Core Viewpoint - The iShares U.S. Aerospace & Defense ETF (ITA) is highlighted as a strong investment option for those seeking exposure to the Aerospace & Defense segment of the equity market, offering low costs, transparency, and flexibility for long-term investors [1][2]. Group 1: ETF Overview - ITA is a passively managed ETF launched on May 1, 2006, and is sponsored by Blackrock [1][3]. - The fund has accumulated over $9.19 billion in assets, making it one of the largest ETFs in its sector [3]. - ITA aims to match the performance of the Dow Jones U.S. Select Aerospace & Defense Index [3]. Group 2: Cost and Performance - The annual operating expenses for ITA are 0.38%, positioning it as one of the cheaper options in the market [4]. - The ETF has a 12-month trailing dividend yield of 0.55% [4]. - Year-to-date, ITA has returned approximately 37.13%, with a one-year return of about 40.45% as of September 11, 2025 [7]. Group 3: Holdings and Sector Exposure - ITA has a heavy allocation in the Industrials sector, with about 99.9% of its portfolio [5]. - The top holding, Ge Aerospace (GE), constitutes approximately 21.22% of total assets, followed by Rtx Corp (RTX) and Boeing (BA) [5]. - The top 10 holdings represent about 75.99% of total assets under management [6]. Group 4: Risk and Alternatives - ITA has a beta of 0.90 and a standard deviation of 18.27% over the trailing three-year period, indicating medium risk [7]. - Other ETFs in the Aerospace & Defense space include SPDR S&P Aerospace & Defense ETF (XAR) and Invesco Aerospace & Defense ETF (PPA), with assets of $3.98 billion and $6.26 billion respectively [9].

Core Insights - The First Trust Dow Jones Internet ETF (FDN) is a passively managed ETF launched on June 19, 2006, aimed at providing broad exposure to the Technology - Internet segment of the equity market [1] - The Technology - Internet sector is currently ranked 4th among the 16 Zacks sectors, placing it in the top 25% [2] Fund Overview - FDN is sponsored by First Trust Advisors and has over $7.88 billion in assets, making it one of the largest ETFs in its category [3] - The ETF seeks to match the performance of the Dow Jones Internet Composite Index, which includes companies primarily focused on Internet-related activities [3] Cost Structure - The annual operating expenses for FDN are 0.49%, which is competitive with most peer products in the ETF space [4] Sector Exposure and Holdings - The ETF has a significant allocation in the Telecom sector, accounting for approximately 34.3% of the portfolio, followed by Information Technology and Consumer Discretionary [5] - Meta Platforms Inc. (class A) (META) constitutes about 10.63% of total assets, with Amazon.com, Inc. (AMZN) and Netflix, Inc. (NFLX) also among the top holdings; the top 10 holdings represent about 63.94% of total assets [6] Performance Metrics - Year-to-date, FDN has returned roughly 17.2%, and it was up about 46.19% over the last 12 months as of September 10, 2025 [7] - The ETF has traded between $198.51 and $284.99 in the past 52 weeks, with a beta of 1.16 and a standard deviation of 24.91% over the trailing three-year period, indicating a higher risk profile [7] Investment Alternatives - FDN holds a Zacks ETF Rank of 1 (Strong Buy), indicating strong expected performance based on various factors [8] - Other ETFs in the space include ALPS (OGIG) and Invesco NASDAQ Internet ETF (PNQI), with respective assets of $162.17 million and $815.91 million, and expense ratios of 0.48% and 0.6% [9]

