Core Insights - The Global X Russell 2000 ETF (RSSL) is a passively managed ETF launched on June 4, 2024, with assets exceeding $1.33 billion, targeting the Small Cap Blend segment of the US equity market [1] Group 1: Small Cap Blend Overview - Small cap companies, defined as those with market capitalizations below $2 billion, present higher potential and risk [2] - Blend ETFs typically include a mix of growth and value stocks, as well as stocks that exhibit both characteristics [2] Group 2: Cost Structure - The annual operating expense ratio for RSSL is 0.08%, positioning it as one of the more cost-effective options in the market [3] - The ETF has a 12-month trailing dividend yield of 1.47% [3] Group 3: Sector Exposure and Holdings - The ETF has the largest allocation in the Financials sector, comprising approximately 18.8% of the portfolio, followed by Industrials and Healthcare [4] - Cash represents about 0.66% of total assets, with Credo Technology (CRDO) and Ionq Inc (IONQ) being notable individual holdings [5] - The top 10 holdings account for around 4.1% of total assets under management [5] Group 4: Performance Metrics - RSSL aims to replicate the performance of the Russell 2000 RIC Capped Index, which tracks the small-cap sector of the US equity market [6] - The ETF has recorded a gain of approximately 0.73% year-to-date and is up about 0.59% over the past year as of July 31, 2025 [6] - In the last 52 weeks, RSSL has traded between $68.51 and $95.64, with around 1990 holdings providing effective diversification [6] Group 5: Alternatives - RSSL holds a Zacks ETF Rank of 3 (Hold), indicating a reasonable option for investors seeking exposure to the Small Cap Blend market segment [7] - Other comparable ETFs include the Vanguard Small-Cap ETF (VB) with $64.81 billion in assets and an expense ratio of 0.05%, and the iShares Core S&P Small-Cap ETF (IJR) with $80.76 billion in assets and an expense ratio of 0.06% [8] Group 6: Investment Appeal - Passively managed ETFs like RSSL are favored by both institutional and retail investors due to their low costs, transparency, flexibility, and tax efficiency [9]

Core Insights - The iShares U.S. Small-Cap Equity Factor ETF (SMLF) is a passively managed ETF launched on April 28, 2015, with assets exceeding $1.94 billion, targeting the Small Cap Blend segment of the US equity market [1][2] Fund Characteristics - Small cap companies are defined as those with market capitalizations below $2 billion, typically presenting higher potential and risk compared to larger companies [2] - SMLF has an annual operating expense ratio of 0.15%, making it one of the more cost-effective options in its category, with a 12-month trailing dividend yield of 1.34% [3] Sector Allocation and Holdings - The ETF has a significant allocation to the Industrials sector, comprising approximately 19% of the portfolio, followed by Financials and Information Technology [4] - Key individual holdings include Emcor Group Inc (EME) at about 1.04% of total assets, along with Carvana Class A (CVNA) and Jabil Inc (JBL) [5] Performance Metrics - SMLF aims to replicate the performance of the MSCI USA Small Cap Diversified Multiple-Factor Index, achieving a return of roughly 4.17% year-to-date and an increase of about 8.77% over the past year as of July 31, 2025 [6] - The ETF has a beta of 1.07 and a standard deviation of 20.88% over the trailing three-year period, indicating a higher risk profile [7] Alternatives in the Market - The ETF holds a Zacks ETF Rank of 3 (Hold), suggesting it is a viable option for investors seeking exposure to the Small Cap Blend market segment [8] - Other comparable ETFs include the Vanguard Small-Cap ETF (VB) with $64.81 billion in assets and an expense ratio of 0.05%, and the iShares Core S&P Small-Cap ETF (IJR) with $80.76 billion in assets and an expense ratio of 0.06% [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 Insights - The iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) is a passively managed ETF launched on September 7, 2016, with assets over $326.28 million, targeting the Small Cap Blend segment of the US equity market [1][2] Investment