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 % |
---|---|---|---|---|
ASB | -0.01% | $4.11B | +26.61% | 3.52% |
SNOW | 0.01% | $62.37B | -13.43% | 0.00% |
SDRL | -0.01% | $2.46B | -16.58% | 0.00% |
RWAY | 0.02% | $430.47M | -13.26% | 13.90% |
AX | -0.02% | $4.13B | +43.16% | 0.00% |
CQP | 0.03% | $31.27B | +30.19% | 4.96% |
HP | -0.03% | $3.34B | -13.36% | 3.42% |
DIS | 0.03% | $199.91B | +11.50% | 0.85% |
SNAP | -0.03% | $17.83B | -6.84% | 0.00% |
QUAD | 0.03% | $371.36M | +37.45% | 2.79% |
SMMT | -0.04% | $15.32B | +388.94% | 0.00% |
BHF | -0.04% | $3.53B | +13.77% | 0.00% |
EMO | 0.06% | - | - | 7.18% |
OOMA | -0.06% | $394.47M | +43.94% | 0.00% |
QURE | 0.08% | $861.95M | +187.52% | 0.00% |
NVT | -0.08% | $10.48B | -0.61% | 1.19% |
AMPH | 0.08% | $1.58B | -38.09% | 0.00% |
FI | 0.08% | $130.58B | +60.84% | 0.00% |
CION | 0.09% | - | - | 12.34% |
DBX | 0.09% | $9.91B | -0.79% | 0.00% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
LPLA | -22.54% | $27.44B | +50.32% | 0.32% |
IBKR | -22.32% | $25.42B | +147.19% | 0.36% |
FCNCA | -21.59% | $30.40B | +46.41% | 0.31% |
X | -20.48% | $8.54B | -17.69% | 0.52% |
HQY | -19.43% | $9.70B | +44.68% | 0.00% |
SW | -18.60% | $28.37B | +18.00% | 1.11% |
JPM | -17.87% | $761.35B | +54.15% | 1.76% |
OBDC | -15.73% | $7.67B | +4.00% | 9.79% |
ARLP | -15.29% | $3.60B | +39.65% | 9.90% |
WTTR | -15.20% | $1.37B | +75.89% | 2.38% |
MRCY | -14.33% | $2.97B | +86.12% | 0.00% |
RBRK | -14.20% | $14.00B | +136.22% | 0.00% |
LRN | -14.14% | $6.03B | +136.54% | 0.00% |
DFS | -13.97% | $50.65B | +89.88% | 1.38% |
CRBG | -13.61% | $18.90B | +41.89% | 2.75% |
HRZN | -13.58% | - | - | 13.87% |
PRPH | -13.34% | $7.65M | -95.08% | 0.00% |
RDY | -13.02% | $11.64B | -4.84% | 3.41% |
GEO | -12.73% | $3.97B | +148.03% | 0.00% |
UNM | -12.69% | $14.19B | +64.42% | 2.05% |
Current Value
$22.861 Year Return
Current Value
$22.861 Year Return
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
UUP | -34.77% | $402.74M | 0.77% | |
USDU | -29.90% | $294.70M | 0.5% | |
CTA | -27.66% | $641.27M | 0.76% | |
BTAL | -22.74% | $272.15M | 1.43% | |
CETH | -18.99% | $20.22M | 0% | |
EZET | -18.97% | $34.74M | 0% | |
FETH | -18.84% | $1.26B | 0.25% | |
ETHV | -18.83% | $128.82M | 0% | |
ETHA | -18.76% | $3.75B | 0.25% | |
QETH | -18.64% | $21.19M | 0.25% | |
BTC | -18.56% | $3.28B | 0.15% | |
ETHW | -18.46% | $292.73M | 0% | |
ETH | -18.18% | $1.29B | 0% | |
FLTR | -17.82% | $2.06B | 0.14% | |
THTA | -17.78% | $40.21M | 0.49% | |
QQA | -17.66% | $162.24M | 0% | |
DXJ | -13.65% | $3.84B | 0.48% | |
FLRN | -13.20% | $2.60B | 0.15% | |
FLJH | -12.67% | $87.16M | 0.09% | |
DBJP | -12.21% | $396.50M | 0.45% |
HYMU - iShares High Yield Muni Income Active ETF contains 285 holdings. The top holdings include MCSXX, 3BRMTW0, 3BSNVT4
Name | Weight |
---|---|
M MCSXXNT BlackRock Liquidity MuniCash Instl | 12.09% |
3 3BRMTW0NT PUERTO RICO SALES TAX FING CORP SALES TAX REV 5% | 2.64% |
