Core Insights - The Health Care Select Sector SPDR ETF (XLV) is designed to provide broad exposure to the Healthcare - Broad segment of the equity market, launched on December 16, 1998 [1] - XLV is the largest ETF in the Healthcare - Broad segment, with assets exceeding $32.7 billion [3] - The ETF has a low annual operating expense of 0.08% and a 12-month trailing dividend yield of 1.8% [5] Index and Holdings - The Health Care Select Sector Index includes companies from various industries such as pharmaceuticals, health care providers & services, health care equipment & supplies, biotechnology, life sciences tools & services, and health care technology [4] - Eli Lilly + Co (LLY) is the largest holding, accounting for approximately 12.82% of total assets, with the top 10 holdings representing about 55.33% of total assets [7][6] Performance Metrics - As of August 14, 2025, XLV has experienced a loss of about 2.24% year-to-date and a decline of approximately 10.27% over the past year [8] - The ETF has traded between $128.77 and $157.24 in the last 52 weeks, with a beta of 0.62 and a standard deviation of 14.03% over the trailing three-year period, indicating medium risk [8] Alternatives and Rankings - XLV holds a Zacks ETF Rank of 1 (Strong Buy), indicating strong expected returns based on various factors [9] - Other ETFs in the healthcare space include iShares Global Healthcare ETF (IXJ) with $3.72 billion in assets and Vanguard Health Care ETF (VHT) with $15.11 billion in assets, with expense ratios of 0.41% and 0.09% respectively [10]

Core Insights - The iShares U.S. Industrials ETF (IYJ) is a passively managed ETF launched on June 12, 2000, providing broad exposure to the industrials sector of the equity market [1][3] - The ETF has gained popularity among retail and institutional investors due to its low costs, transparency, flexibility, and tax efficiency [1] Fund Overview - Sponsored by Blackrock, IYJ has amassed over $1.77 billion in assets, making it one of the larger ETFs in the industrials sector [3] - The ETF aims to match the performance of the Dow Jones U.S. Industrials Index before fees and expenses [3] Index and Sector Details - The Russell 1000 Industrials 40 Act 15/22.5 Daily Capped Index measures the performance of the U.S. industrial sector, including various sub-sectors such as construction, aerospace, and industrial transportation [4] - IYJ has a heavy allocation of approximately 65.4% in the Industrials sector, with Financials and Materials also being significant [6] Cost and Performance - The annual operating expenses for IYJ are 0.39%, making it one of the cheaper options in the ETF space, with a 12-month trailing dividend yield of 0.83% [5] - The ETF has increased by about 9.52% year-to-date and 19.21% over the past year, with a trading range between $115.07 and $148.18 in the last 52 weeks [8] Holdings and Diversification - Visa Inc Class A (V) constitutes about 8.3% of total assets, followed by Mastercard Inc Class A (MA) and Ge Aerospace (GE), with the top 10 holdings accounting for approximately 34.62% of total assets [7] - With around 202 holdings, IYJ effectively diversifies company-specific risk [8] Alternatives - Other ETF options in the industrials space include the Vanguard Industrials ETF (VIS) and the Industrial Select Sector SPDR ETF (XLI), with VIS having $6.15 billion in assets and XLI at $23.07 billion [10] - VIS has an expense ratio of 0.09%, while XLI charges 0.08% [10]

