| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| MFA | 54.41% | $954.67M | -18.78% | 15.16% |
| AGNC | 53.95% | $9.50B | -10.22% | 15.39% |
| NLY | 52.99% | $11.89B | -3.58% | 13.68% |
| PFSI | 51.60% | $5.21B | +0.16% | 1.19% |
| FAF | 50.99% | $5.80B | -0.79% | 3.83% |
| CUBE | 50.07% | $9.61B | -11.13% | 4.91% |
| ARR | 49.89% | $1.37B | -19.98% | 17.35% |
| IVR | 49.88% | $498.53M | -21.41% | 19.47% |
| SAFE | 49.79% | $1.11B | -28.27% | 4.53% |
| PSA | 49.33% | $50.63B | -4.44% | 4.15% |
| RWT | 49.08% | $798.71M | -15.97% | 11.79% |
| DX | 48.99% | $1.35B | +0.96% | 14.18% |
| CIM | 48.17% | $1.13B | -6.29% | 10.53% |
| PMT | 48.09% | $1.10B | -12.79% | 12.65% |
| EXR | 47.74% | $31.93B | -7.36% | 4.30% |
| NSA | 47.33% | $2.50B | -25.82% | 6.93% |
| LEN.B | 47.08% | $27.81B | -24.37% | 1.85% |
| EFC | 47.00% | $1.25B | +2.31% | 11.72% |
| HD | 46.22% | $368.23B | +3.25% | 2.46% |
| LEN | 46.13% | $29.24B | -26.20% | 1.76% |
SeekingAlpha
This is a brief overview of Cumberland Advisorsâ thoughts on financial markets as we head into the second half of 2025. Read more here.
SeekingAlpha
The situation today suggests that the dollar is trading on the weak side of where it would normally be given the current level of real yields.
SeekingAlpha
Strong economic fundamentals and anticipated Federal Reserve rate cuts supported positive market sentiment; consumer and business confidence rebounded.
SeekingAlpha
Global tariffs introduced by the US have led to a notable increase in bond trading volumes and significantly impacted the liquidity of fixed income products. Read more here...
SeekingAlpha
Foreign stocks outperformed US stocks, gold had its best first half performance since 2007 and the dollar its worst start to a year since 1973 in the first half.
SeekingAlpha
Fixed Income Outlook - Q3 2025
Current Value
$45.521 Year Return
Current Value
$45.521 Year Return
| Name | Correlation | AUM | Expense Ratio | |
|---|---|---|---|---|
| VIXY | -25.53% | $200.94M | 0.85% | |
| USDU | -24.84% | $129.88M | 0.5% | |
| VIXM | -22.76% | $22.99M | 0.85% | |
| UUP | -22.54% | $183.22M | 0.77% | |
| BTAL | -15.69% | $310.24M | 1.43% | |
| KCCA | -13.60% | $109.01M | 0.87% | |
| TAIL | -7.58% | $94.90M | 0.59% | |
| AGZD | -5.64% | $98.57M | 0.23% | |
| CLIP | -5.45% | $1.51B | 0.07% | |
| CTA | -4.92% | $1.07B | 0.76% | |
| IVOL | -4.40% | $341.06M | 1.02% | |
| UGA | -3.84% | $75.20M | 0.97% | |
| ICLO | -3.70% | $332.76M | 0.19% | |
| BNO | -2.16% | $108.34M | 1% | |
| DBE | -1.98% | $53.74M | 0.77% | |
| BILZ | -1.88% | $852.10M | 0.14% | |
| USO | -1.60% | $1.03B | 0.6% | |
| OILK | -1.47% | $72.70M | 0.69% | |
| BIL | -1.25% | $41.78B | 0.1356% | |
| USL | -0.91% | $43.14M | 0.85% |
| Name | Correlation | AUM | Expense Ratio | |
|---|---|---|---|---|
| SPBO | 98.57% | $1.63B | 0.03% | |
| LQD | 98.53% | $29.35B | 0.14% | |
| USIG | 98.16% | $14.15B | 0.04% | |
| VTC | 98.15% | $1.20B | 0.03% | |
| QLTA | 98.02% | $1.63B | 0.15% | |
| SUSC | 97.98% | $1.17B | 0.18% | |
| IGEB | 97.68% | $1.26B | 0.18% | |
| VCEB | 97.58% | $861.46M | 0.12% | |
| SPLB | 97.25% | $1.21B | 0.04% | |
| IGLB | 97.21% | $2.35B | 0.04% | |
| VCLT | 97.13% | $9.69B | 0.04% | |
| AGGY | 96.69% | $790.48M | 0.12% | |
| VCIT | 96.58% | $54.45B | 0.03% | |
| IBDX | 96.46% | $1.16B | 0.1% | |
| IGIB | 96.35% | $15.52B | 0.04% | |
| FLCO | 96.33% | $601.90M | 0.35% | |
| SCHI | 96.03% | $8.69B | 0.03% | |
| BSCW | 95.58% | $934.36M | 0.1% | |
| IBDY | 95.44% | $770.07M | 0.1% | |
| ILTB | 95.43% | $589.10M | 0.06% |
| Name | Correlation | AUM | Expense Ratio | |
|---|---|---|---|---|
| USFR | 0.74% | $18.61B | 0.15% | |
| USL | -0.91% | $43.14M | 0.85% | |
