SeekingAlpha
Your Index Matters: Using The Right Building Blocks For Your U.S. Equity Portfolio
SeekingAlpha
Volatility-controlled indices with intraday features have gained significant traction in the fixed index annuity market, particularly during periods of heightened market turbulence.
SeekingAlpha
In virtually every case, the total return will outperform the price return over time because it reflects the compounding benefit of reinvested income.
SeekingAlpha
Small-cap underperformance has historical precedent â but cycles turn. Click here to read more.
SeekingAlpha
Q2 2025 Equity Market Outlook
SeekingAlpha
Markets were recently rattled by three executive orders announcing tariff increases on Mexico, Canada, and China, marking an opening salvo of President Donald Trumpâs trade war.
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| CBOE | -21.17% | $24.23B | +35.36% | 1.09% |
| ED | -14.44% | $36.00B | +12.64% | 3.34% |
| AWK | -12.36% | $27.36B | +9.65% | 2.21% |
| K | -10.38% | $27.76B | +41.17% | 2.85% |
| MKTX | -8.22% | $8.22B | +9.03% | 1.38% |
| CME | -7.87% | $99.39B | +40.68% | 3.86% |
| DG | -5.32% | $25.41B | -7.95% | 2.05% |
| BCE | -4.32% | $21.07B | -27.36% | 10.97% |
| VSA | -4.15% | $8.67M | -19.04% | 0.00% |
| KR | -4.03% | $46.43B | +38.38% | 1.85% |
| ASPS | -4.00% | $108.30M | -4.13% | 0.00% |
| AMT | -3.53% | $104.32B | +14.40% | 3.00% |
| TU | -2.76% | $24.75B | +7.77% | 7.12% |
| DUK | -2.14% | $90.99B | +17.25% | 3.56% |
| MO | -1.93% | $99.67B | +28.77% | 6.90% |
| ZCMD | -1.71% | $29.55M | -8.59% | 0.00% |
| LTM | -1.46% | $12.63B | -95.46% | 2.42% |
| DFDV | -1.22% | $300.56M | +2,130.16% | 0.00% |
| AEP | -1.14% | $55.16B | +17.93% | 3.54% |
| HUSA | -1.01% | $19.66M | -19.53% | 0.00% |
| Name | Correlation | AUM | Expense Ratio | |
|---|---|---|---|---|
| TAIL | -87.86% | $99.63M | 0.59% | |
| VIXY | -80.74% | $164.54M | 0.85% | |
| BTAL | -67.36% | $296.22M | 1.43% | |
| IVOL | -45.90% | $347.03M | 1.02% | |
| SPTS | -35.35% | $5.80B | 0.03% | |
| XONE | -33.95% | $625.28M | 0.03% | |
| FTSD | -33.55% | $231.81M | 0.25% | |
| FXY | -33.11% | $816.38M | 0.4% | |
| UTWO | -29.98% | $379.52M | 0.15% | |
| SCHO | -29.30% | $11.03B | 0.03% | |
| VGSH | -28.56% | $22.80B | 0.03% | |
| IBTI | -24.49% | $1.06B | 0.07% | |
| IBTG | -24.12% | $1.92B | 0.07% | |
| IBTH | -24.06% | $1.62B | 0.07% | |
| XHLF | -23.02% | $1.73B | 0.03% | |
| BILS | -22.26% | $3.81B | 0.1356% | |
| IBTJ | -21.20% | $688.19M | 0.07% | |
| SHYM | -20.24% | $357.13M | 0.35% | |
| IEI | -19.67% | $15.48B | 0.15% | |
| IBTK | -18.28% | $448.89M | 0.07% |
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| LITB | 0.21% | $21.24M | -78.57% | 0.00% |
| WTRG | -0.55% | $10.40B | +1.01% | 3.50% |
| STG | -0.69% | $30.78M | -22.51% | 0.00% |
| SO | 0.70% | $100.18B | +17.28% | 3.18% |
| UUU | -0.82% | $7.17M | +101.30% | 0.00% |
| VSTA | -0.86% | $344.07M | +39.29% | 0.00% |
| EXC | -0.99% | $43.33B | +23.58% | 3.62% |
| HUSA | -1.01% | $19.66M | -19.53% | 0.00% |
| AEP | -1.14% | $55.16B | +17.93% | 3.54% |
| JNJ | 1.16% | $374.29B | +6.77% | 3.23% |
| VRCA | 1.19% | $59.96M | -91.36% | 0.00% |
| DFDV | -1.22% | $300.56M | +2,130.16% | 0.00% |
| AGL | 1.45% | $989.35M | -60.10% | 0.00% |
| LTM | -1.46% | $12.63B | -95.46% | 2.42% |
| PPC | 1.67% | $10.84B | +33.46% | 0.00% |
| ZCMD | -1.71% | $29.55M | -8.59% | 0.00% |
| TEF | 1.81% | $30.08B | +25.41% | 6.16% |
| CYCN | 1.88% | $10.59M | +46.35% | 0.00% |
| MSEX | 1.90% | $1.00B | +5.97% | 2.41% |
| MO | -1.93% | $99.67B | +28.77% | 6.90% |