Core Viewpoint - The iShares Expanded Tech Sector ETF (IGM) offers broad exposure to the Technology - Broad segment of the equity market, appealing to both institutional and retail investors due to its low cost and transparency [1][2]. Group 1: ETF Overview - IGM is a passively managed ETF launched on March 13, 2001, with assets exceeding $8.63 billion, making it one of the largest ETFs in its category [1][3]. - The ETF aims to match the performance of the S&P North American Technology Sector Index, which includes North American equities in technology and select equities from communication services and consumer discretionary sectors [3][4]. Group 2: Costs and Performance - The annual operating expenses for IGM are 0.39%, positioning it as a cost-effective option in the ETF space, with a 12-month trailing dividend yield of 0.22% [5]. - The ETF has gained approximately 14.96% year-to-date and 26.17% over the past year, with a trading range between $79.8 and $119.02 in the last 52 weeks [8]. Group 3: Sector Exposure and Holdings - IGM has a significant allocation of about 76.3% in the Information Technology sector, followed by Telecom [6]. - Nvidia Corp (NVDA) constitutes about 9.8% of total assets, with the top 10 holdings accounting for approximately 58.28% of total assets under management [7]. Group 4: Risk and Alternatives - The ETF has a beta of 1.27 and a standard deviation of 24.75% over the trailing three-year period, indicating a medium risk profile [8]. - IGM holds a Zacks ETF Rank of 2 (Buy), suggesting it is a favorable option for investors seeking exposure to the Technology ETFs segment [9].

Core Viewpoint - The VanEck Semiconductor ETF (SMH) provides broad exposure to the Technology - Semiconductors segment, appealing to both retail and institutional investors due to its low costs, transparency, and tax efficiency [1][2]. Group 1: Fund Overview - The VanEck Semiconductor ETF was launched on December 20, 2011, and has accumulated over $26.92 billion in assets, making it one of the largest ETFs in its category [3]. - SMH aims to match the performance of the MVIS US Listed Semiconductor 25 Index, which tracks companies involved in semiconductor production and equipment [3]. Group 2: Costs and Performance - The ETF has an annual operating expense ratio of 0.35%, positioning it as one of the least expensive options in the market, with a 12-month trailing dividend yield of 0.37% [4]. - Year-to-date, the ETF has returned approximately 19.87%, and it has increased about 22.47% over the last 12 months as of September 1, 2025 [7]. Group 3: Holdings and Risk - Nvidia Corp (NVDA) constitutes about 22.57% of total assets, with the top 10 holdings making up approximately 74.42% of total assets under management [5][6]. - The ETF has a beta of 1.47 and a standard deviation of 34.6% over the trailing three-year period, indicating a high-risk profile [7]. Group 4: Alternatives - The VanEck Semiconductor ETF holds a Zacks ETF Rank of 1 (Strong Buy), suggesting it is a strong option for investors seeking exposure to the Technology ETFs segment [8]. - Other alternatives in the semiconductor ETF space include the SPDR S&P Semiconductor ETF (XSD) and the iShares Semiconductor ETF (SOXX), with respective assets of $1.41 billion and $13.73 billion [9][10].

Core Viewpoint - The Fidelity MSCI Information Technology Index ETF (FTEC) is a passively managed ETF that provides broad exposure to the Technology sector, appealing to both retail and institutional investors due to its low costs and tax efficiency [1][3]. Group 1: ETF Overview - FTEC was launched on October 21, 2013, and has accumulated over $15.05 billion in assets, making it one of the largest ETFs in the Technology sector [3]. - The ETF aims to match the performance of the MSCI USA IMI Information Technology Index, which reflects the U.S. information technology sector [3]. Group 2: Costs and Performance - FTEC has an annual operating expense ratio of 0.08%, positioning it as one of the least expensive options in the market, with a 12-month trailing dividend yield of 0.43% [4]. - Year-to-date, FTEC has increased by approximately 12.84%, and over the last 12 months, it has risen by about 23.07% [7]. Group 3: Sector Exposure and Holdings - The ETF is heavily concentrated in the Information Technology sector, with about 99.9% of its portfolio allocated to this sector [5]. - Nvidia Corp (NVDA) constitutes around 17.21% of total assets, followed by Microsoft Corp (MSFT) and Apple Inc (AAPL), with the top 10 holdings making up about 59.54% of total assets [6]. Group 4: Risk and Alternatives - FTEC has a beta of 1.25 and a standard deviation of 24.87% over the trailing three-year period, indicating a medium risk profile [7]. - The ETF holds a Zacks ETF Rank of 1 (Strong Buy), suggesting strong expected returns based on various factors [8].

