Core Viewpoint - The Pacer US Small Cap Cash Cows ETF (CALF) provides broad exposure to the Small Cap Value segment of the US equity market, with significant assets under management and a focus on companies with high free cash flow yields [1][7]. Group 1: Fund Overview - CALF is a passively managed ETF launched on June 16, 2017, and has amassed over $4.06 billion in assets, making it one of the larger ETFs in its category [1]. - The ETF targets small-cap companies with market capitalizations below $2 billion, which are associated with higher potential returns but also higher risks [2]. Group 2: Performance Metrics - The ETF seeks to match the performance of the Pacer US Small Cap Cash Cows Index, which employs a rules-based methodology [7]. - As of September 11, 2025, CALF has lost approximately 0.56% year-to-date and has gained about 2.16% over the past year, with a trading range between $32.00 and $48.76 in the last 52 weeks [7]. - The ETF has a beta of 1.10 and a standard deviation of 22.73% over the trailing three-year period, indicating a moderate level of volatility [8]. Group 3: Cost Structure - The annual operating expenses for CALF are 0.59%, which is relatively high compared to other ETFs in the space [4]. - The ETF has a 12-month trailing dividend yield of 1.36% [4]. Group 4: Sector Exposure and Holdings - The ETF has the largest allocation to the Consumer Discretionary sector, comprising about 22.9% of the portfolio, followed by Healthcare and Industrials [5]. - United Airlines Holdings Inc (UAL) represents approximately 2.52% of total assets, with the top 10 holdings accounting for about 19.75% of total assets under management [6]. Group 5: Alternatives - CALF carries a Zacks ETF Rank of 3 (Hold), indicating it is a viable option for investors seeking exposure to the Small Cap Value area [9]. - Other comparable ETFs 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 [10].

Core Insights - The article discusses the historical performance of stocks in September, highlighting it as the worst month for investors, with the S&P 500 only gaining once in the past five years [1][6] - It emphasizes Warren Buffett's investment strategy during uncertain market conditions, noting his tendency to sell stocks and accumulate cash, which currently stands at $344 billion for Berkshire Hathaway [4][3] - The article suggests that while the market may be expensive, September could present buying opportunities for long-term investors if stock prices decline [13][15] Group 1: September Stock Performance - September has historically been the worst month for investors, with the S&P 500 only advancing once in the last five years, gaining 2% last year, while other years saw losses between 3% to 9% [6] - The current market conditions indicate a potential for another tough month, which could temporarily lower portfolio values [6] Group 2: Warren Buffett's Investment Strategy - Warren Buffett has been a net seller of stocks for nearly three years, focusing on value stocks rather than following market trends, such as the recent surge in AI stocks [3][7] - Buffett's cash accumulation strategy, resulting in a $344 billion cash pile, serves as a warning about the current market's high valuations [4][9] Group 3: Market Valuation and Investment Opportunities - The S&P 500 Shiller CAPE ratio indicates that stocks are currently expensive, suggesting a cautious approach to investing [9][11] - Despite high valuations, September may offer opportunities for bargain-hunting long-term investors if stock prices decline, aligning with Buffett's philosophy that the best time to invest is during market downturns [13][14][15]

Group 1 - Investing in value stocks offers a balance between growth, dividends, and long-term stability, making them solid long-term investments with good fundamentals and relatively low valuations [1] - An exchange-traded fund (ETF) focused on value stocks can provide a safer long-term investment option, allowing for more risk-taking in other areas of the portfolio [2] Group 2 - The Vanguard Value Index Fund ETF (VTV) is highlighted as a strong investment choice due to its diversification, focus on value, and low costs, making it suitable for all types of investors [3] - The fund includes 323 stocks, with major holdings like JPMorgan Chase and Berkshire Hathaway, each representing around 3% of the total fund, minimizing exposure to any single stock [5] - The ETF emphasizes stable sectors such as financials, healthcare, and industrials, which together account for over half of its holdings, while tech stocks represent just over 7% [6] Group 3 - The ETF has an average price-to-earnings multiple of just under 20, which is lower than the S&P 500 average of 25, indicating better value [7] - The fund features a low expense ratio of 0.04%, which is beneficial for long-term investments as it helps preserve overall returns [8] - The ETF yields 2.2%, surpassing the S&P 500 average of 1.2%, providing valuable cash flow for reinvestment or income [9] Group 4 - Over the past decade, the Vanguard Value Index Fund has generated total returns of around 210%, which is lower than the S&P 500's 300% but offers more stability and safety [9][10] - The Vanguard Value Index Fund is recommended as a buy-and-hold investment, ideal for those seeking safety or a long-term investment without constant management [11]

