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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...
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Small-cap stocksâ tendency to outperform during recessions and early-stage expansions may be related to interest rate sensitivity. Click to read.
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Equity markets rebounded in May, with the S&P 500 gaining 6.2%, up 1.1% year-to-date. Read more here.
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Winners And Losers From The Trade War: An Equities View
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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 | AUM | Expense Ratio | |
|---|---|---|---|---|
| CMBS | -<0.01% | $448.71M | 0.25% | |
| BUXX | -0.03% | $324.81M | 0.25% | |
| MLN | -0.03% | $540.39M | 0.24% | |
| JBND | -0.09% | $2.31B | 0.25% | |
| IBMN | 0.13% | $446.95M | 0.18% | |
| IBND | -0.16% | $383.43M | 0.5% | |
| SMMU | 0.27% | $889.48M | 0.35% | |
| TOTL | -0.28% | $3.86B | 0.55% | |
| TPMN | -0.34% | $30.70M | 0.65% | |
| YEAR | 0.46% | $1.47B | 0.25% | |
| AGZD | 0.53% | $102.60M | 0.23% | |
| SHM | 0.69% | $3.41B | 0.2% | |
| BNDX | 0.79% | $67.49B | 0.07% | |
| OWNS | -0.99% | $130.26M | 0.3% | |
| GOVI | 1.04% | $923.46M | 0.15% | |
| FLMI | -1.28% | $723.28M | 0.3% | |
| SMB | -1.39% | $274.79M | 0.07% | |
| DFNM | -1.43% | $1.57B | 0.17% | |
| CTA | -1.59% | $1.06B | 0.76% | |
| FMHI | -2.07% | $753.22M | 0.7% |
| 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% | $63.69B | 0.05% | |
| DFAS | 99.19% | $10.21B | 0.27% | |
| JMEE | 99.15% | $1.84B | 0.24% | |
| IJH | 99.10% | $94.82B | 0.05% | |
| MDY | 99.09% | $22.96B | 0.24% | |
| SPMD | 99.08% | $13.15B | 0.03% | |
| IVOO | 99.06% | $2.66B | 0.07% | |
| SMLF | 98.99% | $1.81B | 0.15% | |
| VTWO | 98.88% | $12.58B | 0.07% | |
| FNDA | 98.86% | $8.31B | 0.25% | |
| PRFZ | 98.84% | $2.36B | 0.34% | |
| VXF | 98.82% | $22.28B | 0.05% | |
| IWM | 98.82% | $63.18B | 0.19% | |
| FNX | 98.75% | $1.13B | 0.6% | |
| ISCG | 98.73% | $679.46M | 0.06% | |
| SCHM | 98.69% | $11.52B | 0.04% | |
| XJH | 98.53% | $284.39M | 0.12% |
| Name | Correlation | AUM | Expense Ratio | |
|---|---|---|---|---|
| TAIL | -79.11% | $99.49M | 0.59% | |
| VIXY | -75.47% | $165.58M | 0.85% | |
| BTAL | -70.74% | $295.67M | 1.43% | |
| IVOL | -44.13% | $348.25M | 1.02% | |
| XONE | -32.25% | $585.85M | 0.03% | |
| SPTS | -31.46% | $5.77B | 0.03% | |
| FTSD | -30.36% | $231.68M | 0.25% | |
| FXY | -29.42% | $820.31M | 0.4% | |
| SCHO | -27.57% | $11.46B | 0.03% | |
| VGSH | -26.92% | $22.77B | 0.03% | |
| UTWO | -26.79% | $379.27M | 0.15% | |
| IBTH | -22.75% | $1.60B | 0.07% | |
| IBTG | -22.19% | $1.92B | 0.07% | |
| IBTI | -21.95% | $1.06B | 0.07% | |
| BILS | -19.75% | $3.83B | 0.1356% | |
| XHLF | -19.72% | $1.73B | 0.03% | |
| IBTJ | -18.35% | $684.86M | 0.07% | |
| IEI | -17.20% | $15.41B | 0.15% | |
| ULST | -16.80% | $658.54M | 0.2% | |
| TBLL | -16.54% | $2.13B | 0.08% |
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| ITT | 89.42% | $12.48B | +25.04% | 0.84% |
| BN | 86.80% | $102.15B | +47.36% | 0.55% |
| EVR | 86.19% | $10.69B | +30.79% | 1.18% |
| BNT | 85.78% | $12.45B | +48.00% | 0.00% |
| DOV | 85.41% | $25.52B | +5.20% | 1.11% |
| PH | 85.38% | $89.86B | +37.89% | 0.95% |
| AVNT | 84.96% | $3.07B | -20.83% | 3.17% |
