Core Viewpoint - Investors are advised to avoid the State Street SPDR S&P Transportation ETF (XTN) in 2026 and instead consider the cap-weighted iShares Transportation Average ETF (IYT) due to the equal-weighting structure of XTN [1] Group 1: ETF Comparison - The iShares Transportation Average ETF (IYT) is recommended over the State Street SPDR S&P Transportation ETF (XTN) for its cap-weighted approach [1] - XTN's equal-weighting may not provide the same investment advantages as the cap-weighted index represented by IYT [1] Group 2: Analyst Background - The Sunday Investor specializes in U.S. Equity ETFs and has a strong analytical background, holding a Certificate of Advanced Investment Advice from the Canadian Securities Institute [1] - The Sunday Investor has developed a proprietary ETF Rankings system that evaluates nearly 1,000 ETFs based on various factors including costs, liquidity, risk, and more [1]

Core Insights - The iShares MSCI USA Equal Weighted ETF (EUSA) is a smart beta ETF that debuted on May 5, 2010, providing broad exposure to the Style Box - All Cap Blend category of the market [1] - EUSA is managed by Blackrock and aims to match the performance of the MSCI USA Equal Weighted Index, which includes equity securities in the top 85% by market capitalization in the U.S. [5] Fund Characteristics - EUSA has accumulated over $1.52 billion in assets, making it one of the larger ETFs in its category [5] - The ETF has an annual operating expense ratio of 0.09%, positioning it as one of the least expensive options in the market [6] - EUSA offers a 12-month trailing dividend yield of 1.49% [6] Sector Exposure and Holdings - The ETF has the highest allocation in the Information Technology sector, accounting for approximately 16.2% of the portfolio, followed by Industrials and Financials [7] - The top 10 holdings of EUSA represent about 2.51% of its total assets, with individual holdings like Blk Csh Fnd Treasury Sl Agency (XTSLA) at 0.33% [8] Performance Metrics - As of August 6, 2025, EUSA has gained approximately 5.67% year-to-date and 16.96% over the past year [9] - The fund has traded between $82.93 and $102.26 in the last 52 weeks, with a beta of 1.01 and a standard deviation of 16.87% over the trailing three-year period, indicating medium risk [9] Alternatives - EUSA is a viable option for investors looking to outperform the Style Box - All Cap Blend segment, but there are other ETFs available for consideration [10] - Alternatives include iShares Core S&P Total U.S. Stock Market ETF (ITOT) and Vanguard Total Stock Market ETF (VTI), which have significantly larger asset bases and lower expense ratios of 0.03% [11]