Potential - Small cap companies, defined as those with market capitalizations below $2 billion, present high potential but also come with increased risk [2] Costs - The ETF has an annual operating expense ratio of 0.2%, which is competitive within its peer group, and a 12-month trailing dividend yield of 2.13% [3] Sector Exposure and Holdings - The ETF's largest sector allocation is to Healthcare at approximately 16.2%, followed by Industrials and Financials [4] - Aptargroup Inc (ATR) is the largest individual holding at about 1.5% of total assets, with the top 10 holdings comprising around 13.7% of total assets under management [5] Performance Metrics - SMMV aims to replicate the performance of the MSCI USA Small Cap Minimum Volatility (USD) Index, which includes small-cap U.S. equities with lower volatility characteristics [6] - The ETF has gained approximately 1.93% year-to-date and 8.15% over the past year, with a trading range between $37.87 and $44.35 in the last 52 weeks [7] Alternatives - The ETF holds a Zacks ETF Rank of 3 (Hold), indicating a moderate investment outlook, and is positioned alongside other ETFs like the Vanguard Small-Cap ETF (VB) and iShares Core S&P Small-Cap ETF (IJR), which have significantly larger asset bases and lower expense ratios [8][9] Conclusion - Passively managed ETFs like SMMV are gaining popularity among both institutional and retail investors due to their low costs, transparency, and tax efficiency, making them suitable for long-term investment strategies [10]

Core Insights - The First Trust Small Cap Core AlphaDEX ETF (FYX) is designed to provide broad exposure to the Small Cap Blend segment of the US equity market, with assets over $841.68 million [1] - Small cap companies, defined as those with market capitalizations below $2 billion, present both potential and risk, typically combining growth and value stocks [2] Costs - The ETF has an annual operating expense ratio of 0.61%, which is considered relatively high compared to other funds in the space [3] - It offers a 12-month trailing dividend yield of 1.21% [3] Sector Exposure and Holdings - The ETF has a significant allocation to the Financials sector, comprising about 23.90% of the portfolio, followed by Industrials and Consumer Discretionary [4] - Sezzle Inc. (SEZL) is the largest individual holding at approximately 1.20% of total assets, with the top 10 holdings accounting for about 6.29% of total assets under management [5] Performance and Risk - FYX aims to match the performance of the Nasdaq AlphaDEX Small Cap Core Index, having lost about -0.04% year-to-date and gained approximately 4.83% over the past year as of July 25, 2025 [6] - The ETF has a beta of 1.12 and a standard deviation of 22.18% over the trailing three-year period, indicating medium risk [7] Alternatives - FYX carries 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 FYX are favored by both institutional and retail investors due to their low costs, transparency, flexibility, and tax efficiency [10]

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 Invesco S&P SmallCap 600 Revenue ETF (RWJ) is designed to provide broad exposure to the Small Cap Blend segment of the US equity market, with assets exceeding $1.53 billion, making it one of the larger ETFs in this category [1] Group 1: Investment Potential - Small cap companies, defined as those with market capitalizations below $2 billion, present high potential but also come with higher risks [2] - Blend ETFs typically hold a mix of growth and value stocks, showcasing characteristics of both investment styles [2] Group 2: Costs and Performance - The annual operating expenses for RWJ are 0.39%, which is competitive within its peer group, and it has a 12-month trailing dividend yield of 1.15% [3] - RWJ has experienced a loss of approximately -2.35% year-to-date and a gain of about 4.73% over the past year, with a trading range between $34.78 and $49.46 in the last 52 weeks [7] Group 3: Sector Exposure and Holdings - The ETF has a significant allocation of about 26.50% to the Consumer Discretionary sector, with Industrials and Financials also being prominent sectors [4] - World Kinect Corp (WKC) constitutes about 3.10% of total assets, with the top 10 holdings making up approximately 15.12% of total assets under management [5] Group 4: Risk and Alternatives - RWJ aims to match the performance of the OFI Revenue Weighted Small Cap Index, which re-weights constituents based on revenue, with a maximum weighting of 5% per company [6] - Alternatives to RWJ include the iShares Russell 2000 ETF (IWM) and the iShares Core S&P Small-Cap ETF (IJR), which have larger asset bases of $65.35 billion and $81.42 billion respectively, and lower expense ratios of 0.19% and 0.06% [9]

