Core Viewpoint - The First Trust Dow 30 Equal Weight ETF (EDOW) provides broad exposure to the Large Cap Blend segment of the US equity market, with a focus on stability and predictable cash flows from large cap companies [1][2]. Group 1: Fund Overview - EDOW is a passively managed ETF launched on August 8, 2017, and has accumulated assets of over $224.51 million, categorizing it as an average-sized ETF in its segment [1]. - The ETF has an annual operating expense ratio of 0.50% and a 12-month trailing dividend yield of 1.39%, which is competitive within its peer group [3]. Group 2: Sector Exposure and Holdings - The ETF has a significant allocation to the Information Technology sector, comprising approximately 20.40% of the portfolio, followed by Financials and Consumer Discretionary [4]. - Nike, Inc. (class B) accounts for about 3.86% of total assets, with the top 10 holdings representing around 35.29% of total assets under management [5]. Group 3: Performance Metrics - EDOW aims to match the performance of the Dow Jones Industrial Average Equal Weight Index, with a year-to-date return of approximately 8.35% and a one-year return of about 14.55% as of July 29, 2025 [6]. - The ETF has traded between $32.19 and $39.21 over the past 52 weeks, indicating a stable price range [6]. Group 4: Risk and Alternatives - The ETF has a beta of 0.89 and a standard deviation of 14.39% over the trailing three-year period, suggesting lower volatility compared to the market [7]. - EDOW holds a Zacks ETF Rank of 2 (Buy), indicating strong potential for investors seeking exposure to the Large Cap Blend segment [8]. Group 5: Competitive Landscape - Other ETFs in the same space include the SPDR S&P 500 ETF (SPY) and the Vanguard S&P 500 ETF (VOO), with assets of $651.02 billion and $702.71 billion respectively, and lower expense ratios of 0.09% and 0.03% [9]. Group 6: 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 [10].

Core Viewpoint - The Goldman Sachs MarketBeta U.S. 1000 Equity ETF (GUSA) is a passively managed ETF that aims to provide broad exposure to the Large Cap Blend segment of the US equity market, with assets exceeding $1.99 billion since its launch on April 5, 2022 [1]. Group 1: Large Cap Blend Overview - Large cap companies generally have a market capitalization above $10 billion, characterized by stability and predictable cash flows, making them less volatile compared to mid and small cap companies [2]. - Blend ETFs typically hold a mix of growth and value stocks, exhibiting qualities of both investment styles [2]. Group 2: Cost Structure - GUSA has annual operating expenses of 0.11%, positioning it as one of the least expensive ETFs in its category [3]. - The ETF offers a 12-month trailing dividend yield of 1.10% [3]. Group 3: Sector Exposure and Holdings - The ETF's largest allocation is to the Information Technology sector, comprising approximately 32.20% of the portfolio, followed by Financials and Consumer Discretionary [4]. - Nvidia Corp (NVDA) represents about 6.57% of total assets, with Microsoft Corp (MSFT) and Apple Inc (AAPL) also among the top holdings; the top 10 holdings account for around 32.9% of total assets [5]. Group 4: Performance Metrics - GUSA aims to match the performance of the SOLACTIVE GBS US 1000 INDEX, which includes large and mid-cap equity issuers in the US [6]. - The ETF has increased by approximately 9.37% year-to-date and 18.80% over the past year, with a trading range between $42.69 and $55.28 in the last 52 weeks [7]. - It has a beta of 1.02 and a standard deviation of 16.79% over the trailing three-year period, indicating effective diversification with about 1012 holdings [7]. Group 5: Alternatives - GUSA holds a Zacks ETF Rank of 2 (Buy), indicating favorable expected returns based on various factors [8]. - Other comparable ETFs include the SPDR S&P 500 ETF (SPY) and the Vanguard S&P 500 ETF (VOO), with assets of $651.02 billion and $702.71 billion respectively; SPY has an expense ratio of 0.09% while VOO charges 0.03% [9]. Group 6: Conclusion - Passively managed ETFs like GUSA 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 [10].

