If you're interested in broad exposure to the Large Cap Growth segment of the US equity market, look no further than the State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) , a passively managed exchange traded fund launched on September 25, 2000.The fund is sponsored by State Street Investment Management. It has amassed assets over $43.33 billion, making it one of the largest ETFs attempting to match the Large Cap Growth segment of the US equity market.Why Large Cap GrowthLarge cap companies typically ha ...

The Nasdaq 100 Index and its associated ETFs, like the Invesco QQQ (QQQ) and the JPMorgan NASDAQ Equity Premium Income ETF (JEPQ), have come under pressure in the past few days as investors remain con... ...

Core Insights - The Vanguard S&P 500 Growth ETF (VOOG) is a passively managed ETF launched on September 9, 2010, with over $20.05 billion in assets, making it one of the largest ETFs in the Large Cap Growth segment of the US equity market [1] Group 1: Large Cap Growth Overview - Large cap companies typically have a market capitalization above $10 billion, offering a stable investment option with less risk and more reliable cash flows compared to mid and small cap companies [2] - Growth stocks are characterized by higher than average sales and earnings growth rates, but they also come with higher valuations and associated risks [3] Group 2: Costs and Performance - The ETF has an annual operating expense ratio of 0.07%, making it one of the least expensive options in its category, with a 12-month trailing dividend yield of 0.49% [4] - VOOG aims to match the performance of the S&P 500 Growth Index and has gained approximately 17.4% year-to-date and about 30.01% over the past year, with a trading range between $299.15 and $428.71 in the last 52 weeks [7] Group 3: Sector Exposure and Holdings - The ETF has a significant allocation to the Information Technology sector, comprising about 42.1% of the portfolio, followed by Telecom and Consumer Discretionary [5] - Nvidia Corp (NVDA) represents approximately 14.89% of total assets, with Microsoft Corp (MSFT) and Meta Platforms Inc (META) also among the top holdings; the top 10 holdings account for about 41.77% of total assets [6] Group 4: Risk and Alternatives - VOOG has a beta of 1.11 and a standard deviation of 20.13% over the trailing three-year period, categorizing it as a medium risk investment with 217 holdings to diversify company-specific risk [8] - The ETF holds a Zacks ETF Rank of 1 (Strong Buy), indicating strong potential based on expected returns, expense ratio, and momentum; alternatives include Vanguard Growth ETF (VUG) and Invesco QQQ (QQQ) [9][10] Group 5: 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 [11]

Core Insights - The First Trust Large Cap Growth AlphaDEX ETF (FTC) is designed to provide broad exposure to the Style Box - Large Cap Growth category and utilizes a smart beta strategy [1][5] - The ETF has amassed assets over $1.22 billion and seeks to match the performance of the Nasdaq AlphaDEX Large Cap Growth Index [5] - FTC has a 12-month trailing dividend yield of 0.34% and an annual expense ratio of 0.58% [6] Fund Characteristics - FTC employs the AlphaDEX stock selection methodology, which selects stocks based on fundamental characteristics rather than market capitalization [5] - The ETF has a significant allocation in the Information Technology sector, accounting for approximately 23.2% of the portfolio, followed by Industrials and Financials [7] - The top 10 holdings represent about 10.66% of FTC's total assets, with Palantir Technologies Inc. (PLTR) being the largest individual holding at 1.2% [8] Performance Metrics - As of September 2, 2025, FTC has returned approximately 13.46% year-to-date and 23.5% over the past year [10] - The fund has traded between $116.97 and $158.18 in the past 52 weeks, with a beta of 1.11 and a standard deviation of 18.39% over the trailing three-year period, indicating medium risk [10] Alternatives - Other ETFs in the large-cap growth space include Vanguard Growth ETF (VUG) and Invesco QQQ (QQQ), with VUG having an expense ratio of 0.04% and QQQ at 0.20% [11] - Investors seeking lower-cost options may consider traditional market cap weighted ETFs that aim to match the returns of the Style Box - Large Cap Growth [12]

