Core Viewpoint - The Invesco S&P SmallCap Value with Momentum ETF (XSVM) is a passively managed fund that aims to provide broad exposure to the Small Cap Value segment of the US equity market, with assets totaling over $583.48 million [1] Group 1: Investment Characteristics - Small cap companies, defined as those with market capitalizations below $2 billion, present higher potential returns but also increased risks [2] - Value stocks typically exhibit lower price-to-earnings and price-to-book ratios, along with lower sales and earnings growth rates, yet have historically outperformed growth stocks in most markets [2] Group 2: Costs and Performance - The annual operating expenses for XSVM are 0.36%, which is competitive within its peer group, and it has a 12-month trailing dividend yield of 2% [3] - As of August 14, 2025, XSVM has gained approximately 3.96% year-to-date and 7.17% over the past year, with a trading range between $44.22 and $60.64 in the last 52 weeks [6] Group 3: Sector Exposure and Holdings - The ETF has a significant allocation to the Financials sector, comprising about 50.4% of the portfolio, followed by Consumer Discretionary and Industrials [4] - Spartannash Co (SPTN) represents about 1.93% of total assets, with the top 10 holdings accounting for approximately 14.88% of total assets under management [5] Group 4: Risk and Alternatives - XSVM seeks to match the performance of the S&P 600 High Momentum Value Index, which includes securities with strong value characteristics from the Russell 2000 Index, and has a beta of 1.07 and a standard deviation of 22.6% over the trailing three years [6][7] - Alternatives to XSVM include the iShares Russell 2000 Value ETF (IWN) and the Vanguard Small-Cap Value ETF (VBR), which have larger asset bases and lower expense ratios [9]

Looking for broad exposure to the Mid Cap Growth segment of the US equity market? You should consider the Invesco S&P MidCap Momentum ETF (XMMO) , a passively managed exchange traded fund launched on March 3, 2005.The fund is sponsored by Invesco. It has amassed assets over $4.16 billion, making it one of the larger ETFs attempting to match the Mid Cap Growth segment of the US equity market.Why Mid Cap GrowthMid cap companies have market capitalization between $2 billion and $10 billion. They usually have h ...

Designed to provide broad exposure to the Large Cap Value segment of the US equity market, the Schwab U.S. Dividend Equity ETF (SCHD) is a passively managed exchange traded fund launched on October 20, 2011.The fund is sponsored by Charles Schwab. It has amassed assets over $69.99 billion, making it the largest ETF attempting to match the Large Cap Value segment of the US equity market.Why Large Cap ValueCompanies that fall in the large cap category tend to have a market capitalization above $10 billion. Co ...

Core Viewpoint - The Vanguard Russell 2000 Growth ETF (VTWG) provides broad exposure to the Small Cap Growth segment of the US equity market, with a focus on companies that typically have higher growth potential but also higher risk [1][2]. Group 1: Fund Overview - VTWG is a passively managed ETF launched on September 22, 2010, and is sponsored by Vanguard [1]. - The fund has accumulated over $1.01 billion in assets, positioning it as an average-sized ETF in its category [1]. - The ETF has an annual operating expense ratio of 0.1%, making it one of the least expensive options available [4]. Group 2: Investment Characteristics - Small cap companies, defined as those with market capitalizations below $2 billion, are generally considered to have higher growth potential compared to larger companies, albeit with increased risk [2]. - Growth stocks, which VTWG primarily invests in, are characterized by faster growth rates, higher valuations, and above-average sales and earnings growth [3]. Group 3: Sector Exposure and Holdings - The ETF has a significant allocation to the Information Technology sector, comprising about 22% of the portfolio, followed by Healthcare and Industrials [5]. - Individual holdings include Slbbh1142 at approximately 1.19% of total assets, with Credo Technology Group Holding Ltd (CRDO) and Fabrinet (FN) also among the top holdings [6]. Group 4: Performance Metrics - VTWG aims to match the performance of the Russell 2000 Growth Index, which includes companies with higher price/book ratios and growth rates [7]. - As of August 8, 2025, the ETF has gained about 1.32% year-to-date and approximately 14.35% over the past year, with a trading range between $163.60 and $229.76 in the last 52 weeks [7]. - The ETF has a beta of 1.15 and a standard deviation of 23.07% over the trailing three-year period, indicating a higher risk profile [8]. Group 5: Alternatives and Market Position - VTWG holds a Zacks ETF Rank of 3 (Hold), suggesting it is a viable option for investors seeking exposure to the Small Cap Growth segment [9]. - Other comparable ETFs include the iShares Russell 2000 Growth ETF (IWO) with $11.67 billion in assets and the Vanguard Small-Cap Growth ETF (VBK) with $19.21 billion, each with different expense ratios [10]. 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 [11].

