Core Insights - The iShares Core High Dividend ETF (HDV) is a passively managed fund launched on March 29, 2011, with assets exceeding $11.67 billion, focusing on the Large Cap Value segment of the US equity market [1] - Large cap companies, with market capitalizations above $10 billion, are considered more stable and less volatile compared to mid and small cap companies [2] - Value stocks typically have lower price-to-earnings and price-to-book ratios, and while they have outperformed growth stocks in the long term, they may underperform during strong bull markets [3] Costs - The ETF has an annual operating expense ratio of 0.08%, making it one of the least expensive options in its category, with a 12-month trailing dividend yield of 3.29% [4] Sector Exposure and Top Holdings - The ETF has a significant allocation to the Healthcare sector at approximately 22.9%, followed by Energy and Consumer Staples [5] - Exxon Mobil Corp (XOM) constitutes about 8.29% of total assets, with the top 10 holdings representing around 50.64% of total assets under management [6] Performance and Risk - HDV aims to match the performance of the Morningstar Dividend Yield Focus Index, which includes high-quality U.S. companies with strong financial health and sustainable dividend payouts [7] - The ETF has gained about 11.43% year-to-date and approximately 8.22% over the past year, with a trading range between $108.41 and $123.66 in the last 52 weeks [7] - With a beta of 0.64 and a standard deviation of 13% over the trailing three years, HDV is classified as a medium-risk investment [8] Alternatives - HDV carries a Zacks ETF Rank of 3 (Hold), indicating it is a viable option for investors seeking exposure to the Large Cap Value market [9] - Other comparable ETFs include Schwab U.S. Dividend Equity ETF (SCHD) with $72.51 billion in assets and Vanguard Value ETF (VTV) with $143.81 billion, with expense ratios of 0.06% and 0.04% respectively [10] Bottom-Line - Passively managed ETFs like HDV 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 [11]

Core Insights - The Vanguard Mega Cap Value ETF (MGV) is a passively managed fund launched on December 17, 2007, with assets exceeding $9.86 billion, targeting the Large Cap Value segment of the US equity market [1][10] - Large cap companies, defined as those 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 typically have lower price-to-earnings and price-to-book ratios, but also exhibit lower sales and earnings growth rates; historically, they have outperformed growth stocks in most markets, although they may underperform during strong bull markets [3] Costs - The ETF has an annual operating expense ratio of 0.07%, making it one of the least expensive options in its category, with a 12-month trailing dividend yield of 2.08% [4] Sector Exposure and Top Holdings - The ETF has a significant allocation to the Financials sector, comprising approximately 28% of the portfolio, followed by Healthcare and Industrials [5] - Jpmorgan Chase & Co (JPM) represents about 4.71% of total assets, with the top 10 holdings accounting for around 24.26% of total assets under management [6] Performance and Risk - MGV aims to match the performance of the CRSP U.S. Mega Cap Value Index, which measures the performance of mega-cap value stocks in the US; the ETF has gained about 9.25% year-to-date and 10.98% over the past year as of August 25, 2025 [7] - The ETF has a beta of 0.79 and a standard deviation of 13.53% over the trailing three-year period, indicating a medium risk profile with effective diversification across 126 holdings [8] Alternatives - Other ETFs in the same space include the Schwab U.S. Dividend Equity ETF (SCHD) and the Vanguard Value ETF (VTV), with SCHD having $72.51 billion in assets and VTV at $144.09 billion; their expense ratios are 0.06% and 0.04%, respectively [11] Bottom-Line - Passively managed ETFs like MGV 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 [12]

Core Viewpoint - The SPDR Russell 1000 Yield Focus ETF (ONEY) is a passively managed ETF aimed at providing broad exposure to the Large Cap Value segment of the US equity market, with assets exceeding $904.23 million [1]. Group 1: Fund Overview - Launched on December 2, 2015, the ETF is sponsored by State Street Investment Management [1]. - The fund targets large cap companies, which typically have a market capitalization above $10 billion, offering a stable investment option with lower risk compared to mid and small cap companies [2]. Group 2: Investment Characteristics - Value stocks, which the ETF focuses on, generally have lower price-to-earnings and price-to-book ratios, and have historically outperformed growth stocks in most markets [3]. - The ETF has an annual operating expense ratio of 0.2%, making it one of the more cost-effective options in its category, and it offers a 12-month trailing dividend yield of 3.01% [4]. Group 3: Sector Exposure and Holdings - The ETF has the largest allocation to the Consumer Staples sector at approximately 14.3%, followed by Industrials and Consumer Discretionary [5]. - United Parcel Service Cl B (UPS) constitutes about 2.4% of total assets, with the top 10 holdings representing around 14.04% of total assets under management [6]. Group 4: Performance Metrics - The ETF aims to match the performance of the Russell 1000 Yield Focused Factor Index, which includes large-cap U.S. equity securities with high value, high quality, and low size characteristics [7]. - As of August 25, 2025, the ETF has returned approximately 7.59% year-to-date and 8.88% over the past year, with a trading range between $95.52 and $117.55 in the last 52 weeks [8]. Group 5: Alternatives and Market Position - The ETF holds a Zacks ETF Rank of 3 (Hold), indicating it is a reasonable option for investors seeking exposure to the Large Cap Value segment [10]. - Alternatives include the Schwab U.S. Dividend Equity ETF (SCHD) and the Vanguard Value ETF (VTV), which have significantly larger asset bases and lower expense ratios [11]. Group 6: General ETF Insights - Passively managed ETFs are increasingly popular among both retail and institutional investors due to their low costs, transparency, flexibility, and tax efficiency, making them suitable for long-term investment strategies [12].