Core Viewpoint - The Vanguard Mega Cap Growth ETF (MGK) is a significant player in the Large Cap Growth segment of the US equity market, with over $28.92 billion in assets, making it one of the largest ETFs in this category [1] Group 1: ETF Overview - MGK is a passively managed ETF launched on December 17, 2007, sponsored by Vanguard [1] - The ETF aims to provide broad exposure to large cap growth companies, which typically have market capitalizations above $10 billion [2] Group 2: Growth Stock Characteristics - Growth stocks, which MGK primarily invests in, exhibit faster growth rates, higher valuations, and above-average sales and earnings growth compared to the broader market [3] - While growth stocks can outperform value stocks in strong bull markets, value stocks historically deliver better returns across various market conditions [3] Group 3: Cost Structure - MGK has an annual operating expense ratio of 0.07%, positioning it as one of the least expensive ETFs in its category [4] - The ETF offers a 12-month trailing dividend yield of 0.41% [4] Group 4: Sector Exposure and Holdings - The ETF has a significant allocation to the Information Technology sector, comprising approximately 56.5% of the portfolio, followed by Consumer Discretionary and Telecom [5] - Nvidia Corp (NVDA) is the largest holding, accounting for about 14.47% of total assets, with Microsoft Corp (MSFT) and Apple Inc (AAPL) also among the top holdings [6] Group 5: Performance Metrics - MGK seeks to match the performance of the CRSP U.S. Mega Cap Growth Index, which measures the performance of mega-cap growth stocks [7] - The ETF has gained approximately 12.02% year-to-date and 23.77% over the past year, with a trading range between $273.67 and $389.51 in the last 52 weeks [7] Group 6: Risk Assessment - MGK has a beta of 1.19 and a standard deviation of 21.85% over the trailing three-year period, indicating a medium risk profile [8] - The ETF holds about 71 different stocks, effectively diversifying company-specific risk [8] Group 7: Alternatives - Other ETFs in the same space include the Vanguard Growth ETF (VUG) and Invesco QQQ (QQQ), with VUG having $184.82 billion in assets and QQQ at $365.36 billion [11] - VUG has an expense ratio of 0.04%, while QQQ charges 0.2% [11] Group 8: 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 [12]

Core Insights - The First Trust Growth Strength ETF (FTGS) is designed to provide broad exposure to the Large Cap Growth segment of the US equity market and has amassed over $1.23 billion in assets since its launch on October 25, 2022 [1] Group 1: Large Cap Growth Overview - Large cap companies typically have a market capitalization above $10 billion, offering a stable investment option with less risk and more reliable cash flows compared to mid and small cap companies [2] - Growth stocks are characterized by higher sales and earnings growth rates, but they also come with higher valuations and risks compared to other equity types [3] Group 2: Costs and Performance - The FTGS ETF has an annual operating expense ratio of 0.6%, which is considered relatively high, and a 12-month trailing dividend yield of 0.33% [4] - The ETF has gained approximately 12.13% year-to-date and 14.89% over the past year, with a trading range between $26.62 and $35.51 in the last 52 weeks [7] Group 3: Sector Exposure and Holdings - The ETF has a significant allocation to the Information Technology sector, comprising about 30.6% of the portfolio, followed by Industrials and Financials [5] - Vertiv Holdings Co (VRT) represents about 2.91% of total assets, with the top 10 holdings accounting for approximately 24.93% of total assets under management [6] Group 4: Risk and Alternatives - FTGS has a beta of 1.13 and a standard deviation of 17.78% over the trailing three-year period, indicating effective diversification of company-specific risk with about 51 holdings [8] - Alternatives to FTGS include the Vanguard Growth ETF (VUG) and Invesco QQQ (QQQ), which have significantly larger asset bases and lower expense ratios [10]