Group 1 - The broader market's weakness is expected to persist due to overly optimistic expectations surrounding AI [1] - The company has a strong foundation in finance and strategy, with a decade of experience in a Big 4 audit firm focusing on banking, mining, and energy sectors [1] - The investment philosophy emphasizes thorough research and a long-term perspective, aiming to uncover promising under-the-radar stocks [1] Group 2 - The company holds a beneficial long position in BRK.B shares, indicating confidence in this investment [2] - The article expresses personal opinions and does not involve compensation from any mentioned companies [2] - Seeking Alpha clarifies that past performance does not guarantee future results and that views may not reflect the platform's overall stance [3]

Group 1 - iREIT+HOYA Capital focuses on income-producing asset classes that provide sustainable portfolio income, diversification, and inflation hedging [1] - Market volatility has returned, particularly in September, prompting a shift towards value stocks for downside protection as many tech stocks are trading at high valuations [2] Group 2 - The article emphasizes the importance of defensive stocks with a medium- to long-term investment horizon in the current market environment [2]

Core Viewpoint - The iShares Select Dividend ETF (DVY) is a large-cap value ETF that aims to provide broad exposure to the U.S. equity market, with significant assets under management and a focus on dividend-paying stocks [1][7]. Group 1: Fund Overview - Launched on November 3, 2003, DVY is designed to match the Large Cap Value segment of the U.S. equity market and is sponsored by Blackrock [1]. - The fund has amassed over $20.75 billion in assets, making it one of the largest ETFs in its category [1]. Group 2: Investment Characteristics - Large-cap companies typically have market capitalizations above $10 billion and are characterized by stability and predictable cash flows [2]. - Value stocks, which DVY 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: Costs and Performance - The annual operating expenses for DVY are 0.38%, which is competitive within its peer group, and it has a 12-month trailing dividend yield of 3.63% [4]. - As of September 2, 2025, DVY has gained approximately 9.79% year-to-date and 9.65% over the past year, with a trading range of $118.37 to $143.41 in the last 52 weeks [8]. Group 4: Sector Exposure and Holdings - DVY has a significant allocation to the Financials sector, comprising about 26.5% of the portfolio, followed by Utilities and Consumer Staples [5]. - The top 10 holdings account for approximately 19.18% of total assets, with Altria Group Inc, Ford Motor Co, and Verizon Communications Inc being notable individual holdings [6]. Group 5: Alternatives and Market Position - DVY carries a Zacks ETF Rank of 3 (Hold), indicating a reasonable option for investors seeking exposure to the Large Cap Value area [9]. - Other comparable ETFs include Schwab U.S. Dividend Equity ETF (SCHD) and Vanguard Value ETF (VTV), which have larger asset bases and lower expense ratios [10]. Group 6: Conclusion - Passively managed ETFs like DVY are favored by both institutional and retail investors due to their low costs, transparency, flexibility, and tax efficiency [11].

Core Viewpoint - The comparison between Intercorp Financial Services Inc. (IFS) and SoFi Technologies, Inc. (SOFI) indicates that IFS is currently a more attractive option for value investors based on various valuation metrics [1][6]. Valuation Metrics - IFS has a forward P/E ratio of 8.59, significantly lower than SOFI's forward P/E of 81.67, suggesting that IFS is undervalued relative to SOFI [5]. - The PEG ratio for IFS is 0.35, indicating a favorable valuation when considering expected earnings growth, while SOFI's PEG ratio stands at 3.09, suggesting overvaluation [5]. - IFS's P/B ratio is 1.45, which is more favorable compared to SOFI's P/B ratio of 4.14, further supporting the argument that IFS is the superior value option [6]. Earnings Outlook - Both IFS and SOFI hold a Zacks Rank of 2 (Buy), indicating positive earnings estimate revisions and an improving earnings outlook for both companies [3].

Core Viewpoint - The WisdomTree U.S. SmallCap Dividend ETF (DES) is a passively managed fund aimed at providing broad exposure to the Small Cap Value segment of the US equity market, with assets exceeding $1.90 billion, making it one of the larger ETFs in this category [1]. Group 1: Fund Overview - The fund was launched on June 16, 2006, and is sponsored by WisdomTree [1]. - It targets small cap companies with market capitalizations below $2 billion, which are considered high-potential stocks but come with higher risks compared to larger counterparts [2]. Group 2: Investment Characteristics - Value stocks, which the fund focuses on, typically have lower price-to-earnings and price-to-book ratios, as well as lower sales and earnings growth rates [3]. - Historically, value stocks have outperformed growth stocks in nearly all markets, although growth stocks tend to perform better in strong bull markets [3]. Group 3: Costs and Performance - The ETF has an annual operating expense ratio of 0.38% and a 12-month trailing dividend yield of 2.67% [4]. - As of September 1, 2025, the ETF has gained approximately 0.89% year-to-date and 2.67% over the past year, with a trading range between $28.02 and $37.69 in the past 52 weeks [7]. Group 4: Risk and Diversification - The ETF has a beta of 0.99 and a standard deviation of 20.39% over the trailing three-year period, categorizing it as a medium-risk investment [8]. - With around 576 holdings, the fund effectively diversifies company-specific risk [8]. Group 5: Alternatives and Market Position - The WisdomTree U.S. SmallCap Dividend ETF holds a Zacks ETF Rank of 3 (Hold), indicating a sufficient option for investors seeking exposure to the Small Cap Value area [9]. - Other comparable ETFs include the iShares Russell 2000 Value ETF (IWN) with $11.74 billion in assets and an expense ratio of 0.24%, and the Vanguard Small-Cap Value ETF (VBR) with $31.35 billion in assets and a lower expense ratio of 0.07% [10]. Group 6: Investor Appeal - Passively managed ETFs like DES 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].

