Yahoo
2025 is expected to be a monumental year for active exchange-traded funds (ETF) as US investors represent some of the biggest inflows into the asset category. J.P. Morgan Asset Management Global Head of ETFs Travis Spence breaks down the options that active ETFs offer investors, while listing several active ETFs that cover core sectors. Among its assets under management, Spence's firm manages about $190 billion in ETF assets alone. To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime here.
SeekingAlpha
Invest In 6 Funds For A Potential $5,000 Monthly Income
SeekingAlpha
The stock market faces volatility and uncertainty due to tariff unpredictability, inflation, and economic fluctuations. Our investment strategy lets you sleep well at night. Read more here.
SeekingAlpha
A SWAN retirement portfolio with five funds offers 5% income and steady growth. Find out how this strategy reduces volatility and ensures peace of mind.
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| CBOE | -22.95% | $24.23B | +35.36% | 1.09% |
| ED | -13.34% | $36.00B | +12.64% | 3.34% |
| K | -11.82% | $27.76B | +41.17% | 2.85% |
| AWK | -10.50% | $27.36B | +9.65% | 2.21% |
| CME | -8.43% | $99.39B | +40.68% | 3.86% |
| DG | -6.04% | $25.41B | -7.95% | 2.05% |
| MKTX | -5.58% | $8.22B | +9.03% | 1.38% |
| UUU | -5.19% | $7.17M | +101.30% | 0.00% |
| KR | -3.33% | $46.43B | +38.38% | 1.85% |
| AMT | -3.11% | $104.32B | +14.40% | 3.00% |
| BCE | -3.04% | $21.07B | -27.36% | 10.97% |
| DFDV | -2.91% | $300.56M | +2,130.16% | 0.00% |
| DUK | -2.89% | $90.99B | +17.25% | 3.56% |
| ASPS | -2.80% | $108.30M | -4.13% | 0.00% |
| LTM | -2.69% | $12.63B | -95.46% | 2.42% |
| AEP | -2.56% | $55.16B | +17.93% | 3.54% |
| MO | -2.49% | $99.67B | +28.77% | 6.90% |
| VSA | -2.39% | $8.67M | -19.04% | 0.00% |
| STG | -1.80% | $30.78M | -22.51% | 0.00% |
| TU | -1.72% | $24.75B | +7.77% | 7.12% |
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| TEF | 0.17% | $30.08B | +25.41% | 6.16% |
| SO | -0.19% | $100.18B | +17.28% | 3.18% |
| EXC | -0.26% | $43.33B | +23.58% | 3.62% |
| WTRG | 0.27% | $10.40B | +1.01% | 3.50% |
| ZCMD | -0.89% | $29.55M | -8.59% | 0.00% |
| LITB | 0.91% | $21.24M | -78.57% | 0.00% |
| CYCN | 0.93% | $10.59M | +46.35% | 0.00% |
| VSTA | -1.21% | $344.07M | +39.29% | 0.00% |
| HUSA | -1.34% | $19.66M | -19.53% | 0.00% |
| PPC | -1.45% | $10.84B | +33.46% | 0.00% |
| AGL | 1.60% | $989.35M | -60.10% | 0.00% |
| TU | -1.72% | $24.75B | +7.77% | 7.12% |
| JNJ | 1.76% | $374.29B | +6.77% | 3.23% |
| STG | -1.80% | $30.78M | -22.51% | 0.00% |
| COR | 1.81% | $56.44B | +30.86% | 0.74% |
| CNC | 1.91% | $16.81B | -49.40% | 0.00% |
| SRRK | 1.93% | $3.38B | +357.53% | 0.00% |
| MSEX | 2.01% | $1.00B | +5.97% | 2.41% |
| MSIF | 2.23% | $769.47M | +36.17% | 7.61% |
| VSA | -2.39% | $8.67M | -19.04% | 0.00% |
| Name | Correlation | AUM | Expense Ratio | |
|---|---|---|---|---|
| YEAR | 0.01% | $1.47B | 0.25% | |
| SHM | -0.08% | $3.41B | 0.2% | |
| WEAT | -0.18% | $117.15M | 0.28% | |
| NUBD | -0.18% | $397.77M | 0.16% | |
| MLN | -0.18% | $541.74M | 0.24% | |
| SCHQ | 0.40% | $758.74M | 0.03% | |
| IBMS | 0.44% | $89.64M | 0.18% | |
| TLH | -0.47% | $11.52B | 0.15% | |
| IBMN | 0.62% | $447.08M | 0.18% | |
| CGCB | 0.63% | $2.47B | 0.27% | |
| VGLT | 0.68% | $9.85B | 0.04% | |
| DFNM | -1.00% | $1.57B | 0.17% | |
| JPST | -1.03% | $31.90B | 0.18% | |
| BSMR | 1.07% | $255.87M | 0.18% | |
| LMBS | 1.07% | $5.11B | 0.64% | |
| SPTL | 1.18% | $11.44B | 0.03% | |
| CTA | -1.29% | $1.06B | 0.76% | |
| BNDW | 1.37% | $1.29B | 0.05% | |
| UITB | 1.45% | $2.34B | 0.39% | |
