Core Insights - The First Trust Capital Strength ETF (FTCS) offers investors exposure to the Style Box - Large Cap Blend category and has amassed over $8.42 billion in assets, making it one of the largest ETFs in this segment [1][5]. Investment Strategy - Smart beta ETFs, like FTCS, are designed to outperform traditional market capitalization weighted indexes by selecting stocks based on specific fundamental characteristics [2][3]. - FTCS tracks the Capital Strength Index, which is an equal-dollar weighted index focusing on well-capitalized companies with strong financial metrics [6]. Cost and Performance - FTCS has an annual operating expense of 0.52% and a 12-month trailing dividend yield of 1.21%, which is competitive within its peer group [7]. - The ETF has shown a performance increase of approximately 5.18% year-to-date and 8.12% over the past year, with a trading range between $81.60 and $94.03 in the last 52 weeks [11]. Sector Exposure and Holdings - The ETF's largest sector allocation is in Industrials at 23.6%, followed by Financials and Consumer Staples [8]. - Microsoft Corporation (MSFT) is the largest individual holding at 2.54% of total assets, with the top 10 holdings comprising about 22.99% of total assets under management [9]. Risk Profile - FTCS has a beta of 0.79 and a standard deviation of 12.87% over the trailing three-year period, indicating a medium risk profile with effective diversification across 51 holdings [11].

Core Viewpoint - The John Hancock Multifactor Small Cap ETF (JHSC) offers broad exposure to the Small Cap Blend segment of the US equity market, with assets exceeding $564.78 million since its launch on November 8, 2017 [1] Group 1: Investment Potential - Small cap companies, defined as those with market capitalizations below $2 billion, present high potential but also come with increased risk [2] - Blend ETFs typically include a mix of growth and value stocks, providing diversified exposure [2] Group 2: Cost Structure - The annual operating expenses for JHSC are 0.42%, which is competitive with most peer products [3] - The ETF has a 12-month trailing dividend yield of 1.07% [3] Group 3: Sector Exposure and Holdings - The ETF has a significant allocation of approximately 22.8% to the Industrials sector, followed by Financials and Consumer Discretionary [4] - Nextracker Inc Cl A (NXT) constitutes about 0.55% of total assets, with the top 10 holdings making up around 5.11% of total assets under management [5] Group 4: Performance Metrics - JHSC aims to match the performance of the JOHN HANCOCK DIMENSIONAL SMALL CAP INDEX, which includes companies smaller than the 750th largest U.S. company, excluding the smallest 4% [6] - The ETF has experienced a loss of about 0.41% year-to-date and a gain of approximately 6.51% over the past year, with a trading range between $32.47 and $43.65 in the last 52 weeks [7] Group 5: Alternatives - JHSC holds a Zacks ETF Rank of 3 (Hold), indicating it is a viable option for investors seeking exposure to the Small Cap Blend market [8] - Other comparable ETFs include the Vanguard Small-Cap ETF (VB) with $63.04 billion in assets and an expense ratio of 0.05%, and the iShares Core S&P Small-Cap ETF (IJR) with $80.38 billion in assets and an expense ratio of 0.06% [9] Group 6: General Insights - Passively managed ETFs like JHSC 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 [10]

Core Viewpoint - The Invesco NASDAQ 100 ETF (QQQM) is a passively managed fund designed to provide broad exposure to the Large Cap Growth segment of the US equity market, with significant assets under management and low expense ratios [1][4]. Group 1: Fund Overview - QQQM was launched on October 13, 2020, and has accumulated over $56.89 billion in assets, making it one of the largest ETFs in its category [1]. - The fund is sponsored by Invesco and aims to match the performance of the NASDAQ-100 Index, which includes 100 of the largest non-financial companies listed on Nasdaq [7]. Group 2: Investment Characteristics - Large cap companies, defined as those with market capitalizations above $10 billion, are generally more stable and less volatile than mid and small cap companies [2]. - Growth stocks, which QQQM primarily invests in, exhibit faster growth rates and higher valuations compared to the broader market, although they tend to be more volatile [3]. Group 3: Cost Structure - The annual operating expense ratio for QQQM is 0.15%, positioning it as one of the least expensive ETFs in the market [4]. - The ETF has a 12-month trailing dividend yield of 0.53% [4]. Group 4: Sector Exposure and Holdings - The ETF has a significant allocation to the Information Technology sector, comprising approximately 53.3% of the portfolio, followed by Telecom and Consumer Discretionary sectors [5]. - Nvidia Corp (NVDA) is the largest holding at about 9.15% of total assets, with the top 10 holdings accounting for approximately 50.54% of total assets under management [6]. Group 5: Performance Metrics - As of August 12, 2025, QQQM has increased by about 12.36% year-to-date and 27.91% over the past year, with a trading range between $171.40 and $236.52 in the last 52 weeks [7]. - The ETF has a beta of 1.15 and a standard deviation of 21.74% over the trailing three-year period, indicating a moderate level of risk [8]. Group 6: Competitive Landscape - QQQM holds a Zacks ETF Rank of 1 (Strong Buy), indicating strong expected performance based on various factors [9]. - Other comparable ETFs include the Vanguard Growth ETF (VUG) and Invesco QQQ (QQQ), with VUG having $184.51 billion in assets and an expense ratio of 0.04%, while QQQ has $363.71 billion in assets and charges 0.2% [10]. Group 7: Investment Appeal - Passively managed ETFs like QQQM are favored by both institutional and retail investors due to their low costs, transparency, flexibility, and tax efficiency [11].