| Name | Correlation | AUM | Expense Ratio | |
|---|---|---|---|---|
| ITOT | 99.87% | $70.29B | 0.03% | |
| SCHB | 99.83% | $34.33B | 0.03% | |
| SPTM | 99.83% | $10.53B | 0.03% | |
| VTI | 99.80% | $498.40B | 0.03% | |
| DFUS | 99.80% | $15.53B | 0.09% | |
| IWV | 99.80% | $15.86B | 0.2% | |
| SCHK | 99.79% | $4.32B | 0.03% | |
| IWB | 99.77% | $41.05B | 0.15% | |
| IYY | 99.71% | $2.47B | 0.2% | |
| SCHX | 99.68% | $55.97B | 0.03% | |
| GSLC | 99.68% | $13.84B | 0.09% | |
| BBUS | 99.66% | $5.03B | 0.02% | |
| ILCB | 99.64% | $1.06B | 0.03% | |
| PBUS | 99.63% | $7.79B | 0.04% | |
| VONE | 99.63% | $6.35B | 0.07% | |
| ESGU | 99.62% | $13.79B | 0.15% | |
| SPLG | 99.62% | $72.86B | 0.02% | |
| VOO | 99.60% | $682.72B | 0.03% | |
| DCOR | 99.59% | $1.82B | 0.14% | |
| IVV | 99.58% | $623.80B | 0.03% |
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| BN | 86.34% | $103.22B | +45.48% | 0.54% |
| ITT | 85.31% | $12.61B | +25.33% | 0.84% |
| BNT | 85.19% | $12.59B | +45.18% | 0.00% |
| PH | 84.46% | $90.91B | +38.76% | 0.94% |
| JHG | 84.30% | $6.32B | +16.29% | 3.92% |
| AXP | 84.24% | $228.12B | +38.14% | 0.90% |
| TROW | 82.97% | $22.02B | -13.66% | 5.02% |
| KKR | 82.44% | $119.82B | +26.84% | 0.52% |
| EMR | 82.27% | $77.51B | +25.77% | 1.52% |
| GS | 82.07% | $219.66B | +52.99% | 1.68% |
| BX | 81.84% | $186.30B | +24.44% | 2.26% |
| MKSI | 81.49% | $7.02B | -22.47% | 0.84% |
| DOV | 81.48% | $25.80B | +6.32% | 1.09% |
| WAB | 81.41% | $36.60B | +35.37% | 0.42% |
| EVR | 81.39% | $10.93B | +34.00% | 1.14% |
| ARES | 81.27% | $38.88B | +28.64% | 2.28% |
| ADI | 81.20% | $121.66B | +6.58% | 1.56% |
| SEIC | 81.01% | $11.45B | +40.10% | 1.06% |
| APO | 80.95% | $81.60B | +19.18% | 1.32% |
| CG | 80.75% | $19.66B | +34.15% | 2.54% |
| Name | Correlation | AUM | Expense Ratio | |
|---|---|---|---|---|
| YEAR | -0.30% | $1.47B | 0.25% | |
| IBMS | -0.42% | $89.64M | 0.18% | |
| CGCB | 0.47% | $2.47B | 0.27% | |
| NUBD | 0.49% | $397.77M | 0.16% | |
| LMBS | -0.61% | $5.11B | 0.64% | |
| TLH | 0.70% | $11.52B | 0.15% | |
| BNDW | 0.86% | $1.29B | 0.05% | |
| SUB | 0.99% | $9.91B | 0.07% | |
| CTA | -1.13% | $1.06B | 0.76% | |
| FMB | 1.24% | $1.90B | 0.65% | |
| MLN | -1.28% | $541.74M | 0.24% | |
| NYF | 1.39% | $892.18M | 0.25% | |
| FIXD | 1.40% | $3.42B | 0.65% | |
| WEAT | -1.69% | $117.15M | 0.28% | |
| GOVI | -1.70% | $929.28M | 0.15% | |
| SCHQ | 1.70% | $758.74M | 0.03% | |
| SHM | -1.70% | $3.41B | 0.2% | |
| IBMN | 1.73% | $447.08M | 0.18% | |
| ITM | 1.73% | $1.87B | 0.18% | |
| VGLT | 1.80% | $9.85B | 0.04% |
DFAU - Dimensional US Core Equity Market ETF contains 2354 holdings. The top holdings include NVDA, MSFT, AAPL, AMZN, META
Name | Weight |
|---|---|
 NVDANVIDIA Corp. | 6.44% |
 MSFTMicrosoft Corp. | 5.74% |
 AAPLApple, Inc. | 5.32% |
 AMZNAmazon.com, Inc. | 3.31% |
2.74% | |
 AVGOBroadcom Inc. | 1.80% |
 GOOGLAlphabet, Inc. | 1.68% |
 GOOGAlphabet, Inc. | 1.34% |
1.32% | |
1.27% | |
 TSLATesla, Inc. | 1.23% |
1.03% | |
0.89% | |
0.77% | |
 NFLXNetflix, Inc. | 0.76% |
0.75% | |
0.74% | |
0.66% | |
0.65% | |
0.63% | |
 ORCLOracle Corp. | 0.63% |
0.61% | |
 ABBVAbbVie, Inc. | 0.55% |
0.49% | |
0.47% | |
0.45% | |
0.45% | |
0.43% | |
0.43% | |
0.41% | |
Sector | Weight |
|---|---|
Information Technology | 29.62% |
Financials | 14.75% |
Consumer Discretionary | 10.64% |
Industrials | 10.55% |
Communication Services | 9.25% |
Health Care | 9.01% |
Consumer Staples | 5.50% |
Energy | 3.81% |
Materials | 2.62% |
Utilities | 2.52% |
Real Estate | 0.23% |
| - | 0.01% |
N/A | 0.00% |
