If you're interested in broad exposure to the Large Cap Growth segment of the US equity market, look no further than the Invesco S&P 500 GARP ETF (SPGP) , a passively managed exchange traded fund launched on June 17, 2011. The fund is sponsored by Invesco. It has amassed assets over $2.73 billion, making it one of the larger ETFs attempting to match the Large Cap Growth segment of the US equity market. Sector Exposure and Top Holdings While ETFs offer diversified exposure, which minimizes single stock risk, ...

Core Viewpoint - The Invesco NASDAQ 100 ETF (QQQM) is a passively managed fund designed to provide broad exposure to the Large Cap Growth segment of the US equity market, with significant assets under management and low expense ratios [1][4]. Group 1: Fund Overview - QQQM was launched on October 13, 2020, and has accumulated over $56.89 billion in assets, making it one of the largest ETFs in its category [1]. - The fund is sponsored by Invesco and aims to match the performance of the NASDAQ-100 Index, which includes 100 of the largest non-financial companies listed on Nasdaq [7]. Group 2: Investment Characteristics - Large cap companies, defined as those with market capitalizations above $10 billion, are generally more stable and less volatile than mid and small cap companies [2]. - Growth stocks, which QQQM primarily invests in, exhibit faster growth rates and higher valuations compared to the broader market, although they tend to be more volatile [3]. Group 3: Cost Structure - The annual operating expense ratio for QQQM is 0.15%, positioning it as one of the least expensive ETFs in the market [4]. - The ETF has a 12-month trailing dividend yield of 0.53% [4]. Group 4: Sector Exposure and Holdings - The ETF has a significant allocation to the Information Technology sector, comprising approximately 53.3% of the portfolio, followed by Telecom and Consumer Discretionary sectors [5]. - Nvidia Corp (NVDA) is the largest holding at about 9.15% of total assets, with the top 10 holdings accounting for approximately 50.54% of total assets under management [6]. Group 5: Performance Metrics - As of August 12, 2025, QQQM has increased by about 12.36% year-to-date and 27.91% over the past year, with a trading range between $171.40 and $236.52 in the last 52 weeks [7]. - The ETF has a beta of 1.15 and a standard deviation of 21.74% over the trailing three-year period, indicating a moderate level of risk [8]. Group 6: Competitive Landscape - QQQM holds a Zacks ETF Rank of 1 (Strong Buy), indicating strong expected performance based on various factors [9]. - Other comparable ETFs include the Vanguard Growth ETF (VUG) and Invesco QQQ (QQQ), with VUG having $184.51 billion in assets and an expense ratio of 0.04%, while QQQ has $363.71 billion in assets and charges 0.2% [10]. Group 7: Investment Appeal - Passively managed ETFs like QQQM are favored by both institutional and retail investors due to their low costs, transparency, flexibility, and tax efficiency [11].

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 ...

Core Viewpoint - The iShares S&P 500 Growth ETF (IVW) is a significant investment vehicle for those seeking exposure to the Large Cap Growth segment of the US equity market, with substantial assets under management and low expense ratios [1][4]. Group 1: Fund Overview - The iShares S&P 500 Growth ETF was launched on May 22, 2000, and is sponsored by Blackrock, accumulating over $62.70 billion in assets [1]. - The ETF aims to match the performance of the S&P 500 Growth Index, which represents the large capitalization growth sector of the U.S. equity market [7]. Group 2: Investment Characteristics - Large cap companies typically have market capitalizations above $10 billion, characterized by stability and predictable cash flows [2]. - Growth stocks, which the ETF focuses on, exhibit higher than average sales and earnings growth rates but come with higher valuations and risks compared to value stocks [3]. Group 3: Costs and Performance - The ETF has an annual operating expense ratio of 0.18%, making it one of the least expensive options in its category, with a 12-month trailing dividend yield of 0.44% [4]. - As of August 11, 2025, the ETF has gained approximately 13.22% year-to-date and 31.83% over the past year, with a trading range between $82.96 and $114.73 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 42.6% of the portfolio, followed by Telecom and Consumer Discretionary [5]. - Nvidia Corp (NVDA) is the largest holding at approximately 13.9% of total assets, with the top 10 holdings accounting for about 51.97% of total assets under management [6]. Group 5: Risk and Alternatives - The ETF has a beta of 1.12 and a standard deviation of 20.46% over the trailing three-year period, indicating a medium risk profile [8]. - Alternatives to IVW include the Vanguard Growth ETF (VUG) and Invesco QQQ (QQQ), which track similar indices and have different asset sizes and expense ratios [10].

