Core Insights - The momentum for exchange-traded funds (ETFs) is expected to continue into 2026 as investors seek diversified options amid market uncertainties [1] Group 1: ETF Overview - Several under-the-radar ETFs are highlighted as alternatives to traditional options like Vanguard and Fidelity, offering a blend of yield and capital appreciation [2] Group 2: SPDR Russell 1000 Yield Focus ETF (ONEY) - ONEY focuses on high yield, low valuation, small size, and strong quality companies, aiming to replicate the Russell 1000 Yield Focused Factor Index [3] - The ETF has $808.31 million in assets under management and an expense ratio of 0.20%, with the highest sector allocation in industrials (17.49%) [4] - ONEY's top holdings include major U.S. companies like United Parcel Service, Target Corporation, and Ford Motors, with no single stock exceeding 3% weight [5] - The ETF has generated a 3-year return of 8.39% and a 5-year return of 13.05%, currently trading at $114.94 with a 5.4% gain over the past year [5] Group 3: WisdomTree LargeCap Dividend ETF (DLN) - DLN selects the largest 300 dividend stocks based on expected cash dividends rather than yield, ensuring quality through a composite quality score and momentum score [8][9]

Core Viewpoint - The SPDR Russell 1000 Yield Focus ETF (ONEY) is a passively managed ETF aimed at providing broad exposure to the Large Cap Value segment of the US equity market, with assets exceeding $904.23 million [1]. Group 1: Fund Overview - Launched on December 2, 2015, the ETF is sponsored by State Street Investment Management [1]. - The fund targets large cap companies, which typically have a market capitalization above $10 billion, offering a stable investment option with lower risk compared to mid and small cap companies [2]. Group 2: Investment Characteristics - Value stocks, which the ETF focuses on, generally have lower price-to-earnings and price-to-book ratios, and have historically outperformed growth stocks in most markets [3]. - The ETF has an annual operating expense ratio of 0.2%, making it one of the more cost-effective options in its category, and it offers a 12-month trailing dividend yield of 3.01% [4]. Group 3: Sector Exposure and Holdings - The ETF has the largest allocation to the Consumer Staples sector at approximately 14.3%, followed by Industrials and Consumer Discretionary [5]. - United Parcel Service Cl B (UPS) constitutes about 2.4% of total assets, with the top 10 holdings representing around 14.04% of total assets under management [6]. Group 4: Performance Metrics - The ETF aims to match the performance of the Russell 1000 Yield Focused Factor Index, which includes large-cap U.S. equity securities with high value, high quality, and low size characteristics [7]. - As of August 25, 2025, the ETF has returned approximately 7.59% year-to-date and 8.88% over the past year, with a trading range between $95.52 and $117.55 in the last 52 weeks [8]. Group 5: Alternatives and Market Position - The ETF holds a Zacks ETF Rank of 3 (Hold), indicating it is a reasonable option for investors seeking exposure to the Large Cap Value segment [10]. - Alternatives include the Schwab U.S. Dividend Equity ETF (SCHD) and the Vanguard Value ETF (VTV), which have significantly larger asset bases and lower expense ratios [11]. Group 6: General ETF Insights - Passively managed ETFs are increasingly popular among both retail and institutional investors due to their low costs, transparency, flexibility, and tax efficiency, making them suitable for long-term investment strategies [12].