SeekingAlpha
Your Index Matters: Using The Right Building Blocks For Your U.S. Equity Portfolio
SeekingAlpha
Discover DGRW: A low-cost, diversified ETF offering high-quality dividend growth stocks, resilience in downturns, and long-term income potential.
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
Holding a bunch of stocks from the same sector doesnât mean youâre diversified. In fact, it could make your portfolio more vulnerable.
SeekingAlpha
Explore CGDV, a $16.68B actively managed fund offering strong total returns with a diversified factor mix.
| Name | Correlation | AUM | Expense Ratio | |
|---|---|---|---|---|
| IBTF | 0.02% | $1.99B | 0.07% | |
| TDTT | -0.19% | $2.64B | 0.18% | |
| NEAR | 0.32% | $3.34B | 0.25% | |
| WEAT | 0.41% | $117.15M | 0.28% | |
| GOVT | -0.48% | $27.54B | 0.05% | |
| JPST | 0.69% | $31.90B | 0.18% | |
| IBTP | -0.97% | $143.92M | 0.07% | |
| GVI | -1.13% | $3.42B | 0.2% | |
| FMHI | 1.22% | $754.85M | 0.7% | |
| USDU | 1.43% | $162.43M | 0.5% | |
| CARY | -1.49% | $347.36M | 0.8% | |
| LGOV | -1.52% | $678.86M | 0.67% | |
| IBND | 1.63% | $384.31M | 0.5% | |
| SMMU | 1.64% | $892.02M | 0.35% | |
| FLMI | -1.65% | $725.99M | 0.3% | |
| SGOV | -1.67% | $49.21B | 0.09% | |
| CTA | -1.75% | $1.06B | 0.76% | |
| SMB | -1.78% | $274.97M | 0.07% | |
| IGOV | -1.93% | $1.22B | 0.35% | |
| AGZD | 1.97% | $102.70M | 0.23% |
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| CBOE | -11.28% | $24.23B | +35.36% | 1.09% |
| K | -8.47% | $27.76B | +41.17% | 2.85% |
| DFDV | -5.23% | $300.56M | +2,130.16% | 0.00% |
| VSA | -5.10% | $8.67M | -19.04% | 0.00% |
| UUU | -3.09% | $7.17M | +101.30% | 0.00% |
| HUSA | -1.76% | $19.66M | -19.53% | 0.00% |
| LTM | -1.68% | $12.63B | -95.46% | 2.42% |
| STG | -1.59% | $30.78M | -22.51% | 0.00% |
| ASPS | -1.44% | $108.30M | -4.13% | 0.00% |
| MKTX | -0.92% | $8.22B | +9.03% | 1.38% |
| ED | -0.59% | $36.00B | +12.64% | 3.34% |
| VRCA | -0.26% | $59.96M | -91.36% | 0.00% |
| CME | -0.01% | $99.39B | +40.68% | 3.86% |
| CYCN | 0.17% | $10.59M | +46.35% | 0.00% |
| DG | 0.21% | $25.41B | -7.95% | 2.05% |
| ZCMD | 0.39% | $29.55M | -8.59% | 0.00% |
| AGL | 0.57% | $989.35M | -60.10% | 0.00% |
| VSTA | 0.89% | $344.07M | +39.29% | 0.00% |
| AWK | 1.61% | $27.36B | +9.65% | 2.21% |
| LITB | 2.41% | $21.24M | -78.57% | 0.00% |
| Name | Correlation | AUM | Expense Ratio | |
|---|---|---|---|---|
| QUS | 98.39% | $1.58B | 0.15% | |
| DUHP | 98.21% | $8.66B | 0.21% | |
| QDF | 98.09% | $1.86B | 0.37% | |
| JQUA | 97.93% | $6.38B | 0.12% | |
| IUS | 97.91% | $637.11M | 0.19% | |
| DFVX | 97.84% | $451.09M | 0.19% | |
| EPS | 97.80% | $1.14B | 0.08% | |
| JHML | 97.76% | $986.14M | 0.29% | |
| VIG | 97.55% | $92.27B | 0.05% | |
| QUAL | 97.41% | $52.99B | 0.15% | |
| GSLC | 97.29% | $13.84B | 0.09% | |
| DCOR | 97.29% | $1.82B | 0.14% | |
| TDVG | 97.23% | $879.22M | 0.5% | |
| DFAC | 97.23% | $34.81B | 0.17% | |
| DLN | 97.18% | $5.01B | 0.28% | |
| FNDX | 97.17% | $18.62B | 0.25% | |
| SPTM | 97.10% | $10.53B | 0.03% | |
| FQAL | 97.05% | $1.04B | 0.16% | |
| DFAU | 96.95% | $8.44B | 0.12% | |
| SUSA | 96.92% | $3.58B | 0.25% |
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| BN | 84.06% | $103.22B | +45.48% | 0.54% |
| BNT | 82.71% | $12.59B | +45.18% | 0.00% |
| TROW | 82.27% | $22.02B | -13.66% | 5.02% |
| ITT | 82.23% | $12.61B | +25.33% | 0.84% |