Core Insights - The iShares U.S. Technology ETF (IYW) is a passively managed ETF launched on May 15, 2000, providing broad exposure to the Technology - Broad segment of the equity market [1] - The ETF has gained popularity among retail and institutional investors due to its low costs, transparency, flexibility, and tax efficiency [1] Fund Overview - Sponsored by Blackrock, IYW has amassed over $23.04 billion in assets, making it one of the largest ETFs in the Technology - Broad segment [3] - The ETF aims to match the performance of the Dow Jones U.S. Technology Index before fees and expenses [3] Sector and Holdings - The ETF has a significant allocation of approximately 88.9% in the Information Technology sector, with Telecom and Industrials following [6] - Nvidia Corp (NVDA) constitutes about 16.1% of total assets, with Microsoft Corp (MSFT) and Apple Inc (AAPL) also among the top holdings; the top 10 holdings represent about 64.28% of total assets [7] Performance Metrics - Year-to-date, IYW has increased by roughly 14.76%, and it is up about 31.94% over the last 12 months as of August 12, 2025 [8] - The ETF has traded between $122.57 and $183.92 in the past 52 weeks, with a beta of 1.24 and a standard deviation of 25.46% for the trailing three-year period, indicating medium risk [8] Cost Structure - The annual operating expenses for IYW are 0.39%, making it one of the cheaper options in the ETF space, with a 12-month trailing dividend yield of 0.18% [5] Alternatives - Other ETFs in the technology sector include the Technology Select Sector SPDR ETF (XLK) with $84.55 billion in assets and an expense ratio of 0.08%, and the Vanguard Information Technology ETF (VGT) with $99.45 billion in assets and an expense ratio of 0.09% [11]

Core Insights - The Invesco PHLX Semiconductor ETF (SOXQ) offers broad exposure to the Technology - Semiconductors segment, appealing to both retail and institutional investors due to its low costs and transparency [1][2]. Fund Overview - SOXQ, launched on June 11, 2021, has accumulated over $501.3 million in assets, positioning it as an average-sized ETF in the semiconductor sector [3]. - The ETF aims to replicate the performance of the PHLX Semiconductor Sector Index, which tracks the 30 largest U.S.-listed semiconductor companies [3]. Cost Structure - The annual operating expenses for SOXQ are 0.19%, making it one of the least expensive ETFs in its category, with a 12-month trailing dividend yield of 0.63% [4]. Sector Exposure and Holdings - SOXQ is fully allocated to the Information Technology sector, with Nvidia Corp (NVDA) representing approximately 11.89% of total assets, followed by Broadcom Inc (AVGO) and Taiwan Semiconductor Manufacturing Co Ltd Adr (TSM) [5][6]. - The top 10 holdings constitute about 58.74% of total assets under management [6]. Performance Metrics - As of August 11, 2025, SOXQ has gained approximately 14.39% year-to-date and 20.68% over the past year, with a trading range between $28.07 and $45.58 in the last 52 weeks [7]. - The ETF has a beta of 1.55 and a standard deviation of 36.22% over the trailing three-year period, indicating more concentrated exposure compared to peers [7]. Alternatives - SOXQ holds a Zacks ETF Rank of 2 (Buy), indicating strong potential based on expected returns and expense ratios [8]. - Other ETFs in the semiconductor space include iShares Semiconductor ETF (SOXX) with $13.47 billion in assets and VanEck Semiconductor ETF (SMH) with $26.75 billion, both having an expense ratio of 0.35% [9].

Core Viewpoint - The SPDR S&P Regional Banking ETF (KRE) provides investors with broad exposure to the Financials - Regional Banks segment, appealing to both retail and institutional investors due to its low costs, transparency, and tax efficiency [1][2]. Group 1: ETF Overview - KRE was launched on June 19, 2006, and is passively managed to match the performance of the S&P Regional Banks Select Industry Index [1][3]. - The ETF has accumulated over $3.24 billion in assets, positioning it among the larger ETFs in the regional banking sector [3]. - It is sponsored by State Street Investment Management [3]. Group 2: Costs and Performance - KRE has annual operating expenses of 0.35%, making it one of the least expensive options in its category [4]. - The ETF has a 12-month trailing dividend yield of 2.66% [4]. - Year-to-date, KRE has experienced a loss of approximately 1.26% but has gained about 8.47% over the past year as of August 4, 2025 [7]. Group 3: Sector Exposure and Holdings - The ETF is fully allocated to the Financials sector, with about 100% of its portfolio dedicated to this area [5]. - Zions Bancorp Na (ZION) constitutes about 2.61% of total assets, with the top 10 holdings making up approximately 25.25% of total assets under management [6]. Group 4: Risk and Alternatives - KRE has a beta of 0.91 and a standard deviation of 31.72% over the trailing three-year period, indicating a higher risk profile [7]. - The ETF carries a Zacks ETF Rank of 3 (Hold), suggesting it is a viable option for investors seeking exposure to the Financials ETFs area [8]. - Alternatives include the Invesco KBW Regional Banking ETF (KBWR) and the iShares U.S. Regional Banks ETF (IAT), with respective assets of $48.70 million and $592.78 million [9].

