Designed to provide broad exposure to the Large Cap Growth segment of the US equity market, the First Trust Growth Strength ETF (FTGS) is a passively managed exchange traded fund launched on October 25, 2022.The fund is sponsored by First Trust Advisors. It has amassed assets over $1.23 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 GrowthLarge cap companies usually have a market capitalization above $10 billion. Overal ...

Looking for broad exposure to the Large Cap Growth segment of the US equity market? You should consider the Goldman Sachs MarketBeta Russell 1000 Growth Equity ETF (GGUS) , a passively managed exchange traded fund launched on November 28, 2023.The fund is sponsored by Goldman Sachs Funds. It has amassed assets over $295.45 million, 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 ...

The First Trust Large Cap Growth AlphaDEX ETF (FTC) was launched on May 8, 2007, and is a passively managed exchange traded fund designed to offer broad exposure to the Large Cap Growth segment of the US equity market.The fund is sponsored by First Trust Advisors. It has amassed assets over $1.20 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 have a market capi ...

If you're interested in broad exposure to the Large Cap Growth segment of the US equity market, look no further than the First Trust NASDAQ-100 Equal Weighted ETF (QQEW) , a passively managed exchange traded fund launched on April 19, 2006.The fund is sponsored by First Trust Advisors. It has amassed assets over $1.85 billion, making it one of the larger ETFs attempting to match the Large Cap Growth segment of the US equity market.Why Large Cap GrowthCompanies that find themselves in the large cap category ...

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].

If you're interested in broad exposure to the Large Cap Growth segment of the US equity market, look no further than the Vanguard Russell 1000 Growth ETF (VONG) , a passively managed exchange traded fund launched on September 22, 2010.The fund is sponsored by Vanguard. It has amassed assets over $30.51 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 have a market capitalization above $10 bil ...

Core Viewpoint - The Invesco Large Cap Growth ETF (PWB) is designed to provide broad exposure to the Large Cap Growth segment of the US equity market, with assets exceeding $1.25 billion, making it a competitive option in this category [1]. Group 1: Fund Overview - PWB is a passively managed ETF launched on March 3, 2005, sponsored by Invesco [1]. - The fund targets large cap companies, which typically have a market capitalization above $10 billion, offering more stability and predictable cash flows compared to mid and small cap companies [2]. Group 2: Growth Stock Characteristics - Growth stocks, which PWB focuses on, exhibit faster growth rates, higher valuations, and above-average sales and earnings growth, but they also come with higher volatility [3]. - While growth stocks may outperform value stocks in strong bull markets, value stocks historically provide better returns across various market conditions [3]. Group 3: Costs and Performance - The ETF has an annual operating expense ratio of 0.53%, which is competitive within its peer group, and a 12-month trailing dividend yield of 0.06% [4]. - PWB aims to match the performance of the Dynamic Large Cap Growth Intellidex Index, achieving a year-to-date return of approximately 17.91% and a one-year return of about 27.16% as of August 19, 2025 [7]. Group 4: Sector Exposure and Holdings - The ETF has a significant allocation to the Information Technology sector, comprising about 32.2% of the portfolio, followed by Financials and Industrials [5]. - Oracle Corp (ORCL) is the largest holding at approximately 4.54% of total assets, with the top 10 holdings accounting for about 35.24% of total assets under management [6]. Group 5: Risk and Alternatives - PWB has a beta of 1.12 and a standard deviation of 19.1% over the trailing three-year period, categorizing it as a medium risk investment [8]. - The ETF holds a Zacks ETF Rank of 1 (Strong Buy), indicating strong potential based on expected returns, expense ratio, and momentum [9]. - Alternatives to PWB include the Vanguard Growth ETF (VUG) and Invesco QQQ (QQQ), which track similar indices but have different asset sizes and expense ratios [10]. Group 6: 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 [11].

Core Insights - The Invesco Large Cap Growth ETF (PWB) is designed to provide broad exposure to the Style Box - Large Cap Growth category, launched on March 3, 2005 [1] Fund Overview - PWB is a smart beta ETF with assets exceeding $1.25 billion, aiming to match the performance of the Dynamic Large Cap Growth Intellidex Index [5] - The fund has an annual operating expense ratio of 0.53% and a 12-month trailing dividend yield of 0.06% [6] Sector Exposure and Holdings - The largest sector allocation for PWB is Information Technology at approximately 32.2%, followed by Financials and Industrials [7] - Oracle Corp (ORCL) constitutes about 4.54% of total assets, with Nvidia Corp (NVDA) and Broadcom Inc (AVGO) also among the top holdings; the top 10 holdings represent around 35.24% of total assets [8] Performance Metrics - As of August 18, 2025, PWB has gained about 17.63% year-to-date and approximately 26.67% over the past year, with a trading range between $86.24 and $120.82 in the last 52 weeks [10] - The fund has a beta of 1.12 and a standard deviation of 19.09% over the trailing three-year period, indicating medium risk [10] Alternatives - Other ETFs in the large cap growth space include Vanguard Growth ETF (VUG) with $186.18 billion in assets and an expense ratio of 0.04%, and Invesco QQQ (QQQ) with $368.25 billion in assets and an expense ratio of 0.20% [11]

Core Viewpoint - The Invesco S&P 500 Pure Growth ETF (RPG) is a smart beta ETF that aims to provide broad exposure to the large-cap growth segment of the market, with a focus on stocks exhibiting strong growth characteristics [1][5]. Group 1: Smart Beta ETFs - The ETF industry has been dominated by market capitalization weighted indexes, which are designed for investors who believe in market efficiency [2]. - Smart beta ETFs, like RPG, utilize non-cap weighted strategies to select stocks based on specific fundamental characteristics, aiming to enhance risk-return performance [3]. Group 2: Fund Details - RPG is managed by Invesco and has accumulated over $1.74 billion in assets, categorizing it as an average-sized ETF in its segment [5]. - The fund seeks to match the performance of the S&P 500 Pure Growth Index, which focuses on securities with strong growth characteristics [5]. Group 3: Costs and Expenses - RPG has an annual operating expense ratio of 0.35%, which is competitive within its peer group [6]. - The fund offers a 12-month trailing dividend yield of 0.29% [6]. Group 4: Sector Exposure and Holdings - The ETF has a significant allocation in the Industrials sector, comprising about 25% of the portfolio, followed by Consumer Discretionary and Information Technology [7]. - Royal Caribbean Cruises Ltd (RCL) is the largest individual holding at approximately 2.79% of total assets, with the top 10 holdings accounting for about 21.98% of total assets [8]. Group 5: Performance Metrics - Year-to-date, RPG has returned approximately 13.77%, and it has increased about 29.84% over the last 12 months as of August 14, 2025 [9]. - The fund has a beta of 1.14 and a standard deviation of 22.01% over the trailing three-year period, indicating medium risk [10]. Group 6: Alternatives - Other ETFs in the large-cap growth space include Vanguard Growth ETF (VUG) and Invesco QQQ (QQQ), with VUG having $186.06 billion in assets and QQQ at $366.83 billion [11]. - VUG has a lower expense ratio of 0.04%, while QQQ charges 0.20% [11].

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].