Core Viewpoint - The iShares U.S. Broker-Dealers & Securities Exchanges ETF (IAI) is a passively managed ETF that provides broad exposure to the Financials - Brokers/Capital markets segment, gaining popularity among investors due to its low cost and tax efficiency [1][2]. Group 1: Fund Overview - Launched on May 1, 2006, IAI has accumulated over $1.46 billion in assets, positioning it as an average-sized ETF in its category [3]. - The fund aims to match the performance of the Dow Jones U.S. Select Investment Services Index, which reflects the investment services sector of the U.S. equity market [3]. Group 2: Costs and Performance - IAI has an annual operating expense ratio of 0.4%, which is competitive within its peer group, and a 12-month trailing dividend yield of 0.92% [4]. - The ETF has shown strong performance, with a year-to-date increase of 22.58% and a 43.88% rise over the past year, trading between $115.73 and $175.82 in the last 52 weeks [7]. Group 3: Sector Exposure and Holdings - The ETF is fully allocated to the Financials sector, with Goldman Sachs Group Inc (GS) making up approximately 14.73% of total assets, followed by Morgan Stanley (MS) and S&P Global Inc (SPGI) [5][6]. - The top 10 holdings constitute about 72.64% of total assets under management, indicating a concentrated exposure [6]. Group 4: Risk Assessment - IAI has a beta of 1.15 and a standard deviation of 20.61% over the trailing three-year period, categorizing it as a high-risk investment option [7]. Group 5: Alternatives - The ETF holds a Zacks ETF Rank of 4 (Sell), suggesting that there are better alternatives available for investors seeking exposure to the Financials ETFs segment [8][9]. - An alternative option is the SPDR S&P Capital Markets ETF (KCE), which has $552.17 million in assets and a lower expense ratio of 0.35% [9].

Core Viewpoint - The Invesco RAFI US 1500 Small-Mid ETF (PRFZ) is a significant player in the Small Cap Blend segment of the US equity market, with over $2.43 billion in assets, making it one of the larger ETFs in this category [1] Costs - The ETF has an annual operating expense ratio of 0.34%, which is competitive within its peer group [3] - It offers a 12-month trailing dividend yield of 1.21% [3] Sector Exposure and Top Holdings - The ETF has the largest allocation to the Financials sector at approximately 18.70%, followed by Industrials and Information Technology [4] - Applovin Corp (APP) represents about 0.49% of total assets, with the top 10 holdings accounting for around 3.73% of total assets under management [5] Performance and Risk - PRFZ aims to match the performance of the FTSE RAFI US 1500 Small-Mid Index, with a year-to-date return of approximately 1.95% and a one-year return of about 5.28% as of July 25, 2025 [6] - The ETF has a beta of 1.09 and a standard deviation of 21.31% over the trailing three-year period, indicating a medium risk profile [7] Alternatives - The ETF holds a Zacks ETF Rank of 3 (Hold), suggesting it is a reasonable option for investors seeking exposure to the Small Cap Blend market [8] - Other comparable ETFs include the Vanguard Small-Cap ETF (VB) with $65.51 billion in assets and an expense ratio of 0.05%, and the iShares Core S&P Small-Cap ETF (IJR) with $82.09 billion in assets and an expense ratio of 0.06% [9] Bottom-Line - Passively managed ETFs like PRFZ are increasingly popular due to their low costs, transparency, flexibility, and tax efficiency, making them suitable for long-term investors [10]

Core Insights - The First Trust NASDAQ Clean Edge Smart Grid Infrastructure ETF (GRID) is a passively managed ETF launched on November 16, 2009, aimed at providing broad exposure to the Utilities - Infrastructure segment of the equity market [1] - The Utilities - Infrastructure sector is currently ranked 1 within the Zacks Industry classification, placing it in the top 6% of sectors [2] Fund Overview - GRID is sponsored by First Trust Advisors and has accumulated over $2.78 billion in assets, making it one of the larger ETFs in its segment [3] - The ETF seeks to match the performance of the NASDAQ OMX Clean Edge Smart Grid Infrastructure Index, which tracks stocks in the grid and electric energy infrastructure sector [3] Cost Structure - The annual operating expenses for GRID are 0.56%, which is competitive with most peer products [4] - The ETF has a 12-month trailing dividend yield of 1.05% [4] Holdings and Exposure - Johnson Controls International Plc (JCI) constitutes approximately 8.48% of total assets, followed by National Grid Plc (NG/.LN) and Eaton Corporation Plc (ETN) [5] - The top 10 holdings represent about 56.89% of total assets under management [6] Performance Metrics - As of July 21, 2025, GRID has increased by about 20.37% year-to-date and approximately 21.75% over the past year [7] - The fund has traded between $101.69 and $142.99 in the past 52 weeks, with a beta of 1.24 and a standard deviation of 20.57% over the trailing three-year period, indicating a high-risk profile [7] Investment Alternatives - GRID holds a Zacks ETF Rank of 2 (Buy), indicating favorable expected returns and momentum [8] - Other ETFs in the infrastructure space include IShares Global Infrastructure ETF (IGF) and Global X U.S. Infrastructure Development ETF (PAVE), with assets of $7.53 billion and $8.97 billion respectively [9]

