Current Value
$52.121 Year Return
Current Value
$52.121 Year Return
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Presenter SpeechJian Huang Good morning, everybody. Before we get started, for important disclosures, please see the Morgan Stanley research disclosure website at www.morganstanley.com/research...
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Equitable Financial Life Insurance Company inc As of March 31,...
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Thornburg Investment Income Builder Fund paid ordinary dividends of $0.24 per I share during Q1â2025, flat versus Q1â24.
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NEW YORK, June 04, 2025--Equitable Holdings to Participate in the 2025 Morgan Stanley US Financials Conference
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IJocusign envelope IU: 3BF 231I3g-608U-4215-BEE86A4AS8C42C12 LIFE AND ACCIDENT AND HEAL TH COMPANIEEA SSOCIATION EDI 7/O/V QUARTERLY STATEiUENT ...
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Docusqn Envelope ID: 6E3071BB-6108-4gA5-8FgF-d5t B1FD78AB5 LIFE AND ACCIOEN T AND HEALTH COMPANIES ASSOCIATION EDITION ...
Name | Correlation | AUM | Expense Ratio |
---|---|---|---|
FXO | 89.43% | $2.09B | 0.62% |
IYG | 87.56% | $1.74B | 0.39% |
KCE | 87.53% | $474.45M | 0.35% |
RDVI | 87.42% | $1.96B | 0.75% |
RDVY | 87.32% | $14.60B | 0.48% |
VFH | 87.30% | $12.17B | 0.09% |
IYF | 87.29% | $3.44B | 0.39% |
FNCL | 87.25% | $2.24B | 0.084% |
KBWB | 86.62% | $3.93B | 0.35% |
RSPF | 85.70% | $307.84M | 0.4% |
XLF | 85.40% | $49.08B | 0.09% |
DFUV | 85.39% | $11.36B | 0.21% |
SDVY | 85.28% | $8.04B | 0.59% |
AVLV | 85.02% | $7.42B | 0.15% |
IAI | 84.68% | $1.27B | 0.4% |
EZM | 84.40% | $764.83M | 0.38% |
FEX | 84.38% | $1.28B | 0.6% |
FNX | 84.34% | $1.12B | 0.6% |
FSMD | 84.27% | $1.53B | 0.16% |
SCHM | 83.97% | $11.43B | 0.04% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
DUK | 0.01% | $90.83B | +14.17% | 3.57% |
VSA | -0.01% | $8.76M | -16.94% | 0.00% |
DRD | 0.06% | $1.23B | +76.20% | 1.98% |
TEF | 0.28% | $29.57B | +20.46% | 5.84% |
GFI | 0.58% | $23.01B | +89.88% | 2.20% |
RLX | 0.67% | $1.96B | +18.13% | 0.46% |
KO | -0.68% | $305.69B | +13.54% | 3.48% |
CHD | 0.78% | $23.91B | -9.85% | 1.19% |
WTRG | 0.81% | $10.67B | +2.48% | 3.42% |
MO | -0.91% | $100.75B | +34.95% | 6.89% |
SBAC | -0.99% | $24.48B | +16.26% | 1.84% |
HSY | -1.00% | $34.26B | -9.55% | 3.23% |
HUSA | -1.30% | $24.55M | +27.24% | 0.00% |
PPC | 1.30% | $10.94B | +49.72% | 0.00% |
KMB | -1.32% | $43.41B | -6.20% | 3.78% |
PM | 1.44% | $286.91B | +80.36% | 2.90% |
STG | -1.48% | $29.38M | -15.04% | 0.00% |
DADA | 1.68% | $514.44M | +37.85% | 0.00% |
MSEX | 1.73% | $1.01B | +10.40% | 2.38% |
FTS | -1.76% | $24.16B | +23.20% | 3.60% |
Name | Correlation | AUM | Expense Ratio |
---|---|---|---|
TAIL | -76.81% | $104.89M | 0.59% |
VIXY | -70.22% | $181.73M | 0.85% |
BTAL | -55.86% | $291.96M | 1.43% |
FXY | -40.33% | $862.15M | 0.4% |
IVOL | -38.10% | $358.40M | 1.02% |
XONE | -38.09% | $639.82M | 0.03% |
SPTS | -37.25% | $5.78B | 0.03% |
