Core Insights - The First Trust Natural Gas ETF (FCG) is a passively managed ETF launched on May 8, 2007, designed to provide broad exposure to the Energy - Natural Gas segment of the equity market [1] - The Energy - Natural Gas sector is currently ranked 16th out of 16 in the Zacks Industry classification, placing it in the bottom 0% [2] Fund Overview - FCG is sponsored by First Trust Advisors and has assets exceeding $334.37 million, categorizing it as an average-sized ETF in its segment [3] - The ETF aims to match the performance of the ISE-Revere Natural Gas Index, which consists of companies significantly involved in natural gas exploration and production [4] Cost Structure - The annual operating expense ratio for FCG is 0.57%, which is competitive with most peer products [5] - The ETF has a 12-month trailing dividend yield of 2.87% [5] Sector Exposure and Holdings - Approximately 97.20% of FCG's portfolio is allocated to the Energy sector, providing diversified exposure while minimizing single stock risk [6] - Eog Resources, Inc. (EOG) constitutes about 4.74% of total assets, with Conocophillips (COP) and Occidental Petroleum Corporation (OXY) also among the top holdings; the top 10 holdings represent about 42.35% of total assets [7] Performance Metrics - As of July 23, 2025, FCG has experienced a loss of approximately -4.82% year-to-date and -11.20% over the past year [8] - The ETF has traded within a range of $19.37 to $27.09 over the last 52 weeks, with a beta of 0.89 and a standard deviation of 30.11% over the trailing three-year period, indicating a higher risk profile [8] Investment Alternatives - FCG holds a Zacks ETF Rank of 5 (Strong Sell), suggesting it may not be a suitable option for investors seeking exposure to the Energy ETFs segment [9] - There are better-performing ETFs available in the same space that investors may consider [9]

Core Insights - The Fidelity MSCI Utilities Index ETF (FUTY) is a passively managed ETF launched on 10/21/2013, designed to provide broad exposure to the Utilities - Broad segment of the equity market [1] - The ETF has gained popularity among institutional and retail investors due to its low cost, transparency, flexibility, and tax efficiency [1] Index Details - Sponsored by Fidelity, FUTY has over $1.90 billion in assets, making it one of the larger ETFs in the Utilities - Broad segment [3] - The ETF aims to match the performance of the MSCI USA IMI Utilities Index, which reflects the utilities sector's performance in the U.S. equity market [3] Costs - FUTY has an annual operating expense ratio of 0.08%, making it the least expensive product in its category [4] - The ETF offers a 12-month trailing dividend yield of 2.69% [4] Sector Exposure and Top Holdings - The ETF is heavily allocated in the Utilities sector, with approximately 99.90% of its portfolio [5] - Nextera Energy Inc (NEE) constitutes about 10.92% of total assets, with the top 10 holdings accounting for approximately 53.49% of total assets under management [6] Performance and Risk - As of 07/22/2025, FUTY has returned roughly 12.50% year-to-date and 22.41% over the past year [7] - The fund has traded between $45.51 and $54.12 in the past 52 weeks, with a beta of 0.58 and a standard deviation of 17.72% over the trailing three-year period, indicating medium risk [7] Alternatives - FUTY holds a Zacks ETF Rank of 2 (Buy), indicating strong expected performance based on asset class return, expense ratio, and momentum [8] - Other ETFs in the utilities space include Vanguard Utilities ETF (VPU) and Utilities Select Sector SPDR ETF (XLU), with VPU having $7.22 billion in assets and XLU $20.31 billion [9]

Core Insights - The Fidelity MSCI Energy Index ETF (FENY) is a passively managed ETF launched on 10/21/2013, designed to provide broad exposure to the Energy sector of the equity market [1] - FENY has amassed over $1.35 billion in assets, making it one of the largest ETFs in the Energy sector [3] - The ETF has an annual operating expense ratio of 0.08%, making it the least expensive product in its category, with a 12-month trailing dividend yield of 3.31% [4] Index and Performance - FENY seeks to match the performance of the MSCI USA IMI Energy Index, which represents the U.S. energy sector [3] - The ETF has returned approximately 0.07% year-to-date and is down about -4.96% over the past year, with a trading range between $20.83 and $26.91 in the last 52 weeks [7] - The fund has a beta of 0.77 and a standard deviation of 24.77% over the trailing three-year period, indicating a high-risk profile [7] Holdings and Sector Exposure - FENY has a heavy allocation in the Energy sector, with about 99.90% of its portfolio dedicated to this sector [5] - The top three holdings include Exxon Mobil Corp (22.92%), Chevron Corp, and Conocophillips, with the top 10 holdings accounting for approximately 64.27% of total assets [6] Alternatives and Market Position - FENY carries a Zacks ETF Rank of 3 (Hold), indicating it is a reasonable option for investors seeking exposure to Energy ETFs [8] - Other alternatives in the market include the Vanguard Energy ETF (VDE) with $7 billion in assets and the Energy Select Sector SPDR ETF (XLE) with $26.99 billion in assets, both of which have competitive expense ratios [9]

