Core Insights - The Invesco S&P 500 Equal Weight Health Care ETF (RSPH) aims to provide broad exposure to the health care sector through an equal-weighted strategy, launched on November 1, 2006 [1] Fund Overview - RSPH is sponsored by Invesco and has accumulated assets exceeding $688.49 million, positioning it as one of the larger ETFs in the health care category [5] - The ETF seeks to match the performance of the S&P 500 Equal Weight Health Care Index, which equally weights stocks in the health care sector of the S&P 500 [5] Cost Structure - RSPH has annual operating expenses of 0.40%, making it one of the more affordable options in the ETF space [6] - The ETF has a 12-month trailing dividend yield of 0.79% [6] Sector Exposure and Holdings - The ETF is fully allocated to the health care sector, with approximately 100% of its portfolio dedicated to this area [7] - Key holdings include Moderna Inc (MRNA) at about 1.82% of total assets, with the top 10 holdings comprising around 17.56% of total assets under management [8] Performance Metrics - Year-to-date, RSPH has experienced a loss of approximately -3.38%, and over the past year, it is down about -7.84% as of August 12, 2025 [9] - The fund has traded between $26.81 and $32.53 in the past 52 weeks [9] - RSPH has a beta of 0.82 and a standard deviation of 15.82% over the trailing three-year period, indicating effective diversification of company-specific risk with around 62 holdings [10] Alternatives in the Market - Other ETFs in the health care sector include the Vanguard Health Care ETF (VHT) with $14.74 billion in assets and the Health Care Select Sector SPDR ETF (XLV) with $32.11 billion [12] - VHT has an expense ratio of 0.09%, while XLV charges 0.08%, presenting lower-cost alternatives for investors [12]

Core Viewpoint - The Invesco S&P 500 Equal Weight Energy ETF (RSPG) offers a unique investment opportunity in the energy sector by utilizing an equal-weighting strategy, which aims to provide better risk-return performance compared to traditional market cap weighted ETFs [1][5][3]. Fund Overview - RSPG debuted on November 1, 2006, and has accumulated over $430.95 million in assets, making it one of the larger ETFs in the Energy category [1][5]. - The fund seeks to match the performance of the S&P 500 Equal Weight Energy Plus Index, which equally weights stocks in the energy sector [5]. Cost and Expenses - RSPG has annual operating expenses of 0.40%, positioning it as one of the cheaper options in the ETF space [6]. - The fund's 12-month trailing dividend yield is 2.62% [6]. Sector Exposure and Holdings - RSPG is fully allocated to the Energy sector, with approximately 100% of its portfolio dedicated to this area [7]. - Valero Energy Corp (VLO) constitutes about 4.86% of total assets, with the top 10 holdings making up approximately 46.8% of the fund's total assets [8]. Performance Metrics - As of July 25, 2025, RSPG has gained roughly 1.44% year-to-date but is down about -1.67% over the past year [9]. - The fund has traded between $65.43 and $86.09 in the last 52 weeks [9]. - RSPG has a beta of 0.87 and a standard deviation of 23.06% over the trailing three-year period, indicating more concentrated exposure than its peers [10]. Alternatives - While RSPG is a viable option for investors looking to outperform the Energy ETFs segment, alternatives such as the Vanguard Energy ETF (VDE) and the Energy Select Sector SPDR ETF (XLE) are also available [11][12]. - VDE has $7.22 billion in assets and an expense ratio of 0.09%, while XLE has $27.74 billion in assets with an expense ratio of 0.08% [12].

Core Insights - The First Trust Growth Strength ETF (FTGS) was launched on October 25, 2022, and offers broad exposure to the Style Box - Large Cap Growth category of the market [1] Fund Overview - FTGS is managed by First Trust Advisors and has accumulated over $1.16 billion in assets, positioning it as an average-sized ETF in its category [5] - The ETF aims to match the performance of the Growth Strength Index, which focuses on domestic equities filtered for liquidity, return on equity, long-term debt, revenue, and cash flow growth [5] Cost Structure - FTGS has annual operating expenses of 0.60%, making it one of the more expensive options in the smart beta ETF space [6] - The ETF has a 12-month trailing dividend yield of 0.33% [6] Sector Exposure and Holdings - The Information Technology sector represents the largest allocation at 30.7%, followed by Financials and Industrials [7] - Vertiv Holdings Co (VRT) constitutes about 2.62% of total assets, with the top 10 holdings accounting for approximately 24.08% of FTGS's total assets [8] Performance Metrics - As of July 10, 2025, FTGS has gained roughly 10.5% year-to-date and 12.94% over the past year [10] - The ETF has traded between $26.62 and $34.67 in the last 52 weeks, with a beta of 1.13 and a standard deviation of 17.98% over the trailing three-year period [10] Alternatives - Other ETFs in the large-cap growth space include Vanguard Growth ETF (VUG) with $176.96 billion in assets and an expense ratio of 0.04%, and Invesco QQQ (QQQ) with $356.12 billion in assets and an expense ratio of 0.20% [11]