Group 3: Performance Metrics - The ETF aims to match the performance of the INSPIRE 500 INDEX, which includes the 500 largest US companies with Inspire Impact Scores of zero or higher. As of August 1, 2025, the ETF has gained approximately 11.72% year-to-date and 16.77% over the past year, with a trading range of $181.36 to $239.76 in the last 52 weeks [6]. - The ETF has a beta of 1.04 and a standard deviation of 18.63% over the trailing three-year period, indicating effective diversification with around 449 holdings [7]. Group 4: Alternatives and Market Position - The Inspire 500 ETF holds a Zacks ETF Rank of 3 (Hold), suggesting it is a reasonable option for investors seeking exposure to the Large Cap Blend market segment. 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 $654.85 billion and $699.18 billion, respectively [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 FlexShares US Quality Large Cap ETF (QLC) is a passively managed fund aimed at providing broad exposure to the Large Cap Blend segment of the US equity market, with assets exceeding $547.58 million [1] Group 1: Fund Overview - Launched on September 23, 2015, QLC is designed to match the performance of the Northern Trust Quality Large Cap Index [1][6] - The fund is sponsored by Flexshares and is considered an average-sized ETF in its category [1] Group 2: Investment Characteristics - Large cap companies, typically with market capitalizations above $10 billion, are viewed as more stable investments due to predictable cash flows and lower volatility compared to mid and small cap stocks [2] - QLC holds a mix of growth and value stocks, providing characteristics of both investment styles [2] Group 3: Costs and Performance - The annual operating expenses for QLC are 0.25%, which is competitive within its peer group, and it has a 12-month trailing dividend yield of 0.93% [3] - As of July 31, 2025, QLC has increased by approximately 10.11% year-to-date and 18.84% over the past year, with a trading range between $56.84 and $73.22 in the last 52 weeks [7] Group 4: Sector Exposure and Holdings - The ETF has a significant allocation to the Information Technology sector, comprising about 34% of the portfolio, followed by Financials and Telecom [4] - Nvidia Corp (NVDA) is the largest holding at approximately 7.02% of total assets, with Apple Inc (AAPL) and Microsoft Corp (MSFT) also among the top three holdings [5] Group 5: Risk Profile - QLC has a beta of 0.99 and a standard deviation of 16.71% over the trailing three-year period, indicating a medium risk profile [7] - The ETF effectively diversifies company-specific risk with around 167 holdings [7] Group 6: Alternatives and Market Position - QLC holds a Zacks ETF Rank of 2 (Buy), indicating strong potential based on expected returns, expense ratio, and momentum [9] - 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 asset bases and lower expense ratios [10]

Core Viewpoint - The Strive 500 ETF (STRV) is a passively managed fund launched on September 15, 2022, aimed at providing broad exposure to the Large Cap Blend segment of the US equity market, with assets exceeding $955.92 million, positioning it as one of the larger ETFs in this category [1] Group 1: Fund Overview - STRV is sponsored by Strive ETFs and focuses on large cap companies, which typically have market capitalizations above $10 billion, offering more stability and predictable cash flows compared to mid and small cap companies [2] - The ETF has an annual operating expense ratio of 0.05%, making it one of the least expensive options in the market, with a 12-month trailing dividend yield of 1.09% [3] Group 2: Sector Exposure and Holdings - The ETF has a significant allocation of approximately 34.4% to the Information Technology sector, followed by Financials and Consumer Discretionary [4] - Nvidia Corp (NVDA) constitutes about 7.09% of total assets, with Microsoft Corp (MSFT) and Apple Inc (AAPL) also among the top holdings; the top 10 holdings represent around 35.73% of total assets under management [5] Group 3: Performance Metrics - STRV aims to match the performance of the SOLACTIVE GBS UNITED STATES 500 INDEX, with a year-to-date return of roughly 9.1% and a one-year return of about 19.26% as of July 31, 2025; the ETF has traded between $32.02 and $41.22 in the past 52 weeks [6] - The ETF has a beta of 1.01 and a standard deviation of 16.71% over the trailing three-year period, indicating effective diversification with approximately 506 holdings [7] Group 4: Competitive Landscape - STRV holds a Zacks ETF Rank of 2 (Buy), indicating strong potential based on expected asset class return, expense ratio, and momentum, making it a compelling option for investors interested in the Large Cap Blend segment [8] - Other similar ETFs include the SPDR S&P 500 ETF (SPY) with $651.73 billion in assets and an expense ratio of 0.09%, and the Vanguard S&P 500 ETF (VOO) with $697.94 billion in assets and an expense ratio of 0.03% [9] Group 5: Investment Appeal - Passively managed ETFs like STRV are increasingly popular among retail and institutional investors due to their low costs, transparency, flexibility, and tax efficiency, making them suitable vehicles for long-term investment strategies [10]

