Current Value
$115.951 Year Return
Current Value
$115.951 Year Return
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.
Yahoo
- Investors have pulled $624 million from ETFs focused on environmental, social issues. - Seven of the top 10 ESG ETFs come from BlackRock. - The Trump administration has pushed for measures that are contrary to ESG ideals.
SeekingAlpha
CHGX has a portfolio of 100 stocks focused on ESG criteria, excluding fossil fuels and tobacco. Check out my recommendation for the fund.
SeekingAlpha
Small-cap underperformance has historical precedent â but cycles turn. Click here to read more.
SeekingAlpha
Q2 2025 Equity Market Outlook
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| BN | 83.20% | $102.15B | +47.36% | 0.55% |
| BNT | 82.44% | $12.45B | +48.00% | 0.00% |
| ITT | 81.48% | $12.48B | +25.04% | 0.84% |
| MKSI | 81.30% | $6.76B | -24.09% | 0.87% |
| ADI | 80.45% | $119.42B | +5.43% | 1.59% |
| JHG | 80.43% | $6.22B | +14.58% | 3.98% |
| PH | 79.95% | $89.86B | +37.89% | 0.95% |
| NVDA | 79.84% | $3.74T | +24.97% | 0.03% |
| ETN | 79.72% | $138.93B | +13.33% | 1.12% |
| AXP | 79.69% | $225.96B | +36.68% | 0.90% |
| WAB | 79.40% | $35.82B | +34.64% | 0.43% |
| TROW | 79.34% | $21.74B | -13.90% | 5.08% |
| EMR | 79.20% | $76.22B | +24.01% | 1.56% |
| KKR | 78.98% | $117.97B | +25.04% | 0.54% |
| ENTG | 78.80% | $12.47B | -39.73% | 0.48% |
| BX | 78.62% | $185.35B | +23.99% | 2.30% |
| AEIS | 78.35% | $5.03B | +25.27% | 0.30% |
| JCI | 78.34% | $68.88B | +57.83% | 1.41% |
| MSFT | 78.15% | $3.66T | +7.14% | 0.66% |
| AMZN | 77.94% | $2.34T | +10.23% | 0.00% |
| Name | Correlation | AUM | Expense Ratio | |
|---|---|---|---|---|
| TAIL | -85.03% | $99.49M | 0.59% | |
| VIXY | -79.31% | $165.58M | 0.85% | |
| BTAL | -67.33% | $295.67M | 1.43% | |
| IVOL | -43.62% | $348.25M | 1.02% | |
| SPTS | -34.01% | $5.77B | 0.03% | |
| FTSD | -32.15% | $231.68M | 0.25% | |
| XONE | -31.92% | $585.85M | 0.03% | |
| FXY | -30.95% | $820.31M | 0.4% | |
| UTWO | -28.50% | $379.27M | 0.15% | |
| SCHO | -27.01% | $11.46B | 0.03% | |
| VGSH | -26.77% | $22.77B | 0.03% | |
| XHLF | -23.02% | $1.73B | 0.03% | |
| IBTI | -22.72% | $1.06B | 0.07% | |
| IBTG | -22.68% | $1.92B | 0.07% | |
| IBTH | -22.03% | $1.60B | 0.07% | |
| BILS | -21.77% | $3.83B | 0.1356% | |
| IBTJ | -19.59% | $684.86M | 0.07% | |
| SHYM | -18.35% | $354.58M | 0.35% | |
| IEI | -17.91% | $15.41B | 0.15% | |
| TBLL | -17.37% | $2.13B | 0.08% |
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| AGL | -0.16% | $985.21M | -59.52% | 0.00% |
| STG | 0.24% | $30.47M | -21.87% | 0.00% |
| MSEX | -0.31% | $1.01B | +5.19% | 2.41% |
| PPC | -0.80% | $10.79B | +32.45% | 0.00% |
| IMNN | 1.10% | $15.87M | -37.00% | 0.00% |
| TEF | 1.11% | $30.02B | +27.27% | 6.13% |
| NEOG | 1.22% | $1.10B | -66.42% | 0.00% |
| VHC | 1.42% | $48.79M | +87.46% | 0.00% |
| VSTA | -1.46% | $341.66M | +42.00% | 0.00% |
| VRCA | 1.49% | $55.59M | -91.95% | 0.00% |
| HUSA | -1.55% | $21.26M | -8.69% | 0.00% |
| ALHC | 1.59% | $2.81B | +80.33% | 0.00% |
| IMDX | 1.59% | $86.94M | +2.70% | 0.00% |
| MSIF | 1.63% | $756.27M | +33.83% | 7.70% |
| DFDV | -1.67% | $309.70M | +2,106.40% | 0.00% |
| GIS | 1.68% | $28.85B | -15.80% | 4.51% |
| AWR | 1.74% | $3.00B | +7.57% | 2.40% |
| CHD | 1.80% | $24.05B | -7.40% | 1.18% |
| YORW | 2.04% | $465.42M | -13.07% | 2.67% |
| COR | 2.07% | $57.24B | +32.73% | 0.74% |
| Name | Correlation | AUM | Expense Ratio | |
