ETF Intelligence

ETF Deep Dive

Ravenstone's ETF workspace distills exposures, factor tilts, and structure guardrails so you can approve or rotate allocations with conviction.

Cross-asset exposures mapped instantly

Scan region, sector, and factor weights with derivatives overlays in seconds to keep allocations precise.

Visuals aligned with client reporting

Holdings heatmaps, rebalancing pathways, and scenario charts mirror the visual language across Ravenstone research.

Governance guardrails in place

Track tracking error, liquidity bands, and structure flags before introducing strategies to mandates.

Strategy DNA decoded

Replication method, smart-beta tilts, and manager commentary live alongside core analytics for rapid due diligence.

Comparative analytics ready

Stack ETFs against peers on cost, factor loadings, crowding, and drawdowns with exportable tables.

Liquidity & cost clarity

Review depth of book, creation unit sizes, and historical spreads before executing allocations.

ETF Deep Dive

Research-grade breakdowns for smarter ETF selection

Analyze index methodology, holdings and sector weights, factor exposures, fees and liquidity, and historical risk/return. Start with our model sleeves, adjust tilts to your mandate, and present client-ready visuals aligned with our equity and sector research.

ETF Intelligence Snapshot

Compare the ETFs featured in this week's deep dive

Review structure, cost, liquidity, dividend profile, and one-year performance to understand how each ETF supports the income, core beta, and thematic sleeves highlighted above.

ETF	Focus	Expense Ratio	Dividend Yield	AUM	Holdings	1Y Performance	Liquidity Notes
SPDR S&P 500 ETF Trust (SPY) Core U.S. large-cap beta	Broad market	0.09%	1.34%	$503B	505	+21.3%	Deepest secondary liquidity and options market; ideal for tactical overlays.
Vanguard Total Stock Market ETF (VTI) Full U.S. market coverage	Core beta	0.03%	1.45%	$370B	3,900+	+19.7%	Captures large, mid, small, and micro caps; tight spreads even in size.
Vanguard High Dividend Yield ETF (VYM) Quality income equities	Income	0.06%	3.12%	$63B	440+	+12.4%	Focuses on profitable dividend payers; quarterly distributions with high capacity.
Technology Select Sector SPDR (XLK) Large-cap technology	Thematic tech	0.10%	0.88%	$58B	64	+28.9%	Top-heavy exposure to mega-cap platforms; robust derivatives ecosystem.
Health Care Select Sector SPDR (XLV) Defensive growth	Sector defensive	0.10%	1.52%	$39B	66	+9.8%	Balances pharma, biotech, and providers; historically lower drawdowns.

Sources: Issuer fact sheets, Bloomberg (data as of current quarter). Always confirm latest prospectus before allocating.

ETF Strategy Lab

Build income and thematic ETF lineups with confidence

Partner with Ravenstone to stress-test wrappers, compare structures, and construct income or thematic model portfolios your clients will understand.

Expect liquidity dashboards, creation/redemption trends, and positioning talking points for every recommendation.

Compare yield, factor, and cost profiles for income-oriented ETFs like VYM or SCHD.

Quantify thematic overlap and crowding before rotating into new narratives.

Receive shareable decks outlining structure, tax considerations, and implementation tips.

Schedule an ETF design consult

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