Core Viewpoint - The Goldman Sachs MarketBeta Russell 1000 Growth Equity ETF (GGUS) is a newly launched passively managed ETF aimed at providing broad exposure to the Large Cap Growth segment of the US equity market, with assets exceeding $295.45 million [1]. Group 1: Large Cap Growth Characteristics - Large cap companies typically have market capitalizations above $10 billion, characterized by stability and predictable cash flows, resulting in lower volatility compared to mid and small cap companies [2]. - Growth stocks are associated with higher sales and earnings growth rates, expected to outperform the market, but they come with higher valuations and risks [3]. Group 2: Cost Structure - GGUS has an annual operating expense ratio of 0.12%, making it one of the least expensive ETFs in its category, with a 12-month trailing dividend yield of 0.51% [4]. Group 3: Sector Exposure and Holdings - The ETF has a significant allocation to the Information Technology sector, comprising approximately 46.8% of the portfolio, followed by Consumer Discretionary and Telecom [5]. - Nvidia Corp (NVDA) is the largest holding at about 11.61% of total assets, with Microsoft Corp (MSFT) and Apple Inc (AAPL) also among the top holdings; the top 10 holdings represent around 50% of total assets [6]. Group 4: Performance Metrics - GGUS aims to match the performance of the Russell 1000 Growth 40 Act Daily Capped Index, with a year-to-date return of approximately 10.95% and a one-year return of about 22.37% as of August 25, 2025 [7]. - The ETF has a beta of 1.16 and a standard deviation of 19.91% over the trailing three-year period, indicating effective diversification with around 380 holdings [8]. Group 5: Alternatives and Market Position - GGUS holds a Zacks ETF Rank of 2 (Buy), indicating strong potential based on expected returns, expense ratio, and momentum, making it a favorable option for investors in the Large Cap Growth segment [10]. - Other comparable ETFs include the Vanguard Growth ETF (VUG) and Invesco QQQ (QQQ), with VUG having $184.39 billion in assets and an expense ratio of 0.04%, while QQQ has $369.27 billion in assets with a 0.2% expense ratio [11]. Group 6: Investment Appeal - Passively managed ETFs like GGUS 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 [12].

Core Viewpoint - The First Trust Large Cap Growth AlphaDEX ETF (FTC) is a passively managed ETF designed to provide broad exposure to the Large Cap Growth segment of the US equity market, with assets exceeding $1.20 billion [1] Group 1: ETF Overview - FTC was launched on May 8, 2007, and is sponsored by First Trust Advisors [1] - The ETF targets companies with a market capitalization above $10 billion, which are considered more stable and less volatile compared to mid and small cap companies [2] Group 2: Growth Stocks Characteristics - Growth stocks typically exhibit higher than average sales and earnings growth rates, but they also come with higher valuations and volatility [3] - While growth stocks may outperform value stocks in strong bull markets, value stocks have historically provided better returns across various market conditions [3] Group 3: Costs and Performance - The annual operating expenses for FTC are 0.58%, which is competitive within its peer group, and it has a 12-month trailing dividend yield of 0.34% [4] - FTC aims to match the performance of the Nasdaq AlphaDEX Large Cap Growth Index, having gained approximately 11.49% year-to-date and 22.59% over the past year as of August 22, 2025 [7] Group 4: Sector Exposure and Holdings - The ETF has a significant allocation to the Financials sector, comprising about 21.2% of the portfolio, followed by Information Technology and Industrials [5] - Robinhood Markets, Inc. (class A) accounts for approximately 1.77% of total assets, with the top 10 holdings representing about 12.52% of total assets under management [6] Group 5: Risk and Alternatives - FTC has a beta of 1.11 and a standard deviation of 18.47% over the trailing three-year period, indicating it is a medium risk option [8] - The ETF holds a Zacks ETF Rank of 1 (Strong Buy), making it a strong choice for investors interested in the Large Cap Growth segment [10] - Alternatives include the Vanguard Growth ETF (VUG) and Invesco QQQ (QQQ), which have significantly larger asset bases and lower expense ratios [11] Group 6: Bottom Line - Passively managed ETFs like FTC are increasingly popular due to their low costs, transparency, flexibility, and tax efficiency, making them suitable for long-term investors [12]