Core Viewpoint - The Franklin U.S. Mid Cap Multifactor Index ETF (FLQM) is a passively managed ETF that provides broad exposure to the Mid Cap Blend segment of the US equity market, with assets exceeding $1.63 billion [1] Group 1: Fund Overview - FLQM was launched on April 26, 2017, and is sponsored by Franklin Templeton Investments [1] - The ETF targets 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 [2] Group 2: Costs and Performance - The ETF has an expense ratio of 0.30%, which is competitive within its peer group, and a 12-month trailing dividend yield of 1.42% [3] - FLQM aims to match the performance of the LibertyQ U.S. Mid Cap Equity Index, which includes mid-cap companies with favorable exposure to quality, value, momentum, and low volatility factors [6] - As of July 16, 2025, FLQM has experienced a year-to-date loss of approximately -0.08% but has gained about 4.04% over the past year [6] Group 3: Sector Exposure and Holdings - The ETF has a significant allocation to the Industrials sector, comprising about 22.90% of the portfolio, followed by Consumer Discretionary and Financials [4] - Idexx Laboratories Inc (IDXX) represents about 1.34% of total assets, with the top 10 holdings accounting for approximately 11.82% of total assets under management [5] Group 4: Risk and Alternatives - FLQM has a beta of 0.97 and a standard deviation of 16.55% over the trailing three-year period, indicating effective diversification of company-specific risk with around 205 holdings [7] - The ETF carries a Zacks ETF Rank of 3 (Hold), suggesting it is a viable option for investors seeking exposure to the Mid Cap Blend market segment [8] - Alternatives include the Vanguard Mid-Cap ETF (VO) and the iShares Core S&P Mid-Cap ETF (IJH), which have significantly larger asset bases and lower expense ratios [9]

Core Insights - The iShares U.S. Insurance ETF (IAK) offers broad exposure to the Financials - Insurance segment, appealing to both retail and institutional investors due to its low costs, transparency, flexibility, and tax efficiency [1][2] Fund Overview - IAK is a passively managed ETF launched on May 1, 2006, with assets exceeding $779.12 million, positioning it as an average-sized ETF in its category [3] - The fund aims to replicate the performance of the Dow Jones U.S. Select Insurance Index, which includes companies providing specialized financial services [4] Cost Structure - The annual operating expenses for IAK are 0.39%, which is competitive within its peer group, and it has a 12-month trailing dividend yield of 1.85% [5] Sector Exposure and Holdings - IAK is fully allocated to the Financials sector, with Progressive Corp (PGR) making up approximately 16.98% of total assets, followed by Chubb Ltd (CB) and Travelers Companies Inc (TRV) [6] - The top 10 holdings constitute about 66.91% of total assets under management [7] Performance Metrics - As of July 14, 2025, IAK has gained approximately 2.35% year-to-date and 13.53% over the past year, with a trading range between $115.29 and $138.47 in the last 52 weeks [8] - The ETF has a beta of 0.66 and a standard deviation of 18.05% over the trailing three-year period, indicating a medium risk profile [8] Alternatives - IAK holds a Zacks ETF Rank of 3 (Hold), suggesting it is a viable option for investors seeking exposure to the Financials ETFs sector [9] - Other alternatives include Invesco KBW Property & Casualty Insurance ETF (KBWP) and SPDR S&P Insurance ETF (KIE), with respective assets of $471.58 million and $827.52 million [10]

Core Insights - The Strive U.S. Energy ETF (DRLL) is a passively managed ETF launched on August 9, 2022, providing broad exposure to the Energy - Broad segment of the equity market [1] - The Energy - Broad sector is currently ranked 15th among 16 Zacks sectors, placing it in the bottom 6% [2] - DRLL has accumulated assets of over $278.89 million and aims to match the performance of the Bloomberg US Energy Select Index [3] Cost Structure - The ETF has an annual operating expense ratio of 0.41%, making it one of the cheaper options in the market [4] - It offers a 12-month trailing dividend yield of 2.85% [4] Sector Exposure and Holdings - Approximately 99.20% of DRLL's portfolio is allocated to the Energy sector [5] - The top three holdings include Exxon Mobil Corp (22.47%), Chevron Corp, and Phillips 66, with the top 10 holdings accounting for about 75.97% of total assets [5][6] Performance Metrics - As of July 14, 2025, DRLL has gained about 7.35% year-to-date and was up 0.04% over the past year [7] - The ETF has traded between $24.09 and $30.93 in the past 52 weeks, with a beta of 0.77 and a standard deviation of 23.82% over the trailing three-year period [7] Alternatives - DRLL holds a Zacks ETF Rank of 2 (Buy), indicating strong potential based on expected returns, expense ratio, and momentum [8] - Other notable ETFs in the energy sector include Vanguard Energy ETF (VDE) with $7.36 billion in assets and Energy Select Sector SPDR ETF (XLE) with $28.38 billion in assets [9]

