Core Viewpoint - The iShares S&P Small-Cap 600 Growth ETF (IJT) is a passively managed ETF designed to provide broad exposure to the Small Cap Growth segment of the US equity market, with significant assets under management of over $6.13 billion [1] Group 1: Fund Overview - The fund was launched on July 24, 2000, and is sponsored by Blackrock [1] - It targets small cap companies with market capitalizations below $2 billion, which are considered high-potential stocks but come with higher risks [2] Group 2: Performance Metrics - IJT aims to match the performance of the S&P SmallCap 600 Growth Index, which measures the small-capitalization growth sector of the U.S. equity market [7] - The ETF has gained approximately 1.59% year-to-date and is up about 2.98% over the past year as of August 21, 2025 [7] - In the last 52 weeks, the ETF has traded between $108.87 and $150.65 [7] Group 3: Cost Structure - The annual operating expenses for IJT are 0.18%, which is competitive within its peer group [4] - The ETF has a 12-month trailing dividend yield of 1.04% [4] Group 4: Sector Exposure and Holdings - The ETF has the largest allocation to the Industrials sector, comprising about 23% of the portfolio, followed by Financials and Information Technology [5] - Individual holdings include Spx Technologies Inc (SPXC) at approximately 1.14% of total assets, along with Aerovironment Inc (AVAV) and Brinker International Inc (EAT) [6] Group 5: Risk Profile - IJT has a beta of 1.08 and a standard deviation of 21.25% over the trailing three-year period, indicating a medium risk profile [8] - The ETF consists of about 356 holdings, which helps to diversify company-specific risk [8] Group 6: Alternatives - IJT carries a Zacks ETF Rank of 3 (Hold), suggesting it is a viable option for investors seeking exposure to the Small Cap Growth area [9] - Alternative ETFs include the iShares Russell 2000 Growth ETF (IWO) with $11.91 billion in assets and the Vanguard Small-Cap Growth ETF (VBK) with $19.48 billion [10]

Core Viewpoint - The Janus Henderson Small Cap Growth Alpha ETF (JSML) aims to provide investors with broad exposure to the small-cap growth segment of the market, utilizing a smart beta strategy to potentially outperform traditional market cap weighted indexes [1][5]. Fund Overview - JSML was launched on February 23, 2016, and has accumulated over $206.62 million in assets, categorizing it as an average-sized ETF within its segment [1][5]. - The fund is managed by Janus Henderson and seeks to match the performance of the Janus Small Cap Growth Alpha Index, which selects small-cap stocks based on growth, profitability, and capital efficiency [5][6]. Cost Structure - The annual operating expenses for JSML are 0.30%, which is competitive with similar products in the market [7]. - The fund offers a 12-month trailing dividend yield of 1.63% [7]. Sector Exposure and Holdings - JSML has a significant allocation in the Industrials sector, comprising approximately 21.8% of the portfolio, followed by Information Technology and Financials [8]. - The top holding, Sterling Infrastructure Inc. (STRL), represents about 2.23% of the fund's total assets, with the top 10 holdings accounting for approximately 18.94% of total assets under management [9]. Performance Metrics - As of August 18, 2025, JSML has increased by roughly 8.34% year-to-date and 15.71% over the past year [11]. - The ETF has traded between $54.00 and $73.60 in the last 52 weeks, with a beta of 1.24 and a standard deviation of 23.03% over the trailing three-year period [11]. Alternatives - Investors may consider other ETFs in the small-cap growth space, such as iShares Russell 2000 Growth ETF (IWO) and Vanguard Small-Cap Growth ETF (VBK), which have larger asset bases and lower expense ratios [12][13].

Core Viewpoint - The Janus Henderson Small Cap Growth Alpha ETF (JSML) provides broad exposure to the Small Cap Growth segment of the US equity market, with a focus on small-cap companies that have high growth potential but also higher risks [1][2]. Group 1: Fund Overview - JSML is a passively managed ETF launched on February 23, 2016, and has accumulated assets over $207.21 million, positioning it as an average-sized ETF in its category [1]. - The ETF has annual operating expenses of 0.3% and a 12-month trailing dividend yield of 1.63%, making it competitive with peer products [4]. Group 2: Investment Characteristics - Small cap companies, defined as those with market capitalizations below $2 billion, typically exhibit higher growth potential compared to larger companies, albeit with increased risk [2]. - Growth stocks, which JSML targets, are characterized by faster growth rates, higher valuations, and above-average sales and earnings growth, but they also come with higher volatility [3]. Group 3: Sector Exposure and Holdings - The ETF has a significant allocation to the Industrials sector, comprising about 21.9% of the portfolio, followed by Information Technology and Financials [5]. - The top holding, Sterling Infrastructure Inc. (STRL), accounts for approximately 2.23% of total assets, with the top 10 holdings representing about 18.94% of total assets under management [6]. Group 4: Performance Metrics - As of August 15, 2025, JSML has gained approximately 8.61% year-to-date and 18.23% over the past year, with a trading range between $54.00 and $73.60 in the last 52 weeks [8]. - The ETF has a beta of 1.24 and a standard deviation of 23.03% over the trailing three-year period, indicating a diversified approach to mitigate company-specific risk [8]. Group 5: Alternatives - Other ETFs in the small-cap growth space include the iShares Russell 2000 Growth ETF (IWO) with $12.12 billion in assets and the Vanguard Small-Cap Growth ETF (VBK) with $19.65 billion, offering lower expense ratios of 0.24% and 0.07%, respectively [11]. 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 [12].