Core Viewpoint - The iShares Russell Top 200 ETF (IWL) is a passively managed fund designed to provide broad exposure to the Large Cap Blend segment of the US equity market, with significant assets under management and a focus on large-cap companies [1][2]. Group 1: Fund Overview - IWL was launched on September 22, 2009, and is sponsored by Blackrock, accumulating over $1.78 billion in assets [1]. - The fund targets large-cap companies, defined as those with market capitalizations above $10 billion, which are generally more stable and less volatile compared to mid and small-cap companies [2]. Group 2: Costs and Performance - The ETF has an annual operating expense ratio of 0.15%, making it one of the lower-cost options in the market, with a 12-month trailing dividend yield of 0.99% [3]. - IWL has increased approximately 9.45% year-to-date and about 20.93% over the past year, with a trading range between $122.36 and $157.67 in the last 52 weeks [6]. Group 3: Sector Exposure and Holdings - The ETF has a significant allocation to the Information Technology sector, comprising about 37.60% of the portfolio, followed by Financials and Telecom [4]. - Nvidia Corp (NVDA) represents approximately 8.25% of total assets, with the top 10 holdings accounting for about 41.92% of total assets under management [5]. Group 4: Risk and Alternatives - IWL has a beta of 1.01 and a standard deviation of 17.13% over the trailing three-year period, categorizing it as a medium-risk investment [7]. - The ETF is ranked 3 (Hold) by Zacks based on various factors, and investors may also consider alternatives like the SPDR S&P 500 ETF (SPY) and Vanguard S&P 500 ETF (VOO) [8][9]. Group 5: 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 [10].

Core Viewpoint - The John Hancock Multifactor Large Cap ETF (JHML) is a passively managed ETF aimed at providing broad exposure to the Large Cap Blend segment of the US equity market, with assets exceeding $1.02 billion, positioning it among the larger ETFs in this category [1]. Group 1: ETF Overview - JHML was launched on September 28, 2015, and is sponsored by John Hancock [1]. - The ETF targets companies with market capitalizations above $10 billion, which are typically stable with predictable cash flows [2]. - The fund has an annual operating expense ratio of 0.29% and a 12-month trailing dividend yield of 1.12% [3]. Group 2: Sector Exposure and Holdings - The ETF has a significant allocation to the Information Technology sector, comprising about 25.40% of the portfolio, followed by Financials and Industrials [4]. - Microsoft Corp (MSFT) represents approximately 4.18% of total assets, with Nvidia Corp (NVDA) and Apple Inc (AAPL) also among the top holdings. The top 10 holdings account for about 22.53% of total assets [5]. Group 3: Performance Metrics - JHML aims to match the performance of the John Hancock Dimensional Large Cap Index, which includes securities from companies larger than the 801st largest U.S. company [6]. - The ETF has increased by about 8.92% year-to-date and approximately 17.33% over the past year, with a trading range between $59.74 and $75.49 in the last 52 weeks [7]. - It has a beta of 0.99 and a standard deviation of 16.23% over the trailing three-year period, indicating a medium risk profile [7]. Group 4: Alternatives and Market Position - JHML holds a Zacks ETF Rank of 2 (Buy), indicating favorable expected returns based on various factors [8]. - Other comparable ETFs include the SPDR S&P 500 ETF (SPY) and the Vanguard S&P 500 ETF (VOO), with assets of $655.33 billion and $703.83 billion respectively, and lower expense ratios of 0.09% for SPY and 0.03% for VOO [9]. Group 5: Industry Trends - 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 Invesco Russell 1000 Equal Weight ETF (EQAL) is designed to provide broad exposure to the Large Cap Blend segment of the US equity market, with assets exceeding $677.69 million [1] - The ETF aims to match the performance of the Russell 1000 Equal Weight Index, which is equally weighted across nine sector groups [6] Group 1: Fund Overview - Launched on December 23, 2014, EQAL is a passively managed ETF sponsored by Invesco [1] - The fund has an annual operating expense ratio of 0.20% and a 12-month trailing dividend yield of 1.69% [3] Group 2: Sector Exposure and Holdings - The ETF has the highest allocation to the Information Technology sector at approximately 11.90%, followed by Industrials and Financials [4] - The top 10 holdings account for about 5.12% of total assets, with Invesco Government & Agency Portfolio (AGPXX) making up about 0.54% [5] Group 3: Performance Metrics - EQAL has increased by approximately 6.47% year-to-date and 13.39% over the past year, with a trading range between $41.38 and $51.95 in the last 52 weeks [6] - The ETF has a beta of 0.99 and a standard deviation of 17.46% over the trailing three-year period, indicating medium risk [7] Group 4: Alternatives and Market Position - EQAL holds a Zacks ETF Rank of 2 (Buy), indicating strong expected performance based on various factors [8] - Other similar ETFs include SPDR S&P 500 ETF (SPY) and Vanguard S&P 500 ETF (VOO), with SPY having $655.33 billion in assets and an expense ratio of 0.09%, while VOO has $703.83 billion and charges 0.03% [9]