Core Viewpoint - The WisdomTree U.S. MidCap ETF (EZM) is designed to provide broad exposure to the Mid Cap Value segment of the U.S. equity market, with assets exceeding $772 million, making it a mid-sized ETF in this category [1] Group 1: ETF Overview - Launched on February 23, 2007, EZM is a passively managed ETF sponsored by WisdomTree [1] - The ETF targets mid cap companies with market capitalizations between $2 billion and $10 billion, which are perceived to have higher growth prospects compared to large cap companies while being less risky than small cap firms [2] Group 2: Financial Metrics - The ETF has an annual operating expense ratio of 0.38%, which is competitive within its peer group [4] - It offers a 12-month trailing dividend yield of 1.33% [4] Group 3: 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 approximately 107.03% of total assets under management, indicating a concentrated investment strategy [6] Group 4: Performance Analysis - EZM aims to match the performance of the WisdomTree U.S. MidCap Earnings Index, having gained about 0.7% year-to-date and 10.18% over the past year as of August 7, 2025 [7] - The ETF has traded between $51.81 and $68.19 in the past 52 weeks [7] - It has a beta of 1.07 and a standard deviation of 20.67% over the trailing three-year period, categorizing it as a medium risk investment [8] Group 5: Alternatives and Market Position - EZM holds a Zacks ETF Rank of 3 (Hold), indicating a moderate outlook based on expected returns, expense ratios, and momentum [9] - Other comparable ETFs include the iShares Russell Mid-Cap Value ETF (IWS) with $13.43 billion in assets and an expense ratio of 0.23%, and the Vanguard Mid-Cap Value ETF (VOE) with $18.16 billion in assets and a lower expense ratio of 0.07% [10] Group 6: Investment Appeal - Passively managed ETFs like EZM 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 iShares Russell Mid-Cap Value ETF (IWS) is a significant player in the Mid Cap Value segment of the US equity market, with over $13.43 billion in assets, and aims to provide broad exposure to this sector [1]. Group 1: ETF Overview - IWS was launched on July 17, 2001, and is passively managed by Blackrock [1]. - The ETF targets mid-cap companies with market capitalizations between $2 billion and $10 billion, balancing stability and growth potential [2]. Group 2: Value Stocks Characteristics - Value stocks, which IWS focuses on, typically have 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 excel in strong bull markets [3]. Group 3: Costs and Performance - The annual operating expenses for IWS are 0.23%, which is competitive within its peer group, and it has a 12-month trailing dividend yield of 1.57% [4]. - IWS aims to match the performance of the Russell MidCap Value Index, with a year-to-date return of approximately 4.18% and a one-year return of about 11.37% as of August 7, 2025 [7]. Group 4: Sector Exposure and Holdings - The ETF has a significant allocation to the Industrials sector, comprising about 17.7% of the portfolio, followed by Financials and Real Estate [5]. - Coinbase Global Inc Class A (COIN) represents about 0.72% of total assets, with the top 10 holdings accounting for approximately 6.08% of total assets under management [6]. Group 5: Risk and Alternatives - IWS has a beta of 1.00 and a standard deviation of 17.35% over the trailing three-year period, indicating a medium risk profile [8]. - Alternatives to IWS include the First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) and the Vanguard Mid-Cap Value ETF (VOE), with respective assets of $8.36 billion and $18.16 billion [10].