Core Insights - The Invesco S&P Global Water Index ETF (CGW) is designed to provide broad exposure to the Industrials - Water segment of the equity market, launched on 05/14/2007 [1] - The ETF has accumulated over $981.10 million in assets, positioning it as an average-sized ETF in its category [3] - The ETF has a 12-month trailing dividend yield of 1.97% and annual operating expenses of 0.56% [4] Sector Overview - The Industrials - Water sector is ranked 4th among the 16 Zacks sectors, placing it in the top 25% [2] - Sector ETFs like CGW offer low-risk and diversified exposure to a broad group of companies within specific sectors [2] Fund Details - CGW aims to match the performance of the S&P Global Water Index, which includes developed market securities related to water utilities, infrastructure, equipment, instruments, and materials [3] - The top 10 holdings of CGW account for approximately 52.15% of total assets, with Xylem Inc (XYL) being the largest holding at 7.94% [5][6] Performance Metrics - The ETF has increased by about 14.91% year-to-date and is up roughly 9.62% over the past year, with a trading range between $51.36 and $63.29 in the last 52 weeks [7] - CGW has a beta of 0.97 and a standard deviation of 16.98% over the trailing three-year period, indicating it is a low-risk investment option [7] Alternatives - CGW holds a Zacks ETF Rank of 2 (Buy), indicating strong potential based on expected asset class return, expense ratio, and momentum [8] - Other ETFs in the water sector include the First Trust Water ETF (FIW) and the Invesco Water Resources ETF (PHO), with assets of $1.85 billion and $2.19 billion respectively [9][10]

Core Insights - The First Trust NASDAQ Clean Edge Smart Grid Infrastructure ETF (GRID) is a passively managed ETF launched on November 16, 2009, aimed at providing broad exposure to the Utilities - Infrastructure segment of the equity market [1] - The Utilities - Infrastructure sector is currently ranked 1 within the Zacks Industry classification, placing it in the top 6% of sectors [2] Fund Overview - GRID is sponsored by First Trust Advisors and has accumulated over $2.78 billion in assets, making it one of the larger ETFs in its segment [3] - The ETF seeks to match the performance of the NASDAQ OMX Clean Edge Smart Grid Infrastructure Index, which tracks stocks in the grid and electric energy infrastructure sector [3] Cost Structure - The annual operating expenses for GRID are 0.56%, which is competitive with most peer products [4] - The ETF has a 12-month trailing dividend yield of 1.05% [4] Holdings and Exposure - Johnson Controls International Plc (JCI) constitutes approximately 8.48% of total assets, followed by National Grid Plc (NG/.LN) and Eaton Corporation Plc (ETN) [5] - The top 10 holdings represent about 56.89% of total assets under management [6] Performance Metrics - As of July 21, 2025, GRID has increased by about 20.37% year-to-date and approximately 21.75% over the past year [7] - The fund has traded between $101.69 and $142.99 in the past 52 weeks, with a beta of 1.24 and a standard deviation of 20.57% over the trailing three-year period, indicating a high-risk profile [7] Investment Alternatives - GRID holds a Zacks ETF Rank of 2 (Buy), indicating favorable expected returns and momentum [8] - Other ETFs in the infrastructure space include IShares Global Infrastructure ETF (IGF) and Global X U.S. Infrastructure Development ETF (PAVE), with assets of $7.53 billion and $8.97 billion respectively [9]