Looking for broad exposure to the Large Cap Blend segment of the US equity market? You should consider the Invesco S&P 500 Equal Weight ETF (RSP) , a passively managed exchange traded fund launched on 04/24/2003. The fund is sponsored by Invesco. It has amassed assets over $74 billion, making it one of the largest ETFs attempting to match the Large Cap Blend segment of the US equity market. Why Large Cap Blend Large cap companies usually have a market capitalization above $10 billion. Overall, they are usua ...

Core Viewpoint - The SPDR S&P Capital Markets ETF (KCE) provides broad exposure to the Financials - Brokers/Capital markets segment, appealing to both retail and institutional investors due to its low costs, transparency, flexibility, and tax efficiency [1][2]. Fund Overview - KCE is a passively managed ETF launched on November 8, 2005, with assets exceeding $518.81 million, categorizing it as an average-sized ETF in its segment [3]. - The fund aims to match the performance of the S&P Capital Markets Select Industry Index, which represents the capital markets segment of the S&P Total Market Index [3]. Cost Structure - KCE has an annual operating expense ratio of 0.35%, positioning it among the least expensive ETFs in its category [4]. - The ETF offers a 12-month trailing dividend yield of 1.51% [4]. Sector Exposure and Holdings - The ETF is fully allocated to the Financials sector, with approximately 100% of its portfolio dedicated to this area [5]. - Key holdings include Robinhood Markets Inc A (HOOD) at 2.93% of total assets, followed by Donnelley Financial Solutions (DFIN) and Coinbase Global Inc Class A (COIN), with the top 10 holdings comprising about 19.70% of total assets [6]. Performance Metrics - Year-to-date, KCE has gained approximately 9.97%, and it has increased about 33.83% over the past year, with trading between $108.52 and $151.49 in the last 52 weeks [7]. - The ETF has a beta of 1.23 and a standard deviation of 22.68% over the trailing three-year period, indicating a higher risk profile [7]. Alternatives - KCE holds a Zacks ETF Rank of 4 (Sell), suggesting it may not be the best choice for investors seeking exposure to the Financials ETFs segment [8]. - Alternatives include the iShares U.S. Broker-Dealers & Securities Exchanges ETF (IAI), which tracks the Dow Jones U.S. Select Investment Services Index and has $1.43 billion in assets with an expense ratio of 0.40% [9].

Core Insights - The VanEck Agribusiness ETF (MOO) is designed to provide broad exposure to the Materials - Agribusiness segment of the equity market, appealing to both retail and institutional investors due to its low costs, transparency, flexibility, and tax efficiency [1][2]. Fund Overview - Launched on August 31, 2007, MOO has accumulated over $654.98 million in assets, making it one of the larger ETFs in its sector [3]. - The ETF aims to match the performance of the MVIS Global Agribusiness Index, which includes companies involved in agri-chemicals, animal health, fertilizers, seeds, farm equipment, agricultural products, and more [4]. Cost Structure - MOO has an annual operating expense ratio of 0.55%, which is competitive within its peer group, and a 12-month trailing dividend yield of 2.96% [5]. Holdings and Diversification - The ETF's top holdings include Deere & Co (8.23%), Corteva Inc, and Zoetis Inc, with the top 10 holdings comprising approximately 57.93% of total assets [6]. - MOO holds about 58 different stocks, effectively diversifying company-specific risk [7]. Performance Metrics - As of July 14, 2025, MOO has gained approximately 15.36% year-to-date and 8.96% over the past year, trading between $60.21 and $75.62 in the last 52 weeks [7]. - The ETF has a beta of 0.88 and a standard deviation of 17.09% over the trailing three-year period, indicating a low-risk profile [7]. Alternatives - MOO carries a Zacks ETF Rank of 3 (Hold), suggesting it is a viable option for investors seeking exposure to the Materials ETFs sector [8]. - An alternative is the iShares MSCI Agriculture Producers ETF (VEGI), which has $103.89 million in assets and an expense ratio of 0.39% [9].