If you're interested in broad exposure to the Large Cap Growth segment of the US equity market, look no further than the Motley Fool 100 Index ETF (TMFC) , a passively managed exchange traded fund launched on January 30, 2018.The fund is sponsored by Motley Fool Asset Management. It has amassed assets over $1.59 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 ha ...

Group 1 - The report outlines a grid trading strategy that focuses on capitalizing on price fluctuations rather than predicting market trends, making it suitable for volatile markets [3][13] - Characteristics of suitable grid trading targets include being exchange-traded, having stable long-term trends, low transaction costs, good liquidity, and high volatility, with equity ETFs being particularly appropriate [3][13] - The report highlights specific ETFs for grid trading, including the China Concept Internet ETF, which aims to reduce vicious competition costs and promote technological innovation in the internet sector [4][14] Group 2 - The Hang Seng Technology ETF benefits from improved liquidity in the Hong Kong market and the return of quality listed companies, making it a cost-effective investment tool in a low-interest-rate environment [4][17] - The Software ETF is positioned to leverage opportunities in AI development, with significant policy support encouraging the integration of AI technologies across various sectors [6][20] - The Chip ETF reflects a short-term easing of overseas pressures while emphasizing the long-term trend of domestic substitution in the semiconductor industry, supported by substantial investments in domestic chip manufacturing [7][21]

Core Viewpoint - The artificial intelligence (AI) sector is experiencing significant growth, as evidenced by the strong performance of the China Securities Artificial Intelligence Industry Index and related ETFs, indicating a robust investment opportunity in this field [1][2]. Group 1: Market Performance - As of August 12, 2025, the China Securities Artificial Intelligence Industry Index (931071) surged by 3.42%, with key stocks like Cambricon (688256) hitting a 20% limit up, pushing its market capitalization above 350 billion yuan [1]. - The AI ETF (515980) rose by 3.20%, with a trading volume of 286 million yuan and a turnover rate of 8.58% [1]. - Over the past week, the AI ETF has averaged daily trading of 237 million yuan, with its total size reaching 3.269 billion yuan [1]. Group 2: Fund Flows and Investment Strategy - The AI ETF has seen continuous net inflows over the past three days, with a peak single-day net inflow of 89.9845 million yuan, totaling 121 million yuan [1]. - The AI ETF uniquely tracks the artificial intelligence industry index and is the only small-cap ETF in the AI sector that adjusts quarterly, providing a balanced exposure to the market [5][6]. Group 3: Sector Composition and Trends - The index includes 50 stocks with high AI revenue proportions and growth potential, focusing on both infrastructure (like optical modules and ASIC chips) and application layers (such as office automation, media, autonomous driving, and robotics) [2][6]. - The current market conditions suggest a potential upward cycle in the semiconductor sector, driven by AI computing demand, which may enhance the overall market sentiment and demand limits [3].

Core Viewpoint - The Greater Bay Area (GBA) ETF has shown positive performance, with a recent increase in value and significant returns over the past year, reflecting the growth potential of companies benefiting from the GBA development theme [2][3]. Market Performance - As of August 12, 2025, the GBA development theme index rose by 0.55%, with notable increases in constituent stocks such as Invec (up 8.71%) and China Great Wall (up 7.86%) [2]. - The GBA ETF (512970) increased by 0.84%, reaching a latest price of 1.32 yuan, and has accumulated a 1.87% increase over the past week [2]. - The GBA ETF's net value rose by 34.51% over the past year, with a maximum monthly return of 21.99% since its inception [3]. Trading and Liquidity - The GBA ETF had a turnover rate of 0.12% during the trading session, with a transaction volume of 87,500 yuan [2]. - The average daily trading volume over the past year was 258,900 yuan [3]. Fund Size and Fees - The GBA ETF's latest size reached 74.79 million yuan, marking a three-month high [2]. - The management fee for the GBA ETF is 0.15%, and the custody fee is 0.05% [3]. Index Composition - The GBA ETF closely tracks the performance of the GBA development theme index, which includes a selection of companies from the Hong Kong, Shanghai, and Shenzhen markets that benefit from the GBA's development [4]. - As of July 31, 2025, the top ten weighted stocks in the index accounted for 50.37% of the total weight, including major companies like Ping An Insurance and BYD [4][6].