Core Viewpoint - The Goldman Sachs MarketBeta Russell 1000 Value Equity ETF (GVUS) is a newly launched passively managed ETF aimed at providing broad exposure to the Large Cap Value segment of the US equity market, with assets exceeding $360.01 million [1]. Group 1: ETF Overview - GVUS was launched on November 28, 2023, and is sponsored by Goldman Sachs Funds [1]. - The ETF has an annual operating expense of 0.12%, making it one of the least expensive options in its category [4]. - It has a 12-month trailing dividend yield of 1.91% [4]. Group 2: Market Characteristics - Large cap companies typically have a market capitalization above $10 billion and are considered stable with lower risk compared to mid and small cap companies [2]. - Value stocks generally exhibit lower price-to-earnings and price-to-book ratios, but they have historically outperformed growth stocks in most markets over the long term [3]. Group 3: Sector Exposure and Holdings - The ETF has a significant allocation to the Financials sector, comprising about 22.6% of the portfolio, followed by Industrials and Healthcare [5]. - Berkshire Hathaway Inc (BRK/B) is the largest individual holding at approximately 3.14% of total assets, with Jpmorgan Chase & Co (JPM) and Amazon.com Inc (AMZN) also among the top holdings [6]. Group 4: Performance Metrics - GVUS aims to match the performance of the Russell 1000 Value 40 Act Daily Capped Index, which measures large and mid-capitalization value stocks [7]. - The ETF has gained about 9.35% year-to-date and approximately 9.87% over the past year, with a trading range between $42.82 and $51.80 in the last 52 weeks [7]. - It has a beta of 0.84 and a standard deviation of 13.86% over the trailing three-year period, indicating effective diversification of company-specific risk with around 869 holdings [8]. Group 5: Alternatives and Market Position - GVUS holds a Zacks ETF Rank of 3 (Hold), suggesting it is a viable option for investors seeking exposure to the Large Cap Value segment [9]. - Other comparable ETFs include the Schwab U.S. Dividend Equity ETF (SCHD) and the Vanguard Value ETF (VTV), which have significantly larger asset bases of $72.08 billion and $143.10 billion, respectively [10].

Core Viewpoint - The First Trust Mid Cap Value AlphaDEX ETF (FNK) is designed to provide broad exposure to the Mid Cap Value segment of the US equity market, with a focus on balancing growth potential and stability [1][2]. Group 1: Fund Overview - Launched on April 19, 2011, FNK has accumulated assets over $204.79 million, categorizing it as one of the smaller ETFs in its segment [1]. - The ETF is passively managed and sponsored by First Trust Advisors [1]. Group 2: Investment Characteristics - Mid cap companies, with market capitalizations between $2 billion and $10 billion, are generally seen as having higher growth prospects compared to large cap companies while being less risky than small cap companies [2]. - Value stocks, which FNK focuses on, typically have lower price-to-earnings and price-to-book ratios, and have historically outperformed growth stocks in long-term performance [3]. Group 3: Costs and Performance - FNK has annual operating expenses of 0.7%, making it one of the more expensive ETFs in its category, with a 12-month trailing dividend yield of 1.62% [4]. - The ETF aims to match the performance of the Nasdaq AlphaDEX Mid Cap Value Index, with a year-to-date return of approximately 5.62% and a one-year return of about 7.56% as of August 25, 2025 [7]. Group 4: Sector Exposure and Holdings - The ETF has a significant allocation to the Consumer Discretionary sector, comprising about 22.1% of the portfolio, followed by Financials and Industrials [5]. - Riot Platforms, Inc. (RIOT) is the largest individual holding at approximately 1.18% of total assets, with the top 10 holdings accounting for about 9.23% of total assets under management [6]. Group 5: Risk and Alternatives - FNK has a beta of 1.08 and a standard deviation of 21.97% over the trailing three-year period, indicating a medium risk profile [8]. - Alternatives to FNK include the iShares Russell Mid-Cap Value ETF (IWS) and the Vanguard Mid-Cap Value ETF (VOE), which have significantly larger asset bases and lower expense ratios [10].