| ICSH | 1.49% | $6.02B | 0.08% |
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| BN | 81.95% | $103.22B | +45.48% | 0.54% |
| BNT | 80.65% | $12.59B | +45.18% | 0.00% |
| ITT | 80.07% | $12.61B | +25.33% | 0.84% |
| ADI | 79.77% | $121.66B | +6.58% | 1.56% |
| AXP | 79.59% | $228.12B | +38.14% | 0.90% |
| TROW | 79.58% | $22.02B | -13.66% | 5.02% |
| JHG | 78.74% | $6.32B | +16.29% | 3.92% |
| GS | 78.01% | $219.66B | +52.99% | 1.68% |
| AMZN | 77.78% | $2.33T | +11.30% | 0.00% |
| MS | 77.63% | $229.19B | +42.57% | 2.59% |
| PH | 77.49% | $90.91B | +38.76% | 0.94% |
| EMR | 77.13% | $77.51B | +25.77% | 1.52% |
| BX | 76.70% | $186.30B | +24.44% | 2.26% |
| CG | 76.67% | $19.66B | +34.15% | 2.54% |
| DOV | 76.47% | $25.80B | +6.32% | 1.09% |
| EVR | 76.20% | $10.93B | +34.00% | 1.14% |
| BLK | 76.20% | $165.86B | +35.67% | 1.93% |
| MKSI | 76.14% | $7.02B | -22.47% | 0.84% |
| IVZ | 76.07% | $7.42B | +10.23% | 4.94% |
| MSFT | 76.03% | $3.65T | +6.58% | 0.65% |
| Name | Correlation | AUM | Expense Ratio | |
|---|---|---|---|---|
| EALT | 95.87% | $124.80M | 0.69% | |
| SCHB | 95.79% | $34.33B | 0.03% | |
| ESGV | 95.71% | $10.66B | 0.09% | |
| VOO | 95.70% | $682.72B | 0.03% | |
| STRV | 95.69% | $923.51M | 0.05% | |
| IYY | 95.66% | $2.47B | 0.2% | |
| PBUS | 95.65% | $7.79B | 0.04% | |
| SCHX | 95.65% | $55.97B | 0.03% | |
| IWV | 95.62% | $15.86B | 0.2% | |
| DFUS | 95.62% | $15.53B | 0.09% | |
| ITOT | 95.61% | $70.29B | 0.03% | |
| IWB | 95.61% | $41.05B | 0.15% | |
| BBUS | 95.61% | $5.03B | 0.02% | |
| SPTM | 95.59% | $10.53B | 0.03% | |
| DFAU | 95.56% | $8.44B | 0.12% | |
| SPLG | 95.53% | $72.86B | 0.02% | |
| IVV | 95.53% | $623.80B | 0.03% | |
| TSPA | 95.53% | $1.78B | 0.34% | |
| ILCB | 95.53% | $1.06B | 0.03% | |
| SNPE | 95.53% | $1.95B | 0.1% |
| Name | Correlation | AUM | Expense Ratio | |
|---|---|---|---|---|
| TAIL | -83.26% | $99.63M | 0.59% | |
| VIXY | -81.32% | $164.54M | 0.85% | |
| BTAL | -63.82% | $296.22M | 1.43% | |
| IVOL | -39.73% | $347.03M | 1.02% | |
| FXY | -32.30% | $816.38M | 0.4% | |
| SPTS | -31.06% | $5.80B | 0.03% | |
| XONE | -30.65% | $625.28M | 0.03% | |
| FTSD | -28.57% | $231.81M | 0.25% | |
| UTWO | -26.40% | $379.52M | 0.15% | |
| VGSH | -26.16% | $22.80B | 0.03% | |
| SCHO | -25.75% | $11.03B | 0.03% | |
| IBTI | -21.78% | $1.06B | 0.07% | |
| IBTH | -21.59% | $1.62B | 0.07% | |
| IBTG | -21.15% | $1.92B | 0.07% | |
| XHLF | -20.08% | $1.73B | 0.03% | |
| BILS | -19.45% | $3.81B | 0.1356% | |
| IBTJ | -18.72% | $688.19M | 0.07% | |
| IEI | -17.61% | $15.48B | 0.15% | |
| TBLL | -16.43% | $2.13B | 0.08% | |
| IBTK | -16.23% | $448.89M | 0.07% |
HELO - Traded Fund Trust JPMorgan Hedged Equity Laddered Overlay ETF contains 151 holdings. The top holdings include MSFT, NVDA, AAPL, AMZN, META
Name | Weight |
|---|---|
 MSFTMicrosoft Corp. | 8.09% |
 NVDANVIDIA Corp. | 7.93% |
 AAPLApple, Inc. | 6.09% |
 AMZNAmazon.com, Inc. | 4.51% |
3.60% | |
 AVGOBroadcom Inc. | 2.44% |
 GOOGLAlphabet, Inc. | 2.05% |
1.76% | |
1.63% | |
 TSLATesla, Inc. | 1.62% |
1.51% | |
1.46% | |
1.33% | |
 ORCLOracle Corp. | 1.19% |
 ABBVAbbVie, Inc. | 1.18% |
1.18% | |
 GOOGAlphabet, Inc. | 1.11% |
1.03% | |
0.98% | |
0.92% | |
0.92% | |
0.91% | |
0.90% | |
0.88% | |
0.86% | |
0.85% | |
0.84% | |
0.82% | |
0.81% | |
0.81% | |
Sector | Weight |
|---|---|
Information Technology | 33.59% |
Financials | 14.98% |
Consumer Discretionary | 12.09% |
Health Care | 9.60% |
Communication Services | 9.49% |
Industrials | 8.93% |
Consumer Staples | 4.75% |
Energy | 3.17% |
Utilities | 2.44% |
Materials | 2.04% |
Real Estate | 1.90% |