Core Viewpoint - The iShares Morningstar Mid-Cap Value ETF (IMCV) is a passively managed fund that aims to provide broad exposure to the Mid Cap Value segment of the US equity market, with assets exceeding $727.04 million, making it an average-sized ETF in this category [1] Group 1: Fund Overview - Launched on June 28, 2004, IMCV is sponsored by Blackrock and focuses on mid-cap companies with market capitalizations between $2 billion and $10 billion, which are seen as having higher growth prospects compared to large-cap companies while being less risky than small-cap firms [1][2] - The ETF has an annual operating expense ratio of 0.06%, making it one of the least expensive options in its category, and it offers a 12-month trailing dividend yield of 2.5% [4] Group 2: Sector Exposure and Holdings - The ETF has a significant allocation to the Financials sector, comprising about 19.8% of the portfolio, followed by Industrials and Utilities [5] - Capital One Financial Corp (COF) is the largest individual holding at approximately 2.41% of total assets, with the top 10 holdings accounting for about 12.21% of total assets under management [6] Group 3: Performance Metrics - IMCV aims to match the performance of the Morningstar US Mid Cap Broad Value Index, with a year-to-date return of approximately 5.32% and a one-year return of about 12.7% as of August 6, 2025 [7] - The ETF has a beta of 0.95 and a standard deviation of 16.7% over the trailing three-year period, indicating effective diversification with around 286 holdings [8] Group 4: Alternatives and Market Position - IMCV carries a Zacks ETF Rank of 3 (Hold), suggesting it is a reasonable option for investors seeking exposure to the Mid Cap Value segment [10] - Other alternatives in the market include the iShares Russell Mid-Cap Value ETF (IWS) with $13.44 billion in assets and an expense ratio of 0.23%, and the Vanguard Mid-Cap Value ETF (VOE) with $18.18 billion in assets and an expense ratio of 0.07% [11]

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 Viewpoint - The First Trust Rising Dividend Achievers ETF (RDVY) is a passively managed ETF that aims to provide broad exposure to the Large Cap Value segment of the US equity market, with significant assets under management and a focus on dividend-paying companies [1][7]. Group 1: ETF Overview - RDVY was launched on January 7, 2014, and has accumulated over $15.46 billion in assets, making it one of the larger ETFs in its category [1]. - The ETF has an annual operating expense ratio of 0.48% and a 12-month trailing dividend yield of 1.44% [4]. - It seeks to match the performance of the NASDAQ US Rising Dividend Achievers Index, which includes companies with a history of paying dividends [7]. Group 2: Market Characteristics - Large cap companies, typically 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, which RDVY focuses on, generally have lower price-to-earnings and price-to-book ratios, and while they have lower sales and earnings growth rates, they have historically outperformed growth stocks in most markets [3]. Group 3: Sector Exposure and Holdings - The ETF has a significant allocation to the Financials sector, comprising about 36.5% of the portfolio, followed by Information Technology and Industrials [5]. - Meta Platforms Inc. (META) accounts for approximately 2.3% of total assets, with the top 10 holdings representing about 22.2% of total assets under management [6]. Group 4: Performance Metrics - As of August 1, 2025, RDVY has gained approximately 7.84% year-to-date and 9.92% over the past year, with a trading range between $51.60 and $64.37 in the past 52 weeks [7]. - The ETF has a beta of 1.07 and a standard deviation of 18.88% over the trailing three-year period, indicating a medium risk profile [8]. Group 5: Alternatives and Market Position - RDVY carries a Zacks ETF Rank of 3 (Hold), suggesting it is a sufficient option for investors seeking exposure to the Large Cap Value area [9]. - Alternative ETFs in this space include the Schwab U.S. Dividend Equity ETF (SCHD) with $69.21 billion in assets and an expense ratio of 0.06%, and the Vanguard Value ETF (VTV) with $139.05 billion in assets and an expense ratio of 0.04% [10]. Group 6: Investor Appeal - Passively managed ETFs like RDVY 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].