Core Viewpoint - The WisdomTree U.S. High Dividend ETF (DHS) is a passively managed ETF that provides exposure to the Large Cap Value segment of the US equity market, with assets exceeding $1.28 billion [1]. Group 1: ETF Overview - DHS was launched on June 16, 2006, and is sponsored by WisdomTree [1]. - The ETF targets companies with a market capitalization above $10 billion, which are generally considered stable with lower risk compared to mid and small cap companies [2]. Group 2: Value Stocks Characteristics - Value stocks typically exhibit lower price-to-earnings and price-to-book ratios, along with lower sales and earnings growth rates [3]. - Historically, value stocks have outperformed growth stocks in long-term performance, although growth stocks may perform better in strong bull markets [3]. Group 3: Costs and Performance - The annual operating expenses for DHS are 0.38%, which is competitive within its peer group, and it has a 12-month trailing dividend yield of 3.42% [4]. - As of August 18, 2025, DHS has increased approximately 8.58% year-to-date and 14.15% over the past year, with a trading range between $87.71 and $100.58 in the last 52 weeks [7]. Group 4: Sector Exposure and Holdings - The ETF has a significant allocation to the Energy sector, with the top three sectors being Energy, Industrials, and Materials [5]. - The top 10 holdings account for about 139.08% of total assets, with major holdings including Philip Morris International Inc (PM) and Johnson & Johnson (JNJ) [6]. Group 5: Risk and Diversification - DHS aims to match the performance of the WisdomTree U.S. High Dividend Index, which focuses on companies with high dividend yields [7]. - The ETF has a beta of 0.69 and a standard deviation of 14.43% over the trailing three-year period, indicating a medium risk profile and effective diversification with approximately 372 holdings [8]. Group 6: Alternatives - Other ETFs in the same space include the Schwab U.S. Dividend Equity ETF (SCHD) and the Vanguard Value ETF (VTV), which have significantly larger asset bases of $71.11 billion and $141.73 billion, respectively [11]. - SCHD has a lower expense ratio of 0.06%, while VTV charges 0.04% [11]. Group 7: Bottom Line - Passively managed ETFs like DHS are increasingly popular due to their low costs, transparency, flexibility, and tax efficiency, making them suitable for long-term investors [12].