Core Viewpoint - The iShares Russell 2000 ETF (IWM) is a significant player in the Small Cap Blend segment of the US equity market, with over $66.50 billion in assets, making it one of the largest ETFs in this category [1] Group 1: Investment Potential - Small cap companies, defined as those with market capitalizations below $2 billion, present high potential but also come with increased risk [2] - Blend ETFs typically include a mix of growth and value stocks, providing a diversified investment approach [2] Group 2: Costs - The iShares Russell 2000 ETF has an annual operating expense ratio of 0.19%, which is competitive within its peer group [3] - The ETF offers a 12-month trailing dividend yield of 1.12% [3] Group 3: Sector Exposure and Holdings - The ETF's largest sector allocation is to Financials, comprising approximately 19% of the portfolio, followed by Industrials and Healthcare [4] - Insmed Inc (INSM) represents about 0.66% of total assets, with the top 10 holdings accounting for around 4.5% of total assets under management [5] Group 4: Performance and Risk - The ETF aims to replicate the performance of the Russell 2000 Index, with a year-to-date return of approximately 0.50% and a decline of about -0.49% over the past year as of July 17, 2025 [6] - The ETF has a beta of 1.10 and a standard deviation of 22.23% over the trailing three-year period, indicating a medium risk profile [7] Group 5: Alternatives - The iShares Russell 2000 ETF holds a Zacks ETF Rank of 2 (Buy), suggesting it is a strong option for investors interested in the Small Cap Blend segment [8] - Other comparable ETFs include the Vanguard Small-Cap ETF (VB) with $64.33 billion in assets and an expense ratio of 0.05%, and the iShares Core S&P Small-Cap ETF (IJR) with $81.21 billion in assets and an expense ratio of 0.06% [9] Group 6: Bottom Line - 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]

Core Insights - The ALPS O'Shares U.S. Small-Cap Quality Dividend ETF (OUSM) aims to provide broad exposure to the Small Cap Blend segment of the US equity market, with assets exceeding $911.95 million [1] - Small cap companies, defined as those with market capitalizations below $2 billion, present both potential and risk, typically combining growth and value stocks [2] - The ETF has an expense ratio of 0.48% and a 12-month trailing dividend yield of 1.06%, which is competitive within its peer group [3] Sector Exposure and Holdings - The ETF has a significant allocation to the Financials sector, comprising approximately 38.40% of the portfolio, followed by Industrials and Consumer Discretionary [4] - Encompass Health Corp. (EHC) is the largest individual holding at about 2.58% of total assets, with the top 10 holdings representing around 22.73% of total assets under management [5] Performance Metrics - OUSM seeks to match the performance of the FTSE Russell US Qual / Vol / Yield Factor 3% Capped Index, focusing on high-quality, low-volatility, dividend-paying small-cap companies [6] - As of July 17, 2025, the ETF has gained roughly 0.05% year-to-date and approximately 0.30% over the past year, with a trading range between $37.73 and $47.20 in the last 52 weeks [7] Alternatives and Market Position - The ETF holds a Zacks ETF Rank of 3 (Hold), indicating a moderate outlook based on expected returns, expense ratios, and momentum [8] - Other comparable ETFs include the iShares Russell 2000 ETF (IWM) with $66.50 billion in assets and an expense ratio of 0.19%, and the iShares Core S&P Small-Cap ETF (IJR) with $81.21 billion in assets and a lower