Core Insights - The John Hancock Multifactor Small Cap ETF (JHSC) offers investors exposure to the Style Box - Small Cap Blend category, having debuted on November 8, 2017 [1] - Smart beta ETFs, like JHSC, aim to outperform traditional market cap weighted indexes by selecting stocks based on specific fundamental characteristics [3][4] - JHSC is managed by John Hancock and has accumulated over $566.07 million in assets, positioning it as an average-sized ETF in its category [5] Fund Details - JHSC seeks to match the performance of the JOHN HANCOCK DIMENSIONAL SMALL CAP INDEX, which includes U.S. companies with market capitalizations smaller than the 750th largest, excluding the smallest 4% [6] - The fund has an annual operating expense ratio of 0.42% and a 12-month trailing dividend yield of 1.06% [7] - The fund's largest sector allocation is in Industrials at approximately 22.8%, followed by Financials and Consumer Discretionary [8] Holdings and Performance - JHSC's top holdings include Nextracker Inc Cl A (0.55% of total assets), Commvault Systems Inc, and Planet Fitness Inc Cl A, with the top 10 holdings accounting for about 5.11% of total assets [9] - As of August 11, 2025, JHSC has experienced a year-to-date loss of -0.01% and a one-year gain of 6.96%, with a trading range between $32.47 and $43.65 over the past 52 weeks [11] Alternatives - Other ETFs in the small-cap space include Vanguard Small-Cap ETF (VB) and iShares Core S&P Small-Cap ETF (IJR), which have significantly larger assets and lower expense ratios of 0.05% and 0.06%, respectively [13]

Core Viewpoint - The JPMorgan Diversified Return U.S. Mid Cap Equity ETF (JPME) offers broad exposure to the Mid Cap Blend segment of the US equity market, with a focus on balancing growth potential and stability [1][2]. Group 1: Fund Overview - JPME is a passively managed ETF launched on May 11, 2016, and has accumulated assets exceeding $357.39 million, categorizing it as an average-sized ETF in its segment [1]. - The fund targets mid cap companies with market capitalizations between $2 billion and $10 billion, which typically exhibit higher growth prospects compared to large cap companies while being less volatile than small cap companies [2]. Group 2: Costs and Performance - The ETF has an annual operating expense ratio of 0.24%, which is competitive within its peer group, and a 12-month trailing dividend yield of 1.93% [3]. - As of August 11, 2025, JPME has returned approximately 2.8% year-to-date and 8.78% over the past year, with a trading range between $89.28 and $110.92 in the last 52 weeks [7]. Group 3: Sector Exposure and Holdings - The ETF's largest allocation is to the Industrials sector, comprising about 12% of the portfolio, followed by Healthcare and Consumer Staples [4]. - The top 10 holdings account for approximately 4.67% of total assets, with Jpmorgan Us Govt Mmkt Fun, Jabil Inc Common Stock (JBL), and Hewlett Packard (HPE) being notable individual holdings [5]. Group 4: Investment Strategy - JPME aims to replicate the performance of the Russell Midcap Diversified Factor Index using a rules-based approach that incorporates risk-based portfolio construction and multi-factor security selection, including value, quality, and momentum factors [6]. Group 5: Alternatives - Other ETFs in the Mid Cap Blend space include the Vanguard Mid-Cap ETF (VO) and the iShares Core S&P Mid-Cap ETF (IJH), which have significantly larger asset bases of $85.49 billion and $95.63 billion, respectively, and lower expense ratios of 0.04% and 0.05% [9].

Core Insights - The Invesco RAFI Emerging Markets ETF (PXH) is a smart beta ETF that debuted on September 27, 2007, providing broad exposure to the emerging markets category [1] - PXH is managed by Invesco and has accumulated over $1.54 billion in assets, making it one of the larger ETFs in the Broad Emerging Market ETFs segment [5] - The fund aims to match the performance of the FTSE RAFI Emerging Markets Index, which selects equities based on fundamental measures such as book value, cash flow, sales, and dividends [6] Fund Characteristics - The ETF has an annual operating expense ratio of 0.47%, which is competitive within its peer group, and a 12-month trailing dividend yield of 3.40% [7] - The top holdings include Taiwan Semiconductor Manufacturing Co Ltd (6.04% of total assets), Alibaba Group Holding Ltd, and China Construction Bank Corp, with the top 10 holdings accounting for approximately 29.85% of total assets [8][9] Performance Metrics - Year-to-date, PXH has increased by about 19.06%, and it was up approximately 25.26% over the last 12 months as of August 11, 2025 [10] - The ETF has a beta of 0.57 and a standard deviation of 17.81% over the trailing three-year period, indicating a medium risk profile [11] Alternatives in the Market - Other ETFs in the emerging markets space include Vanguard FTSE Emerging Markets ETF (VWO) with $94.77 billion in assets and iShares Core MSCI Emerging Markets ETF (IEMG) with $100.39 billion in assets, both of which have lower expense ratios of 0.07% and 0.09% respectively [13]