Core Viewpoint - The First Trust NASDAQ Semiconductor ETF (FTXL) is a passively managed ETF that provides broad exposure to the Technology - Semiconductors segment, appealing to both retail and institutional investors due to its low costs and tax efficiency [1][2]. Group 1: Fund Overview - FTXL was launched on September 20, 2016, and has accumulated over $291.81 million in assets, positioning it as an average-sized ETF in the semiconductor sector [3]. - The ETF aims to match the performance of the Nasdaq US Smart Semiconductor Index, which focuses on US companies in the semiconductor industry [3]. Group 2: Costs and Performance - The annual operating expense ratio for FTXL is 0.60%, which is competitive within its peer group, and it has a 12-month trailing dividend yield of 0.44% [4]. - Year-to-date, FTXL has increased by approximately 13.13%, but it has decreased by about -5.61% over the past year, with a trading range between $62.37 and $106.78 during the last 52 weeks [7]. Group 3: Sector Exposure and Holdings - FTXL has a 100% allocation in the Information Technology sector, with Broadcom Inc. (AVGO) making up about 9.19% of total assets, followed by Micron Technology, Inc. (MU) and Nvidia Corporation (NVDA) [5][6]. - The top 10 holdings constitute approximately 62.83% of the total assets under management [6]. Group 4: Alternatives and Rankings - FTXL holds a Zacks ETF Rank of 2 (Buy), indicating favorable expected returns and momentum [8]. - Other ETFs in the semiconductor space include the iShares Semiconductor ETF (SOXX) and the VanEck Semiconductor ETF (SMH), with assets of $13.63 billion and $27.58 billion respectively, both having an expense ratio of 0.35% [9].

Core Insights - The iShares MSCI Europe Financials ETF (EUFN) is a passively managed ETF launched on January 20, 2010, providing broad exposure to the Financials sector in Europe [1] - EUFN has gained popularity among retail and institutional investors due to its low costs, transparency, flexibility, and tax efficiency [1][2] Fund Overview - Sponsored by Blackrock, EUFN has over $4.07 billion in assets, making it one of the largest ETFs in the Financials sector [3] - The ETF aims to match the performance of the MSCI Europe Financials Index, which measures the equity market performance of the financial sector in developed European countries [4] Cost Structure - The annual operating expenses for EUFN are 0.48%, which is competitive within its peer group [5] - The ETF has a 12-month trailing dividend yield of 3.95% [5] Holdings and Diversification - EUFN's top holdings include HSBC Holdings Plc (7.44% of total assets), Allianz, and Banco Santander Sa [6] - The top 10 holdings account for approximately 40.36% of total assets under management [7] Performance Metrics - As of July 10, 2025, EUFN has increased by about 43% year-to-date and approximately 48.81% over the past year [8] - The fund has traded between $21.54 and $32.51 in the last 52 weeks, with a beta of 0.94 and a standard deviation of 20.25% over the trailing three-year period, indicating medium risk [8] Alternatives - EUFN carries a Zacks ETF Rank of 3 (Hold), suggesting it is a viable option for investors seeking exposure to the Financials sector [9] - Other alternatives include the Vanguard Financials ETF (VFH) and the Financial Select Sector SPDR ETF (XLF), with VFH having $12.56 billion in assets and XLF at $50.50 billion [10]

Core Viewpoint - RBC iShares has launched the iShares Core S&P Total U.S. Stock Market Index ETF (CAD-Hedged), providing Canadian investors with broad exposure to the U.S. equity market, including various capitalization segments [1][2]. Fund Details - The iShares Fund will cover large-, mid-, small-, and micro-capitalized companies, and is designed to complement the previously launched XTOT ETF [2]. - The fund is managed by BlackRock Asset Management Canada Limited, a subsidiary of BlackRock, Inc. [3]. - The iShares Fund is expected to begin trading on the Toronto Stock Exchange today under the ticker XTOH, with an annual management fee of 0.07% [4][3]. Company Background - RBC iShares aims to assist clients in achieving investment objectives by enabling efficient portfolio building and financial control [4]. - BlackRock manages over 1,500 ETFs with approximately $4.3 trillion in assets under management as of March 31, 2025, showcasing its extensive experience in the ETF market [7]. - Royal Bank of Canada is a leading global financial institution with a diversified business model and a focus on innovation, serving over 19 million clients [8].