Core Viewpoint - The JLens 500 Jewish Advocacy U.S. ETF (TOV) is a passively managed fund aimed at providing broad exposure to the Large Cap Blend segment of the U.S. equity market, with assets exceeding $205.45 million [1] Group 1: Fund Overview - Launched on February 26, 2025, TOV is sponsored by Jlens Invest Jewishly and is positioned as an average-sized ETF in its category [1] - The fund targets large cap companies, which typically have market capitalizations above $10 billion, and includes a mix of growth and value stocks [2] Group 2: Costs and Performance - TOV has an annual operating expense ratio of 0.18%, making it one of the more cost-effective options in the ETF space, with a 12-month trailing dividend yield of 0.75% [3] - The ETF has achieved a performance increase of approximately 20.87% since inception, trading between $20.87 and $29.08 over the past 52 weeks [6] Group 3: Sector Exposure and Holdings - The ETF has a significant allocation of about 34.7% to the Information Technology sector, with Financials and Telecom also being prominent sectors [4] - Nvidia Corp (NVDA) constitutes around 7.34% of total assets, with the top 10 holdings making up approximately 40.04% of total assets under management [5] Group 4: Alternatives and Market Position - TOV holds a Zacks ETF Rank of 3 (Hold), indicating it is a reasonable option for investors seeking exposure to the Large Cap Blend area of the market [8] - Comparable ETFs include the iShares Core S&P 500 ETF (IVV) and the Vanguard S&P 500 ETF (VOO), which have significantly larger asset bases of $768.07 billion and $832.01 billion respectively, both with an expense ratio of 0.03% [9] Group 5: Industry Trends - Passively managed ETFs are gaining popularity among both institutional and retail investors due to their low costs, transparency, flexibility, and tax efficiency, making them suitable for long-term investment strategies [10]

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 State Street SPDR MSCI USA StrategicFactors ETF (QUS) is designed to provide broad exposure to the Large Cap Blend segment of the US equity market, with assets exceeding $1.54 billion, making it one of the larger ETFs in this category [1] Group 1: Fund Overview - QUS is a passively managed ETF launched on April 15, 2015, sponsored by State Street Investment Management [1] - The ETF 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 annual operating expenses for QUS are 0.15%, positioning it as one of the cheaper options in the ETF space, with a 12-month trailing dividend yield of 2.15% [3] - The ETF has returned approximately 14.35% year-to-date and 10.11% over the past year, with a trading range between $140.84 and $174.67 in the last 52 weeks [6] Group 3: Sector Exposure and Holdings - QUS has a significant allocation to the Information Technology sector, comprising about 27.1% of the portfolio, followed by Financials and Healthcare [4] - The top 10 holdings account for approximately 22.57% of total assets, with Apple Inc (AAPL) making up about 3.25% of total assets, followed by Microsoft Corp (MSFT) and Nvidia Corp (NVDA) [5] Group 4: Risk and Alternatives - The ETF has a beta of 0.87 and a standard deviation of 12.3% over the trailing three-year period, indicating a medium risk profile [7] - QUS carries a Zacks ETF Rank of 3 (Hold), suggesting it is a sufficient option for investors seeking exposure to the Large Cap Blend market segment, with alternatives like SPDR S&P 500 ETF (SPY) and Vanguard S&P 500 ETF (VOO) also available [8][9] Group 5: Bottom Line - Passively managed ETFs like QUS 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 State Street SPDR Portfolio S&P 500 ETF (SPYM) is a large-cap blend ETF with over $96.06 billion in assets, making it one of the largest in its category [1] - Large cap companies, typically with market capitalizations above $10 billion, are characterized by stability and predictable cash flows [2] - SPYM has an annual operating expense of 0.02% and a 12-month trailing dividend yield of 1.14%, positioning it as a cost-effective investment option [3] Sector Exposure and Holdings - The ETF has a significant allocation to the Information Technology sector, comprising approximately 34.9% of the portfolio, followed by Financials and Consumer Discretionary [4] - Nvidia Corp (NVDA) is the largest holding at about 8.46% of total assets, with Apple Inc (AAPL) and Microsoft Corp (MSFT) also among the top three [5] - The top 10 holdings represent