Core Insights - The Hartford Multifactor Developed Markets (ex-US) ETF (RODM) debuted on February 25, 2015, and provides broad exposure to the Foreign Large Value ETF category [1] Fund Overview - RODM has accumulated over $1.22 billion in assets, making it one of the larger ETFs in the Foreign Large Value category [5] - The fund is managed by Hartfordfunds and aims to match the performance of the Hartford Risk-Optimized Multifactor Developed Markets (ex-US) Index [5] - The index seeks to reduce concentration risks related to country, currency, and individual companies in developed markets outside the US [5] Cost Structure - RODM has an annual operating expense ratio of 0.29%, making it one of the cheaper options in its category [6] - The fund offers a 12-month trailing dividend yield of 3.44% [6] Holdings and Sector Exposure - The top holding, Orange Common Stock Eur4.0 (ORA), constitutes approximately 1.12% of the fund's total assets, followed by Heidelberg Materials Ag Common Stock (HEI) and Fairfax Financial Hldgs Ltd Common Stock (FFH) [7] - The top 10 holdings account for about 10.1% of total assets under management [8] Performance Metrics - As of August 26, 2025, RODM has increased by approximately 26.23% and is up about 21.41% year-to-date [9] - The ETF has traded between $28.07 and $35.70 over the past 52 weeks [9] - RODM has a beta of 0.71 and a standard deviation of 13.47% over the trailing three-year period, indicating a medium risk profile [10] Alternatives and Market Position - RODM is positioned as a viable option for investors looking to outperform the Foreign Large Value ETF segment [11] - Other ETFs in the space include Vanguard International High Dividend Yield ETF (VYMI) with $11.87 billion in assets and Schwab Fundamental International Equity ETF (FNDF) with $17.37 billion [12] - VYMI has an expense ratio of 0.17%, while FNDF has an expense ratio of 0.25% [12]

Core Insights - The SPDR S&P Software & Services ETF (XSW) is designed to provide broad exposure to the Technology ETFs category, launched on September 28, 2011 [1] - XSW is managed by State Street Investment Management and has accumulated over $470.81 million in assets, positioning it as an average-sized ETF in the Technology sector [5] - The ETF seeks to match the performance of the S&P Software & Services Select Industry Index, which represents the software sub-industry of the S&P Total Stock Market Index [6] Fund Characteristics - XSW has an annual operating expense ratio of 0.35%, making it one of the least expensive options in its category [7] - The ETF has a 12-month trailing dividend yield of 0.06% [7] - The portfolio is heavily weighted in the Information Technology sector, comprising approximately 96.7% of total assets [8] Holdings and Performance - Bigbear.ai Holdings Inc (BBAI) constitutes about 1.34% of total assets, with the top 10 holdings accounting for approximately 9.46% of total assets under management [9] - As of August 22, 2025, XSW has experienced a year-to-date loss of about -3.57% but is up approximately 17.09% over the past year [10] - The ETF has a beta of 1.18 and a standard deviation of 26.49% over the trailing three-year period, indicating a higher risk profile [10] Alternatives and Market Position - XSW is positioned as a strong option for investors looking to outperform the Technology ETFs segment [11] - Other ETFs in the space include Invesco AI and Next Gen Software ETF (IGPT) with $505.21 million in assets and iShares Expanded Tech-Software Sector ETF (IGV) with $9.5 billion in assets [12] - IGPT has an expense ratio of 0.58%, while IGV charges 0.41% [12]

Core Viewpoint - The iShares MSCI ACWI Low Carbon Target ETF (CRBN) is a smart beta ETF that aims to provide broad exposure to the global market while focusing on low carbon emissions [1][5]. Fund Overview - Launched on December 8, 2014, CRBN has accumulated over $1.03 billion in assets, positioning it as one of the larger ETFs in the World ETFs category [1][5]. - The fund is sponsored by Blackrock and seeks to match the performance of the MSCI ACWI Low Carbon Target Index, which addresses carbon emissions and potential emissions from fossil fuel reserves [5]. Cost and Performance - CRBN has an annual operating expense ratio of 0.20%, making it one of the least expensive options in its category [6]. - The fund's 12-month trailing dividend yield is 1.86% [6]. - As of August 5, 2025, CRBN has returned approximately 11.36% and is up about 20.97% year-to-date [9]. Holdings and Sector Exposure - The top 10 holdings of CRBN account for about 23.1% of its total assets, with Nvidia Corp (NVDA) making up approximately 4.68% of the fund [7][8]. - The fund holds around 1020 different stocks, effectively diversifying company-specific risk [10]. Risk Profile - CRBN has a beta of 0.94 and a standard deviation of 15.70% over the trailing three-year period, indicating it is a low-risk choice within its category [10].

