SeekingAlpha
US small-cap stocks face an uncertain trajectory for the second half of the year as benchmark indexes sag and trail their larger peers.
SeekingAlpha
Yesterday, AI stocks soared, the Fed hedged, and the market took a well-earned breather after laughing off last weekendâs $100 oil prophecy. Nvidia hit a new high. Read more here...
SeekingAlpha
Small-cap stocksâ tendency to outperform during recessions and early-stage expansions may be related to interest rate sensitivity. Click to read.
SeekingAlpha
Equity markets rebounded in May, with the S&P 500 gaining 6.2%, up 1.1% year-to-date. Read more here.
SeekingAlpha
Winners And Losers From The Trade War: An Equities View
SeekingAlpha
On Monday, May 12th, the United States and China stepped back from the tariff brinksmanship that has defined the last 6 weeks. Click to read.
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| ITT | 89.42% | $12.61B | +25.33% | 0.84% |
| BN | 86.80% | $103.22B | +45.48% | 0.54% |
| EVR | 86.19% | $10.93B | +34.00% | 1.14% |
| BNT | 85.78% | $12.59B | +45.18% | 0.00% |
| DOV | 85.41% | $25.80B | +6.32% | 1.09% |
| PH | 85.38% | $90.91B | +38.76% | 0.94% |
| AVNT | 84.96% | $3.15B | -19.18% | 3.10% |
| JHG | 84.81% | $6.32B | +16.29% | 3.92% |
| SNV | 84.80% | $7.64B | +36.19% | 2.78% |
| KN | 84.55% | $1.57B | +6.47% | 0.00% |
| GS | 84.44% | $219.66B | +52.99% | 1.68% |
| WTFC | 84.43% | $8.72B | +32.83% | 1.44% |
| AXP | 84.43% | $228.12B | +38.14% | 0.90% |
| CG | 84.42% | $19.66B | +34.15% | 2.54% |
| PIPR | 84.08% | $5.20B | +28.01% | 0.89% |
| HBAN | 84.01% | $25.35B | +33.44% | 3.53% |
| JEF | 83.64% | $11.68B | +10.91% | 2.64% |
| NPO | 83.59% | $4.24B | +39.22% | 0.60% |
| BX | 83.44% | $186.30B | +24.44% | 2.26% |
| AIT | 83.44% | $9.34B | +28.14% | 0.67% |
| Name | Correlation | AUM | Expense Ratio | |
|---|---|---|---|---|
| SMMD | 99.64% | $1.45B | 0.15% | |
| SCHA | 99.62% | $17.26B | 0.04% | |
| NUSC | 99.56% | $1.14B | 0.31% | |
| VB | 99.56% | $63.31B | 0.05% | |
| DFAS | 99.19% | $10.21B | 0.27% | |
| JMEE | 99.15% | $1.84B | 0.24% | |
| IJH | 99.10% | $94.92B | 0.05% | |
| MDY | 99.09% | $22.71B | 0.24% | |
| SPMD | 99.08% | $13.18B | 0.03% | |
| IVOO | 99.06% | $2.65B | 0.07% | |
| SMLF | 98.99% | $1.82B | 0.15% | |
| VTWO | 98.88% | $12.52B | 0.07% | |
| FNDA | 98.86% | $8.30B | 0.25% | |
| PRFZ | 98.84% | $2.36B | 0.34% | |
| VXF | 98.82% | $22.29B | 0.05% | |
| IWM | 98.82% | $63.72B | 0.19% | |
| FNX | 98.75% | $1.13B | 0.6% | |
| ISCG | 98.73% | $681.20M | 0.06% | |
| SCHM | 98.69% | $11.57B | 0.04% | |
| XJH | 98.53% | $286.64M | 0.12% |
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| ASPS | 0.03% | $108.30M | -4.13% | 0.00% |
| AEP | 0.10% | $55.16B | +17.93% | 3.54% |
| AMT | -0.40% | $104.32B | +14.40% | 3.00% |
| CYCN | 0.61% | $10.59M | +46.35% | 0.00% |
| DUK | -0.75% | $90.99B | +17.25% | 3.56% |
| EXC | 1.04% | $43.33B | +23.58% | 3.62% |
| TU | -1.04% | $24.75B | +7.77% | 7.12% |
| BCE | 1.04% | $21.07B | -27.36% | 10.97% |
| SO | 1.16% | $100.18B | +17.28% | 3.18% |
| CL | 1.23% | $74.88B | -3.64% | 2.19% |
| KR | -1.32% | $46.43B | +38.38% | 1.85% |
| HUSA | -1.37% | $19.66M | -19.53% | 0.00% |
| TEF | 1.38% | $30.08B | +25.41% | 6.16% |
| MO | -1.86% | $99.67B | +28.77% | 6.90% |
| COR | 1.99% | $56.44B | +30.86% | 0.74% |
| DG | -2.44% | $25.41B | -7.95% | 2.05% |
| NEUE | 2.45% | $61.24M | +29.92% | 0.00% |
| VHC | 2.46% | $48.19M | +108.24% | 0.00% |
| STG | -2.48% | $30.78M | -22.51% | 0.00% |
| VSTA | -2.49% | $344.07M | +39.29% | 0.00% |
