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 State Street SPDR NYSE Technology ETF (XNTK) is a passively managed ETF launched on September 25, 2000, providing broad exposure to the Technology - Broad segment of the equity market [1] - XNTK has gained popularity among retail and institutional investors due to its low costs, transparency, flexibility, and tax efficiency, making it suitable for long-term investment [1] Fund Overview - Sponsored by State Street Investment Management, XNTK has over $1.5 billion in assets, positioning it as one of the larger ETFs in the Technology - Broad segment [3] - The ETF aims to match the performance of the NYSE Technology Index, which includes 35 leading U.S.-listed technology companies [3] Cost Structure - XNTK has an annual operating expense ratio of 0.35%, making it one of the least expensive options in its category [4] - The ETF offers a 12-month trailing dividend yield of 0.24% [4] Sector Exposure and Holdings - The ETF has a significant allocation of approximately 72.3% in the Information Technology sector, with Consumer Discretionary and Telecom as the next largest sectors [5] - Palantir Technologies Inc A (PLTR) constitutes about 5.09% of total assets, with the top 10 holdings representing approximately 41.49% of total assets under management [6] Performance Metrics - Year-to-date, XNTK has returned roughly 38.67%, and it has increased approximately 37.21% over the last 12 months as of December 22, 2025 [7] - The ETF has traded between $164.461 and $294.46 in the past 52 weeks, with a beta of 1.31 and a standard deviation of 24.77% over the trailing three-year period [7] Investment Alternatives - XNTK holds a Zacks ETF Rank of 2 (Buy), indicating favorable expected asset class return, expense ratio, and momentum [8] - Other ETFs in the technology space include the State Street Technology Select Sector SPDR ETF (XLK) and the Vanguard Information Technology ETF (VGT), with XLK having $93.47 billion in assets and VGT $112.27 billion [10]

Designed to provide broad exposure to the Energy - Broad segment of the equity market, the State Street Energy Select Sector SPDR ETF (XLE) is a passively managed exchange traded fund launched on December 16, 1998.Retail and institutional investors increasingly turn to passively managed ETFs because they offer low costs, transparency, flexibility, and tax efficiency; these kind of funds are also excellent vehicles for long term investors.Additionally, sector ETFs offer convenient ways to gain low risk and d ...

Core Insights - The State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) is designed to provide broad exposure to the Mid Cap Value segment of the US equity market, with assets exceeding $2.47 billion, making it one of the larger ETFs in this category [1] Group 1: Investment Characteristics - Mid cap companies, with market capitalizations between $2 billion and $10 billion, offer a balance of lower risk and higher growth opportunities compared to small and large companies [2] - Value stocks typically have lower price-to-earnings and price-to-book ratios, and while they may have lower sales and earnings growth rates, they have historically outperformed growth stocks in long-term performance [3] Group 2: Cost and Performance - The ETF has an annual operating expense ratio of 0.15%, positioning it as one of the least expensive options in the market, with a 12-month trailing dividend yield of 1.79% [4] - MDYV aims to match the performance of the S&P MidCap 400 Value Index, with a year-to-date return of approximately 8.19% and a 1-year return of about 3.92% as of December 17, 2025 [7] Group 3: Sector Exposure and Holdings - The ETF has a significant allocation to the Financials sector, comprising about 21% of the portfolio, followed by Industrials and Consumer Discretionary [5] - Flex Ltd accounts for approximately 1.52% of total assets, with the top 10 holdings representing about 10.73% of total assets under management [6] Group 4: Risk Assessment - MDYV has a beta of 1.03 and a standard deviation of 18.51% over the trailing three-year period, indicating it is a medium-risk investment option [8] Group 5: Alternatives - Other ETFs in the mid-cap value space include the iShares Russell Mid-Cap Value ETF (IWS) and the Vanguard Mid-Cap Value ETF (VOE), with assets of $14.30 billion and $19.86 billion respectively, and expense ratios of 0.23% and 0.07% [11]

Core Insights - The State Street Industrial Select Sector SPDR ETF (XLI) is a passively managed ETF launched on December 16, 1998, designed to provide broad exposure to the Industrials - Broad segment of the equity market [1] - XLI has become increasingly popular among retail and institutional investors due to its low costs, transparency, flexibility, and tax efficiency [1][2] Fund Overview - Sponsored by State Street Investment Management, XLI has over $25.6 billion in assets, making it the largest ETF in the Industrials - Broad segment [3] - The ETF aims to match the performance of the Industrial Select Sector Index before fees and expenses [3] Sector Composition - The Industrial Select Sector Index includes various industries such as industrial conglomerates, aerospace & defense, machinery, air freight & logistics, and more [4] Cost Structure - XLI has an annual operating expense ratio of 0.08%, positioning it as one of the least expensive ETFs in its category [5] - The ETF offers a 12-month trailing dividend yield of 1.36% [5] Holdings and Diversification - The ETF is fully allocated to the Industrials sector, with General Electric (GE) making up approximately 6.75% of total assets, followed by Caterpillar Inc (CAT) and Rtx Corp (RTX) [6][7] - The top 10 holdings constitute about 39.03% of total assets under management [7] Performance Metrics - Year-to-date, XLI has gained approximately 20.26%, and it is up about 15.79% over the last 12 months as of December 16, 2025 [8] - The ETF has traded between $116.42 and $157.73 in the past 52 weeks, with a beta of 1.04 and a standard deviation of 15.7% over the trailing three-year period, indicating medium risk [8] Investment Alternatives - XLI holds a Zacks ETF Rank of 2 (Buy), based on expected asset class return, expense ratio, and momentum [9] - Other ETFs in the sector include Vanguard Industrials ETF (VIS) and First Trust RBA American Industrial Renaissance ETF (AIRR), with VIS having $6.43 billion in assets and AIRR at $6.47 billion [11]

