The First Trust Large Cap Growth AlphaDEX ETF (FTC) was launched on May 8, 2007, and is a passively managed exchange traded fund designed to offer broad exposure to the Large Cap Growth segment of the US equity market.The fund is sponsored by First Trust Advisors. It has amassed assets over $1.20 billion, making it one of the average sized ETFs attempting to match the Large Cap Growth segment of the US equity market.Why Large Cap GrowthCompanies that fall in the large cap category tend to have a market capi ...

Core Insights - The Schwab U.S. Mid-Cap ETF (SCHM) is a passively managed fund launched on January 13, 2011, with over $11.83 billion in assets, targeting the Mid Cap Blend segment of the U.S. equity market [1] Group 1: Investment Characteristics - Mid cap companies, with market capitalizations between $2 billion and $10 billion, provide a balance of stability and growth potential, offering less risk and higher growth opportunities compared to small and large companies [2] - The ETF has an annual operating expense of 0.04%, making it one of the least expensive options in its category, with a 12-month trailing dividend yield of 1.4% [3] Group 2: Sector Exposure and Holdings - The ETF has a significant allocation to the Industrials sector, comprising about 21.1% of the portfolio, followed by Financials and Consumer Discretionary [4] - Robinhood Markets Inc Class A (HOOD) represents approximately 1.51% of total assets, with the top 10 holdings accounting for about 6.82% of total assets under management [5] Group 3: Performance Metrics - SCHM aims to match the performance of the Dow Jones U.S. Mid-Cap Total Stock Market Index, which includes mid-cap stocks ranked 501-1000 by market capitalization [6] - The ETF has increased by roughly 4.65% year-to-date and is up about 8.79% over the past year, with a trading range between $22.92 and $30.08 in the last 52 weeks [7] Group 4: Alternatives and Market Position - SCHM holds a Zacks ETF Rank of 3 (Hold), indicating it is a viable option for investors seeking exposure to the Mid Cap Blend market segment [8] - Other comparable ETFs include the Vanguard Mid-Cap ETF (VO) and the iShares Core S&P Mid-Cap ETF (IJH), with assets of $86.07 billion and $97.22 billion respectively, and expense ratios of 0.04% and 0.05% [9] Group 5: Market 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 Viewpoint - The Vanguard Russell 1000 Growth ETF (VONG) is a significant player in the Large Cap Growth segment of the US equity market, with over $30.51 billion in assets, making it one of the largest ETFs in this category [1]. Group 1: ETF Overview - VONG is a passively managed ETF launched on September 22, 2010, sponsored by Vanguard [1]. - The ETF aims to match the performance of the Russell 1000 Growth Index, which tracks large-capitalization growth stocks in the US [7]. Group 2: Investment Characteristics - Large cap companies, typically with market capitalizations above $10 billion, are generally stable with predictable cash flows and lower volatility compared to mid and small cap companies [2]. - Growth stocks, which VONG focuses on, exhibit faster growth rates and higher valuations, but they carry more risk compared to value stocks [3]. Group 3: Cost and Performance - VONG has an annual operating expense of 0.07%, making it one of the least expensive ETFs in its category, with a 12-month trailing dividend yield of 0.48% [4]. - The ETF has gained approximately 9.88% year-to-date and 20.22% over the past year, with a trading range between $82.51 and $115.87 in the last 52 weeks [7]. Group 4: Sector Exposure and Holdings - The ETF has a significant allocation of about 52.7% to the Information Technology sector, followed by Consumer Discretionary and Telecom [5]. - Nvidia Corp (NVDA) constitutes approximately 12.52% of total assets, with Microsoft Corp (MSFT) and Apple Inc (AAPL) also being major holdings [6]. Group 5: Risk Assessment - VONG has a beta of 1.13 and a standard deviation of 20.7% over the trailing three-year period, categorizing it as a medium risk investment [8]. - The ETF holds around 389 different stocks, effectively diversifying company-specific risk [8]. Group 6: Alternatives - VONG holds a Zacks ETF Rank of 1 (Strong Buy), indicating strong expected returns and favorable expense ratios [9]. - Other similar ETFs include Vanguard Growth ETF (VUG) and Invesco QQQ (QQQ), with VUG having $182.44 billion in assets and an expense ratio of 0.04%, while QQQ has $364.63 billion and charges 0.2% [10]. Group 7: Conclusion - Passively managed ETFs like VONG 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 [11].

