Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
QUS | 97.19% | $1.59B | 0.15% | |
OUSA | 96.88% | $817.37M | 0.48% | |
TDVG | 96.79% | $879.65M | 0.5% | |
VIG | 96.43% | $92.90B | 0.05% | |
DGRW | 96.26% | $15.95B | 0.28% | |
DLN | 95.97% | $5.07B | 0.28% | |
IUS | 95.54% | $638.75M | 0.19% | |
JQUA | 95.23% | $6.44B | 0.12% | |
DGRO | 95.05% | $32.39B | 0.08% | |
JEPI | 95.03% | $41.00B | 0.35% | |
SPYV | 94.84% | $26.85B | 0.04% | |
FNDX | 94.81% | $18.82B | 0.25% | |
DTD | 94.80% | $1.39B | 0.28% | |
DFVX | 94.79% | $454.77M | 0.19% | |
IVE | 94.75% | $39.51B | 0.18% | |
VOOV | 94.70% | $5.53B | 0.1% | |
IUSV | 94.62% | $21.19B | 0.04% | |
DUHP | 94.40% | $8.80B | 0.21% | |
PRF | 94.32% | $7.87B | 0.33% | |
QDF | 94.27% | $1.87B | 0.37% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
DFDV | -8.41% | $363.21M | +2,422.23% | 0.00% |
K | -7.68% | $27.64B | +40.17% | 2.86% |
VRCA | -4.73% | $80.70M | -89.71% | 0.00% |
HUSA | -3.91% | $20.99M | -8.33% | 0.00% |
UUU | -3.57% | $8.22M | +134.65% | 0.00% |
STG | -2.80% | $38.79M | -3.01% | 0.00% |
CYCN | -1.73% | $11.40M | +5.03% | 0.00% |
SRRK | -1.50% | $3.62B | +326.82% | 0.00% |
VSA | -1.44% | $8.59M | -17.17% | 0.00% |
LTM | -1.18% | $12.85B | -95.43% | 2.39% |
CBOE | -0.89% | $24.55B | +38.09% | 1.08% |
ASPS | -0.30% | $152.11M | +47.41% | 0.00% |
MVO | -0.01% | $69.00M | -38.46% | 20.74% |
DG | 0.43% | $24.71B | -14.69% | 2.10% |
AGL | 0.44% | $956.23M | -62.44% | 0.00% |
CPSH | 0.58% | $36.02M | +47.62% | 0.00% |
LITB | 1.36% | $24.26M | -71.62% | 0.00% |
CARV | 1.47% | $9.39M | +24.99% | 0.00% |
SYPR | 1.91% | $48.49M | +14.05% | 0.00% |
VHC | 2.04% | $69.05M | +176.10% | 0.00% |
Current Value
$62.991 Year Return
Current Value
$62.991 Year Return
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
MCO | 83.15% | $90.98B | +14.09% | 0.71% |
SPGI | 79.59% | $162.50B | +11.96% | 0.71% |
BN | 79.44% | $105.41B | +42.26% | 0.54% |
BLK | 78.76% | $171.05B | +33.85% | 1.88% |
ITW | 78.58% | $76.80B | +9.13% | 2.31% |
BNT | 78.44% | $12.84B | +42.16% | 0.00% |
TROW | 78.34% | $22.68B | -12.13% | 4.91% |
LIN | 78.10% | $221.40B | +8.15% | 1.24% |
MA | 77.97% | $511.70B | +29.12% | 0.53% |
PFG | 77.72% | $18.29B | -2.72% | 3.65% |
SEIC | 77.66% | $11.68B | +40.74% | 1.05% |
MORN | 76.47% | $12.63B | -0.51% | 0.58% |
AAPL | 76.47% | $3.17T | -6.66% | 0.48% |
ROP | 76.24% | $59.11B | -1.10% | 0.59% |
MET | 76.13% | $52.61B | +8.19% | 2.83% |
ARCC | 76.10% | $15.07B | - | 8.45% |
AXP | 76.08% | $227.86B | +36.23% | 0.94% |
ITT | 76.01% | $12.40B | +19.14% | 0.86% |
PRI | 75.97% | $8.78B | +12.19% | 1.46% |
PRU | 75.71% | $37.93B | -12.44% | 5.00% |
SeekingAlpha
H2 '25 macroeconomic drivers will likely include the direction of US fiscal and trade policy. Compelling bond yields, diverging equity returns offer building blocks for effective strategies.