| JHG | 84.81% | $6.22B | +14.58% | 3.98% |
| SNV | 84.80% | $7.48B | +31.36% | 2.86% |
| KN | 84.55% | $1.54B | +3.74% | 0.00% |
| GS | 84.44% | $216.77B | +51.73% | 1.69% |
| WTFC | 84.43% | $8.55B | +27.62% | 1.48% |
| AXP | 84.43% | $225.96B | +36.68% | 0.90% |
| CG | 84.42% | $19.08B | +32.02% | 2.64% |
| PIPR | 84.08% | $5.06B | +24.66% | 0.91% |
| HBAN | 84.01% | $25.03B | +30.05% | 3.61% |
| JEF | 83.64% | $11.46B | +9.52% | 2.69% |
| NPO | 83.59% | $4.11B | +36.01% | 0.62% |
| BX | 83.44% | $185.35B | +23.99% | 2.30% |
| AIT | 83.44% | $9.22B | +26.16% | 0.69% |
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| ASPS | 0.03% | $99.18M | -12.89% | 0.00% |
| AEP | 0.10% | $55.76B | +19.14% | 3.55% |
| AMT | -0.40% | $105.08B | +16.75% | 2.96% |
| CYCN | 0.61% | $9.95M | +33.33% | 0.00% |
| DUK | -0.75% | $92.39B | +19.10% | 3.55% |
| EXC | 1.04% | $43.82B | +25.72% | 3.63% |
| TU | -1.04% | $24.83B | +9.19% | 7.12% |
| BCE | 1.04% | $20.86B | -27.77% | 10.84% |
| SO | 1.16% | $101.44B | +19.02% | 3.16% |
| CL | 1.23% | $74.59B | -4.24% | 2.20% |
| KR | -1.32% | $47.17B | +41.48% | 1.81% |
| HUSA | -1.37% | $21.26M | -8.69% | 0.00% |
| TEF | 1.38% | $30.02B | +27.27% | 6.13% |
| MO | -1.86% | $97.93B | +26.25% | 6.95% |
| COR | 1.99% | $57.24B | +32.73% | 0.74% |
| DG | -2.44% | $25.37B | -10.94% | 2.05% |
| NEUE | 2.45% | $61.16M | +29.25% | 0.00% |
| VHC | 2.46% | $48.79M | +87.46% | 0.00% |
| STG | -2.48% | $30.47M | -21.87% | 0.00% |
| VSTA | -2.49% | $341.66M | +42.00% | 0.00% |
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| CBOE | -23.39% | $24.29B | +35.36% | 1.09% |
| CME | -12.08% | $99.25B | +39.75% | 3.87% |
| ED | -12.03% | $36.31B | +13.27% | 3.35% |
| K | -9.57% | $27.71B | +40.85% | 2.85% |
| AWK | -9.19% | $27.80B | +10.98% | 2.21% |
| MKTX | -7.34% | $8.37B | +15.12% | 1.35% |
| LITB | -5.78% | $22.07M | -77.41% | 0.00% |
| DFDV | -5.54% | $309.70M | +2,106.40% | 0.00% |
| VSA | -2.98% | $8.76M | -18.25% | 0.00% |
| ZCMD | -2.98% | $29.29M | -6.45% | 0.00% |
| VSTA | -2.49% | $341.66M | +42.00% | 0.00% |
| STG | -2.48% | $30.47M | -21.87% | 0.00% |
| DG | -2.44% | $25.37B | -10.94% | 2.05% |
| MO | -1.86% | $97.93B | +26.25% | 6.95% |
| HUSA | -1.37% | $21.26M | -8.69% | 0.00% |
| KR | -1.32% | $47.17B | +41.48% | 1.81% |
| TU | -1.04% | $24.83B | +9.19% | 7.12% |
| DUK | -0.75% | $92.39B | +19.10% | 3.55% |
| AMT | -0.40% | $105.08B | +16.75% | 2.96% |
| ASPS | 0.03% | $99.18M | -12.89% | 0.00% |
ESML - iShares ESG Aware MSCI USA Small Cap ETF contains 906 holdings. The top holdings include USFD, CASY, GWRE, FIX, SFM
Name | Weight |
|---|---|
0.57% | |
0.56% | |
0.44% | |
0.43% | |
0.40% | |
0.40% | |
0.40% | |
0.39% | |
 UNMUnum Group | 0.38% |
 INSMInsmed, Inc. | 0.36% |
0.36% | |
 FLEXFlex Ltd. | 0.35% |
 INGRIngredion, Inc. | 0.34% |
0.33% | |
0.33% | |
0.32% | |
0.32% | |
0.32% | |
0.32% | |
0.31% | |
 RGLDRoyal Gold, Inc. | 0.31% |
0.31% | |
0.30% | |
0.30% | |
0.30% | |
 UGIUGI Corp. | 0.30% |
0.30% | |
 XPOXPO, Inc. | 0.30% |
 ITTITT, Inc. | 0.30% |
0.30% | |
Sector | Weight |
|---|---|
Industrials | 19.57% |
Financials | 16.99% |
Information Technology | 14.09% |
Consumer Discretionary | 13.33% |
Health Care | 11.48% |
Real Estate | 5.60% |
Materials | 4.53% |
Consumer Staples | 4.16% |
Energy | 4.14% |
Communication Services | 3.08% |
Utilities | 2.71% |