Core Insights - The Franklin U.S. Large Cap Multifactor Index ETF (FLQL) 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: Fund Overview - FLQL is a passively managed ETF launched on April 26, 2017, sponsored by Franklin Templeton Investments [1] - The fund targets companies with market capitalizations 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 ETF has an annual operating expense ratio of 0.15%, positioning it as one of the cheaper options in the market, with a 12-month trailing dividend yield of 1.16% [3] - FLQL has achieved a return of approximately 10.89% year-to-date and 18.52% over the past year, with a trading range between $50.10 and $64.69 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 34.40% of the portfolio, followed by Healthcare and Telecom [4] - Nvidia Corp (NVDA) is the largest holding at approximately 6.42% of total assets, with the top 10 holdings accounting for about 34.29% of total assets under management [5] Group 4: Investment Strategy - FLQL aims to match the performance of the LibertyQ US Large Cap Equity Index, which seeks lower risk and higher risk-adjusted performance compared to the Russell 1000 Index through a multi-factor selection process [6] Group 5: Alternatives and Market Position - FLQL holds a Zacks ETF Rank of 2 (Buy), indicating strong potential based on expected returns, expense ratio, and momentum [9] - 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 asset bases and lower expense ratios [10]

Core Viewpoint - The First Trust Dow 30 Equal Weight ETF (EDOW) provides broad exposure to the Large Cap Blend segment of the US equity market, with a focus on stability and predictable cash flows from large cap companies [1][2]. Group 1: Fund Overview - EDOW is a passively managed ETF launched on August 8, 2017, and has accumulated assets of over $224.51 million, categorizing it as an average-sized ETF in its segment [1]. - The ETF has an annual operating expense ratio of 0.50% and a 12-month trailing dividend yield of 1.39%, which is competitive within its peer group [3]. Group 2: Sector Exposure and Holdings - The ETF has a significant allocation to the Information Technology sector, comprising approximately 20.40% of the portfolio, followed by Financials and Consumer Discretionary [4]. - Nike, Inc. (class B) accounts for about 3.86% of total assets, with the top 10 holdings representing around 35.29% of total assets under management [5]. Group 3: Performance Metrics - EDOW aims to match the performance of the Dow Jones Industrial Average Equal Weight Index, with a year-to-date return of approximately 8.35% and a one-year return of about 14.55% as of July 29, 2025 [6]. - The ETF has traded between $32.19 and $39.21 over the past 52 weeks, indicating a stable price range [6]. Group 4: Risk and Alternatives - The ETF has a beta of 0.89 and a standard deviation of 14.39% over the trailing three-year period, suggesting lower volatility compared to the market [7]. - EDOW holds a Zacks ETF Rank of 2 (Buy), indicating strong potential for investors seeking exposure to the Large Cap Blend segment [8]. Group 5: Competitive Landscape - 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 $651.02 billion and $702.71 billion respectively, and lower expense ratios of 0.09% and 0.03% [9]. Group 6: Market Trends - 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 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 ...