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]

Core Insights - The iShares Russell Top 200 Value ETF (IWX) is designed to provide broad exposure to the Large Cap Value segment of the US equity market, launched on September 22, 2009, and has assets over $2.68 billion [1] - Large cap companies typically have market capitalizations above $10 billion, characterized by stability and predictable cash flows [2] - Value stocks generally have lower price-to-earnings and price-to-book ratios, and while they have historically outperformed growth stocks in most markets, they may underperform during strong bull markets [3] Costs - The annual operating expenses for IWX are 0.2%, making it one of the cheaper options in the ETF space, with a 12-month trailing dividend yield of 1.85% [4] Sector Exposure and Top Holdings - The ETF has a significant allocation to the Financials sector, comprising about 25.4% of the portfolio, followed by Healthcare and Industrials [5] - Berkshire Hathaway Inc Class B (BRK.B) is the largest holding at approximately 4.67% of total assets, with the top 10 holdings accounting for about 25.57% of total assets under management [6] Performance and Risk - IWX aims to match the performance of the Russell Top 200 Value Index, having gained about 5.93% year-to-date and 9% over the past year as of August 4, 2025 [7] - The ETF has a beta of 0.82 and a standard deviation of 13.96% over the trailing three-year period, indicating a medium risk profile [8] Alternatives - IWX carries a Zacks ETF Rank of 3 (Hold), suggesting it is a viable option for investors seeking exposure to the Large Cap Value segment [9] - Other comparable ETFs include Schwab U.S. Dividend Equity ETF (SCHD) and Vanguard Value ETF (VTV), with SCHD having $68.79 billion in assets and an expense ratio of 0.06%, while VTV has $137.52 billion and charges 0.04% [10] Bottom-Line - Passively managed ETFs like IWX 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 [11]

Core Viewpoint - The Fidelity MSCI Consumer Discretionary Index ETF (FDIS) is a passively managed ETF that provides broad exposure to the Consumer Discretionary sector, appealing to both retail and institutional investors due to its low costs and tax efficiency [1][3]. Group 1: ETF Overview - FDIS was launched on October 21, 2013, and has accumulated over $1.85 billion in assets, making it one of the largest ETFs in its category [3]. - The ETF aims to match the performance of the MSCI USA IMI Consumer Discretionary Index, which reflects the U.S. consumer discretionary sector [3]. Group 2: Cost Structure - FDIS has an annual operating expense ratio of 0.08%, making it the least expensive option in its category [4]. - The ETF offers a 12-month trailing dividend yield of 0.76% [4]. Group 3: Sector Exposure and Holdings - The ETF is fully allocated to the Consumer Discretionary sector, with Amazon.com Inc (AMZN) representing approximately 23.76% of total assets [5][6]. - The top 10 holdings constitute about 58.79% of total assets under management [6]. Group 4: Performance Metrics - As of July 28, 2025, FDIS has increased by approximately 21.88% over the past year and has a year-to-date gain of about 0.27% [7]. - The ETF has traded between $75.33 and $104.24 in the last 52 weeks, with a beta of 1.29 and a standard deviation of 23.15% over the trailing three-year period, indicating medium risk [7]. Group 5: Alternatives - FDIS has a Zacks ETF Rank of 5 (Strong Sell), suggesting it may not be the best option for investors seeking exposure to the Consumer Discretionary sector [8]. - Alternatives include the Vanguard Consumer Discretionary ETF (VCR) and the Consumer Discretionary Select Sector SPDR ETF (XLY), which have larger asset bases and competitive expense ratios [10].

The iShares Russell 1000 ETF (IWB) was launched on 05/15/2000, 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 Blackrock. It has amassed assets over $41.49 billion, making it one of the largest ETFs attempting to match the Large Cap Blend segment of the US equity market. Blend ETFs usually hold a mix of growth and value stocks as well as stocks that exhibit both value and growth characteristics. ...

Launched on 07/24/2000, the iShares Russell 2000 Value ETF (IWN) is a passively managed exchange traded fund designed to provide a broad exposure to the Small Cap Value segment of the US equity market. The fund is sponsored by Blackrock. It has amassed assets over $10.95 billion, making it one of the largest ETFs attempting to match the Small Cap Value segment of the US equity market. Why Small Cap Value There's a lot of potential to investing in small cap companies, but with market capitalization below $2 ...

Core Viewpoint - The Invesco S&P 500 Top 50 ETF (XLG) is a significant player in the Large Cap Blend segment of the US equity market, with over $9.59 billion in assets, making it one of the largest ETFs in this category [1] Group 1: Fund Overview - XLG is a passively managed ETF launched on May 4, 2005, sponsored by Invesco [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 annual operating expenses for XLG are 0.20%, which is competitive within its peer group, and it has a 12-month trailing dividend yield of 0.70% [3] - As of July 16, 2025, XLG has increased by approximately 5.87% year-to-date and 12.06% over the past year, with a trading range between $40.94 and $52.70 in the last 52 weeks [6] Group 3: Sector Exposure and Holdings - The ETF has a significant allocation of about 44.70% to the Information Technology sector, with Telecom and Consumer Discretionary following [4] - Microsoft Corp (MSFT) constitutes about 11.57% of total assets, with the top 10 holdings making up approximately 60.6% of total assets under management [5] Group 4: Risk and Alternatives - XLG has a beta of 1.04 and a standard deviation of 18.92% 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 strong option for investors seeking exposure to the Large Cap Blend segment [8] Group 5: Competitive Landscape - Other ETFs like the SPDR S&P 500 ETF (SPY) and Vanguard S&P 500 ETF (VOO) also track similar indices, with SPY having $639.29 billion and VOO $688.86 billion in assets, and lower expense ratios of 0.09% and 0.03% respectively [9] Group 6: 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]