- | 2.21% |
- | 1.77% |
3 3BSNVT4NT PUERTO RICO SALES TAX FING CORP SALES TAX REV 4.784% | 1.65% |
- | 1.44% |
- | 1.39% |
3 3BWCGC7NT PUERTO RICO COMWLTH 0% | 1.23% |
- | 1.2% |
3 3BWBST8NT PUERTO RICO COMWLTH 4% | 1.04% |
- | 0.95% |
- | 0.94% |
- | 0.86% |
- | 0.84% |
- | 0.81% |
- | 0.77% |
- | 0.71% |
- | 0.69% |
3 3BYQQH6NT RHODE ISLAND HSG & MTG FIN CORP 4.75% | 0.65% |
- | 0.63% |
- | 0.62% |
- | 0.55% |
- | 0.54% |
- | 0.53% |
- | 0.53% |
- | 0.53% |
- | 0.52% |
- | 0.5% |
- | 0.48% |
- | 0.47% |
Sector | Weight |
---|---|
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
TFI | 75.36% | $3.76B | 0.23% | |
CMF | 75.02% | $3.89B | 0.08% | |
FMB | 74.70% | $2.04B | 0.65% | |
MUNI | 74.60% | $1.79B | 0.35% | |
NYF | 74.13% | $837.29M | 0.25% | |
HTAB | 74.00% | $452.63M | 0.39% | |
VTEB | 73.99% | $36.33B | 0.05% | |
ITM | 73.61% | $1.97B | 0.18% | |
JMUB | 73.14% | $2.35B | 0.18% | |
SCMB | 72.39% | $528.70M | 0.03% | |
MUB | 72.28% | $40.40B | 0.05% | |
HYMB | 71.61% | $2.87B | 0.35% | |
CGMU | 71.37% | $2.83B | 0.27% | |
HYD | 70.27% | $3.27B | 0.32% | |
IBMR | 69.28% | $194.54M | 0.18% | |
DFNM | 68.71% | $1.47B | 0.17% | |
MLN | 68.45% | $531.37M | 0.24% | |
PZA | 67.89% | $3.09B | 0.28% | |
MMIT | 66.80% | $820.45M | 0.3% | |
MMIN | 66.73% | $487.56M | 0.3% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
IYF | 0.04% | $3.97B | 0.39% | |
UNG | 0.12% | $717.51M | 1.06% | |
EETH | 0.13% | $67.36M | 0.95% | |
IYG | -0.24% | $1.74B | 0.39% | |
CORN | 0.36% | $66.02M | 0.2% | |
MLPX | 0.36% | $2.83B | 0.45% | |
XLF | 0.44% | $54.43B | 0.09% | |
AMLP | -0.55% | $10.80B | 0.85% | |
LONZ | -0.62% | $968.88M | 0.63% | |
CLOI | 0.62% | $873.72M | 0.4% | |
URNM | 0.74% | $1.51B | 0.75% | |
TUR | -0.74% | $189.26M | 0.59% | |
CLSE | 0.79% | $271.80M | 1.55% | |
SEIX | -0.85% | $316.50M | 0.57% | |
FLBL | 0.87% | $907.50M | 0.45% | |
XME | 0.89% | $1.65B | 0.35% | |
EPI | 0.91% | $3.09B | 0.85% | |
KBWB | 0.92% | $3.60B | 0.35% | |
QYLD | -0.95% | $8.83B | 0.61% | |
USCI | 1.02% | $204.77M | 1.07% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
RKT | 40.53% | $1.85B | +10.43% | 0.00% |
NSA | 38.72% | $2.85B | +2.04% | 5.99% |
PFSI | 38.32% | $5.40B | +17.78% | 0.94% |
HD | 38.00% | $411.07B | +14.10% | 2.17% |
KBH | 37.61% | $4.86B | +12.24% | 1.42% |
LEN | 37.23% | $33.85B | -16.50% | 1.57% |
JLL | 36.95% | $13.51B | +65.67% | 0.00% |
LOW | 36.81% | $145.95B | +16.59% | 1.76% |
PHM | 36.40% | $22.83B | +8.08% | 0.74% |
SMG | 36.12% | $3.99B | +21.64% | 3.77% |
FND | 36.03% | $11.09B | -1.43% | 0.00% |
TOL | 35.98% | $13.48B | +35.30% | 0.68% |
CCS | 35.50% | $2.38B | -10.50% | 1.35% |
FAF | 35.28% | $6.58B | +7.45% | 3.34% |
AMT | 35.27% | $87.60B | -3.18% | 3.45% |
DHI | 34.96% | $43.78B | -3.95% | 0.93% |
CBRE | 34.92% | $45.02B | +75.28% | 0.00% |
AGNC | 34.74% | $8.95B | +8.48% | 14.19% |
TMHC | 34.70% | $6.71B | +22.63% | 0.00% |
MTH | 34.21% | $5.58B | +0.59% | 3.86% |