The State Street SPDR Russell 1000 Low Volatility Focus ETF (ONEV) was launched on December 2, 2015, and is a passively managed exchange traded fund designed to offer broad exposure to the Large Cap Blend segment of the US equity market.The fund is sponsored by State Street Investment Management. It has amassed assets over $566.23 million, making it one of the average sized ETFs attempting to match the Large Cap Blend segment of the US equity market.Why Large Cap BlendCompanies that fall in the large cap ca ...

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]

Core Viewpoint - The Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF (GSLC) is a passively managed fund designed to provide broad exposure to the Large Cap Blend segment of the U.S. equity market, with significant assets under management and low operating costs [1][3]. Group 1: Fund Overview - GSLC was launched on September 17, 2015, and has accumulated over $14.42 billion in assets, making it one of the largest ETFs in its category [1]. - The fund is sponsored by Goldman Sachs Funds and aims to match the performance of the Goldman Sachs ActiveBeta U.S. Large Cap Equity Index [6]. Group 2: Investment Characteristics - Large cap companies typically have market capitalizations 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, exhibiting characteristics of both types of equities [2]. Group 3: Cost Structure - GSLC has annual operating expenses of 0.09%, positioning it as one of the least expensive options in the ETF space [3]. - The ETF offers a 12-month trailing dividend yield of 1.05% [3]. Group 4: Sector Exposure and Holdings - The ETF has a significant allocation to the Information Technology sector, comprising about 33.6% of the portfolio, followed by Financials and Consumer Discretionary [4]. - Nvidia Corp (NVDA) is the largest holding at approximately 7.04% of total assets, with Microsoft Corp (MSFT) and Apple Inc (AAPL) also among the top holdings [5]. Group 5: Performance Metrics - GSLC has increased by roughly 10.41% year-to-date and is up about 19.62% over the past year as of August 15, 2025 [6]. - The ETF has traded between $97.68 and $126.60 in the past 52 weeks [6]. Group 6: Risk Profile - The ETF has a beta of 0.99 and a standard deviation of 16.45% over the trailing three-year period, indicating a medium risk profile [7]. - With around 444 holdings, GSLC effectively diversifies company-specific risk [7]. Group 7: Competitive Landscape - GSLC holds a Zacks ETF Rank of 2 (Buy), indicating strong potential based on expected returns, expense ratio, and momentum [8]. - Other comparable ETFs include the SPDR S&P 500 ETF (SPY) and the Vanguard S&P 500 ETF (VOO), which have significantly larger assets under management [9]. Group 8: Market 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].

Core Viewpoint - The Invesco S&P 500 Low Volatility ETF (SPLV) is designed to provide broad exposure to the Large Cap Blend segment of the US equity market, with significant assets under management and a focus on low volatility stocks [1][6]. Group 1: Fund Overview - SPLV is a passively managed ETF launched on May 5, 2011, and has amassed over $7.86 billion in assets, making it one of the largest ETFs in its category [1]. - The ETF targets large cap companies, which typically have a market capitalization above $10 billion, offering more stability and predictable cash flows compared to mid and small cap companies [2]. Group 2: Costs and Performance - The annual operating expenses for SPLV are 0.25%, which is competitive within its peer group, and it has a 12-month trailing dividend yield of 1.79% [3]. - SPLV has added approximately 5.91% year-to-date and is up about 10.32% over the past year, with a trading range between $68.13 and $75.06 in the last 52 weeks [6]. Group 3: Sector Exposure and Holdings - The ETF has a significant allocation to the Utilities sector, comprising about 21.2% of the portfolio, followed by Financials and Consumer Staples [4]. - The top 10 holdings account for approximately 11.56% of total assets, with Evergy Inc (EVRG) at about 1.3% of total assets [5]. Group 4: Risk and Alternatives - SPLV has a beta of 0.61 and a standard deviation of 12.41% over the trailing three-year period, indicating a medium risk profile [7]. - The ETF holds a Zacks ETF Rank of 2 (Buy), suggesting it is a favorable option for investors seeking exposure to the Large Cap Blend segment [8].