Core Viewpoint - The Invesco NASDAQ Next Gen 100 ETF (QQQJ) is a passively managed fund designed to provide exposure to the Large Cap Growth segment of the US equity market, with assets exceeding $645.26 million [1]. Group 1: Fund Overview - QQQJ was launched on October 13, 2020, and is sponsored by Invesco [1]. - The fund targets large cap companies, which typically have market capitalizations above $10 billion, known for their stability and predictable cash flows [2]. Group 2: Growth Stocks Characteristics - Growth stocks generally exhibit higher sales and earnings growth rates, expected to outperform the broader market, but they come with higher valuations and volatility [3]. Group 3: Cost Structure - The ETF has an annual operating expense ratio of 0.15%, making it one of the least expensive options in its category, with a 12-month trailing dividend yield of 0.64% [4]. Group 4: Sector Exposure and Holdings - The ETF has a significant allocation to the Information Technology sector, comprising about 34.7% of the portfolio, followed by Healthcare and Consumer Discretionary [5]. - Alnylam Pharmaceuticals Inc (ALNY) represents approximately 2.58% of total assets, with the top 10 holdings accounting for about 18.37% of total assets under management [6]. Group 5: Performance Metrics - QQQJ aims to match the performance of the NASDAQ NEXT GENERATION 100 INDEX, which includes the largest 100 Nasdaq-listed non-financial companies outside of the NASDAQ-100 Index [7]. - The ETF has increased by about 9.6% year-to-date and approximately 23.95% over the past year, with a trading range between $25.48 and $33.71 in the last 52 weeks [8]. Group 6: Alternatives and Comparisons - The ETF carries a Zacks ETF Rank of 3 (Hold), indicating it is a viable option for investors seeking exposure to the Large Cap Growth area [10]. - Alternatives include the Vanguard Growth ETF (VUG) and Invesco QQQ (QQQ), with VUG having $181.18 billion in assets and an expense ratio of 0.04%, while QQQ has $359.78 billion and charges 0.2% [11]. Group 7: 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 [12].

Core Viewpoint - The iShares Russell 1000 Growth ETF (IWF) is a significant investment vehicle for gaining exposure to the Large Cap Growth segment of the US equity market, with assets exceeding $113.80 billion, making it one of the largest ETFs in this category [1]. Group 1: Large Cap Growth Characteristics - Large cap companies, defined as those with market capitalizations above $10 billion, are generally more stable and exhibit predictable cash flows, making them less volatile compared to mid and small cap companies [2]. - Growth stocks are characterized by faster growth rates, higher valuations, and above-average sales and earnings growth rates, but they carry a greater level of risk compared to value stocks [3]. Group 2: Cost Structure - The iShares Russell 1000 Growth ETF has an annual operating expense ratio of 0.19%, positioning it as one of the more cost-effective options in the ETF space, with a 12-month trailing dividend yield of 0.41% [4]. Group 3: Sector Exposure and Holdings - The ETF has a significant allocation of approximately 52.20% to the Information Technology sector, followed by Consumer Discretionary and Telecom [5]. - Nvidia Corp (NVDA) constitutes about 12.69% of the total assets, with Microsoft Corp (MSFT) and Apple Inc (AAPL) also among the top holdings; the top 10 holdings represent around 58.68% of total assets [6]. Group 4: Performance Metrics - The ETF aims to replicate the performance of the Russell 1000 Growth Index, achieving a return of approximately 8.91% year-to-date and around 19.17% over the past year as of July 24, 2025; it has traded between $320.42 and $436.59 in the last 52 weeks [7]. - With a beta of 1.14 and a standard deviation of 20.93% over the trailing three-year period, the ETF is classified as a medium-risk investment, effectively diversifying company-specific risk with about 389 holdings [8]. Group 5: Alternatives - The Vanguard Growth ETF (VUG) and Invesco QQQ (QQQ) are alternative ETFs tracking similar indices, with VUG having $179.85 billion in assets and an expense ratio of 0.04%, while QQQ has $358.67 billion in assets and charges 0.20% [11]. Group 6: Conclusion - Passively managed ETFs like IWF 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 [12].

Core Viewpoint - The Vanguard Growth ETF (VUG) is a leading passively managed ETF focused on the Large Cap Growth segment of the US equity market, with significant assets under management and low expense ratios, making it an attractive option for investors seeking growth exposure [1][4]. Group 1: ETF Overview - Launched on January 26, 2004, VUG has amassed over $179.85 billion in assets, making it the largest ETF in its category [1]. - The ETF targets large cap companies, defined as those with market capitalizations above $10 billion, which are generally more stable and less volatile than smaller companies [2]. Group 2: Growth Stock Characteristics - Growth stocks, which VUG primarily invests in, exhibit faster growth rates, higher valuations, and above-average sales and earnings growth compared to the broader market [3]. - These stocks tend to perform well in strong bull markets but may underperform in other market conditions [3]. Group 3: Cost Structure - VUG has an annual operating expense ratio of 0.04%, making it one of the least expensive ETFs in the market [4]. - The ETF offers a 12-month trailing dividend yield of 0.44% [4]. Group 4: Sector Exposure and Holdings - The ETF has a significant allocation to the Information Technology sector, comprising approximately 50.90% of the portfolio, followed by Consumer Discretionary and Telecom [5]. - Major holdings include Microsoft Corp (11.76%), Nvidia Corp, and Apple Inc, with the top 10 holdings accounting for about 59.24% of total assets [6]. Group 5: Performance Metrics - VUG aims to match the performance of the CRSP U.S. Large Cap Growth Index, having increased by roughly 9.98% year-to-date and 20.04% over the past year as of July 24, 2025 [7]. - The ETF has traded between $329.49 and $450.40 in the past 52 weeks [7]. Group 6: Risk Assessment - VUG has a beta of 1.18 and a standard deviation of 21.78% over the trailing three-year period, indicating a medium risk profile [8]. - The ETF holds about 166 different stocks, effectively diversifying company-specific risk [8]. Group 7: Alternatives - VUG holds a Zacks ETF Rank of 1 (Strong Buy), indicating strong expected returns based on various factors [9]. - Other ETFs in the same space include the iShares Russell 1000 Growth ETF (IWF) with $113.80 billion in assets and the Invesco QQQ (QQQ) with $358.67 billion, both of which have higher expense ratios compared to VUG [10]. Group 8: Investment Appeal - Passively managed ETFs like VUG are favored by both institutional and retail investors due to their low costs, transparency, flexibility, and tax efficiency [11].