Core Viewpoint - The TCW Transform 500 ETF (VOTE) is a passively managed ETF that aims to provide broad exposure to the Large Cap Blend segment of the US equity market, with significant assets under management and low expense ratios [1][3]. Group 1: Fund Overview - The TCW Transform 500 ETF was launched on June 22, 2021, and has accumulated over $843.86 million in assets, positioning it as one of the larger ETFs in its category [1]. - The fund targets large cap companies, typically those with market capitalizations above $10 billion, which are known for their stability and predictable cash flows [2]. Group 2: Costs and Performance - The ETF has an annual operating expense ratio of 0.05%, making it one of the least expensive options available [3]. - It has a 12-month trailing dividend yield of 1.10% [3]. - As of July 25, 2025, the ETF has gained approximately 9.19% year-to-date and 19.39% over the past year, with a trading range between $58.20 and $74.71 in the last 52 weeks [6]. Group 3: Sector Exposure and Holdings - The ETF has a significant allocation to the Information Technology sector, comprising about 33.40% of the portfolio, followed by Financials and Consumer Discretionary [4]. - Nvidia Corp (NVDA) is the largest holding at approximately 6.87% of total assets, with Microsoft Corp (MSFT) and Apple Inc (AAPL) also among the top holdings [5]. - The top 10 holdings account for about 35.56% of total assets under management [5]. Group 4: Risk and Alternatives - The ETF seeks to match the performance of the Morningstar US Large Cap Select Index, which tracks the 500 largest US companies [6]. - It has a beta of 1.01 and a standard deviation of 16.99% over the trailing three-year period, indicating effective diversification of company-specific risk with around 509 holdings [7]. - The TCW Transform 500 ETF holds a Zacks ETF Rank of 2 (Buy), suggesting it is a strong option for investors looking for exposure to the Large Cap Blend segment [8]. Group 5: Market Context - Other ETFs in the same space include the SPDR S&P 500 ETF (SPY) and the Vanguard S&P 500 ETF (VOO), with assets of $653.02 billion and $701.38 billion respectively, and expense ratios of 0.09% and 0.03% [9]. - 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 [10].

Core Insights - The Invesco S&P 100 Equal Weight ETF (EQWL) is designed to provide broad exposure to the Large Cap Blend segment of the US equity market, with assets exceeding $1.56 billion, making it one of the larger ETFs in this category [1] Group 1: Large Cap Blend Overview - Large cap companies typically have a market capitalization above $10 billion, offering stability and more reliable cash flows compared to mid and small cap companies [2] - Blend ETFs hold a mix of growth and value stocks, exhibiting characteristics of both types of equities [2] Group 2: Cost Structure - The annual operating expenses for EQWL are 0.25%, which is competitive with most peer products in the space [3] - The ETF has a 12-month trailing dividend yield of 1.72% [3] Group 3: Sector Exposure and Holdings - The ETF has the largest allocation to the Financials sector at approximately 18.30%, followed by Information Technology and Healthcare [4] - Oracle Corp (ORCL) constitutes about 1.30% of total assets, with Nike Inc (NKE) and Goldman Sachs Group Inc (GS) also among the top holdings; the top 10 holdings represent about 11.11% of total assets [5] Group 4: Performance Metrics - EQWL aims to match the performance of the Russell Top 200 Equal Weight Index, gaining about 10.72% year-to-date and 18.04% over the past year as of July 24, 2025 [6] - The ETF has traded between $91.62 and $112.27 in the past 52 weeks [6] Group 5: Risk Assessment - EQWL has a beta of 0.94 and a standard deviation of 15.25% over the trailing three-year period, categorizing it as a medium risk option [7] - The ETF consists of approximately 103 holdings, effectively diversifying company-specific risk [7] Group 6: Alternatives and Market Position - EQWL holds a Zacks ETF Rank of 2 (Buy), indicating strong expected returns, favorable expense ratios, and positive momentum [8] - Other ETFs in the space include the SPDR S&P 500 ETF (SPY) and the Vanguard S&P 500 ETF (VOO), with SPY having $655.39 billion and VOO $699.11 billion in assets [9] Group 7: 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 [10]

Core Viewpoint - The JPMorgan Diversified Return U.S. Equity ETF (JPUS) is a passively managed ETF designed to provide broad exposure to the Large Cap Blend segment of the U.S. equity market, with assets exceeding $372.09 million [1] Group 1: Fund Overview - JPUS was launched on September 29, 2015, and is sponsored by J.P. Morgan [1] - The fund targets large cap companies, typically with market capitalizations above $10 billion, offering a stable investment option with less risk compared to mid and small cap companies [2] Group 2: Costs and Performance - The ETF has an annual operating expense ratio of 0.18%, making it one of the cheaper options in its category [3] - It has a 12-month trailing dividend yield of 2.22% [3] - JPUS has gained approximately 5.27% year-to-date and 8.45% over the past year as of July 22, 2025 [7] Group 3: Sector Exposure and Holdings - The ETF has the highest allocation to the Consumer Staples sector at about 13.90%, followed by Healthcare and Industrials [4] - The top 10 holdings account for approximately 4.51% of total assets, with Jpmorgan Us Govt Mmkt Fun, Capital One Financial, and Nvidia Corp being notable holdings [5] Group 4: Risk and Alternatives - JPUS aims to match the performance of the Russell 1000 Diversified Factor Index, utilizing a rules-based approach for portfolio construction [6] - The ETF has a beta of 0.86 and a standard deviation of 14.56% over the trailing three-year period, indicating medium risk [7] - It holds a Zacks ETF Rank of 2 (Buy), making it a strong option for investors seeking exposure to the Large Cap Blend segment [8] Group 5: Market Context - Other ETFs in the same space include the SPDR S&P 500 ETF (SPY) and the Vanguard S&P 500 ETF (VOO), which have significantly larger assets under management [9] - Retail and institutional investors are increasingly favoring passively managed ETFs for their low costs, transparency, and tax efficiency [10]