Core Viewpoint - The Vanguard Small-Cap Growth ETF (VBK) is a leading investment vehicle for exposure to the Small Cap Growth segment of the US equity market, with significant assets and low operating costs [1][4]. Group 1: Fund Overview - VBK was launched on January 26, 2004, and is passively managed, designed to provide broad exposure to small-cap growth stocks [1]. - The fund has amassed over $19.88 billion in assets, making it the largest ETF in its category [1]. - The ETF has an annual operating expense ratio of 0.07%, positioning it as one of the least expensive options available [4]. Group 2: Investment Potential - Small-cap companies, defined as those with market capitalizations below $2 billion, present high potential for growth but also come with increased risk [2]. - Growth stocks typically exhibit higher sales and earnings growth rates compared to the broader market, although they carry higher valuations and volatility [3]. Group 3: Sector Exposure and Holdings - The ETF has a significant allocation to the Industrials sector, comprising approximately 22.2% of the portfolio, followed by Information Technology and Healthcare [5]. - Individual holdings include Slcmt1142 at about 2% of total assets, with Liberty Media Corp-Liberty Formula One (FWONK) and Natera Inc (NTRA) also among the top holdings [6]. Group 4: Performance Metrics - VBK aims to match the performance of the CRSP U.S. Small Cap Growth Index, which tracks small-cap growth stocks [7]. - The ETF has gained approximately 3.74% year-to-date and 16.6% over the past year, with a trading range between $219.76 and $304.19 in the last 52 weeks [7]. - It has a beta of 1.13 and a standard deviation of 22.39% over the trailing three-year period, indicating medium risk [8]. Group 5: Alternatives and Market Position - VBK holds a Zacks ETF Rank of 3 (Hold), suggesting it is a viable option for investors seeking small-cap growth exposure [9]. - Other alternatives in the market include the iShares S&P Small-Cap 600 Growth ETF (IJT) and the iShares Russell 2000 Growth ETF (IWO), with assets of $6.30 billion and $12.28 billion respectively [10]. Group 6: Conclusion - Passively managed ETFs like VBK are favored by both institutional and retail investors due to their low costs, transparency, flexibility, and tax efficiency [11].

Core Viewpoint - The iShares Russell 2000 Growth ETF (IWO) is a significant investment vehicle for exposure to the Small Cap Growth segment of the US equity market, with assets exceeding $11.74 billion, making it one of the largest ETFs in this category [1]. Investment Potential - Small cap companies, defined as those with market capitalizations below $2 billion, present high potential for growth but also come with increased risk [2]. Characteristics of Growth Stocks - Growth stocks typically exhibit faster growth rates, higher valuations, and above-average sales and earnings growth compared to the broader market. They tend to outperform value stocks in strong bull markets, although value stocks have historically provided better long-term returns across various market conditions [3]. Cost Structure - The iShares Russell 2000 Growth ETF has an annual operating expense ratio of 0.24%, which is competitive within its peer group. It also offers a 12-month trailing dividend yield of 0.79% [4]. Sector Allocation and Holdings - The ETF has a significant allocation to the Information Technology sector, comprising approximately 22% of the portfolio, followed by Healthcare and Industrials. The top 10 holdings represent about 6.91% of total assets, with Credo Technology Group Holding Ltd (CRDO) accounting for around 1.02% [5][6]. Performance Metrics - The ETF aims to replicate the performance of the Russell 2000 Growth Index, which captures the small-cap growth sector of the US equity market. As of August 12, 2025, the ETF has increased by about 1.6% year-to-date and approximately 11.48% over the past year, with a trading range between $224.16 and $315.36 in the last 52 weeks. It has a beta of 1.15 and a standard deviation of 22.95% over the trailing three-year period, indicating a higher risk profile [7][8]. Alternatives - Other ETFs in the small-cap growth space include the iShares S&P Small-Cap 600 Growth ETF (IJT) and the Vanguard Small-Cap Growth ETF (VBK), with assets of $6.03 billion and $19.12 billion respectively. IJT has an expense ratio of 0.18%, while VBK charges 0.07% [11]. Conclusion - Passively managed ETFs like IWO are increasingly favored by both 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 Vanguard Russell 2000 Growth ETF (VTWG) provides broad exposure to the Small Cap Growth segment of the US equity market, with a focus on companies that typically have higher growth potential but also higher risk [1][2]. Group 1: Fund Overview - VTWG is a passively managed ETF launched on September 22, 2010, and is sponsored by Vanguard [1]. - The fund has accumulated over $1.01 billion in assets, positioning it as an average-sized ETF in its category [1]. - The ETF has an annual operating expense ratio of 0.1%, making it one of the least expensive options available [4]. Group 2: Investment Characteristics - Small cap companies, defined as those with market capitalizations below $2 billion, are generally considered to have higher growth potential