Core Insights - The State Street Health Care Select Sector SPDR ETF (XLV) is a passively managed ETF launched on December 16, 1998, providing broad exposure to the Healthcare - Broad segment of the equity market [1] - XLV is the largest ETF in its category, with assets exceeding $40.99 billion, and aims to match the performance of the Health Care Select Sector Index [3] Fund Details - The ETF has an annual operating expense ratio of 0.08%, making it the least expensive option in the healthcare ETF space, with a 12-month trailing dividend yield of 1.56% [5] - The fund is fully allocated to the healthcare sector, with top holdings including Eli Lilly + Co (12.97%), Johnson + Johnson, and Abbvie Inc, which together account for approximately 57.14% of total assets [6][7] Performance Metrics - As of December 16, 2025, XLV has returned approximately 14.79% year-to-date and 12.45% over the past year, with a trading range between $128.77 and $158.77 in the last 52 weeks [8] - The ETF has a beta of 0.61 and a standard deviation of 13.38% over the trailing three-year period, indicating a medium risk profile [8] Alternatives - Other healthcare ETFs include iShares Global Healthcare ETF (IXJ) with $4.52 billion in assets and Vanguard Health Care ETF (VHT) with $17.53 billion, each with different expense ratios [11]

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 First Trust Dow Jones Select MicroCap ETF (FDM) is designed to provide broad exposure to the Small Cap Blend segment of the US equity market, with assets over $202.96 million [1] - Small cap companies, defined as those with market capitalizations below $2 billion, present both potential and risk, typically combining growth and value stocks [2] - The ETF has an annual operating expense ratio of 0.6% and a 12-month trailing dividend yield of 1.39% [3] Sector Exposure and Holdings - The ETF has a significant allocation to the Financials sector, comprising about 41.8% of the portfolio, followed by Consumer Discretionary and Industrials [4] - Stoke Therapeutics, Inc. (STOK) is the largest individual holding at approximately 2.69% of total assets, with the top 10 holdings accounting for about 15.06% of total assets under management [5] Performance Metrics - FDM aims to match the performance of the Dow Jones Select Microcap Index, which includes liquid microcap stocks with strong fundamentals [6] - The ETF has increased by roughly 11.55% year-to-date and is up approximately 16.75% over the past year, with a trading range between $55.48 and $77.89 in the last 52 weeks [6] - It has a beta of 1.05 and a standard deviation of 21.44% over the trailing three-year period, indicating medium risk [7] Alternatives and Market Position - FDM holds a Zacks ETF Rank of 3 (Hold), suggesting it is a reasonable option for investors seeking exposure to the Small Cap Blend market segment [8] - Comparable ETFs include the iShares Russell 2000 ETF (IWM) with $70.20 billion in assets and an expense ratio of 0.19%, and the iShares Core S&P Small-Cap ETF (IJR) with $86.90 billion in assets and an expense ratio of 0.06% [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 Insights - The SPDR S&P Oil & Gas Equipment & Services ETF (XES) provides broad exposure to the Energy - Equipment and services segment, appealing to both retail and institutional investors due to its low costs, transparency, flexibility, and tax efficiency [1][2] Fund Overview - XES was launched on June 19, 2006, and is sponsored by State Street Investment Management, with assets exceeding $200.11 million, categorizing it as an average-sized ETF [3] - The ETF aims to match the performance of the S&P Oil & Gas Equipment & Services Select Industry Index, which is part of the S&P Total Markets Index [4] Cost Structure - The annual operating expenses for XES are 0.35%, making it one of the least expensive options in its category, with a 12-month trailing dividend yield of 1.84% [5] Sector Exposure and Holdings - XES has a 100% allocation in the Energy sector, with Baker Hughes Co (BKR) representing approximately 5.8% of total assets, followed by Weatherford International Pl (WFRD) and Tidewater Inc (TDW) [6] - The top 10 holdings constitute about 51.52% of total assets under management [7] Performance Metrics - Year-to-date, XES has declined by approximately 5.07%, and over the last 12 months, it has decreased by about 5.41% as of October 22, 2025 [8] - The ETF has a beta of 1.20 and a standard deviation of 34.92% over the trailing three-year period, indicating a high-risk profile [8] Alternatives - XES holds a Zacks ETF Rank of 5 (Strong Sell), suggesting it may not be the best choice for investors seeking exposure to the Energy ETFs segment [10] - Alternatives include iShares U.S. Oil Equipment & Services ETF (IEZ) and VanEck Oil Services ETF (OIH), with assets of $112.34 million and $976.35 million respectively [11]