Launched on 12/08/2014, the iShares MSCI ACWI Low Carbon Target ETF (CRBN) is a smart beta exchange traded fund offering broad exposure to the World ETFs category of the market.What Are Smart Beta ETFs?Products that are based on market cap weighted indexes, which are strategies designed to reflect a specific market segment or the market as a whole, have traditionally dominated the ETF industry.Market cap weighted indexes offer a low-cost, convenient, and transparent way of replicating market returns, and ar ...

The SPDR S&P Capital Markets ETF (KCE) was launched on 11/08/2005, and is a smart beta exchange traded fund designed to offer broad exposure to the Financials ETFs category of the market.What Are Smart Beta ETFs?The ETF industry has traditionally been dominated by products based on market capitalization weighted indexes that are designed to represent the market or a particular segment of the market.A good option for investors who believe in market efficiency, market cap weighted indexes offer a low-cost, co ...

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]