Core Viewpoint - The Schwab U.S. Large-Cap Growth ETF (SCHG) is a passively managed fund that provides broad exposure to the Large Cap Growth segment of the U.S. equity market, with assets exceeding $46.57 billion, making it one of the largest ETFs in this category [1]. Group 1: Fund Overview - SCHG was launched on December 11, 2009, and is sponsored by Charles Schwab [1]. - The ETF has an annual operating expense ratio of 0.04%, making it one of the least expensive options in the market [4]. - It has a 12-month trailing dividend yield of 0.38% [4]. Group 2: Market Characteristics - Large cap companies typically have a market capitalization above $10 billion and are considered more stable with predictable cash flows [2]. - Growth stocks, which SCHG focuses on, have higher than average sales and earnings growth rates but also come with higher valuations and risks [3]. Group 3: Sector Exposure and Holdings - The ETF has a significant allocation to the Information Technology sector, comprising about 49.3% of the portfolio [5]. - Nvidia Corp (NVDA) is the largest holding at approximately 11.69% of total assets, followed by Microsoft Corp (MSFT) and Apple Inc (AAPL) [6]. - The top 10 holdings account for about 57.74% of total assets under management [6]. Group 4: Performance Metrics - SCHG aims to match the performance of the Dow Jones U.S. Large-Cap Growth Total Stock Market Index [7]. - The ETF has increased by about 8.27% year-to-date and approximately 18.33% over the past year, with a trading range between $22.27 and $30.75 in the last 52 weeks [8]. - It has a beta of 1.16 and a standard deviation of 21.44% over the trailing three-year period, indicating medium risk [8]. Group 5: Competitive Landscape - SCHG holds a Zacks ETF Rank of 2 (Buy), indicating strong potential based on expected returns, expense ratio, and momentum [10]. - Other similar ETFs include the Vanguard Growth ETF (VUG) and Invesco QQQ (QQQ), with VUG having $182.44 billion in assets and QQQ at $364.63 billion [11]. Group 6: Investment 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 [12].

Core Viewpoint - The WisdomTree U.S. High Dividend ETF (DHS) is a passively managed ETF that provides exposure to the Large Cap Value segment of the US equity market, with assets exceeding $1.28 billion [1]. Group 1: ETF Overview - DHS was launched on June 16, 2006, and is sponsored by WisdomTree [1]. - The ETF targets companies with a market capitalization above $10 billion, which are generally considered stable with lower risk compared to mid and small cap companies [2]. Group 2: Value Stocks Characteristics - Value stocks typically exhibit 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 perform better in strong bull markets [3]. Group 3: Costs and Performance - The annual operating expenses for DHS are 0.38%, which is competitive within its peer group, and it has a 12-month trailing dividend yield of 3.42% [4]. - As of August 18, 2025, DHS has increased approximately 8.58% year-to-date and 14.15% over the past year, with a trading range between $87.71 and $100.58 in the last 52 weeks [7]. Group 4: 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 about 139.08% of total assets, with major holdings including Philip Morris International Inc (PM) and Johnson & Johnson (JNJ) [6]. Group 5: Risk and Diversification - DHS aims to match the performance of the WisdomTree U.S. High Dividend Index, which focuses on companies with high dividend yields [7]. - The ETF has a beta of 0.69 and a standard deviation of 14.43% over the trailing three-year period, indicating a medium risk profile and effective diversification with approximately 372 holdings [8]. Group 6: Alternatives - Other ETFs in the same space include the Schwab U.S. Dividend Equity ETF (SCHD) and the Vanguard Value ETF (VTV), which have significantly larger asset bases of $71.11 billion and $141.73 billion, respectively [11]. - SCHD has a lower expense ratio of 0.06%, while VTV charges 0.04% [11]. Group 7: Bottom Line - Passively managed ETFs like DHS are increasingly popular due to their low costs, transparency, flexibility, and tax efficiency, making them suitable for long-term investors [12].