around 40.09% of total assets under management [5] Performance Metrics - SPYM aims to replicate the performance of the S&P 500 Index, achieving a return of approximately 202.68% year-to-date [6] - Over the past 52 weeks, the ETF has traded between $25.97 and $80.39 [6] - The ETF has a beta of 1.00 and a standard deviation of 246.28% over the trailing three-year period, indicating effective diversification of company-specific risk with about 509 holdings [7] Alternatives and Market Position - SPYM holds a Zacks ETF Rank of 2 (Buy), indicating strong expected performance based on various factors [8] - Other comparable ETFs include the iShares Core S&P 500 ETF (IVV) with $722.59 billion in assets and the Vanguard S&P 500 ETF (VOO) with $792.57 billion, both having an expense ratio of 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 State Street SPDR Russell 1000 Low Volatility Focus ETF (ONEV) is designed to provide broad exposure to the Large Cap Blend segment of the US equity market, launched on December 2, 2015, with assets exceeding $566.23 million [1] Group 1: Large Cap Blend Characteristics - 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 - ONEV has an annual operating expense ratio of 0.2%, which is competitive within its peer group, and a 12-month trailing dividend yield of 1.94% [3] - The ETF aims to match the performance of the Russell 1000 Low Volatility Focused Factor Index, which includes large-cap U.S. equity securities with low volatility characteristics [6] - As of November 20, 2025, ONEV has increased approximately 4.77% year-to-date and 1.57% over the past year, with a trading range of $114.16 to $135.42 in the last 52 weeks [7] Group 3: Sector Exposure and Holdings - The ETF has a significant allocation to the Industrials sector, comprising about 20.3% of the portfolio, followed by Healthcare and Financials [4] - Cardinal Health Inc accounts for approximately 1.33% of total assets, with the top 10 holdings representing about 9.38% of total assets under management [5] Group 4: Alternatives and Market Position - ONEV holds a Zacks ETF Rank of 2 (Buy), indicating favorable expected returns based on various factors [8] - Other comparable ETFs include the iShares Core S&P 500 ETF (IVV) and the Vanguard S&P 500 ETF (VOO), with assets of $707.15 billion and $778.80 billion respectively, both having an expense ratio of 0.03% [9] Group 5: Investment Appeal - Passively managed ETFs like ONEV are favored by both institutional and retail investors due to their low costs, transparency, flexibility, and tax efficiency [10]

Core Insights - The ALPS Equal Sector Weight ETF (EQL) is designed to provide broad exposure to the Large Cap Blend segment of the US equity market and has assets over $557 million, making it an average-sized ETF in this category [1] - Large cap companies, with market capitalizations above $10 billion, are considered more stable and less volatile compared to mid and small cap companies [2] - The ETF has an annual operating expense of 0.25% and a 12-month trailing dividend yield of 1.7% [3] Sector Exposure and Holdings - The ETF has the heaviest allocation to the Energy sector, with a significant portion of the portfolio dedicated to it, followed by Industrials and Materials [4] - The Technology Select Sector SPDR Fund (XLK) accounts for approximately 9.77% of total assets, with the top 10 holdings representing about 91.65% of total assets under management [5] Performance Metrics - EQL aims to match the performance of the NYSE Select Sector Equal Weight Index, which includes various sectors such as Consumer Discretionary, Technology, and Health Care [6] - The ETF has returned roughly 10.72% year-to-date and 13.36% over the past year, with a trading range between $37.36 and $45.87 in the last 52 weeks [7] - It has a beta of 0.91 and a standard deviation of 14.44% over the trailing three-year period, indicating medium risk [7] Alternatives and Market Position - EQL holds a Zacks ETF Rank of 2 (Buy), indicating favorable expected returns and expense ratios [8] - Other ETFs in the same space include iShares Core S&P 500 ETF (IVV) and Vanguard S&P 500 ETF (VOO), which have significantly larger assets of $674.11 billion and $749.17 billion respectively, both with an expense ratio of 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 First Trust Large Cap Core AlphaDEX ETF (FEX) is a passively managed ETF launched on May 8, 2007, with assets exceeding $1.38 billion, targeting the