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.
SeekingAlpha
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
Small-cap underperformance has historical precedent â but cycles turn. Click here to read more.
SeekingAlpha
Q2 2025 Equity Market Outlook
Current Value
$82.611 Year Return
Current Value
$82.611 Year Return
| Name | Correlation | AUM | Expense Ratio | |
|---|---|---|---|---|
| STIP | 0.18% | $12.68B | 0.03% | |
| FMHI | 0.37% | $746.85M | 0.7% | |
| CMBS | -0.57% | $455.28M | 0.25% | |
| JPST | -0.62% | $31.93B | 0.18% | |
| SMB | -0.74% | $276.62M | 0.07% | |
| SMMU | 0.82% | $896.32M | 0.35% | |
| OWNS | 1.16% | $128.37M | 0.3% | |
| NEAR | -1.23% | $3.35B | 0.25% | |
| CTA | -1.36% | $1.08B | 0.76% | |
| WEAT | -1.39% | $123.28M | 0.28% | |
| GOVT | -1.39% | $27.25B | 0.05% | |
| SHM | 1.40% | $3.41B | 0.2% | |
| IBTP | -1.56% | $142.98M | 0.07% | |
| TDTT | -1.57% | $2.63B | 0.18% | |
| FLMI | -1.64% | $735.37M | 0.3% | |
| USDU | 1.82% | $129.80M | 0.5% | |
| SGOV | -1.83% | $50.93B | 0.09% | |
| IBTF | -1.84% | $1.98B | 0.07% | |
| GVI | -1.92% | $3.44B | 0.2% | |
| AGZD | 2.15% | $98.56M | 0.23% |
| Name | Correlation | AUM | Expense Ratio | |
|---|---|---|---|---|
| RSP | 99.09% | $73.89B | 0.2% | |
| VO | 98.97% | $84.36B | 0.04% | |
| IWR | 98.90% | $42.71B | 0.19% | |
| CFA | 98.67% | $532.20M | 0.35% | |
| FEX | 98.61% | $1.32B | 0.6% | |
| JHMM | 98.46% | $4.18B | 0.42% | |
| SIZE | 98.45% | $343.49M | 0.15% | |
| IWS | 98.31% | $13.48B | 0.23% | |
| PRF | 98.10% | $7.87B | 0.33% | |
| FNDX | 97.96% | $18.82B | 0.25% | |
| JVAL | 97.86% | $528.37M | 0.12% | |
| JHML | 97.79% | $992.36M | 0.29% | |
| IWD | 97.61% | $62.61B | 0.19% | |
| SCHM | 97.57% | $11.77B | 0.04% | |
| FMDE | 97.52% | $2.88B | 0.23% | |
| IUS | 97.52% | $638.75M | 0.19% | |
| VONV | 97.50% | $12.79B | 0.07% | |
| DFVX | 97.41% | $454.77M | 0.19% | |
| DFAC | 97.38% | $35.25B | 0.17% | |
| AVUS | 97.27% | $8.84B | 0.15% |
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| CBOE | -11.83% | $24.55B | +38.09% | 1.08% |
| K | -6.91% | $27.64B | +40.17% | 2.86% |
| DFDV | -4.88% | $363.21M | +2,422.23% | 0.00% |
| VSA | -4.76% | $8.59M | -17.17% | 0.00% |
| MKTX | -4.50% | $8.21B | +2.36% | 1.37% |
| DG | -2.50% | $24.71B | -14.69% | 2.10% |
| ZCMD | -2.39% | $28.54M | -8.87% | 0.00% |
| STG | -2.09% | $38.79M | -3.01% | 0.00% |
| LITB | -1.70% | $24.26M | -71.62% | 0.00% |
| HUSA | -1.66% | $20.99M | -8.33% | 0.00% |
| VSTA | -0.93% | $325.62M | +30.97% | 0.00% |
| CME | -0.57% | $99.17B | +44.04% | 1.75% |
| ASPS | 0.12% | $152.11M | +47.41% | 0.00% |
| LTM | 0.56% | $12.85B | -95.43% | 2.39% |
| ED | 0.68% | $36.42B | +10.51% | 3.36% |
| CYCN | 0.74% | $11.40M | +5.03% | 0.00% |
| AWK | 1.30% | $27.82B | +4.74% | 2.18% |
| VRCA | 1.47% | $80.70M | -89.71% | 0.00% |
| KR | 2.01% | $46.75B | +34.05% | 1.81% |
| UUU | 2.45% | $8.22M | +134.65% | 0.00% |
| Name | Correlation | AUM | Expense Ratio | |
|---|---|---|---|---|
| TAIL | -84.28% | $94.86M | 0.59% | |
| VIXY | -77.57% | $184.73M | 0.85% | |
| BTAL | -60.48% | $315.93M | 1.43% | |
| IVOL | -42.93% | $342.69M | 1.02% | |
| FTSD | -32.41% | $233.11M | 0.25% | |
| XONE | -32.02% | $628.85M | 0.03% | |
| SPTS | -30.20% | $5.77B | 0.03% | |