| BIL | -1.25% | $41.78B | 0.1356% | |
| THTA | 1.45% | $34.97M | 0.61% | |
| OILK | -1.47% | $72.70M | 0.69% | |
| USO | -1.60% | $1.03B | 0.6% | |
| BILZ | -1.88% | $852.10M | 0.14% | |
| TFLO | 1.93% | $6.73B | 0.15% | |
| DBE | -1.98% | $53.74M | 0.77% | |
| BNO | -2.16% | $108.34M | 1% | |
| CORN | 2.58% | $43.88M | 0.2% | |
| CANE | 2.93% | $11.17M | 0.29% | |
| KMLM | 3.43% | $186.86M | 0.9% | |
| TPMN | 3.62% | $30.86M | 0.65% | |
| WEAT | 3.67% | $124.92M | 0.28% | |
| KRBN | 3.69% | $160.58M | 0.85% | |
| ICLO | -3.70% | $332.76M | 0.19% | |
| COMT | 3.75% | $612.23M | 0.48% | |
| UGA | -3.84% | $75.20M | 0.97% | |
| IVOL | -4.40% | $341.06M | 1.02% |
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| PULM | -0.02% | $23.92M | +218.89% | 0.00% |
| ARLP | 0.04% | $3.50B | +8.96% | 10.24% |
| AMR | 0.06% | $1.53B | -63.40% | 0.00% |
| PARAA | -0.13% | $15.56B | +6.85% | 0.87% |
| RLX | -0.34% | $2.15B | +33.33% | 0.43% |
| YOU | -0.40% | $2.67B | +46.13% | 1.65% |
| TEN | 0.44% | $586.58M | -26.80% | 7.74% |
| LPLA | 0.45% | $29.63B | +40.36% | 0.32% |
| ALHC | -0.46% | $2.65B | +49.22% | 0.00% |
| PSQH | 0.52% | $113.85M | -36.39% | 0.00% |
| MQ | 0.52% | $2.74B | +7.14% | 0.00% |
| XOS | -0.54% | $28.37M | -48.52% | 0.00% |
| RXST | 0.55% | $314.53M | -84.09% | 0.00% |
| CMP | 0.56% | $917.73M | +92.91% | 0.00% |
| TIGR | 0.68% | $1.75B | +120.13% | 0.00% |
| SLE | 0.74% | $4.87M | -87.39% | 0.00% |
| CYRX | -0.74% | $376.03M | +0.94% | 0.00% |
| PARR | 0.76% | $1.77B | +43.22% | 0.00% |
| HNRG | -0.98% | $664.41M | +77.09% | 0.00% |
| RRGB | -1.02% | $99.85M | -4.90% | 0.00% |
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| DFDV | -29.20% | $361.15M | +2,667.20% | 0.00% |
| NEOG | -16.20% | $1.13B | -68.72% | 0.00% |
| MVO | -13.91% | $69.92M | -35.18% | 21.79% |
| AGL | -11.61% | $931.39M | -65.60% | 0.00% |
| BTCT | -11.32% | $29.39M | +101.55% | 0.00% |
| NAT | -9.88% | $578.08M | -27.78% | 10.66% |
| STNG | -8.12% | $2.33B | -40.74% | 3.56% |
| TRMD | -7.76% | $1.73B | -53.05% | 22.61% |
| ALTO | -7.35% | $97.29M | -21.25% | 0.00% |
| HUM | -6.60% | $27.45B | -40.80% | 1.55% |
| STTK | -6.57% | $39.28M | -82.14% | 0.00% |
| DHT | -6.31% | $1.79B | +1.18% | 7.28% |
| STG | -6.30% | $56.15M | +27.66% | 0.00% |
| SCKT | -6.07% | $9.43M | +3.71% | 0.00% |
| LPG | -5.97% | $1.21B | -20.79% | 0.00% |
| ASC | -5.83% | $415.58M | -49.00% | 6.77% |
| CYD | -5.49% | $916.20M | +163.43% | 3.57% |
| SEER | -5.33% | $125.34M | +16.39% | 0.00% |
| INSW | -4.91% | $1.94B | -24.29% | 1.23% |
| FRO | -4.81% | $4.14B | -21.16% | 7.26% |
GIGB - Goldman Sachs Access Investment Grade Corporate Bond ETF contains 1918 holdings. The top holdings include 5DLPBB3, FGTXX
Name | Weight |
|---|---|
5 5DLPBB3NT JPMorgan Chase & Co. 5.571% | 0.51% |
| - | 0.43% |
| - | 0.36% |
F FGTXXNT Goldman Sachs FS Government Instl | 0.35% |
| - | 0.33% |
| - | 0.32% |
5 5CHGZK3NT Banco Santander, S.A. 5.294% | 0.31% |
5 5CQTCL6NT PacifiCorp. 5.45% | 0.30% |
| - | 0.30% |
| - | 0.29% |
| - | 0.29% |
5 5CGGBC3NT Intercontinental Exchange Inc 5.2% | 0.28% |
5 5CNDGL6NT GE Healthcare Technologies Inc. 5.905% | 0.28% |
| - | 0.28% |
| - | 0.28% |
| - | 0.27% |
5 5CMSGH0NT Anheuser-Busch Companies LLC / Anheuser-Busch InBev Worldwide Inc 4.9% | 0.27% |
5 5BDJVD9NT Microsoft Corp. 2.4% | 0.26% |
| - | 0.26% |
5 5CMPJJ4NT Walmart Inc 3.25% | 0.25% |
| - | 0.24% |
| - | 0.24% |
| - | 0.23% |
| - | 0.23% |
5 5CKWMC0NT Exelon Corp. 5.3% | 0.23% |
| - | 0.23% |
| - | 0.23% |
5 5CVFWK5NT Toyota Motor Credit Corp. 4.55% | 0.22% |
| - | 0.22% |
| - | 0.22% |
Sector | Weight |
|---|---|
Communication Services | 2.27% |
Financials | 1.43% |
Consumer Staples | 0.17% |