compared to larger companies, albeit with increased risk [2]. - Growth stocks, which VTWG primarily invests in, are characterized by faster growth rates, higher valuations, and above-average sales and earnings growth [3]. Group 3: Sector Exposure and Holdings - The ETF has a significant allocation to the Information Technology sector, comprising about 22% of the portfolio, followed by Healthcare and Industrials [5]. - Individual holdings include Slbbh1142 at approximately 1.19% of total assets, with Credo Technology Group Holding Ltd (CRDO) and Fabrinet (FN) also among the top holdings [6]. Group 4: Performance Metrics - VTWG aims to match the performance of the Russell 2000 Growth Index, which includes companies with higher price/book ratios and growth rates [7]. - As of August 8, 2025, the ETF has gained about 1.32% year-to-date and approximately 14.35% over the past year, with a trading range between $163.60 and $229.76 in the last 52 weeks [7]. - The ETF has a beta of 1.15 and a standard deviation of 23.07% over the trailing three-year period, indicating a higher risk profile [8]. Group 5: Alternatives and Market Position - VTWG holds a Zacks ETF Rank of 3 (Hold), suggesting it is a viable option for investors seeking exposure to the Small Cap Growth segment [9]. - Other comparable ETFs include the iShares Russell 2000 Growth ETF (IWO) with $11.67 billion in assets and the Vanguard Small-Cap Growth ETF (VBK) with $19.21 billion, each with different expense ratios [10]. Group 6: 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 Viewpoint - The Vanguard S&P Small-Cap 600 Growth ETF (VIOG) is a passively managed ETF aimed at providing broad exposure to the Small Cap Growth segment of the US equity market, with assets exceeding $826.36 million [1] Group 1: Small Cap Growth Characteristics - Small cap companies are defined as those with market capitalizations below $2 billion, typically presenting higher potential but also higher risk compared to larger companies [2] - Growth stocks are characterized by faster growth rates, higher valuations, and above-average sales and earnings growth rates, but they also exhibit higher volatility [3] Group 2: Cost Structure - The ETF has an annual operating expense ratio of 0.1%, making it one of the least expensive options in its category, with a 12-month trailing dividend yield of 1.06% [4] Group 3: Sector Exposure and Holdings - The ETF has a significant allocation to the Industrials sector, comprising about 24% of the portfolio, followed by Financials and Information Technology [5] - Aerovironment Inc (AVAV) represents approximately 1.22% of total assets, with the top 10 holdings accounting for about 7.58% of total assets under management [6] Group 4: Performance Metrics - VIOG aims to match the performance of the S&P Small-Cap 600 Growth Index, having lost about 0.23% year-to-date and gained approximately 4.36% over the past year as of August 7, 2025 [7] - The ETF has traded between $93.75 and $129.74 in the past 52 weeks [7] Group 5: Risk Assessment - With a beta of 1.08 and a standard deviation of 21.29% over the trailing three-year period, VIOG is classified as a medium-risk investment, effectively diversifying company-specific risk with around 347 holdings [8] Group 6: Alternatives - Alternatives to VIOG include the iShares Russell 2000 Growth ETF (IWO) and the Vanguard Small-Cap Growth ETF (VBK), with IWO having $11.75 billion in assets and an expense ratio of 0.24%, while VBK has $19.29 billion in assets and charges 0.07% [10] Group 7: 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 Viewpoint - The First Trust Small Cap Growth AlphaDEX ETF (FYC) is designed to provide broad exposure to the small-cap growth segment of the market, utilizing a smart beta strategy to potentially outperform traditional market-cap weighted indexes [1][5]. Fund Overview - FYC was launched on April 19, 2011, and is managed by First Trust Advisors, with total assets exceeding $457.6 million, categorizing it as an average-sized ETF in its segment [1][5]. - The ETF aims to match the performance of the Nasdaq AlphaDEX Small Cap Growth Index, which employs a stock selection methodology based on fundamental characteristics [5]. Cost Structure - The annual operating expenses for FYC are 0.71%, making it one of the more expensive options in the small-cap growth ETF space [6]. - The ETF has a 12-month trailing dividend yield of 0.61% [6]. Sector Exposure and Holdings - The ETF has a significant allocation in the Financials sector, comprising approximately 21.9% of the portfolio, followed by Industrials and Healthcare [7]. - Sezzle Inc. (SEZL) is the largest individual holding at about 2.86% of total assets, with the top 10 holdings accounting for around 12.34% of total assets under management [8]. Performance Metrics - Year-to-date, FYC has gained approximately 3.35%, and over the last 12 months, it has increased by about 13.91% as of July 30, 2025 [10]. - The ETF has a beta of 1.16 and a standard deviation of 22.33% over the trailing three-year period, indicating a higher risk profile [10]. Alternatives - Other ETFs in the small-cap growth space include the iShares Russell 2000 Growth ETF (IWO) and the Vanguard Small-Cap Growth ETF (VBK), which have significantly larger asset bases and lower expense ratios [12].

