Looking to Invest in America?

Comparitive ETF Discussion

Past performance does not guarantee future results. Short term performance, in particular, is not a good indication of the fund’s future performance, and an investment should not be made solely on returns. To view the standardized performance of each ETF, please click on their corresponding link shown below.

Investors should carefully consider the investment objectives and risks as well as charges and expenses of the ETF before investing. The summary and full prospectuses contain this and other information about the ETF. Read the prospectus carefully before investing. Links to each ETFs corresponding documents are listed below.

Liquidity: Because these Funds are ETFs, only a limited number of institutional investors (known as “Authorized Participants”) are authorized to purchase and redeem shares directly from the Fund. In addition, there may be a limited number of market makers and/or liquidity providers in the marketplace. To the extent either of the following events occur, shares of the Fund may trade at a material discount to their net asset value (“NAV”) per share and possibly face delisting: (i) Authorized Participants exit the business or otherwise become unable to process creation and/or redemption orders and no other Authorized Participants step forward to perform these services, or (ii) market makers and/or liquidity providers exit the business or significantly reduce their business activities and no other entities step forward to perform their functions.

Guarantees or Insurance: An investment in the Fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. The ETFs shown are not meant to be a representative sample of all biotech ETFs. All funds shown are managed differently and do not react the same to economic or market events. The investment objectives, strategies, policies or restrictions of other funds may differ, and more information can be found in their respective prospectuses. Therefore, we generally do not believe it is possible to make direct fund comparisons in an effort to highlight the benefits of a fund versus another.

Global X US Infrastructure Development ETF (PAVE):
Investment Objective:The Global X U.S. Infrastructure Development ETF (PAVE) seeks to invest in companies that stand to benefit from a potential increase in infrastructure activity in the United States, including those involved in the production of raw materials, heavy equipment, engineering, and construction. Click herefor standardized performance, ETF fees, and prospectus.
Expense Ratio: 0.47%

TCW Transform Supply Chain ETF (SUPP):
Investment Objective: The TCW Transform Supply Chain ETF is a high conviction, actively managed exchange-traded fund (“ETF”) that seeks to invest
primarily in 20-30 equity securities of companies we believe will drive and benefit from the relocalization of supply chains to North America, including those in manufacturing, automation, and transportation. Target companies are generally chosen from companies
included in the Morningstar® US Market Extended TR USD Index℠. The Fund’s investment objective is long-term growth of capital. Click here for standardized performance, ETF fees, and prospectus.
Expense Ratio: 0.75%

S&P Midcap 400 Index:
The S&P MidCap 400® provides investors with a benchmark for mid-sized companies. The index, which is distinct from the large-cap S&P 500®, is designed to measure the performance of 400 mid-sized companies, reflecting the distinctive risk and return characteristics of this market segment.

Comparative ETF Standardized Performance as of: 09/30/2024