Core Insights - The SPDR S&P Capital Markets ETF (KCE) is a smart beta ETF launched on November 8, 2005, designed to provide broad exposure to the Financials ETFs category [1] Fund Overview - KCE is managed by State Street Global Advisors and has accumulated over $548.24 million in assets, categorizing it as an average-sized ETF in the Financials sector [5] - The fund aims to match the performance of the S&P Capital Markets Select Industry Index, which represents the capital markets segment of the S&P Total Market Index [5] Cost Structure - KCE has annual operating expenses of 0.35%, making it one of the least expensive options in its category [6] - The fund offers a 12-month trailing dividend yield of 1.46% [6] Sector Exposure and Holdings - The ETF is fully allocated to the Financials sector, with Coinbase Global Inc Class A (COIN) making up approximately 2.4% of total assets, followed by Robinhood Markets Inc A (HOOD) and Carlyle Group Inc (CG) [7][8] - The top 10 holdings constitute about 19.08% of total assets under management [8] Performance Metrics - Year-to-date, KCE has gained approximately 13.18%, and it has increased by about 29.93% over the last 12 months as of July 29, 2025 [9] - The ETF has traded between $108.52 and $155.52 in the past 52 weeks [9] - KCE has a beta of 1.23 and a standard deviation of 22.51% over the trailing three-year period, indicating a higher risk profile [10] Alternatives - For investors seeking to outperform the Financials ETFs segment, alternatives such as the iShares U.S. Broker-Dealers & Securities Exchanges ETF (IAI) are available, which tracks the Dow Jones U.S. Select Investment Services Index and has $1.45 billion in assets with an expense ratio of 0.40% [11]

Core Viewpoint - The Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) offers a smart beta investment option, providing broad exposure to the Consumer Staples sector while employing an equal-weighting strategy to potentially enhance risk-return performance [1][5]. Group 1: Fund Overview - RSPS was launched on November 1, 2006, and has accumulated assets exceeding $256.26 million, categorizing it as an average-sized ETF in the Consumer Staples sector [1][5]. - The fund aims to match the performance of the S&P 500 Equal Weight Consumer Staples Index, which equally weights stocks in the consumer staples sector of the S&P 500 Index [5]. Group 2: Cost and Expenses - The annual operating expense ratio for RSPS is 0.40%, which is competitive with most peer products in the market [6]. - The fund has a 12-month trailing dividend yield of 0.75% [6]. Group 3: Sector Exposure and Holdings - RSPS has a complete allocation in the Consumer Staples sector, with approximately 100% of its portfolio dedicated to this area [7]. - Estee Lauder Cos Inc accounts for about 3.28% of total assets, followed by Archer-Daniels-Midland Co and J M Smucker Co, with the top 10 holdings representing approximately 28.11% of total assets under management [8]. Group 4: Performance Metrics - Year-to-date, RSPS has increased by about 1.54%, but it has decreased by approximately -1.47% over the last 12 months as of July 29, 2025 [10]. - The fund has traded between $28.68 and $32.71 in the past 52 weeks, with a beta of 0.52 and a standard deviation of 12.94% over the trailing three-year period [10]. Group 5: Alternatives - While RSPS is a viable option for investors looking to outperform the Consumer Staples ETFs segment, there are alternative ETFs available, such as the Vanguard Consumer Staples ETF (VDC) and the Consumer Staples Select Sector SPDR ETF (XLP) [11][12]. - VDC has $7.57 billion in assets and an expense ratio of 0.09%, while XLP has $15.87 billion in assets with an expense ratio of 0.08% [12].

Core Insights - The Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) debuted on October 18, 2012, and provides broad exposure to the Style Box - Large Cap Value category [1] - SPHD has amassed assets over $3.17 billion, making it an average-sized ETF in its category [5] - The ETF seeks to match the performance of the S&P 500 Low Volatility High Dividend Index, which consists of 50 securities known for high dividend yields and low volatility [5] Fund Characteristics - SPHD has annual operating expenses of 0.30% and a 12-month trailing dividend yield of 3.43% [6] - The fund's heaviest allocation is in the Real Estate sector at approximately 20.9%, followed by Utilities and Consumer Staples [7] - The top 10 holdings account for about 28.65% of total assets, with Crown Castle Inc (CCI) being the largest at 3.49% [8] Performance Metrics - As of July 28, 2025, SPHD has a return of roughly 3.49% and was up about 9.2% year-to-date [10] - The fund has traded between $44.37 and $51.75 over the last 52 weeks, with a beta of 0.71 and a standard deviation of 14.79% for the trailing three-year period [10] - SPHD effectively diversifies company-specific risk with approximately 51 holdings [10] Alternatives - Other ETFs in the same space include Schwab U.S. Dividend Equity ETF (SCHD) and Vanguard Value ETF (VTV), with SCHD having $71.33 billion in assets and VTV $141.62 billion [12] - SCHD has a lower expense ratio of 0.06% compared to SPHD, while VTV has an expense ratio of 0.04% [12]