Core Viewpoint - The SPDR S&P 400 Mid Cap Value ETF (MDYV) is a passively managed ETF that provides exposure to the Mid Cap Value segment of the US equity market, with assets exceeding $2.41 billion, making it a significant player in this category [1]. Group 1: Mid Cap Value Characteristics - Mid cap companies, with market capitalizations between $2 billion and $10 billion, offer a balance of stability and growth potential, presenting less risk and higher growth opportunities compared to small and large companies [2]. - Value stocks typically exhibit lower price-to-earnings and price-to-book ratios, along with lower sales and earnings growth rates. Historically, value stocks have outperformed growth stocks in long-term performance, although growth stocks may excel in strong bull markets [3]. Group 2: Cost Structure - The ETF has an annual operating expense ratio of 0.15%, positioning it as one of the more cost-effective options in the market. It also offers a 12-month trailing dividend yield of 1.84% [4]. Group 3: Sector Exposure and Holdings - The ETF's largest allocation is to the Financials sector, comprising approximately 20.9% of the portfolio, followed by Industrials and Consumer Discretionary sectors [5]. - Flex Ltd (FLEX) represents about 1.39% of total assets, with Us Foods Holding Corp (USFD) and Reliance Inc (RS) also among the top holdings. The top 10 holdings account for roughly 10.46% of total assets under management [6]. Group 4: Performance Metrics - MDYV aims to replicate the performance of the S&P MidCap 400 Value Index, with a year-to-date return of approximately 2.87% and a one-year return of about 11.18% as of August 15, 2025. The ETF has traded between $66.87 and $87.17 over the past 52 weeks [7]. - The ETF has a beta of 1.04 and a standard deviation of 19.58% over the trailing three-year period, indicating a medium risk profile with effective diversification across 298 holdings [8]. Group 5: Alternatives and Market Position - The SPDR S&P 400 Mid Cap Value ETF holds a Zacks ETF Rank of 2 (Buy), indicating strong expected performance based on various factors. It is a solid choice for investors interested in the Mid Cap Value segment [9]. - Other comparable ETFs include the iShares Russell Mid-Cap Value ETF (IWS) with $13.70 billion in assets and an expense ratio of 0.23%, and the Vanguard Mid-Cap Value ETF (VOE) with $18.56 billion in assets and a lower expense ratio of 0.07% [10]. Group 6: 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 [11].

Core Viewpoint - The WisdomTree U.S. SmallCap ETF (EES) provides broad exposure to the Small Cap Value segment of the US equity market, with assets exceeding $624.15 million, making it a mid-sized ETF in this category [1]. Group 1: Small Cap Value Characteristics - Small cap companies are defined as those with market capitalizations below $2 billion, typically presenting higher potential but also higher risk compared to larger companies [2]. - Value stocks are characterized by lower price-to-earnings and price-to-book ratios, but they also exhibit lower sales and earnings growth rates. Historically, value stocks have outperformed growth stocks in most markets, although growth stocks tend to perform better in strong bull markets [3]. Group 2: Costs and Performance - The ETF has an annual operating expense ratio of 0.38%, which is competitive within its peer group, and it offers a 12-month trailing dividend yield of 1.31% [4]. - EES aims to match the performance of the WisdomTree U.S. SmallCap Earnings Index, which focuses on earnings-generating companies in the small-cap segment [7]. - As of August 14, 2025, the ETF has gained approximately 2.5% year-to-date and 13.06% over the past year, with a trading range between $42.54 and $58.78 in the last 52 weeks. It has a beta of 1.10 and a standard deviation of 22.14% over the trailing three years, indicating medium risk [8]. 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 holdings include Valaris Ltd and Brighthouse Financial Inc, with the top 10 holdings accounting for approximately 106.07% of total assets under management [6]. Group 4: Alternatives and Market Position - The WisdomTree U.S. SmallCap ETF holds a Zacks ETF Rank of 3 (Hold), indicating a favorable option for investors seeking exposure to the Small Cap Value area [9]. - Alternative ETFs in this space include the iShares Russell 2000 Value ETF (IWN) with $11.46 billion in assets and the Vanguard Small-Cap Value ETF (VBR) with $31.09 billion in assets, both of which have lower expense ratios compared to EES [10]. Group 5: Investment Appeal - Passively managed ETFs like EES are popular 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 Insights - The Motley Fool 100 Index ETF (TMFC) is a passively managed ETF launched on January 30, 2018, with assets exceeding $1.59 billion, targeting the Large Cap Growth segment of the US equity market [1][10]. Group 1: Large Cap Growth 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]. - Growth stocks are characterized by higher sales and earnings growth rates, but they also come with higher valuations and volatility [3]. Group 2: Costs and Performance - The ETF has an annual operating expense ratio of 0.5% and a 12-month trailing dividend yield of 0.36% [4]. - TMFC has achieved a return of approximately 11.14% year-to-date and 29.34% over the past year, with a trading range between $49.85 and $66.92 in the last 52 weeks [8]. Group 3: Sector Exposure and Holdings - The ETF's largest allocation is to the Information Technology sector, comprising about 42.9% of the portfolio, followed by Telecom and Consumer Discretionary [5]. - Nvidia Corp (NVDA) represents about 10.18% of total assets, with the top 10 holdings accounting for approximately 59.27% of total assets under management [6]. Group 4: Index and Risk - TMFC aims to replicate the performance of the Motley Fool 100 Index, which includes the 100 largest US companies by market cap, reconstituted quarterly [7]. - The ETF has a beta of 1.13 and a standard deviation of 19.92% over the trailing three-year period, indicating effective diversification with about 104 holdings [8]. Group 5: Alternatives - Other ETFs in the same space include the Vanguard Growth ETF (VUG) and Invesco QQQ (QQQ), with VUG having $184.51 billion in assets and an expense ratio of 0.04%, while QQQ has $363.71 billion and charges 0.2% [11]. Group 6: Bottom-Line - Passively managed ETFs like TMFC are increasingly popular due to their low costs, transparency, flexibility, and tax efficiency, making them suitable for long-term investors [12].