Core Viewpoint - The Schwab 1000 Index ETF (SCHK) is a passively managed fund designed to provide broad exposure to the Large Cap Blend segment of the US equity market, with assets exceeding $4.39 billion, making it one of the larger ETFs in this category [1] Group 1: Fund Overview - SCHK was launched on October 11, 2017, and is sponsored by Charles Schwab [1] - The fund targets large cap companies, typically with market capitalizations above $10 billion, offering a stable investment option with less risk compared to mid and small cap companies [2] Group 2: Costs and Performance - The ETF has an annual operating expense ratio of 0.03%, positioning it as one of the least expensive options in the market, with a 12-month trailing dividend yield of 1.14% [3] - As of July 22, 2025, SCHK has returned approximately 7.79% year-to-date and 16.16% over the past year, with a trading range between $23.87 and $30.35 in the last 52 weeks [7] Group 3: Sector Exposure and Holdings - The ETF has a significant allocation to the Information Technology sector, comprising about 32.70% of the portfolio, followed by Financials and Consumer Discretionary [4] - Nvidia Corp (NVDA) is the largest holding at approximately 6.84% of total assets, with the top 10 holdings accounting for about 33.49% of total assets under management [5] Group 4: Index and Risk Metrics - SCHK aims to match the performance of the Schwab 1000 Index, which includes the 1,000 largest publicly traded companies in the U.S., weighted by market capitalization [6] - The ETF has a beta of 1.02 and a standard deviation of 17.14% over the trailing three-year period, indicating effective diversification with about 986 holdings [7] Group 5: Alternatives - SCHK carries a Zacks ETF Rank of 3 (Hold), indicating it is a viable option for investors seeking exposure to the Large Cap Blend market segment [8] - Other alternatives include the SPDR S&P 500 ETF (SPY) and the Vanguard S&P 500 ETF (VOO), which have significantly larger asset bases of $646.63 billion and $694.54 billion, respectively [9]

Core Viewpoint - The iShares Russell 1000 ETF (IWB) is a large-cap blend ETF that offers broad exposure to the U.S. equity market, with significant assets under management and a focus on large-cap companies [1][2]. Group 1: Fund Overview - The iShares Russell 1000 ETF was launched on May 15, 2000, and is sponsored by Blackrock, with assets exceeding $41.49 billion [1]. - The fund targets large-cap companies, defined as those with market capitalizations above $10 billion, which are generally more stable and less volatile [2]. Group 2: Costs and Performance - The ETF has an annual operating expense of 0.15%, making it one of the more cost-effective options in its category, and it offers a 12-month trailing dividend yield of 1.09% [3]. - As of July 21, 2025, the ETF has gained approximately 7.66% year-to-date and 15.31% over the past year, with a trading range between $272.36 and $345.22 in the last 52 weeks [7]. Group 3: Sector Exposure and Holdings - The ETF has a significant allocation to the Information Technology sector, comprising about 32.30% of the portfolio, followed by Financials and Consumer Discretionary [4]. - Microsoft Corp (MSFT) is the largest holding at approximately 6.34% of total assets, with the top 10 holdings accounting for about 32.79% of total assets under management [5]. Group 4: Risk and Alternatives - The ETF aims to match the performance of the Russell 1000 Index, which includes the largest issuers in the U.S. equity market, and has a beta of 1.01, indicating medium risk [6][7]. - Alternatives to IWB include the SPDR S&P 500 ETF (SPY) and the Vanguard S&P 500 ETF (VOO), which have larger asset bases and lower expense ratios [9]. Group 5: Investment Appeal - The iShares Russell 1000 ETF is rated as a "Buy" by Zacks based on expected returns, expense ratio, and momentum, making it an attractive option for investors seeking exposure to large-cap blend stocks [8]. - The growing trend towards passively managed ETFs highlights their advantages in cost, transparency, flexibility, and tax efficiency, appealing to both retail and institutional investors [10].