Core Viewpoint - The Vanguard Industrials ETF (VIS) offers broad exposure to the Industrials sector, appealing to both institutional and retail investors due to its low cost and transparency [1][2]. Group 1: Fund Overview - VIS is a passively managed ETF launched on September 23, 2004, with assets exceeding $6.01 billion, making it one of the largest ETFs in the Industrials sector [3]. - The ETF aims to match the performance of the MSCI US Investable Market Industrials 25/50 Index, which includes large, mid-size, and small U.S. companies in the industrials sector [3]. Group 2: Cost and Performance - The annual operating expense ratio for VIS is 0.09%, positioning it as one of the least expensive options in the market [4]. - The ETF has a 12-month trailing dividend yield of 1.11% [4]. - Year-to-date, VIS has increased by approximately 13.93% and has risen about 25.49% over the past year, with a trading range between $220.04 and $295.5 in the last 52 weeks [7]. Group 3: Holdings and Sector Exposure - The ETF has a heavy allocation in the Industrials sector, comprising about 99.9% of its portfolio [5]. - General Electric Co (GE) represents approximately 4.69% of total assets, followed by Rtx Corp (RTX) and Caterpillar Inc (CAT) [6]. Group 4: Risk and Alternatives - VIS has a beta of 1.11 and a standard deviation of 18.05% over the trailing three-year period, indicating a medium risk profile [7]. - The ETF holds a Zacks ETF Rank of 1 (Strong Buy), suggesting it is a strong option for investors seeking exposure to the Industrials segment [8]. - Other alternatives in the space include the First Trust RBA American Industrial Renaissance ETF (AIRR) and the Industrial Select Sector SPDR ETF (XLI), with respective assets of $4.59 billion and $23.09 billion [9].

Core Insights - The First Trust NASDAQ-100-Technology Sector ETF (QTEC) is a passively managed ETF launched on April 19, 2006, providing broad exposure to the Technology - Broad segment of the equity market [1] - QTEC 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 First Trust Advisors, QTEC has over $2.68 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 NASDAQ-100 Technology Sector Index, which is an equal-weighted index of technology securities from the NASDAQ-100 Index [3] Cost Structure - The annual operating expenses for QTEC are 0.55%, which is competitive with most peer products in the ETF space [4] Sector Exposure and Holdings - QTEC has a significant allocation in the Information Technology sector, comprising approximately 87.5% of the portfolio, with Telecom and Consumer Discretionary as the next largest sectors [5] - Datadog, Inc. (class A) (DDOG) represents about 2.57% of total assets, with the top 10 holdings accounting for approximately 23.9% of total assets under management [6] Performance Metrics - As of August 5, 2025, QTEC has increased by about 13.02% year-to-date and approximately 22.55% over the past year [7] - The ETF has traded between $149.56 and $218.81 in the last 52 weeks, with a beta of 1.25 and a standard deviation of 28.23% over the trailing three-year period, indicating higher risk [7] Investment Alternatives - QTEC holds a Zacks ETF Rank of 2 (Buy), indicating strong potential based on expected asset class return, expense ratio, and momentum [8] - Other notable ETFs in the technology sector include the Technology Select Sector SPDR ETF (XLK) and the Vanguard Information Technology ETF (VGT), with XLK having $83.43 billion in assets and VGT $97.70 billion [9]