Core Viewpoint - The Schwab U.S. Large-Cap ETF (SCHX) is a passively managed fund designed to provide broad exposure to the Large Cap Blend segment of the U.S. equity market, with significant assets under management and low expense ratios [1][3]. Group 1: Fund Overview - SCHX was launched on November 3, 2009, and has accumulated over $57.11 billion in assets, making it one of the largest ETFs in its category [1]. - The fund targets companies with market capitalizations above $10 billion, which are typically stable with predictable cash flows [2]. Group 2: Costs and Performance - The ETF has an annual operating expense ratio of 0.03%, positioning it as one of the least expensive options available [3]. - It has a 12-month trailing dividend yield of 1.15% [3]. - SCHX has gained approximately 7.93% year-to-date and 23.55% over the past year, with a trading range between $19.60 and $25.24 in the last 52 weeks [7]. Group 3: Sector Exposure and Holdings - The ETF has a significant allocation to the Information Technology sector, comprising about 33.5% of the portfolio, followed by Financials and Consumer Discretionary [4]. - Nvidia Corp (NVDA) is the largest holding at approximately 7.02% of total assets, with Microsoft Corp (MSFT) and Apple Inc (AAPL) also among the top holdings [5]. Group 4: Risk and Alternatives - SCHX aims to match the performance of the Dow Jones U.S. Large-Cap Total Stock Market Index, which includes around 750 stocks and is float-adjusted market-capitalization weighted [6]. - The ETF has a beta of 1.01 and a standard deviation of 16.94% over the trailing three-year period, indicating medium risk [7]. - Alternatives to SCHX include the SPDR S&P 500 ETF (SPY) and the Vanguard S&P 500 ETF (VOO), which have larger asset bases and slightly different expense ratios [9]. Group 5: Investment Appeal - Passively managed ETFs like SCHX are gaining popularity among both institutional and retail investors due to their low costs, transparency, and tax efficiency, making them suitable for long-term investment strategies [10].

Core Insights - The Vanguard Russell 1000 ETF (VONE) is a passively managed ETF launched on September 22, 2010, designed to provide broad exposure to the Large Cap Blend segment of the US equity market, with assets exceeding $6.48 billion [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, exhibiting characteristics of both types of equities [2] Group 2: Cost Structure - VONE has annual operating expenses of 0.07%, making it one of the least expensive ETFs in its category [3] - The ETF has a 12-month trailing dividend yield of 1.13% [3] Group 3: Sector Exposure and Holdings - The ETF has a significant allocation of approximately 32.3% to the Information Technology sector, followed by Financials and Consumer Discretionary [4] - Nvidia Corp (NVDA) constitutes about 6.44% of total assets, with Microsoft Corp (MSFT) and Apple Inc (AAPL) also being major holdings [5] Group 4: Performance Metrics - VONE aims to match the performance of the Russell 1000 Index, which tracks large-cap stocks in the US [6] - The ETF has gained approximately 8.13% year-to-date and 20.24% over the past year as of August 5, 2025, with a trading range between $225.48 and $289.57 in the past 52 weeks [6] Group 5: Risk Assessment - VONE has a beta of 1.02 and a standard deviation of 16.92% over the trailing three-year period, categorizing it as a medium risk investment [7] - The ETF holds about 1020 different securities, effectively diversifying company-specific risk [7] Group 6: Alternatives and Market Position - VONE holds a Zacks ETF Rank of 2 (Buy), indicating favorable expected returns, low expense ratios, and positive momentum [8] - Other comparable ETFs include the SPDR S&P 500 ETF (SPY) and the Vanguard S&P 500 ETF (VOO), with SPY having $650.84 billion in assets and an expense ratio of 0.09%, while VOO has $696.09 billion and charges 0.03% [9] Group 7: 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]