expense ratio of 0.06% [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 Insights - The Vanguard S&P Small-Cap 600 ETF (VIOO) is a passively managed ETF launched on September 9, 2010, with assets exceeding $2.95 billion, targeting the Small Cap Blend segment of the US equity market [1] Costs - The ETF has an annual operating expense ratio of 0.07%, making it one of the least expensive options in its category, and it offers a 12-month trailing dividend yield of 1.50% [3] Sector Exposure and Top Holdings - The ETF has a significant allocation to the Financials sector, comprising approximately 19.30% of the portfolio, followed by Industrials and Consumer Discretionary [4] - The top individual holding, Slcmt1142, accounts for about 0.71% of total assets, with the top 10 holdings representing around 3.08% of total assets under management [5] Performance and Risk - VIOO aims to replicate the performance of the S&P SmallCap 600 Index, having lost about -1.24% year-to-date and gained approximately 3.81% over the past year as of July 15, 2025 [6] - The ETF has a beta of 1.07 and a standard deviation of 21.72% over the trailing three-year period, indicating a medium risk profile with 609 holdings to diversify company-specific risk [7] Alternatives - VIOO holds a Zacks ETF Rank of 2 (Buy), indicating favorable expected returns, low expense ratios, and positive momentum, making it a strong choice for investors interested in the Small Cap Blend segment [8] - Other comparable ETFs include the iShares Russell 2000 ETF (IWM) with $66.42 billion in assets and an expense ratio of 0.19%, and the iShares Core S&P Small-Cap ETF (IJR) with $82.01 billion in assets and an expense ratio of 0.06% [9] Bottom-Line - Passively managed ETFs like VIOO are increasingly popular among retail and institutional investors due to their low costs, transparency, flexibility, and tax efficiency, making them suitable for long-term investment strategies [10]

Core Insights - The Vanguard Small-Cap ETF (VB) is a significant player in the Small Cap Blend segment of the US equity market, with assets exceeding $64.97 billion, making it one of the largest ETFs in this category [1] Investment Potential - Small cap companies, defined as those with market capitalizations below $2 billion, present high potential but also come with increased risks [2] - Blend ETFs, like VB, typically hold a mix of growth and value stocks, showcasing characteristics of both types of equities [2] Cost Structure - The annual operating expenses for the Vanguard Small-Cap ETF are 0.05%, positioning it as one of the least expensive options in the market [3] - The ETF has a 12-month trailing dividend yield of 1.36% [3] Sector Allocation and Holdings - The ETF has a significant allocation to the Industrials sector, comprising approximately 20.90% of the portfolio, followed by Financials and Information Technology [4] - Individual holdings include Slcmt1142 at about 1% of total assets, along with Nrg Energy Inc (NRG) and Expand Energy Corp (EXE) [5] Performance Metrics - VB aims to replicate the performance of the CRSP US Small Cap Index, which includes U.S. companies in the bottom 2%-15% of investable market capitalization [6] - As of July 10, 2025, the ETF has gained about 2.09% year-to-date and approximately 14.26% over the past year, with a trading range between $193.73 and $261.58 in the last 52 weeks [7] - The ETF has a beta of 1.07 and a standard deviation of 20.67% over the trailing three-year period, indicating a medium risk profile [7] Competitive Landscape - The Vanguard Small-Cap ETF holds a Zacks ETF Rank of 2 (Buy), indicating strong expected performance based on various factors [8] - Alternatives in the market include the iShares Russell 2000 ETF (IWM) with $66.93 billion in assets and an expense ratio of 0.19%, and the iShares Core S&P Small-Cap ETF (IJR) with $81.70 billion in assets and an expense ratio of 0.06% [9] Conclusion - Passively managed ETFs like VB are increasingly favored by both retail and institutional investors due to their low costs, transparency, flexibility, and tax efficiency, making them suitable for long-term investment strategies [10]