Current Value
$52.251 Year Return
Current Value
$52.251 Year Return
SeekingAlpha
The evolving high-yield markets make the case for a global, multi-sector approach to generating income. Read more here.
SeekingAlpha
Through 2023 and 2024, the spread between bond yields and cash rates was persistently and sometimes deeply negative. Read more here.
SeekingAlpha
Within fixed-income portfolios, the author is positioned a little bit more neutrally across sectors of the market. Click to read.
SeekingAlpha
From investment grade to high yield, municipals, and private credit, solid credit metrics and favorable demand dynamics are helping offset tighter spreads and volatility. Click to read.
SeekingAlpha
Investment-grade and high-yield spreads approach multi-decade lows, yet periods of narrow spreads have historically persisted during stable economic conditions.
SeekingAlpha
Using bond returns to refine equity momentum signals showed a premium in long/short portfolios but not in long-only portfolios.
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
LPLA | -24.64% | $27.44B | +50.32% | 0.32% |
FCNCA | -24.18% | $30.40B | +46.41% | 0.31% |
HQY | -23.07% | $9.70B | +44.68% | 0.00% |
WTTR | -22.66% | $1.37B | +75.89% | 2.38% |
IBKR | -21.33% | $25.42B | +147.19% | 0.36% |
ARLP | -21.04% | $3.60B | +39.65% | 9.90% |
GEO | -18.37% | $3.97B | +148.03% | 0.00% |
OBDC | -17.22% | $7.67B | +4.00% | 9.79% |
JPM | -16.73% | $761.35B | +54.15% | 1.76% |
AMPY | -16.60% | $216.88M | -7.97% | 0.00% |
UNM | -16.57% | $14.19B | +64.42% | 2.05% |
BRY | -16.38% | $333.15M | -31.59% | 10.07% |
PUMP | -16.36% | $939.75M | +17.05% | 0.00% |
CHRD | -16.16% | $6.77B | -26.98% | 7.31% |
XPRO | -15.72% | $1.52B | -25.43% | 0.00% |
X | -15.68% | $8.54B | -17.69% | 0.52% |
MTDR | -15.48% | $7.23B | +6.72% | 1.46% |
VLO | -15.05% | $44.49B | -0.45% | 3.06% |
JXN | -13.88% | $6.78B | +81.94% | 3.02% |
BTU | -13.69% | $2.18B | -30.66% | 1.74% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
TFI | 84.01% | $3.74B | 0.23% | |
FMB | 83.19% | $2.03B | 0.65% | |
MUB | 82.94% | $40.25B | 0.05% | |
VTEB | 82.65% | $36.00B | 0.05% | |
MLN | 82.58% | $526.48M | 0.24% | |
ITM | 81.73% | $1.97B | 0.18% | |
NYF | 81.23% | $831.30M | 0.25% | |
JMUB | 81.06% | $2.34B | 0.18% | |
HYMB | 81.03% | $2.85B | 0.35% | |
CGMU | 80.59% | $2.81B | 0.27% | |
MUNI | 79.67% | $1.77B | 0.35% | |
CMF | 78.20% | $3.86B | 0.08% | |
PZA | 77.83% | $3.07B | 0.28% | |
MMIN | 76.64% | $485.21M | 0.3% | |
FMHI | 76.23% | $775.38M | 0.7% | |
DFNM | 75.21% | $1.47B | 0.17% | |
TAXF | 75.13% | $522.44M | 0.29% | |
HTAB | 74.87% | $450.12M | 0.39% | |
SCMB | 74.74% | $524.08M | 0.03% | |
MMIT | 72.76% | $815.28M | 0.3% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
PSA | 48.54% | $52.93B | +7.45% | 3.96% |
RKT | 47.65% | $1.85B | +10.43% | 0.00% |
CUBE | 47.43% | $9.52B | -3.88% | 4.86% |
NSA | 46.39% | $2.85B | +2.04% | 5.99% |
HD | 44.25% | $411.07B | +14.10% | 2.17% |
AMT | 44.00% | $87.60B | -3.18% | 3.45% |