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HELO: Cutting Volatility And Market Upside As Well
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Your Index Matters: Using The Right Building Blocks For Your U.S. Equity Portfolio
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
Inflection Points: Rethinking Your Core
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
MVO | -0.01% | $69.00M | -38.46% | 20.74% |
ASPS | -0.30% | $152.11M | +47.41% | 0.00% |
DG | 0.43% | $24.71B | -14.69% | 2.10% |
AGL | 0.44% | $956.23M | -62.44% | 0.00% |
CPSH | 0.58% | $36.02M | +47.62% | 0.00% |
CBOE | -0.89% | $24.55B | +38.09% | 1.08% |
LTM | -1.18% | $12.85B | -95.43% | 2.39% |
LITB | 1.36% | $24.26M | -71.62% | 0.00% |
VSA | -1.44% | $8.59M | -17.17% | 0.00% |
CARV | 1.47% | $9.39M | +24.99% | 0.00% |
SRRK | -1.50% | $3.62B | +326.82% | 0.00% |
CYCN | -1.73% | $11.40M | +5.03% | 0.00% |
SYPR | 1.91% | $48.49M | +14.05% | 0.00% |
VHC | 2.04% | $69.05M | +176.10% | 0.00% |
ZCMD | 2.13% | $28.54M | -8.87% | 0.00% |
VSTA | 2.43% | $325.62M | +30.97% | 0.00% |
RLX | 2.57% | $2.06B | +24.86% | 0.44% |
GORV | 2.60% | $26.23M | -91.97% | 0.00% |
STG | -2.80% | $38.79M | -3.01% | 0.00% |
IMDX | 3.32% | $82.65M | -8.25% | 0.00% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
WEAT | 0.01% | $123.28M | 0.28% | |
GSST | 0.17% | $920.88M | 0.16% | |
SGOV | -0.19% | $50.93B | 0.09% | |
IBTO | 0.41% | $353.51M | 0.07% | |
VTIP | 0.48% | $15.15B | 0.03% | |
JPLD | 0.50% | $2.06B | 0.24% | |
CMBS | -0.81% | $455.28M | 0.25% | |
IGOV | 0.81% | $1.23B | 0.35% | |
CARY | 0.91% | $347.36M | 0.8% | |
FLMI | 0.93% | $735.37M | 0.3% | |
AGZ | -0.94% | $609.66M | 0.2% | |
SMB | 1.17% | $276.62M | 0.07% | |
IEF | 1.33% | $34.50B | 0.15% | |
STXT | 1.45% | $128.32M | 0.49% | |
CTA | -1.62% | $1.08B | 0.76% | |
BSV | -1.64% | $37.89B | 0.03% | |
UTEN | 1.71% | $210.57M | 0.15% | |
TFLO | -1.79% | $6.74B | 0.15% | |
TYA | -1.84% | $147.35M | 0.15% | |
FLGV | 1.88% | $1.02B | 0.09% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
TAIL | -80.56% | $94.86M | 0.59% | |
VIXY | -74.12% | $184.73M | 0.85% | |
BTAL | -43.22% | $315.93M | 1.43% | |
IVOL | -36.88% | $342.69M | 1.02% | |
FTSD | -27.63% | $233.11M | 0.25% | |
XONE | -25.81% | $628.85M | 0.03% | |
FXY | -23.36% | $802.69M | 0.4% | |
SPTS | -22.94% | $5.77B | 0.03% | |
SCHO | -18.86% | $10.98B | 0.03% | |
XHLF | -18.70% | $1.73B | 0.03% | |
UTWO | -18.70% | $376.33M | 0.15% | |
VGSH | -17.88% | $22.68B | 0.03% | |
CLIP | -17.76% | $1.55B | 0.07% | |
BILS | -17.02% | $3.80B | 0.1356% | |
TBLL | -16.17% | $2.12B | 0.08% | |
SHYM | -15.52% | $355.86M | 0.35% | |
IBTH | -13.69% | $1.62B | 0.07% | |
IBTG | -13.34% | $1.92B | 0.07% | |
IBTI | -12.79% | $1.06B | 0.07% | |
KCCA | -11.80% | $108.37M | 0.87% |
FDLO - Fidelity Low Volatility Factor ETF contains 127 holdings. The top holdings include MSFT, AAPL, AMZN, GOOGL, AVGO
Name | Weight |
---|---|
![]() | 7.63% |
![]() | 6.38% |
![]() | 4.05% |
![]() | 3.86% |
![]() | 3.35% |
2.05% | |
1.92% | |
![]() | 1.92% |
1.60% | |
1.51% | |
1.49% | |
1.47% | |
1.43% | |
1.32% | |
1.27% | |
![]() | 1.24% |
1.12% | |
1.09% | |
![]() | 1.05% |
1.05% | |
1.04% | |
1.01% | |
0.99% | |
0.98% | |
![]() | 0.97% |
0.94% | |
0.92% | |
![]() | 0.91% |
0.90% | |
0.87% |
Sector | Weight |
---|---|
Information Technology | 31.71% |
Financials | 14.41% |
Consumer Discretionary | 10.67% |
Industrials | 9.44% |
Communication Services | 9.15% |
Health Care | 8.98% |
Consumer Staples | 5.39% |
Energy | 3.21% |
Real Estate | 2.29% |
Utilities | 2.27% |
Materials | 2.25% |