Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
GBDC | -21.69% | - | - | 10.57% |
SUNS | -18.21% | $148.17M | -2.30% | 5.62% |
AIG | -17.51% | $49.32B | +8.99% | 1.45% |
LPLA | -17.22% | $24.05B | +19.95% | 0.38% |
SW | -17.04% | $23.11B | -4.22% | 2.29% |
HQY | -16.82% | $8.44B | +19.61% | 0.00% |
GIFI | -16.67% | $102.33M | -8.35% | 0.00% |
UNM | -16.48% | $13.94B | +51.28% | 2.04% |
PRPO | -15.06% | $10.61M | +17.38% | 0.00% |
OEC | -14.89% | $745.57M | -42.26% | 0.64% |
LNC | -14.63% | $6.15B | +33.22% | 4.96% |
EIG | -14.27% | $1.22B | +13.03% | 2.38% |
AMZN | -14.16% | $2.10T | +13.49% | 0.00% |
GEO | -13.97% | $3.74B | +102.43% | 0.00% |
SANM | -13.86% | $4.11B | +26.87% | 0.00% |
IRTC | -13.71% | $3.16B | -1.39% | 0.00% |
RJF | -13.18% | $29.18B | +17.91% | 1.30% |
HTGC | -13.18% | - | - | 8.98% |
OBDC | -12.86% | $7.36B | -4.09% | 10.13% |
SIGI | -12.82% | $5.34B | -14.61% | 1.68% |
SeekingAlpha
Municipal bonds are regaining attention in 2024 with compelling yields, tax advantages, and potential impacts from future policy changes. Read more here.
SeekingAlpha
The recent rise in muni yields, combined with a drop over the past month in real yields, potentially creates opportunities for those looking for tax-advantaged bond holdings. Read more here.
SeekingAlpha
The State Of Fixed Income In 2025
SeekingAlpha
Despite increased volatility, Treasury yields ended January virtually unchanged. Read more here.
SeekingAlpha
Eliminating the DOE will have little impact on municipal bonds, as schools rely mostly on state and local funding, though short-term disruptions in grants...
SeekingAlpha
Current estimates suggest that over $70 billion in municipal credits are exposed to these events, with overall economic losses estimated to be as high as $275 billion.
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
PSA | 27.73% | $52.30B | +7.61% | 4.02% |
UWMC | 27.12% | $939.96M | -11.72% | 6.68% |
BFAM | 26.81% | $7.27B | +11.63% | 0.00% |
EXR | 26.51% | $30.74B | +4.06% | 5.61% |
AMT | 25.76% | $98.60B | +6.89% | 3.05% |
RKT | 24.53% | $2.19B | +20.80% | 0.00% |
NSA | 24.09% | $2.80B | +1.35% | 7.69% |
NGG | 23.98% | $61.85B | -6.89% | 5.51% |
SBAC | 23.84% | $23.48B | +1.28% | 1.85% |
AGNC | 22.76% | $9.37B | +6.33% | 13.92% |
AWK | 22.74% | $28.13B | +23.20% | 2.13% |
DNB | 22.09% | $3.56B | -20.90% | 2.46% |
FTS | 21.68% | $22.43B | +13.12% | 3.86% |
CCI | 21.67% | $44.86B | -2.41% | 7.54% |
DX | 21.36% | $1.29B | +13.94% | 11.50% |
INGN | 21.12% | $197.64M | +7.97% | 0.00% |
CUBE | 20.69% | $9.50B | -2.59% | 4.91% |
SAFE | 20.53% | $1.35B | -3.66% | 3.76% |
O | 20.45% | $50.54B | +8.62% | 5.53% |
ARR | 20.17% | $1.44B | +0.11% | 15.41% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
EWN | -<0.01% | $245.21M | 0.5% | |
IWL | <0.01% | $1.53B | 0.15% | |
UJUN | <0.01% | $65.42M | 0.79% | |
OMFL | -0.02% | $4.52B | 0.29% | |
IVOG | 0.03% | $1.01B | 0.1% | |
SOXX | 0.03% | $11.28B | 0.35% | |
VGT | 0.04% | $75.98B | 0.09% | |
PTLC | 0.04% | $3.30B | 0.6% | |
PMAR | -0.05% | $565.70M | 0.79% | |
SYLD | -0.07% | $1.09B | 0.59% | |
QQQ | -0.08% | $295.17B | 0.2% | |
SFY | 0.08% | $893.06M | 0.05% | |
UAUG | 0.08% | $149.26M | 0.79% | |
