Core Viewpoint - The John Hancock Multifactor Small Cap ETF (JHSC) offers broad exposure to the Small Cap Blend segment of the US equity market, with assets exceeding $564.78 million since its launch on November 8, 2017 [1] Group 1: Investment Potential - Small cap companies, defined as those with market capitalizations below $2 billion, present high potential but also come with increased risk [2] - Blend ETFs typically include a mix of growth and value stocks, providing diversified exposure [2] Group 2: Cost Structure - The annual operating expenses for JHSC are 0.42%, which is competitive with most peer products [3] - The ETF has a 12-month trailing dividend yield of 1.07% [3] Group 3: Sector Exposure and Holdings - The ETF has a significant allocation of approximately 22.8% to the Industrials sector, followed by Financials and Consumer Discretionary [4] - Nextracker Inc Cl A (NXT) constitutes about 0.55% of total assets, with the top 10 holdings making up around 5.11% of total assets under management [5] Group 4: Performance Metrics - JHSC aims to match the performance of the JOHN HANCOCK DIMENSIONAL SMALL CAP INDEX, which includes companies smaller than the 750th largest U.S. company, excluding the smallest 4% [6] - The ETF has experienced a loss of about 0.41% year-to-date and a gain of approximately 6.51% over the past year, with a trading range between $32.47 and $43.65 in the last 52 weeks [7] Group 5: Alternatives - JHSC holds a Zacks ETF Rank of 3 (Hold), indicating it is a viable option for investors seeking exposure to the Small Cap Blend market [8] - Other comparable ETFs include the Vanguard Small-Cap ETF (VB) with $63.04 billion in assets and an expense ratio of 0.05%, and the iShares Core S&P Small-Cap ETF (IJR) with $80.38 billion in assets and an expense ratio of 0.06% [9] Group 6: General Insights - Passively managed ETFs like JHSC are increasingly favored by 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 BNY Mellon US Large Cap Core Equity ETF (BKLC) is a passively managed ETF launched on April 9, 2020, with assets exceeding $3.65 billion, targeting the Large Cap Blend segment of the US equity market [1] - Large cap companies typically have market capitalizations above $10 billion, offering stability and reliable cash flows compared to mid and small cap companies [2] - The ETF has an annual operating expense ratio of 0%, making it one of the least expensive options in its category, with a 12-month trailing dividend yield of 1.14% [3] Sector Exposure and Holdings - The ETF has a significant allocation of approximately 34.1% to the Information Technology sector, followed by Financials and Consumer Discretionary [4] - Nvidia Corp (NVDA) represents about 7.14% of total assets, with Microsoft Corp (MSFT) and Apple Inc (AAPL) also among the top holdings; the top 10 holdings account for around 35.57% of total assets [5] Performance Metrics - BKLC aims to match the performance of the SOLACTIVE GBS UNITED STATES 500 INDEX, which tracks the largest 500 US companies; it has gained approximately 6.96% year-to-date and 16.98% over the past year as of August 4, 2025 [6] - The ETF has a beta of 1.03 and a standard deviation of 16.87% over the trailing three-year period, indicating effective diversification with about 510 holdings [7] Alternatives and Market Position - BKLC holds a Zacks ETF Rank of 2 (Buy), indicating strong potential based on expected returns, expense ratio, and momentum, making it a solid choice for investors seeking Large Cap Blend exposure [8] - Other comparable ETFs include the SPDR S&P 500 ETF (SPY) and the Vanguard S&P 500 ETF (VOO), with assets of $644.75 billion and $686.74 billion respectively, and expense ratios of 0.09% and 0.03% [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 Insights - The John Hancock Multifactor Mid Cap ETF (JHMM) is a passively managed ETF launched on September 28, 2015, with assets exceeding $4.18 billion, targeting the Mid Cap Blend segment of the US equity market [1][2] Investment Characteristics - Mid cap companies, with market capitalizations between $2 billion and $10 billion, are considered to have higher growth prospects and lower volatility compared to large and small cap companies [2] - Blend ETFs typically hold a mix of growth and value stocks, providing a stable and growth-oriented investment [2] Cost Structure - The annual operating expenses for JHMM are 0.42%, which is competitive within its peer group, and it has a 12-month trailing dividend yield of 1.03% [3] Sector Allocation and Holdings - The ETF has a significant allocation to the Industrials sector, comprising about 20.9% of the portfolio, followed by Financials and Information Technology [4] - Vistra Corp (VST) represents approximately 0.6% of total assets, with the top 10 holdings accounting for about 4.79% of total assets under management [5] Performance Metrics - JHMM aims to match the performance of the John Hancock Dimensional Mid Cap Index, which includes companies ranked between the 200th and 951st largest in the U.S. [6] - The ETF has returned approximately 4.67% year-to-date and 8.37% over the past year, with a trading range of $50.32 to $64.80 in the last 52 weeks [7] - It has a beta of 1.02 and a standard deviation of 18.1% over the trailing three-year period, indicating medium risk [7] Alternatives in the Market - JHMM holds a Zacks ETF Rank of 3 (Hold), suggesting it is a reasonable option for investors seeking exposure to the Mid Cap Blend area [8] - Other comparable ETFs include the Vanguard Mid-Cap ETF (VO) with $85.37 billion in assets and an expense ratio of 0.04%, and the iShares Core S&P Mid-Cap ETF (IJH) with $96.71 billion in assets and an expense ratio of 0.05% [9] Conclusion - Passively managed ETFs like JHMM 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 [10]