Core Viewpoint - The Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) is designed to provide broad exposure to the small-cap growth segment of the market, utilizing a smart beta strategy to select stocks based on fundamental characteristics [1][3][5]. Fund Overview - JSMD was launched on February 23, 2016, and has accumulated over $565.73 million in assets, positioning it as an average-sized ETF in its category [1][5]. - The fund aims to match the performance of the Janus Small/Mid Cap Growth Alpha Index, which evaluates stocks based on growth, profitability, and capital efficiency [5][6]. Cost Structure - The annual operating expenses for JSMD are 0.30%, which is competitive within its peer group [7]. - The ETF has a 12-month trailing dividend yield of 0.80% [7]. Sector Exposure and Holdings - The largest sector allocation for JSMD is in Financials, comprising approximately 20.7% of the portfolio, followed by Information Technology and Industrials [8]. - Equitable Holdings Inc. (EQH) is the top individual holding at about 2.3% of total assets, with the top 10 holdings representing around 21.14% of total assets under management [9]. Performance Metrics - As of July 28, 2025, JSMD has increased by approximately 6.29% year-to-date and 15.06% over the past year [10]. - The ETF has traded within a range of $62.52 to $82.80 over the last 52 weeks, with a beta of 1.08 and a standard deviation of 21.42% for the trailing three-year period [10]. Alternatives - Other ETFs in the small-cap growth space include iShares Russell 2000 Growth ETF (IWO) and Vanguard Small-Cap Growth ETF (VBK), with IWO having $11.95 billion in assets and VBK at $19.73 billion [12]. - IWO has an expense ratio of 0.24%, while VBK has a lower expense ratio of 0.07%, presenting options for investors seeking lower-cost alternatives [12].

Core Viewpoint - The First Trust Small Cap Growth AlphaDEX ETF (FYC) is designed to provide broad exposure to the Small Cap Growth segment of the US equity market, with a focus on growth stocks that have higher potential but also higher risks [1][2][3]. Fund Overview - Launched on April 19, 2011, FYC has accumulated assets exceeding $462.95 million, positioning it as an average-sized ETF in its category [1]. - The ETF has an annual operating expense ratio of 0.71%, which is considered high compared to other funds in the space [4]. Sector Exposure and Holdings - The ETF has a significant allocation to the Financials sector, comprising approximately 22.10% of the portfolio, followed by Industrials and Healthcare [5]. - Sezzle Inc. (SEZL) is the largest individual holding at about 2.86% of total assets, with the top 10 holdings accounting for roughly 12.34% of total assets under management [6]. Performance Metrics - FYC aims to match the performance of the Nasdaq AlphaDEX Small Cap Growth Index, with a year-to-date return of approximately 4.59% and a one-year return of about 16.76% as of July 25, 2025 [7]. - The ETF has a beta of 1.16 and a standard deviation of 22.36% over the trailing three-year period, indicating a higher risk profile [8]. Alternatives - Other ETFs in the same space include the iShares Russell 2000 Growth ETF (IWO) with $11.90 billion in assets and an expense ratio of 0.24%, and the Vanguard Small-Cap Growth ETF (VBK) with $19.60 billion in assets and an expense ratio of 0.07% [11]. Conclusion - FYC is a viable option for long-term investors seeking exposure to small-cap growth stocks, benefiting from low costs, transparency, and tax efficiency typical of passively managed ETFs [12].