Core Viewpoint - The WisdomTree U.S. LargeCap Dividend ETF (DLN) provides broad exposure to the Large Cap Value segment of the US equity market, with assets exceeding $5.22 billion, making it a significant player in this category [1]. Group 1: ETF Overview - DLN is a passively managed ETF launched on June 16, 2006, sponsored by WisdomTree [1]. - The ETF targets large cap companies, defined as those with a market capitalization above $10 billion, which are typically stable with predictable cash flows [2]. Group 2: Value Stocks Characteristics - Value stocks, which DLN focuses on, are characterized by lower than average price-to-earnings and price-to-book ratios, but they also exhibit 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 annual operating expenses for DLN are 0.28%, which is competitive within its peer group, and it has a 12-month trailing dividend yield of 1.9% [4]. - As of August 18, 2025, DLN has gained approximately 10.06% year-to-date and 14.2% over the past year, with a trading range between $70.70 and $84.97 in the last 52 weeks [7]. Group 4: Risk and Diversification - DLN has a beta of 0.81 and a standard deviation of 13.5% over the trailing three-year period, indicating it is a medium risk investment [8]. - The ETF holds about 307 different stocks, effectively diversifying company-specific risk [8]. Group 5: Alternatives - DLN holds a Zacks ETF Rank of 2 (Buy), indicating strong expected performance based on various factors [9]. - Other ETFs in the same space include Schwab U.S. Dividend Equity ETF (SCHD) with $71.11 billion in assets and Vanguard Value ETF (VTV) with $141.73 billion, both of which have lower expense ratios of 0.06% and 0.04%, respectively [10]. Group 6: Market Trends - Passively managed ETFs like DLN 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 Insights - The Schwab Fundamental U.S. Large Company ETF (FNDX) is a passively managed ETF launched on August 13, 2013, with assets exceeding $19.39 billion, targeting the Large Cap Value segment of the U.S. equity market [1] - Large cap companies typically have market capitalizations above $10 billion, offering stability and lower risk compared to mid and small cap companies [2] - Value stocks are characterized by lower price-to-earnings and price-to-book ratios, but they also exhibit lower sales and earnings growth rates [3] Costs - The ETF has an annual operating expense ratio of 0.25%, which is competitive within its peer group, and a 12-month trailing dividend yield of 1.7% [4] Sector Exposure and Top Holdings - The ETF's largest sector allocation is to Financials at approximately 17.4%, followed by Information Technology and Healthcare [5] - Apple Inc. constitutes about 3.86% of total assets, with the top 10 holdings representing around 20.25% of total assets under management [6] Performance and Risk - FNDX aims to replicate the performance of the Russell RAFI US Large Co. Index, with a year-to-date return of approximately 7.87% and a one-year return of about 12.26% as of August 18, 2025 [7] - The ETF has a beta of 0.93 and a standard deviation of 15.15% over the trailing three-year period, indicating a medium risk profile [8] Alternatives - The Schwab U.S. Dividend Equity ETF (SCHD) and Vanguard Value ETF (VTV) are comparable options, with SCHD having $71.11 billion in assets and an expense ratio of 0.06%, while VTV has $141.73 billion in assets and charges 0.04% [11] Bottom-Line - 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 Insights - The Vanguard Russell 1000 Value ETF (VONV) is a passively managed ETF launched on September 22, 2010, with assets exceeding $13.28 billion, targeting the Large Cap Value segment of the US equity market [1] - Large cap companies, defined as those with market capitalizations above $10 billion, are considered more stable with predictable cash flows and lower volatility compared to mid and small cap companies [2] - Value stocks typically have lower price-to-earnings and price-to-book ratios, and while they have outperformed growth stocks in most markets over the long term, they may underperform during strong bull markets [3] Costs - The annual operating expenses for VONV are 0.07%, making it one of the least expensive ETFs in its category, with a 12-month trailing dividend yield of 1.91% [4] Sector Exposure and Top Holdings - The ETF has a significant allocation to the Financials sector, comprising approximately 22.8% of the portfolio, followed by Industrials and Healthcare [5] - Mktliq represents about 5.1% of total assets, with Berkshire Hathaway Inc (BRK/B) and Jpmorgan Chase & Co (JPM) also being notable holdings [6] Performance and Risk - VONV aims to replicate the performance of the Russell 1000 Value Index, with a year-to-date return of approximately 8.1% and a one-year return of about 11.18% as of August 18, 2025 [7] - The ETF has a beta of 0.88 and a standard deviation of 14.82% over the trailing three-year period, indicating a medium risk profile with around 880 holdings to diversify company-specific risk [8] Alternatives - VONV holds a Zacks ETF Rank of 1 (Strong Buy), indicating strong potential based on expected returns, expense ratios, and momentum [9] - Other comparable ETFs include the Schwab U.S. Dividend Equity ETF (SCHD) with $71.11 billion in assets and an expense ratio of 0.06%, and the Vanguard Value ETF (VTV) with $141.73 billion in assets and an expense ratio of 0.04% [10] Bottom-Line - Passively managed ETFs like VONV 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 [11]

Core Viewpoint - The First Trust Large Cap Value AlphaDEX ETF (FTA) is a passively managed ETF that provides exposure to the Large Cap Value segment of the US equity market, with assets exceeding $1.13 billion, making it a mid-sized option in this category [1]. Group 1: Large Cap Value Overview - Large cap companies are defined as those with a market capitalization above $10 billion, generally offering more stability and reliable cash flows compared to mid and small cap companies [2]. - Value stocks typically exhibit lower price-to-earnings and price-to-book ratios, along with lower sales and earnings growth rates, but have historically outperformed growth stocks in most markets, although they may lag in strong bull markets [3]. Group 2: Costs and Performance - The ETF has an annual operating expense ratio of 0.58%, which is relatively high compared to other funds in the space, and it offers a 12-month trailing dividend yield of 1.97% [4]. - FTA aims to match the performance of the Nasdaq AlphaDEX Large Cap Value Index, having gained approximately 7.77% year-to-date and 11.18% over the past year as of August 14, 2025, with a trading range between $67.12 and $83.49 in the past 52 weeks [7]. Group 3: Sector Exposure and Holdings - The ETF has a significant allocation to the Financials sector, comprising about 24.2% of the portfolio, followed by Information Technology and Industrials [5]. - Western Digital Corporation (WDC) represents about 1.4% of total assets, with the top 10 holdings accounting for approximately 11.39% of total assets under management [6]. Group 4: Risk and Alternatives - FTA has a beta of 0.91 and a standard deviation of 16.8% over the trailing three-year period, categorizing it as a medium risk investment with 189 holdings to diversify company-specific risk [8]. - Alternatives to FTA include the Schwab U.S. Dividend Equity ETF (SCHD) and the Vanguard Value ETF (VTV), which have significantly larger asset bases and lower expense ratios of 0.06% and 0.04%, respectively [10].