| Name | Correlation | AUM | Expense Ratio | |
|---|---|---|---|---|
| TAIL | -79.11% | $99.63M | 0.59% | |
| VIXY | -75.47% | $164.54M | 0.85% | |
| BTAL | -70.74% | $296.22M | 1.43% | |
| IVOL | -44.13% | $347.03M | 1.02% | |
| XONE | -32.25% | $625.28M | 0.03% | |
| SPTS | -31.46% | $5.80B | 0.03% | |
| FTSD | -30.36% | $231.81M | 0.25% | |
| FXY | -29.42% | $816.38M | 0.4% | |
| SCHO | -27.57% | $11.03B | 0.03% | |
| VGSH | -26.92% | $22.80B | 0.03% | |
| UTWO | -26.79% | $379.52M | 0.15% | |
| IBTH | -22.75% | $1.62B | 0.07% | |
| IBTG | -22.19% | $1.92B | 0.07% | |
| IBTI | -21.95% | $1.06B | 0.07% | |
| BILS | -19.75% | $3.81B | 0.1356% | |
| XHLF | -19.72% | $1.73B | 0.03% | |
| IBTJ | -18.35% | $688.19M | 0.07% | |
| IEI | -17.20% | $15.48B | 0.15% | |
| ULST | -16.80% | $654.75M | 0.2% | |
| TBLL | -16.54% | $2.13B | 0.08% |
| Name | Correlation | AUM | Expense Ratio | |
|---|---|---|---|---|
| CMBS | -<0.01% | $449.66M | 0.25% | |
| BUXX | -0.03% | $315.18M | 0.25% | |
| MLN | -0.03% | $541.74M | 0.24% | |
| JBND | -0.09% | $2.32B | 0.25% | |
| IBMN | 0.13% | $447.08M | 0.18% | |
| IBND | -0.16% | $384.31M | 0.5% | |
| SMMU | 0.27% | $892.02M | 0.35% | |
| TOTL | -0.28% | $3.84B | 0.55% | |
| TPMN | -0.34% | $30.70M | 0.65% | |
| YEAR | 0.46% | $1.47B | 0.25% | |
| AGZD | 0.53% | $102.70M | 0.23% | |
| SHM | 0.69% | $3.41B | 0.2% | |
| BNDX | 0.79% | $67.52B | 0.07% | |
| OWNS | -0.99% | $129.31M | 0.3% | |
| GOVI | 1.04% | $929.28M | 0.15% | |
| FLMI | -1.28% | $725.99M | 0.3% | |
| SMB | -1.39% | $274.97M | 0.07% | |
| DFNM | -1.43% | $1.57B | 0.17% | |
| CTA | -1.59% | $1.06B | 0.76% | |
| FMHI | -2.07% | $754.85M | 0.7% |
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| CBOE | -23.39% | $24.23B | +35.36% | 1.09% |
| CME | -12.08% | $99.39B | +40.68% | 3.86% |
| ED | -12.03% | $36.00B | +12.64% | 3.34% |
| K | -9.57% | $27.76B | +41.17% | 2.85% |
| AWK | -9.19% | $27.36B | +9.65% | 2.21% |
| MKTX | -7.34% | $8.22B | +9.03% | 1.38% |
| LITB | -5.78% | $21.24M | -78.57% | 0.00% |
| DFDV | -5.54% | $300.56M | +2,130.16% | 0.00% |
| VSA | -2.98% | $8.67M | -19.04% | 0.00% |
| ZCMD | -2.98% | $29.55M | -8.59% | 0.00% |
| VSTA | -2.49% | $344.07M | +39.29% | 0.00% |
| STG | -2.48% | $30.78M | -22.51% | 0.00% |
| DG | -2.44% | $25.41B | -7.95% | 2.05% |
| MO | -1.86% | $99.67B | +28.77% | 6.90% |
| HUSA | -1.37% | $19.66M | -19.53% | 0.00% |
| KR | -1.32% | $46.43B | +38.38% | 1.85% |
| TU | -1.04% | $24.75B | +7.77% | 7.12% |
| DUK | -0.75% | $90.99B | +17.25% | 3.56% |
| AMT | -0.40% | $104.32B | +14.40% | 3.00% |
| ASPS | 0.03% | $108.30M | -4.13% | 0.00% |
ESML - iShares ESG Aware MSCI USA Small Cap ETF contains 905 holdings. The top holdings include USFD, CASY, GWRE, FIX, JHG
Name | Weight |
|---|---|
0.57% | |
0.56% | |
0.43% | |
0.41% | |
0.40% | |
0.39% | |
0.39% | |
0.39% | |
 UNMUnum Group | 0.38% |
0.36% | |
 INSMInsmed, Inc. | 0.35% |
 FLEXFlex Ltd. | 0.34% |
 INGRIngredion, Inc. | 0.34% |
0.33% | |
0.32% | |
0.32% | |
0.32% | |
0.32% | |
0.31% | |
 RGLDRoyal Gold, Inc. | 0.31% |
0.31% | |
0.30% | |
 XPOXPO, Inc. | 0.30% |
0.30% | |
0.30% | |
 ITTITT, Inc. | 0.30% |
0.29% | |
0.29% | |
 UGIUGI Corp. | 0.29% |
0.28% | |
Sector | Weight |
|---|---|
Industrials | 19.62% |
Financials | 17.13% |
Information Technology | 13.86% |
Consumer Discretionary | 13.48% |
Health Care | 11.33% |
Real Estate | 5.58% |
Materials | 4.51% |
Consumer Staples | 4.14% |
Energy | 4.06% |
Communication Services | 3.06% |
Utilities | 2.68% |