Large Cap Blend segment of the US equity market [1] Group 1: Large Cap Blend Overview - Large cap companies have market capitalizations above $10 billion, offering more predictable cash flows and lower volatility compared to mid and small cap companies [2] - Blend ETFs typically hold a mix of growth and value stocks, combining characteristics of both investment styles [2] Group 2: Cost Structure - FEX has annual operating expenses of 0.58%, which is competitive within its peer group [3] - The ETF offers a 12-month trailing dividend yield of 1.14% [3] Group 3: Sector Exposure and Holdings - The ETF's largest sector allocation is to Financials at approximately 18.9%, followed by Industrials and Information Technology [4] - Palantir Technologies Inc. (PLTR) represents about 0.6% of total assets, with the top 10 holdings accounting for roughly 5.37% of total assets under management [5] Group 4: Performance Metrics - FEX aims to replicate the performance of the Nasdaq AlphaDEX Large Cap Core Index, having increased by approximately 12.81% year-to-date and 18.77% over the past year as of September 12, 2025 [6] - The ETF has traded between $90.17 and $117.08 in the past 52 weeks [6] Group 5: Risk Assessment - FEX has a beta of 0.99 and a standard deviation of 16.28% over the trailing three-year period, categorizing it as a medium risk investment [7] - The ETF consists of about 376 holdings, effectively diversifying company-specific risk [7] Group 6: Alternatives - FEX holds a Zacks ETF Rank of 2 (Buy), indicating strong expected returns and favorable expense ratios [8] - Other comparable ETFs include the iShares Core S&P 500 ETF (IVV) and the Vanguard S&P 500 ETF (VOO), with assets of $674.11 billion and $749.17 billion respectively, both having an expense ratio of 0.03% [9] Group 7: Market Trends - Passively managed ETFs are gaining popularity among both institutional and retail investors due to their low costs, transparency, flexibility, and tax efficiency, making them suitable for long-term investment strategies [10]

Core Viewpoint - The iShares Core S&P 500 ETF (IVV) is a leading option for investors seeking broad exposure to the Large Cap Blend segment of the US equity market, with assets exceeding $666.80 billion, making it the largest ETF in this category [1]. Group 1: Large Cap Blend Characteristics - Large cap companies typically have market capitalizations above $10 billion, characterized by stability and predictable cash flows, resulting in lower volatility compared to mid and small cap companies [2]. - Blend ETFs, like IVV, combine both growth and value stocks, showcasing qualities of both investment styles [2]. Group 2: Cost Structure - The annual operating expenses for IVV are 0.03%, positioning it as one of the least expensive ETFs in the market [3]. - The ETF has a 12-month trailing dividend yield of 1.22% [3]. Group 3: Sector Exposure and Holdings - IVV has a significant allocation to the Information Technology sector, comprising approximately 33.6% of the portfolio, followed by Financials and Consumer Discretionary [4]. - Nvidia Corp (NVDA) represents about 8.16% of total assets, with Microsoft Corp (MSFT) and Apple Inc (AAPL) also among the top holdings; the top 10 holdings account for around 38.51% of total assets [5]. Group 4: Performance Metrics - IVV aims to replicate the performance of the S&P 500 Index, having increased by about 11.65% year-to-date and approximately 20.41% over the past year as of September 10, 2025 [6]. - The ETF has traded between $498.80 and $653.62 in the past 52 weeks [6]. Group 5: Risk Assessment - With a beta of 1.00 and a standard deviation of 16.46% over the trailing three-year period, IVV is classified as a medium risk investment [7]. - The ETF holds around 508 different securities, effectively diversifying company-specific risk [7]. Group 6: Alternatives and Market Position - IVV holds a Zacks ETF Rank of 1 (Strong Buy), indicating strong expected returns, low expense ratios, and positive momentum [8]. - Other ETFs tracking the same index include the SPDR S&P 500 ETF (SPY) with $658.03 billion in assets and the Vanguard S&P 500 ETF (VOO) with $740.20 billion; SPY has an expense ratio of 0.09% while VOO charges 0.03% [9][10]. Group 7: Investment Appeal - Passively managed ETFs like IVV are favored by both institutional and retail investors due to their low costs, transparency, flexibility, and tax efficiency, making them suitable for long-term investment strategies [11].