Core Viewpoint - The Schwab U.S. Dividend Equity ETF (SCHD) is a leading investment option for exposure to the Large Cap Value segment of the U.S. equity market, with significant assets and low expense ratios, making it attractive for long-term investors [1][4][10]. Group 1: ETF Overview - SCHD is a passively managed ETF launched on October 20, 2011, and is sponsored by Charles Schwab, with assets exceeding $69.99 billion [1]. - The ETF aims to match the performance of the Dow Jones U.S. Dividend 100 Index, which focuses on high dividend yielding stocks with a strong record of dividend payments [7]. Group 2: Investment Characteristics - Large cap companies, defined as those with market capitalizations above $10 billion, are generally more stable and exhibit predictable cash flows compared to mid and small cap companies [2]. - Value stocks, which typically have lower price-to-earnings and price-to-book ratios, have historically outperformed growth stocks in long-term performance, although growth stocks may excel in strong bull markets [3]. Group 3: Costs and Performance - SCHD has an annual operating expense ratio of 0.06%, positioning it among the least expensive ETFs in its category, and it offers a 12-month trailing dividend yield of 3.81% [4]. - As of August 11, 2025, SCHD has gained approximately 0.25% year-to-date and 4.36% over the past year, with a trading range between $24.32 and $29.53 in the last 52 weeks [8]. Group 4: Sector Exposure and Holdings - The ETF has a significant allocation to the Consumer Staples sector, comprising about 19.8% of the portfolio, followed by Energy and Healthcare [5]. - Texas Instruments Inc (TXN) is the largest holding at approximately 4.33% of total assets, with the top 10 holdings accounting for about 40.3% of total assets under management [6]. Group 5: Alternatives and Market Position - SCHD holds a Zacks ETF Rank of 2 (Buy), indicating strong expected returns based on various factors, making it a compelling choice for investors interested in the Large Cap Value segment [10]. - Other comparable ETFs include the Vanguard High Dividend Yield ETF (VYM) and the Vanguard Value ETF (VTV), with VYM having $62.20 billion in assets and VTV at $139.70 billion, both with competitive expense ratios [11].

Core Viewpoint - The Vanguard High Dividend Yield ETF (VYM) is a significant player in the Large Cap Value segment of the US equity market, with assets exceeding $61.89 billion, making it one of the largest ETFs in this category [1] Group 1: Large Cap Value Characteristics - Large cap companies typically have a market capitalization above $10 billion, offering more stability and predictable cash flows compared to mid and small cap companies [2] - Value stocks are characterized by lower than average price-to-earnings and price-to-book ratios, and they have historically outperformed growth stocks in most markets, although they may lag in strong bull markets [3] Group 2: Costs and Performance - The ETF has an annual operating expense ratio of 0.06%, positioning it as one of the least expensive options in the market, with a 12-month trailing dividend yield of 2.62% [4] - VYM aims to match the performance of the FTSE High Dividend Yield Index, having gained approximately 6.84% year-to-date and about 16.85% over the past year, with a trading range of $114.78 to $136.66 in the last 52 weeks [7] Group 3: Sector Exposure and Holdings - The ETF has a significant allocation to the Financials sector, comprising about 21.8% of the portfolio, followed by Information Technology and Industrials [5] - Broadcom Inc (AVGO) represents around 6.44% of total assets, with Jpmorgan Chase & Co (JPM) and Exxon Mobil Corp (XOM) also among the top holdings [6] Group 4: Risk and Alternatives - VYM has a beta of 0.78 and a standard deviation of 14.15% over the trailing three-year period, indicating a medium risk profile [8] - Alternatives to VYM include the Schwab U.S. Dividend Equity ETF (SCHD) and the Vanguard Value ETF (VTV), with SCHD having $69.84 billion in assets and VTV at $138.99 billion, both with competitive expense ratios [10]