EXR | 43.61% | $32.86B | +8.84% | 4.16% |
CCI | 41.91% | $39.05B | -15.93% | 6.94% |
AGNC | 41.62% | $8.95B | +8.48% | 14.19% |
FND | 41.54% | $11.09B | -1.43% | 0.00% |
O | 41.51% | $47.64B | +2.01% | 5.74% |
NNN | 41.08% | $7.31B | -2.53% | 5.89% |
LOW | 39.90% | $145.95B | +16.59% | 1.76% |
UWMC | 39.89% | $950.64M | -12.63% | 6.57% |
PFSI | 39.41% | $5.40B | +17.78% | 0.94% |
SBAC | 39.39% | $21.88B | -6.23% | 1.92% |
CBRE | 38.85% | $45.02B | +75.28% | 0.00% |
FAF | 38.75% | $6.58B | +7.45% | 3.34% |
NLY | 38.33% | $11.51B | +10.55% | 12.62% |
GLPI | 38.01% | $13.47B | +8.34% | 6.17% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
TUR | 0.27% | $190.71M | 0.59% | |
XME | -0.43% | $1.59B | 0.35% | |
HODL | 0.48% | $1.46B | 0.25% | |
DEFI | 0.55% | $15.67M | 0.94% | |
EZBC | 0.63% | $760.41M | 0.29% | |
USCI | -0.63% | $205.06M | 1.07% | |
KBWB | 0.64% | $3.41B | 0.35% | |
BRRR | 0.64% | $872.24M | 0.25% | |
BTCW | 0.68% | $398.19M | 0.3% | |
BCI | 0.68% | $1.31B | 0.26% | |
BITO | 0.69% | $2.47B | 0.95% | |
BITB | 0.72% | $4.09B | 0.2% | |
IBIT | 0.77% | $57.75B | 0.25% | |
FBTC | 0.79% | $21.54B | 0.25% | |
BTCO | 0.79% | $805.95M | 0.39% | |
GBTC | 0.91% | $19.86B | 1.5% | |
ARKB | 0.96% | $5.06B | 0.21% | |
FTGC | 1.08% | $2.44B | 1.02% | |
BKLN | -1.20% | $10.30B | 0.65% | |
MLPX | 1.25% | $2.80B | 0.45% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
UUP | -43.86% | $408.05M | 0.77% | |
USDU | -41.21% | $295.27M | 0.5% | |
CTA | -29.78% | $624.20M | 0.76% | |
BTAL | -23.02% | $270.93M | 1.43% | |
DBE | -19.85% | $54.84M | 0.77% | |
BNO | -18.59% | $98.34M | 1% | |
USO | -18.02% | $1.07B | 0.6% | |
UGA | -17.88% | $103.96M | 0.97% | |
OILK | -17.78% | $78.02M | 0.69% | |
DBO | -17.51% | $194.96M | 0.77% | |
USL | -17.20% | $48.19M | 0.85% | |
DBMF | -16.32% | $1.36B | 0.85% | |
CLOZ | -14.51% | $855.27M | 0.5% | |
KMLM | -14.39% | $323.94M | 0.9% | |
JBBB | -14.02% | $1.83B | 0.49% | |
FLTR | -13.30% | $2.05B | 0.14% | |
COMT | -12.39% | $733.59M | 0.48% | |
IEO | -12.35% | $593.14M | 0.4% | |
PXJ | -12.25% | $39.46M | 0.66% | |
PXE | -11.99% | $96.43M | 0.63% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
ERJ | 0.01% | $8.40B | +163.14% | 0.00% |
WKC | 0.01% | $1.65B | +20.55% | 2.39% |
STEP | -0.01% | $4.71B | +91.99% | 1.38% |
MTRX | 0.02% | $386.87M | +52.44% | 0.00% |
CNM | 0.02% | $10.36B | +29.07% | 0.00% |
PH | -0.03% | $88.70B | +33.96% | 0.92% |
CMG | 0.03% | $78.36B | +7.82% | 0.00% |
TTE | 0.03% | $137.56B | -4.33% | 5.44% |
BGC | -0.04% | $4.50B | +31.19% | 0.74% |
ARIS | -0.04% | $795.91M | +199.54% | 1.55% |
SVM | 0.04% | $715.78M | +44.93% | 0.77% |
VRN | 0.05% | $3.19B | -17.25% | 6.37% |
HSII | 0.05% | $937.40M | +54.91% | 1.31% |
COHR | 0.06% | $13.94B | +45.58% | 0.00% |
FENC | 0.08% | $186.23M | -32.24% | 0.00% |
FSM | 0.08% | $1.66B | +74.59% | 0.00% |
NFLX | -0.09% | $432.51B | +80.78% | 0.00% |
MIRM | -0.09% | $2.51B | +95.37% | 0.00% |
RBC | -0.10% | $11.62B | +35.38% | 0.00% |
NVO | -0.10% | $286.20B | -27.75% | 1.67% |