| FXY | -26.55% | $802.69M | 0.4% | |
| UTWO | -25.44% | $376.33M | 0.15% | |
| SCHO | -25.21% | $10.98B | 0.03% | |
| VGSH | -24.44% | $22.68B | 0.03% | |
| IBTH | -20.59% | $1.62B | 0.07% | |
| IBTG | -20.50% | $1.92B | 0.07% | |
| XHLF | -20.41% | $1.73B | 0.03% | |
| IBTI | -19.63% | $1.06B | 0.07% | |
| BILS | -19.25% | $3.80B | 0.1356% | |
| TBLL | -18.35% | $2.12B | 0.08% | |
| CLIP | -17.27% | $1.55B | 0.07% | |
| SHYM | -16.55% | $355.86M | 0.35% | |
| IBTJ | -15.66% | $686.15M | 0.07% |
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| ASPS | 0.12% | $152.11M | +47.41% | 0.00% |
| LTM | 0.56% | $12.85B | -95.43% | 2.39% |
| CME | -0.57% | $99.17B | +44.04% | 1.75% |
| ED | 0.68% | $36.42B | +10.51% | 3.36% |
| CYCN | 0.74% | $11.40M | +5.03% | 0.00% |
| VSTA | -0.93% | $325.62M | +30.97% | 0.00% |
| AWK | 1.30% | $27.82B | +4.74% | 2.18% |
| VRCA | 1.47% | $80.70M | -89.71% | 0.00% |
| HUSA | -1.66% | $20.99M | -8.33% | 0.00% |
| LITB | -1.70% | $24.26M | -71.62% | 0.00% |
| KR | 2.01% | $46.75B | +34.05% | 1.81% |
| STG | -2.09% | $38.79M | -3.01% | 0.00% |
| ZCMD | -2.39% | $28.54M | -8.87% | 0.00% |
| UUU | 2.45% | $8.22M | +134.65% | 0.00% |
| DG | -2.50% | $24.71B | -14.69% | 2.10% |
| BCE | 2.58% | $22.18B | -25.44% | 10.20% |
| CPSH | 3.21% | $36.02M | +47.62% | 0.00% |
| SRRK | 3.38% | $3.62B | +326.82% | 0.00% |
| NEUE | 3.42% | $60.71M | +34.39% | 0.00% |
| TU | 3.72% | $25.21B | +7.34% | 6.98% |
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| BN | 88.17% | $105.41B | +42.26% | 0.54% |
| ITT | 87.66% | $12.40B | +19.14% | 0.86% |
| BNT | 86.73% | $12.84B | +42.16% | 0.00% |
| PH | 85.33% | $91.27B | +35.24% | 0.94% |
| JHG | 84.64% | $6.52B | +17.61% | 3.82% |
| DOV | 84.55% | $26.12B | +4.62% | 1.09% |
| PFG | 84.40% | $18.29B | -2.72% | 3.65% |
| AXP | 84.17% | $227.86B | +36.23% | 0.94% |
| TROW | 83.65% | $22.68B | -12.13% | 4.91% |
| GS | 83.34% | $217.59B | +47.97% | 1.70% |
| SEIC | 83.07% | $11.68B | +40.74% | 1.05% |
| EMR | 82.95% | $79.13B | +23.23% | 1.51% |
| DCI | 82.76% | $8.35B | -0.17% | 1.56% |
| BX | 82.64% | $199.04B | +29.58% | 2.15% |
| CPAY | 82.58% | $23.66B | +19.71% | 0.00% |
| MET | 82.43% | $52.61B | +8.19% | 2.83% |
| EVR | 82.25% | $11.56B | +32.60% | 1.09% |
| FTV | 82.08% | $17.99B | -6.03% | 0.61% |
| AVNT | 82.03% | $3.20B | -19.83% | 3.13% |
| EQH | 81.92% | $16.34B | +27.88% | 1.85% |
GSEW - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF contains 502 holdings. The top holdings include SMMT, UAL, DAL, VG, Z
Name | Weight |
|---|---|
0.23% | |
0.23% | |
0.23% | |
0.22% | |
0.22% | |
 PTCPTC, Inc. | 0.22% |
0.22% | |
0.22% | |
0.22% | |
 DKNGDraftKings, Inc. | 0.22% |
 INTCIntel Corp. | 0.22% |
 SNPSSynopsys, Inc. | 0.21% |
0.21% | |
0.21% | |
 PSXPhillips 66 | 0.21% |
0.21% | |
0.21% | |
0.21% | |
 HESHess Corp. | 0.21% |
 DOWDow, Inc. | 0.21% |
0.21% | |
0.21% | |
0.21% | |
0.21% | |
0.21% | |
0.21% | |
0.21% | |
 ANSSANSYS, Inc. | 0.21% |
0.21% | |
0.21% | |
Sector | Weight |
|---|---|
Financials | 16.38% |
Information Technology | 16.12% |
Industrials | 15.32% |
Health Care | 10.95% |
Consumer Discretionary | 8.88% |
Consumer Staples | 6.70% |
Real Estate | 5.80% |
Utilities | 5.78% |
Energy | 5.02% |
Materials | 5.02% |
Communication Services | 4.09% |