Core Viewpoint - The iShares S&P 500 Growth ETF (IVW) is a significant investment vehicle for those seeking exposure to the Large Cap Growth segment of the US equity market, with substantial assets under management and low expense ratios [1][4]. Group 1: Fund Overview - The iShares S&P 500 Growth ETF was launched on May 22, 2000, and is sponsored by Blackrock, accumulating over $62.70 billion in assets [1]. - The ETF aims to match the performance of the S&P 500 Growth Index, which represents the large capitalization growth sector of the U.S. equity market [7]. Group 2: Investment Characteristics - Large cap companies typically have market capitalizations above $10 billion, characterized by stability and predictable cash flows [2]. - Growth stocks, which the ETF focuses on, exhibit higher than average sales and earnings growth rates but come with higher valuations and risks compared to value stocks [3]. Group 3: Costs and Performance - The ETF has an annual operating expense ratio of 0.18%, making it one of the least expensive options in its category, with a 12-month trailing dividend yield of 0.44% [4]. - As of August 11, 2025, the ETF has gained approximately 13.22% year-to-date and 31.83% over the past year, with a trading range between $82.96 and $114.73 in the last 52 weeks [7]. Group 4: Sector Exposure and Holdings - The ETF has a significant allocation to the Information Technology sector, comprising about 42.6% of the portfolio, followed by Telecom and Consumer Discretionary [5]. - Nvidia Corp (NVDA) is the largest holding at approximately 13.9% of total assets, with the top 10 holdings accounting for about 51.97% of total assets under management [6]. Group 5: Risk and Alternatives - The ETF has a beta of 1.12 and a standard deviation of 20.46% over the trailing three-year period, indicating a medium risk profile [8]. - Alternatives to IVW include the Vanguard Growth ETF (VUG) and Invesco QQQ (QQQ), which track similar indices and have different asset sizes and expense ratios [10].

Core Viewpoint - The Vanguard High Dividend Yield ETF (VYM) is a significant player in the Large Cap Value segment of the US equity market, with assets exceeding $61.89 billion, making it one of the largest ETFs in this category [1] Group 1: Large Cap Value Characteristics - Large cap companies typically have a market capitalization above $10 billion, offering more stability and predictable cash flows compared to mid and small cap companies [2] - Value stocks are characterized by lower than average price-to-earnings and price-to-book ratios, and they have historically outperformed growth stocks in most markets, although they may lag in strong bull markets [3] Group 2: Costs and Performance - The ETF has an annual operating expense ratio of 0.06%, positioning it as one of the least expensive options in the market, with a 12-month trailing dividend yield of 2.62% [4] - VYM aims to match the performance of the FTSE High Dividend Yield Index, having gained approximately 6.84% year-to-date and about 16.85% over the past year, with a trading range of $114.78 to $136.66 in the last 52 weeks [7] Group 3: Sector Exposure and Holdings - The ETF has a significant allocation to the Financials sector, comprising about 21.8% of the portfolio, followed by Information Technology and Industrials [5] - Broadcom Inc (AVGO) represents around 6.44% of total assets, with Jpmorgan Chase & Co (JPM) and Exxon Mobil Corp (XOM) also among the top holdings [6] Group 4: Risk and Alternatives - VYM has a beta of 0.78 and a standard deviation of 14.15% over the trailing three-year period, indicating a medium risk profile [8] - Alternatives to VYM include the Schwab U.S. Dividend Equity ETF (SCHD) and the Vanguard Value ETF (VTV), with SCHD having $69.84 billion in assets and VTV at $138.99 billion, both with competitive expense ratios [10]