Core Insights - The Direxion NASDAQ-100 Equal Weighted Index Shares (QQQE) is a passively managed ETF launched on March 21, 2012, designed to provide broad exposure to the Large Cap Growth segment of the US equity market, with assets exceeding $1.26 billion [1] - Large cap companies typically have market capitalizations above $10 billion, characterized by stability and predictable cash flows, making them less volatile compared to mid and small cap companies [2] - Growth stocks, which QQQE primarily invests in, exhibit higher sales and earnings growth rates but also come with higher valuations and volatility [3] Costs - The annual operating expenses for QQQE are 0.35%, which is competitive within its peer group, and it has a 12-month trailing dividend yield of 0.60% [4] Sector Exposure and Top Holdings - QQQE has a significant allocation of approximately 40.10% to the Information Technology sector, followed by Consumer Discretionary and Telecom [5] - The top 10 holdings represent about 10.69% of total assets, with Datadog Inc - Class A (DDOG) accounting for around 1.16% of total assets [6] Performance and Risk - QQQE aims to match the performance of the NASDAQ-100 Equal Weighted Index, which includes 100 of the largest non-financial securities listed on NASDAQ [7] - The ETF has returned approximately 11.52% year-to-date and 12.01% over the past year, with a trading range between $76.98 and $99.91 in the last 52 weeks [8] - With a beta of 1.07 and a standard deviation of 19.85% over the trailing three-year period, QQQE is considered a medium risk investment [8] Alternatives - Other ETFs in the same space include the Vanguard Growth ETF (VUG) and Invesco QQQ (QQQ), with VUG having $179.21 billion in assets and an expense ratio of 0.04%, while QQQ has $358.16 billion in assets and charges 0.20% [11] Bottom-Line - Passively managed ETFs like QQQE 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 [12]

Will this trend continue in the second half. Our next guest unveiling two new ETFs that he's launching tomorrow focusing on large cap growth and large cap value. Joining us now is Crossmart Global Investments CEO and CIO Bob Dah.Bob, it's great to have you on and let's start right there. What do we need to know about these ETFs and what differentiates them from what's already in the market. >> Uh yes, Morgan.Uh but we think what differentiates them is they're u active in management. Most of the launches hav ...

Core Viewpoint - The SPDR Portfolio S&P 500 Growth ETF (SPYG) is a leading option for investors seeking broad exposure to the Large Cap Growth segment of the US equity market, with significant assets under management and low expense ratios [1][4]. Group 1: Fund Overview - SPYG was launched on September 25, 2000, and is sponsored by State Street Global Advisors, accumulating over $38.88 billion in assets [1]. - The ETF aims to match the performance of the S&P 500 Growth Index, which reflects the large-capitalization growth sector in the U.S. equity market [7]. Group 2: Investment Characteristics - Large cap companies, defined as those with market capitalizations above $10 billion, are generally considered stable with lower risk and more reliable cash flows compared to mid and small cap companies [2]. - Growth stocks, while having higher sales and earnings growth rates, come with higher valuations and associated risks, performing better in strong bull markets but less so in other financial environments [3]. Group 3: Costs and Performance - SPYG has an annual operating expense ratio of 0.04%, making it one of the least expensive ETFs in its category, with a 12-month trailing dividend yield of 0.57% [4]. - The ETF has gained approximately 11.28% year-to-date and around 23.06% over the past year, with a trading range between $71.83 and $97.56 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 41.90% of the portfolio, followed by Telecom and Consumer Discretionary [5]. - Nvidia Corp (NVDA) is the largest holding at approximately 14.10% of total assets, with the top 10 holdings accounting for about 52.54% of total assets under management [6]. Group 5: Risk and Alternatives - SPYG has a beta of 1.12 and a standard deviation of 20.68% over the trailing three-year period, indicating a medium risk profile [8]. - Alternatives to SPYG include the Vanguard Growth ETF (VUG) and Invesco QQQ (QQQ), with VUG having $180.15 billion in assets and QQQ at $358.18 billion, both with competitive expense ratios [10]. Group 6: 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].