Core Insights - The Vanguard Materials ETF (VAW) provides broad exposure to the Materials - Broad segment of the equity market and is passively managed, launched on January 26, 2004 [1] - The ETF has amassed over $2.64 billion in assets, making it one of the largest in its category, and aims to match the performance of the MSCI US Investable Market Materials 25/50 Index [3] - VAW has an annual operating expense of 0.09% and a 12-month trailing dividend yield of 1.73%, positioning it as a cost-effective investment option [4] Sector Exposure and Holdings - VAW is fully allocated to the Materials sector, with Linde Plc (LIN) making up approximately 16.93% of total assets, followed by Sherwin-Williams Co (SHW) and Ecolab Inc (ECL) [5] - The top 10 holdings constitute about 51.43% of total assets under management [6] Performance Metrics - As of August 4, 2025, VAW has returned roughly 3.74% year-to-date but is down about 2.7% over the past year, with a trading range between $163.82 and $215.21 in the last 52 weeks [7] - The ETF has a beta of 1.04 and a standard deviation of 19.18% over the trailing three-year period, indicating medium risk [7] Alternatives - VAW holds a Zacks ETF Rank of 3 (Hold), suggesting it is a viable option for investors seeking exposure to the Materials sector [8] - Other alternatives include the FlexShares Morningstar Global Upstream Natural Resources ETF (GUNR) and the Materials Select Sector SPDR ETF (XLB), with GUNR having $4.74 billion in assets and XLB at $5.21 billion [9]

Core Insights - The Fidelity MSCI Industrials Index ETF (FIDU) offers broad exposure to the Industrials sector, appealing to both retail and institutional investors due to its low costs, transparency, flexibility, and tax efficiency [1][2] Fund Overview - FIDU, launched on October 21, 2013, has accumulated over $1.48 billion in assets, positioning it as one of the larger ETFs in the Industrials sector [3] - The ETF aims to replicate the performance of the MSCI USA IMI Industrials Index, which reflects the industrial sector's performance in the U.S. equity market [3] Cost Structure - FIDU has an annual operating expense of 0.08%, making it one of the least expensive ETFs in its category [4] - The ETF offers a 12-month trailing dividend yield of 1.27% [4] Sector Exposure and Holdings - The ETF is fully allocated to the Industrials sector, with approximately 100% of its portfolio dedicated to this area [5] - General Electric (GE) constitutes about 4.56% of total assets, followed by RTX Corp (RTX) and Caterpillar Inc (CAT), with the top 10 holdings representing around 29.24% of total assets [6] Performance Metrics - FIDU has increased by approximately 15.45% year-to-date and 20.08% over the past year as of July 30, 2025 [7] - The ETF has traded between $60.99 and $81.86 in the last 52 weeks, with a beta of 1.09 and a standard deviation of 17.93% over the trailing three-year period, indicating medium risk [7] Alternatives - FIDU holds a Zacks ETF Rank of 3 (Hold), suggesting it is a viable option for investors seeking exposure to the Industrials sector [8] - Other alternatives include the Vanguard Industrials ETF (VIS) and the Industrial Select Sector SPDR ETF (XLI), with VIS having $6.07 billion in assets and XLI at $23.00 billion [9]

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].