Core Insights - The iShares S&P 100 ETF (OEF) is a passively managed fund launched on October 23, 2000, with assets exceeding $22.02 billion, targeting the Large Cap Blend segment of the US equity market [1] Group 1: Fund Characteristics - OEF is designed to provide broad exposure to large-cap companies, typically with market capitalizations above $10 billion, offering stability and reliable cash flows compared to mid and small-cap companies [2] - The ETF has annual operating expenses of 0.2% and a 12-month trailing dividend yield of 0.88%, making it competitive within its peer group [3] Group 2: Sector Exposure and Holdings - The ETF has a significant allocation of approximately 40.1% to the Information Technology sector, with Telecom and Financials following as the next largest sectors [4] - Nvidia Corp (NVDA) is the largest holding at about 11.42% of total assets, with Microsoft Corp (MSFT) and Apple Inc (AAPL) also among the top three holdings; the top 10 holdings represent about 53.53% of total assets [5] Group 3: Performance Metrics - OEF aims to match the performance of the S&P 100 Index, which includes blue-chip stocks and represents about 45% of the market capitalization of listed U.S. equities [6] - The ETF has returned approximately 11.1% year-to-date and 18.9% over the past year, with a trading range between $240.38 and $322.43 in the last 52 weeks; it has a beta of 1.01 and a standard deviation of 17.43% over the trailing three years, indicating medium risk [7] Group 4: Alternatives and Market Position - OEF holds a Zacks ETF Rank of 2 (Buy), indicating strong expected returns and favorable expense ratios, making it a solid choice for investors interested in the Large Cap Blend segment [8] - Other comparable ETFs include the iShares Core S&P 500 ETF (IVV) and the Vanguard S&P 500 ETF (VOO), with assets of $661.34 billion and $725.27 billion respectively, both having an expense ratio of 0.03% [9] Group 5: Investment Appeal - Passively managed ETFs like OEF 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 ProShares S&P 500 Ex-Technology ETF (SPXT) is designed to provide broad exposure to the Large Cap Blend segment of the US equity market, launched on September 22, 2015, with assets over $214.90 million [1] - Large cap companies typically have a market capitalization above $10 billion, offering stability and more reliable cash flows compared to mid and small cap companies [2] - The ETF has an annual operating expense ratio of 0.09%, making it one of the least expensive options in its category, with a 12-month trailing dividend yield of 1.24% [3] Sector Exposure and Holdings - The ETF has a significant allocation to the Financials sector, comprising about 20.9% of the portfolio, followed by Consumer Discretionary and Telecom [4] - Amazon.com Inc (AMZN) represents approximately 5.89% of total assets, with the top 10 holdings accounting for about 26.96% of total assets under management [5] Performance Metrics - SPXT aims to match the performance of the S&P 500 Ex-Information Technology & Telecommunication Services Index, excluding companies in the information technology sector [6] - The ETF has gained roughly 8.88% year-to-date and 13.44% over the past year, with a trading range between $81.62 and $99.47 in the last 52 weeks [7] - With a beta of 0.91 and a standard deviation of 14.44% over the trailing three-year period, it is categorized as a medium risk investment [7] Alternatives and Market Position - SPXT holds a Zacks ETF Rank of 2 (Buy), indicating strong expected performance based on various factors [8] - Other comparable ETFs include the iShares Core S&P 500 ETF (IVV) and the Vanguard S&P 500 ETF (VOO), with assets of $660.96 billion and $725.27 billion respectively, both having an expense ratio of 0.03% [9] Industry Trends - Passively managed ETFs 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]