If you're interested in broad exposure to the Mid Cap Blend segment of the US equity market, look no further than the First Trust Mid Cap Core AlphaDEX ETF (FNX) , a passively managed exchange traded fund launched on May 8, 2007.The fund is sponsored by First Trust Advisors. It has amassed assets over $1.15 billion, making it one of the average sized ETFs attempting to match the Mid Cap Blend segment of the US equity market.Why Mid Cap BlendCompared to large and small cap companies, mid cap businesses tend ...

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]