VGSH | -34.73% | $22.51B | 0.03% |
UTWO | -34.40% | $375.31M | 0.15% |
SCHO | -34.15% | $10.95B | 0.03% |
FTSD | -34.15% | $228.58M | 0.25% |
IBTI | -31.17% | $1.04B | 0.07% |
IBTG | -30.74% | $1.95B | 0.07% |
IBTH | -29.28% | $1.58B | 0.07% |
IBTJ | -27.71% | $678.03M | 0.07% |
BWX | -27.50% | $1.41B | 0.35% |
IEI | -26.69% | $15.30B | 0.15% |
BSMW | -26.59% | $102.44M | 0.18% |
BILS | -26.11% | $3.93B | 0.1356% |
IBTK | -25.70% | $434.62M | 0.07% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
CRBG | 86.80% | $17.62B | +13.05% | 2.90% |
SF | 84.02% | $9.80B | +21.35% | 1.83% |
GS | 83.97% | $188.26B | +37.42% | 1.94% |
JXN | 83.86% | $5.82B | +17.70% | 3.64% |
LNC | 83.82% | $5.54B | +6.67% | 5.49% |
PIPR | 83.23% | $4.47B | +24.34% | 1.02% |
PRU | 83.19% | $36.45B | -8.96% | 5.10% |
MET | 82.93% | $51.92B | +12.84% | 2.83% |
HBAN | 82.72% | $22.60B | +25.38% | 3.96% |
SYF | 82.35% | $22.78B | +43.54% | 1.74% |
AXP | 82.35% | $201.62B | +28.01% | 1.01% |
AMP | 82.17% | $47.77B | +18.36% | 1.19% |
SNV | 82.04% | $6.55B | +28.84% | 3.19% |
COF | 82.01% | $123.44B | +44.23% | 1.23% |
MS | 81.59% | $207.74B | +35.59% | 2.83% |
KKR | 81.28% | $108.06B | +11.13% | 0.58% |
JHG | 81.21% | $5.70B | +10.62% | 4.29% |
CFG | 80.94% | $17.49B | +18.37% | 4.11% |
CG | 80.54% | $16.68B | +18.28% | 2.99% |
EVR | 80.53% | $9.28B | +21.73% | 1.33% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
CBOE | -21.37% | $23.65B | +34.73% | 1.12% |
AWK | -16.78% | $27.58B | +9.39% | 2.19% |
ASPS | -12.83% | $103.41M | -32.02% | 0.00% |
AMT | -12.37% | $100.56B | +9.02% | 3.86% |
TU | -12.32% | $24.58B | +2.03% | 7.13% |
K | -11.88% | $27.71B | +38.87% | 2.84% |
MKTX | -11.65% | $8.45B | +12.50% | 1.33% |
CME | -10.17% | $97.12B | +36.71% | 3.92% |
ED | -9.15% | $37.46B | +14.41% | 3.24% |
DG | -8.06% | $24.58B | -11.22% | 2.12% |
FMTO | -7.56% | $4.90K | -99.92% | 0.00% |
ZCMD | -6.75% | $29.04M | -3.36% | 0.00% |
BCE | -6.53% | $21.02B | -30.66% | 12.62% |
CL | -6.42% | $73.15B | -4.61% | 2.23% |
PHYS | -4.61% | - | - | 0.00% |
AEP | -4.47% | $54.97B | +16.93% | 3.56% |
MDLZ | -4.20% | $86.66B | +1.64% | 2.74% |
BGS | -3.96% | $346.32M | -48.27% | 17.43% |
PG | -3.69% | $375.78B | -3.90% | 2.53% |
GIS | -3.56% | $29.33B | -18.23% | 4.47% |
Name | Correlation | AUM | Expense Ratio |
---|---|---|---|
IBDT | -0.13% | $2.86B | 0.1% |
FBND | -0.16% | $18.81B | 0.36% |
AGGH | -0.18% | $317.99M | 0.29% |
IUSB | -0.19% | $32.56B | 0.06% |
TBIL | -0.20% | $5.90B | 0.15% |
GTO | -0.24% | $1.95B | 0.35% |
SPSB | -0.25% | $8.22B | 0.04% |
BSCR | 0.27% | $3.60B | 0.1% |
FXC | 0.28% | $89.76M | 0.4% |
IBDS | -0.30% | $3.10B | 0.1% |
IBDR | 0.35% | $3.31B | 0.1% |
PULS | -0.41% | $11.53B | 0.15% |
GTIP | 0.46% | $159.02M | 0.12% |
DFIP | 0.46% | $908.19M | 0.11% |
FLIA | -0.49% | $675.48M | 0.25% |
GSY | -0.66% | $2.78B | 0.22% |
MEAR | -0.89% | $1.09B | 0.25% |
AVIG | -1.07% | $1.11B | 0.15% |
SCHP | 1.08% | $12.77B | 0.03% |
CTA | 1.19% | $1.09B | 0.76% |
Double maintains 8 strategies that include EQH - Equitable Holdings, Inc.