|---|---|---|---|---|
| SUSL | 99.50% | $933.83M | 0.1% | |
| USSG | 99.27% | $557.56M | 0.09% | |
| ESGV | 98.76% | $10.58B | 0.09% | |
| VOO | 98.71% | $681.16B | 0.03% | |
| ESGU | 98.71% | $13.71B | 0.15% | |
| IWL | 98.67% | $1.71B | 0.15% | |
| BBUS | 98.66% | $5.01B | 0.02% | |
| MGC | 98.66% | $7.23B | 0.07% | |
| SPLG | 98.64% | $72.26B | 0.02% | |
| PBUS | 98.63% | $7.61B | 0.04% | |
| IVV | 98.61% | $619.56B | 0.03% | |
| IYY | 98.60% | $2.47B | 0.2% | |
| SCHX | 98.59% | $55.66B | 0.03% | |
| EFIV | 98.57% | $1.13B | 0.1% | |
| SCHK | 98.55% | $4.29B | 0.03% | |
| GSUS | 98.54% | $2.60B | 0.07% | |
| ILCB | 98.52% | $1.04B | 0.03% | |
| IWB | 98.52% | $41.21B | 0.15% | |
| TSPA | 98.51% | $1.77B | 0.34% | |
| DFUS | 98.51% | $15.47B | 0.09% |
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| CBOE | -21.71% | $24.29B | +35.36% | 1.09% |
| ED | -17.12% | $36.31B | +13.27% | 3.35% |
| AWK | -14.40% | $27.80B | +10.98% | 2.21% |
| K | -11.19% | $27.71B | +40.85% | 2.85% |
| CME | -8.80% | $99.25B | +39.75% | 3.87% |
| MKTX | -6.93% | $8.37B | +15.12% | 1.35% |
| BCE | -6.60% | $20.86B | -27.77% | 10.84% |
| KR | -6.21% | $47.17B | +41.48% | 1.81% |
| MO | -5.16% | $97.93B | +26.25% | 6.95% |
| DUK | -4.96% | $92.39B | +19.10% | 3.55% |
| AEP | -4.51% | $55.76B | +19.14% | 3.55% |
| ASPS | -4.43% | $99.18M | -12.89% | 0.00% |
| AMT | -4.29% | $105.08B | +16.75% | 2.96% |
| JNJ | -4.05% | $375.15B | +6.77% | 3.23% |
| WTRG | -3.91% | $10.56B | +1.65% | 3.49% |
| DG | -3.85% | $25.37B | -10.94% | 2.05% |
| VSA | -3.59% | $8.76M | -18.25% | 0.00% |
| EXC | -3.51% | $43.82B | +25.72% | 3.63% |
| TU | -3.47% | $24.83B | +9.19% | 7.12% |
| LTM | -2.66% | $12.31B | -95.54% | 2.46% |
| Name | Correlation | AUM | Expense Ratio | |
|---|---|---|---|---|
| SHM | 0.05% | $3.41B | 0.2% | |
| YEAR | 0.08% | $1.47B | 0.25% | |
| IBMS | 0.13% | $88.27M | 0.18% | |
| MLN | -0.22% | $540.39M | 0.24% | |
| IBND | -0.23% | $383.43M | 0.5% | |
| LMBS | 0.51% | $5.10B | 0.64% | |
| GOVI | -0.79% | $923.46M | 0.15% | |
| BUXX | -1.03% | $324.81M | 0.25% | |
| NUBD | 1.36% | $396.52M | 0.16% | |
| USDU | 1.39% | $163.19M | 0.5% | |
| TLH | 1.40% | $11.41B | 0.15% | |
| JBND | -1.56% | $2.31B | 0.25% | |
| DFNM | -1.57% | $1.57B | 0.17% | |
| WEAT | -1.58% | $117.67M | 0.28% | |
| AGZD | 1.68% | $102.60M | 0.23% | |
| BNDW | 1.71% | $1.28B | 0.05% | |
| IBMN | 1.72% | $446.95M | 0.18% | |
| CGCB | 1.87% | $2.46B | 0.27% | |
| CTA | -1.90% | $1.06B | 0.76% | |
| TOTL | -2.03% | $3.86B | 0.55% |
DSI - iShares ESG MSCI KLD 400 ETF contains 404 holdings. The top holdings include NVDA, MSFT, GOOGL, TSLA, GOOG
Name | Weight |
|---|---|
 NVDANVIDIA Corp. | 13.47% |
 MSFTMicrosoft Corp. | 12.27% |
 GOOGLAlphabet, Inc. | 3.59% |
 TSLATesla, Inc. | 3.21% |
 GOOGAlphabet, Inc. | 3.07% |
2.14% | |
1.60% | |
1.31% | |
 ORCLOracle Corp. | 1.28% |
1.27% | |
 ABBVAbbVie, Inc. | 1.15% |
1.01% | |
0.96% | |
0.95% | |
0.91% | |
0.81% | |
0.78% | |
 LINLinde Plc | 0.78% |
 INTUIntuit, Inc. | 0.77% |
0.74% | |
0.73% | |
0.70% | |
0.66% | |
0.66% | |
0.65% | |
0.65% | |
0.64% | |
0.63% | |
0.63% | |
0.60% | |
Sector | Weight |
|---|---|
Information Technology | 40.45% |
Financials | 12.89% |
Consumer Discretionary | 8.98% |
Industrials | 8.70% |
Communication Services | 8.42% |
Health Care | 7.78% |
Consumer Staples | 5.10% |
Real Estate | 2.75% |
Materials | 2.64% |
Energy | 1.28% |
Utilities | 0.95% |
| - | 0.02% |
