Core Insights - The Xtrackers Russell US Multifactor ETF (DEUS) is a passively managed ETF launched on November 24, 2015, with assets exceeding $215.13 million, targeting the Large Cap Blend segment of the US equity market [1] Group 1: Large Cap Blend Overview - Large cap companies typically have a market capitalization above $10 billion, offering more predictable cash flows and lower volatility compared to mid and small cap companies [2] - Blend ETFs hold a mix of growth and value stocks, as well as stocks exhibiting both characteristics [2] Group 2: Costs and Performance - DEUS has an annual operating expense ratio of 0.17%, making it one of the cheaper options in the ETF space, with a 12-month trailing dividend yield of 1.58% [3] - The ETF has gained approximately 11.65% year-to-date and is up about 10.07% over the past year, with a trading range between $48.13 and $59.15 in the last 52 weeks [6] 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 [4] - Cardinal Health Inc (CAH) constitutes about 1.7% of total assets, with the top 10 holdings making up approximately 8.96% of total assets under management [5] Group 4: Risk and Alternatives - DEUS aims to match the performance of the Russell 1000 Comprehensive Factor Index, with a beta of 0.93 and a standard deviation of 13.41% over the trailing three years, indicating medium risk [6][7] - Alternatives to DEUS include the iShares Core S&P 500 ETF (IVV) and the Vanguard S&P 500 ETF (VOO), both tracking similar indices, with assets of $781.00 billion and $832.01 billion respectively, and expense ratios of 0.03% [9]

Core Insights - The First Trust Mid Cap Core AlphaDEX ETF (FNX) is a passively managed ETF launched on May 8, 2007, with assets exceeding $1.15 billion, targeting the Mid Cap Blend segment of the US equity market [1] - Mid cap companies, with market capitalizations between $2 billion and $10 billion, offer a balance of growth potential and stability compared to large and small cap companies [2] - FNX has an annual operating expense ratio of 0.58% and a 12-month trailing dividend yield of 1.22%, making it one of the more expensive ETFs in its category [3] Sector Exposure and Holdings - The ETF has a significant allocation to the Financials sector, comprising approximately 20.2% of the portfolio, followed by Industrials and Consumer Discretionary [4] - Riot Platforms, Inc. (RIOT) represents about 0.58% of total assets, with the top 10 holdings accounting for roughly 4.95% of total assets under management [5] Performance Metrics - FNX aims to match the performance of the Nasdaq AlphaDEX Mid Cap Core Index, with a year-to-date return of approximately 4.33% and an increase of about 8% over the past year as of August 19, 2025 [6] - The ETF has a beta of 1.10 and a standard deviation of 20.64% over the trailing three-year period, indicating a medium risk profile [7] Alternatives - FNX holds 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] - Other comparable ETFs include the Vanguard Mid-Cap ETF (VO) with $86.31 billion in assets and an expense ratio of 0.04%, and the iShares Core S&P Mid-Cap ETF (IJH) with $97.54 billion in assets and an expense ratio of 0.05% [9] Conclusion - Passively managed ETFs like FNX 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 [10]

Core Insights - The SPDR S&P MidCap 400 ETF (MDY) is a significant player in the Mid Cap Blend segment of the US equity market, with assets exceeding $23.09 billion, making it one of the larger ETFs in this category [1] Group 1: Mid Cap Blend Overview - Mid cap companies, with market capitalizations between $2 billion and $10 billion, provide a balance of stability and growth potential, offering less risk and higher growth opportunities compared to small and large companies [2] - Blend ETFs hold a mix of growth and value stocks, exhibiting characteristics of both types of equities [2] Group 2: Costs and Performance - The annual operating expense ratio for MDY is 0.23%, which is competitive within its peer group, and it has a 12-month trailing dividend yield of 1.18% [3] - MDY aims to match the performance of the S&P MidCap 400 Index, having gained approximately 2.72% year-to-date and about 10.49% over the past year, with a trading range of $468.22 to $620.12 in the last 52 weeks [6] Group 3: Sector Exposure and Holdings - The ETF has a significant allocation to the Industrials sector, comprising about 23.7% of the portfolio, followed by Financials and Consumer Discretionary [4] - The top 10 holdings represent around 7.15% of total assets, with Interactive Brokers Group Inc. and Emcor Group Inc. among the notable names [5] Group 4: Risk and Alternatives - MDY has a beta of 1.05 and a standard deviation of 19.55% over the trailing three-year period, categorizing it as a medium-risk investment [7] - Alternatives to MDY include the Vanguard Mid-Cap ETF (VO) and the iShares Core S&P Mid-Cap ETF (IJH), which have larger asset bases and lower expense ratios of 0.04% and 0.05%, respectively [9]

Core Insights - The JPMorgan BetaBuilders U.S. Mid Cap Equity ETF (BBMC) is a passively managed ETF launched on April 14, 2020, with assets exceeding $1.89 billion, targeting the Mid Cap Blend segment of the US equity market [1][2] Mid Cap Blend Overview - Mid cap companies have market capitalizations between $2 billion and $10 billion, offering higher growth prospects than large cap companies while being less volatile than small cap companies, making them a stable investment option [2] Cost Structure - The ETF has an annual operating expense ratio of 0.07%, positioning it as one of the lower-cost options in the market, with a 12-month trailing dividend yield of 1.27% [3] Sector Exposure and Holdings - The ETF's largest allocation is to the Industrials sector at approximately 21.5%, followed by Financials and Consumer Discretionary [4] - The top holding is Jpmorgan Us Govt Mmkt Fun at about 1.21% of total assets, with the top 10 holdings comprising around 6.01% of total assets under management [5] Performance Metrics - BBMC aims to match the performance of the Morningstar US Mid Cap Target Market Exposure Extended Index, having gained about 5.4% year-to-date and approximately 17.63% over the past year as of August 13, 2025 [6] - The ETF has a beta of 1.10 and a standard deviation of 20.05% over the trailing three-year period, indicating effective diversification with around 565 holdings [7] Alternatives in the Market - Other ETFs in the Mid Cap Blend space include the Vanguard Mid-Cap ETF (VO) with $86.13 billion in assets and an expense ratio of 0.04%, and the iShares Core S&P Mid-Cap ETF (IJH) with $97.30 billion in assets and an expense ratio of 0.05% [9] 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 [10]

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]