QTEC | -0.09% | $3.45B | 0.57% | |
VOX | -0.09% | $4.34B | 0.09% | |
RPV | 0.10% | $1.28B | 0.35% | |
FDMO | -0.10% | $498.99M | 0.16% | |
IGE | 0.13% | $600.68M | 0.41% | |
INDA | -0.13% | $8.24B | 0.62% | |
QGRW | -0.14% | $823.80M | 0.28% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
CLOZ | -24.62% | $888.40M | 0.5% | |
QQA | -23.45% | $161.30M | 0% | |
RSPA | -18.88% | $272.02M | 0% | |
DBMF | -16.89% | $1.13B | 0.85% | |
CPSJ | -15.50% | $33.88M | 0.69% | |
CTA | -15.48% | $833.97M | 0.76% | |
USDU | -13.71% | $279.86M | 0.5% | |
UUP | -12.89% | $319.56M | 0.77% | |
TUR | -11.58% | $196.64M | 0.59% | |
PBDC | -11.01% | $182.90M | 13.94% | |
DXJ | -10.31% | $3.44B | 0.48% | |
IGBH | -10.04% | $110.61M | 0.14% | |
BIZD | -9.96% | $1.46B | 13.33% | |
CPRJ | -9.55% | $48.94M | 0.69% | |
HEWJ | -9.08% | $326.93M | 0.5% | |
FLJH | -8.80% | $85.74M | 0.09% | |
EFAA | -8.74% | $93.45M | 0% | |
KMLM | -8.71% | $322.65M | 0.9% | |
IAK | -8.67% | $755.80M | 0.39% | |
CPNJ | -8.44% | $30.69M | 0.69% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
SHM | 48.49% | $3.40B | 0.2% | |
SUB | 46.18% | $8.85B | 0.07% | |
NYF | 44.76% | $848.01M | 0.25% | |
MLN | 44.02% | $524.02M | 0.24% | |
PZA | 43.65% | $3.01B | 0.28% | |
TFI | 43.61% | $3.64B | 0.23% | |
CGMU | 43.09% | $2.96B | 0.27% | |
IBMR | 42.53% | $211.68M | 0.18% | |
CGSM | 42.36% | $625.58M | 0.25% | |
CMF | 42.33% | $3.86B | 0.08% | |
MUB | 42.08% | $39.87B | 0.05% | |
VTEB | 41.75% | $35.60B | 0.03% | |
HYD | 41.29% | $3.34B | 0.32% | |
IBMS | 41.12% | $40.70M | 0.18% | |
HTAB | 40.67% | $449.33M | 0.39% | |
BAB | 40.65% | $976.43M | 0.28% | |
JMUB | 40.31% | $2.49B | 0.18% | |
FMB | 40.08% | $2.01B | 0.65% | |
SMMU | 39.71% | $677.14M | 0.35% | |
IBTH | 39.61% | $1.48B | 0.07% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
DDD | <0.01% | $352.61M | -42.86% | 0.00% |
OC | -0.01% | $12.32B | -9.90% | 1.80% |
IIIN | 0.01% | $525.21M | -22.01% | 0.56% |
KRO | -0.01% | $903.03M | -30.35% | 4.34% |
TCTM | 0.02% | $3.03M | -79.68% | 0.00% |
LECO | -0.02% | $10.69B | -23.31% | 1.51% |
GVA | 0.02% | $3.22B | +36.02% | 0.71% |
ITOS | -0.02% | $279.58M | -32.28% | 0.00% |
GSM | 0.02% | $757.18M | -9.84% | 1.29% |
RICK | 0.03% | $402.56M | -16.65% | 0.57% |
OTIS | -0.03% | $39.90B | +2.15% | 1.55% |
BRKR | -0.03% | $6.97B | -50.09% | 0.33% |
GATX | -0.03% | $5.48B | +17.11% | 1.54% |
DFIN | -0.03% | $1.24B | -30.48% | 0.00% |
FATBB | -0.03% | $54.09M | -25.81% | 13.82% |
CERT | 0.03% | $1.76B | -40.85% | 0.00% |
NDLS | -0.04% | $50.77M | -38.33% | 0.00% |
CNDT | 0.04% | $506.53M | -4.57% | 0.00% |
FIVN | -0.05% | $2.23B | -50.78% | 0.00% |
OGN | 0.05% | $3.95B | -16.25% | 7.27% |
IBMN - iShares iBonds Dec 2025 Term Muni Bond ETF contains 1383 holdings. The top holdings include
Name | Weight |
---|---|
- | 0.78% |
- | 0.65% |
- | 0.58% |
- | 0.55% |
- | 0.54% |
- | 0.54% |
- | 0.52% |
- | 0.51% |
- | 0.49% |
- | 0.48% |
- | 0.48% |
- | 0.45% |
- | 0.45% |
- | 0.45% |
- | 0.44% |
- | 0.44% |
- | 0.44% |
- | 0.43% |
- | 0.43% |
- | 0.43% |
- | 0.42% |
- | 0.41% |
- | 0.4% |
- | 0.39% |
- | 0.37% |
- | 0.35% |
- | 0.35% |
- | 0.34% |
- | 0.34% |
- | 0.34% |
Sector | Weight |
---|---|