Core Viewpoint - The First Trust NASDAQ-100 Equal Weighted ETF (QQEW) offers broad exposure to the Large Cap Growth segment of the US equity market, with assets exceeding $1.85 billion, making it a significant player in this category [1]. Group 1: Large Cap Growth Overview - Large cap companies typically have a market capitalization above $10 billion, providing a stable investment option with less risk and more reliable cash flows compared to mid and small cap companies [2]. - Growth stocks are characterized by higher sales and earnings growth rates, expected to outperform the wider market, but they come with higher valuations and volatility [3]. Group 2: Costs and Performance - The ETF has an annual operating expense ratio of 0.55% and a 12-month trailing dividend yield of 0.41%, which is competitive within its peer group [4]. - QQEW aims to match the performance of the NASDAQ-100 Equal Weighted Index, having gained approximately 8.24% year-to-date and 8.72% over the past year, with a trading range of $106.81 to $139.57 in the last 52 weeks [7]. Group 3: Sector Exposure and Holdings - The ETF has a significant allocation to the Information Technology sector, comprising about 39% of the portfolio, followed by Consumer Discretionary and Telecom [5]. - Datadog, Inc. (DDOG) represents about 1.15% of total assets, with the top 10 holdings accounting for approximately 10.69% of total assets under management [6]. Group 4: Risk Assessment - QQEW has a beta of 1.06 and a standard deviation of 19.68% over the trailing three-year period, categorizing it as a medium risk investment with effective diversification across 102 holdings [8]. Group 5: Alternatives - Other ETFs in the same space include the Vanguard Growth ETF (VUG) with $181.63 billion in assets and an expense ratio of 0.04%, and Invesco QQQ (QQQ) with $362.77 billion in assets and an expense ratio of 0.2% [11].

Core Viewpoint - The Schwab U.S. Large-Cap Growth ETF (SCHG) is a passively managed fund that provides broad exposure to the Large Cap Growth segment of the U.S. equity market, with assets exceeding $46.57 billion, making it one of the largest ETFs in this category [1]. Group 1: Fund Overview - SCHG was launched on December 11, 2009, and is sponsored by Charles Schwab [1]. - The ETF has an annual operating expense ratio of 0.04%, making it one of the least expensive options in the market [4]. - It has a 12-month trailing dividend yield of 0.38% [4]. Group 2: Market Characteristics - Large cap companies typically have a market capitalization above $10 billion and are considered more stable with predictable cash flows [2]. - Growth stocks, which SCHG focuses on, have higher than average sales and earnings growth rates but also come with higher valuations and risks [3]. Group 3: Sector Exposure and Holdings - The ETF has a significant allocation to the Information Technology sector, comprising about 49.3% of the portfolio [5]. - Nvidia Corp (NVDA) is the largest holding at approximately 11.69% of total assets, followed by Microsoft Corp (MSFT) and Apple Inc (AAPL) [6]. - The top 10 holdings account for about 57.74% of total assets under management [6]. Group 4: Performance Metrics - SCHG aims to match the performance of the Dow Jones U.S. Large-Cap Growth Total Stock Market Index [7]. - The ETF has increased by about 8.27% year-to-date and approximately 18.33% over the past year, with a trading range between $22.27 and $30.75 in the last 52 weeks [8]. - It has a beta of 1.16 and a standard deviation of 21.44% over the trailing three-year period, indicating medium risk [8]. Group 5: Competitive Landscape - SCHG holds a Zacks ETF Rank of 2 (Buy), indicating strong potential based on expected returns, expense ratio, and momentum [10]. - Other similar ETFs include the Vanguard Growth ETF (VUG) and Invesco QQQ (QQQ), with VUG having $182.44 billion in assets and QQQ at $364.63 billion [11]. Group 6: Investment 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 [12].