| PH | 80.50% | $90.91B | +38.76% | 0.94% |
| BLK | 80.28% | $165.86B | +35.67% | 1.93% |
| AXP | 80.20% | $228.12B | +38.14% | 0.90% |
| EMR | 79.98% | $77.51B | +25.77% | 1.52% |
| SEIC | 79.96% | $11.45B | +40.10% | 1.06% |
| MCO | 79.94% | $89.43B | +16.70% | 0.72% |
| JHG | 79.88% | $6.32B | +16.29% | 3.92% |
| PFG | 79.88% | $18.05B | +1.71% | 3.65% |
| ADI | 79.67% | $121.66B | +6.58% | 1.56% |
| DD | 79.56% | $30.53B | -7.88% | 2.15% |
| DOV | 79.05% | $25.80B | +6.32% | 1.09% |
| WAB | 79.01% | $36.60B | +35.37% | 0.42% |
| ITW | 78.80% | $75.14B | +8.67% | 2.34% |
| BX | 78.61% | $186.30B | +24.44% | 2.26% |
| AVNT | 78.54% | $3.15B | -19.18% | 3.10% |
| DCI | 78.53% | $8.29B | +0.07% | 1.56% |
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| CME | -0.01% | $99.39B | +40.68% | 3.86% |
| CYCN | 0.17% | $10.59M | +46.35% | 0.00% |
| DG | 0.21% | $25.41B | -7.95% | 2.05% |
| VRCA | -0.26% | $59.96M | -91.36% | 0.00% |
| ZCMD | 0.39% | $29.55M | -8.59% | 0.00% |
| AGL | 0.57% | $989.35M | -60.10% | 0.00% |
| ED | -0.59% | $36.00B | +12.64% | 3.34% |
| VSTA | 0.89% | $344.07M | +39.29% | 0.00% |
| MKTX | -0.92% | $8.22B | +9.03% | 1.38% |
| ASPS | -1.44% | $108.30M | -4.13% | 0.00% |
| STG | -1.59% | $30.78M | -22.51% | 0.00% |
| AWK | 1.61% | $27.36B | +9.65% | 2.21% |
| LTM | -1.68% | $12.63B | -95.46% | 2.42% |
| HUSA | -1.76% | $19.66M | -19.53% | 0.00% |
| LITB | 2.41% | $21.24M | -78.57% | 0.00% |
| VHC | 2.56% | $48.19M | +108.24% | 0.00% |
| CARV | 2.84% | $8.88M | +26.23% | 0.00% |
| UUU | -3.09% | $7.17M | +101.30% | 0.00% |
| SRRK | 3.54% | $3.38B | +357.53% | 0.00% |
| CPSH | 3.60% | $42.27M | +74.25% | 0.00% |
| Name | Correlation | AUM | Expense Ratio | |
|---|---|---|---|---|
| TAIL | -83.94% | $99.63M | 0.59% | |
| VIXY | -77.31% | $164.54M | 0.85% | |
| BTAL | -55.04% | $296.22M | 1.43% | |
| IVOL | -42.17% | $347.03M | 1.02% | |
| FTSD | -31.43% | $231.81M | 0.25% | |
| XONE | -29.88% | $625.28M | 0.03% | |
| SPTS | -29.77% | $5.80B | 0.03% | |
| FXY | -27.19% | $816.38M | 0.4% | |
| UTWO | -24.33% | $379.52M | 0.15% | |
| SCHO | -23.54% | $11.03B | 0.03% | |
| VGSH | -22.75% | $22.80B | 0.03% | |
| XHLF | -21.80% | $1.73B | 0.03% | |
| BILS | -19.40% | $3.81B | 0.1356% | |
| IBTH | -18.74% | $1.62B | 0.07% | |
| IBTI | -18.10% | $1.06B | 0.07% | |
| SHYM | -17.68% | $357.13M | 0.35% | |
| CLIP | -17.40% | $1.51B | 0.07% | |
| IBTG | -17.09% | $1.92B | 0.07% | |
| TBLL | -16.06% | $2.13B | 0.08% | |
| IBTJ | -14.65% | $688.19M | 0.07% |
DGRW - WisdomTree U.S. Quality Dividend Growth Fund contains 304 holdings. The top holdings include MSFT, XOM, AAPL, NVDA, PG
Name | Weight |
|---|---|
 MSFTMicrosoft Corp. | 8.92% |
4.53% | |
 AAPLApple, Inc. | 4.33% |
 NVDANVIDIA Corp. | 3.98% |
2.86% | |
2.84% | |
2.67% | |
2.56% | |
2.30% | |
2.09% | |
1.90% | |
 ORCLOracle Corp. | 1.80% |
1.73% | |
1.70% | |
1.64% | |
1.54% | |
 GOOGLAlphabet, Inc. | 1.53% |
1.51% | |
1.47% | |
 GOOGAlphabet, Inc. | 1.45% |
1.40% | |
1.34% | |
1.25% | |
 QCOMQUALCOMM, Inc. | 1.22% |
1.10% | |
1.04% | |
1.03% | |
0.93% | |
0.89% | |
0.85% | |
Sector | Weight |
|---|---|
Information Technology | 23.80% |
Industrials | 15.41% |
Consumer Staples | 12.86% |
Financials | 11.16% |
Health Care | 9.76% |
Consumer Discretionary | 9.26% |
Energy | 8.33% |
Communication Services | 6.47% |
Materials | 2.73% |
Utilities | 0.33% |
Real Estate | 0.16% |