Core Insights - The Invesco KBW Bank ETF (KBWB) is designed to provide broad exposure to the Financials - Banking segment, making it a suitable option for long-term investors and popular among institutional and retail investors due to its low costs and tax efficiency [1][2] Index Details - Sponsored by Invesco, KBWB has over $4.66 billion in assets, positioning it as one of the largest ETFs in the Financials - Banking segment [3] - The ETF aims to match the performance of the KBW Nasdaq Bank index, which reflects publicly-traded banks and thrifts in the US [3] Costs - The annual operating expense ratio for KBWB is 0.35%, making it one of the least expensive ETFs in its category [4] - It has a 12-month trailing dividend yield of 2.21% [4] Sector Exposure and Top Holdings - KBWB has a 100% allocation in the Financials sector, providing diversified exposure [5] - Goldman Sachs Group Inc accounts for approximately 8.42% of total assets, with the top 10 holdings making up about 59.88% of total assets [6] Performance and Risk - The ETF has gained about 12.5% year-to-date and 36.24% over the past year, with a trading range between $53.5 and $75.02 in the last 52 weeks [7] - It has a beta of 1.09 and a standard deviation of 27.13% over the trailing three-year period, indicating higher risk compared to peers [7] Alternatives - KBWB carries a Zacks ETF Rank of 3 (Hold), suggesting it is a reasonable option for exposure to Financials ETFs [8] - Other alternatives include the First Trust NASDAQ Bank ETF (FTXO) and the SPDR S&P Bank ETF (KBE), with FTXO having $227.69 million in assets and KBE at $1.53 billion [9]

Core Insights - The Vanguard Materials ETF (VAW) provides broad exposure to the Materials - Broad segment of the equity market and is passively managed, launched on January 26, 2004 [1] - The ETF has amassed over $2.64 billion in assets, making it one of the largest in its category, and aims to match the performance of the MSCI US Investable Market Materials 25/50 Index [3] - VAW has an annual operating expense of 0.09% and a 12-month trailing dividend yield of 1.73%, positioning it as a cost-effective investment option [4] Sector Exposure and Holdings - VAW is fully allocated to the Materials sector, with Linde Plc (LIN) making up approximately 16.93% of total assets, followed by Sherwin-Williams Co (SHW) and Ecolab Inc (ECL) [5] - The top 10 holdings constitute about 51.43% of total assets under management [6] Performance Metrics - As of August 4, 2025, VAW has returned roughly 3.74% year-to-date but is down about 2.7% over the past year, with a trading range between $163.82 and $215.21 in the last 52 weeks [7] - The ETF has a beta of 1.04 and a standard deviation of 19.18% over the trailing three-year period, indicating medium risk [7] Alternatives - VAW holds a Zacks ETF Rank of 3 (Hold), suggesting it is a viable option for investors seeking exposure to the Materials sector [8] - Other alternatives include the FlexShares Morningstar Global Upstream Natural Resources ETF (GUNR) and the Materials Select Sector SPDR ETF (XLB), with GUNR having $4.74 billion in assets and XLB at $5.21 billion [9]

Core Insights - The Fidelity MSCI Industrials Index ETF (FIDU) offers broad exposure to the Industrials sector, appealing to both retail and institutional investors due to its low costs, transparency, flexibility, and tax efficiency [1][2] Fund Overview - FIDU, launched on October 21, 2013, has accumulated over $1.48 billion in assets, positioning it as one of the larger ETFs in the Industrials sector [3] - The ETF aims to replicate the performance of the MSCI USA IMI Industrials Index, which reflects the industrial sector's performance in the U.S. equity market [3] Cost Structure - FIDU has an annual operating expense of 0.08%, making it one of the least expensive ETFs in its category [4] - The ETF offers a 12-month trailing dividend yield of 1.27% [4] Sector Exposure and Holdings - The ETF is fully allocated to the Industrials sector, with approximately 100% of its portfolio dedicated to this area [5] - General Electric (GE) constitutes about 4.56% of total assets, followed by RTX Corp (RTX) and Caterpillar Inc (CAT), with the top 10 holdings representing around 29.24% of total assets [6] Performance Metrics - FIDU has increased by approximately 15.45% year-to-date and 20.08% over the past year as of July 30, 2025 [7] - The ETF has traded between $60.99 and $81.86 in the last 52 weeks, with a beta of 1.09 and a standard deviation of 17.93% over the trailing three-year period, indicating medium risk [7] Alternatives - FIDU holds a Zacks ETF Rank of 3 (Hold), suggesting it is a viable option for investors seeking exposure to the Industrials sector [8] - Other alternatives include the Vanguard Industrials ETF (VIS) and the Industrial Select Sector SPDR ETF (XLI), with VIS having $6.07 billion in assets and XLI at $23.00 billion [9]