Core Viewpoint - The ALPS (OUSA) ETF offers broad exposure to the Large Cap Value segment of the US equity market, with assets exceeding $804.12 million since its launch in July 2015 [1] Group 1: Large Cap Value Characteristics - Large cap companies typically have a market capitalization above $10 billion, characterized by stability and predictable cash flows, resulting in lower volatility compared to mid and small cap companies [2] - Value stocks generally have lower price-to-earnings and price-to-book ratios, along with lower sales and earnings growth rates, but have historically outperformed growth stocks in long-term performance [3] Group 2: Costs and Performance - The ETF has an annual operating expense ratio of 0.48% and a 12-month trailing dividend yield of 1.33%, aligning with peer products [4] - OUSA aims to match the performance of the FTSE US Qual / Vol / Yield Factor 5% Capped Index, having gained approximately 2.46% year-to-date and 12.04% over the past year as of August 6, 2025 [7] Group 3: Sector Exposure and Holdings - The ETF's largest allocation is to the Financials sector at about 26.6%, followed by Information Technology and Consumer Discretionary [5] - Microsoft Corp. constitutes approximately 5.74% of total assets, with the top 10 holdings representing about 43.56% of total assets under management [6] Group 4: Risk and Alternatives - OUSA has a beta of 0.83 and a standard deviation of 13.53% over the trailing three-year period, indicating a medium risk profile with effective diversification across 101 holdings [8] - Alternatives include Schwab U.S. Dividend Equity ETF (SCHD) and Vanguard Value ETF (VTV), which have significantly larger asset bases and lower expense ratios of 0.06% and 0.04%, respectively [10] Group 5: Bottom Line - Passively managed ETFs like OUSA are favored by both institutional and retail investors for their low costs, transparency, flexibility, and tax efficiency, making them suitable for long-term investment strategies [11]

Core Viewpoint - The SPDR S&P Dividend ETF (SDY) is a large-cap value ETF that aims to provide broad exposure to the US equity market, with significant assets under management and a focus on dividend-paying stocks [1][11]. Group 1: ETF Overview - Launched on November 8, 2005, SDY has over $20.17 billion in assets, making it one of the largest ETFs in its category [1]. - The ETF is passively managed and sponsored by State Street Investment Management [1]. Group 2: Investment Characteristics - Large-cap companies typically have market capitalizations above $10 billion, offering more stability and reliable cash flows compared to mid and small-cap companies [2]. - Value stocks, which SDY focuses on, generally have lower price-to-earnings and price-to-book ratios, but they also exhibit lower sales and earnings growth rates [3]. Group 3: Costs and Performance - SDY has an expense ratio of 0.35% and a 12-month trailing dividend yield of 2.58% [4]. - The ETF has gained approximately 5.64% year-to-date and 5.23% over the past year, with a trading range between $121.58 and $144.00 in the last 52 weeks [8]. Group 4: Sector Exposure and Holdings - The ETF's largest sector allocation is to Industrials at about 21%, followed by Consumer Staples and Utilities [5]. - Microchip Technology Inc accounts for approximately 2.49% of total assets, with the top 10 holdings representing about 17.82% of total assets under management [6]. Group 5: Risk and Alternatives - SDY seeks to match the performance of the S&P High Yield Dividend Aristocrats Index, which includes companies that have consistently increased dividends for at least 20 years [7]. - The ETF has a beta of 0.78 and a standard deviation of 14.28% over the trailing three years, indicating a medium risk profile [8]. - Alternatives to SDY include the Schwab U.S. Dividend Equity ETF (SCHD) and the Vanguard Value ETF (VTV), which have lower expense ratios of 0.06% and 0.04%, respectively [10].

Core Insights - The iShares Russell Top 200 Value ETF (IWX) is designed to provide broad exposure to the Large Cap Value segment of the US equity market, launched on September 22, 2009, and has assets over $2.68 billion [1] - Large cap companies typically have market capitalizations above $10 billion, characterized by stability and predictable cash flows [2] - Value stocks generally have lower price-to-earnings and price-to-book ratios, and while they have historically outperformed growth stocks in most markets, they may underperform during strong bull markets [3] Costs - The annual operating expenses for IWX are 0.2%, making it one of the cheaper options in the ETF space, with a 12-month trailing dividend yield of 1.85% [4] Sector Exposure and Top Holdings - The ETF has a significant allocation to the Financials sector, comprising about 25.4% of the portfolio, followed by Healthcare and Industrials [5] - Berkshire Hathaway Inc Class B (BRK.B) is the largest holding at approximately 4.67% of total assets, with the top 10 holdings accounting for about 25.57% of total assets under management [6] Performance and Risk - IWX aims to match the performance of the Russell Top 200 Value Index, having gained about 5.93% year-to-date and 9% over the past year as of August 4, 2025 [7] - The ETF has a beta of 0.82 and a standard deviation of 13.96% over the trailing three-year period, indicating a medium risk profile [8] Alternatives - IWX carries 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 Schwab U.S. Dividend Equity ETF (SCHD) and Vanguard Value ETF (VTV), with SCHD having $68.79 billion in assets and an expense ratio of 0.06%, while VTV has $137.52 billion and charges 0.04% [10] Bottom-Line - Passively managed ETFs like IWX 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]