Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
IBMR | 55.18% | $217.87M | 0.18% | |
CGMU | 54.93% | $2.94B | 0.27% | |
MUNI | 53.56% | $1.80B | 0.35% | |
VTEB | 51.70% | $34.49B | 0.03% | |
MUB | 51.54% | $38.00B | 0.05% | |
CMF | 50.40% | $3.58B | 0.08% | |
JMUB | 50.34% | $2.58B | 0.18% | |
NYF | 50.34% | $835.71M | 0.25% | |
SUB | 50.26% | $8.64B | 0.07% | |
DFNM | 50.09% | $1.51B | 0.17% | |
TFI | 49.59% | $3.14B | 0.23% | |
MMIT | 49.52% | $801.35M | 0.3% | |
FMB | 49.23% | $1.90B | 0.65% | |
TAXF | 48.97% | $497.70M | 0.29% | |
ITM | 48.09% | $1.80B | 0.18% | |
FMHI | 48.08% | $723.33M | 0.7% | |
HTAB | 47.64% | $426.54M | 0.39% | |
DFSD | 47.42% | $4.38B | 0.16% | |
PZA | 47.26% | $2.77B | 0.28% | |
CGMS | 46.66% | $2.47B | 0.39% |
SeekingAlpha
Columbia Threadneedle Fixed-Income Monitor: April 2025
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After the initial rise in yields to start the year, economic numbers supporting a slowing economy began to take hold.
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Trump 2.0 has many complaining and hopefully thinking about better ways to do things instead of following the status quo.
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For the gold miners, investors should be focused on margins, assessing the impact of the ongoing trade war on global currencies and inflation trends for the sector. Click to read.
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By Aditi GuptaMunicipal bond yields have become attractive to US taxpayers, in our view.
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In this article, we consider the current environment and congressional discussions related to the potential removal or cap of the municipal tax exemption.
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
EXR | 36.59% | $27.98B | -7.93% | 4.96% |
CUBE | 36.32% | $8.48B | -16.06% | 5.60% |
PSA | 36.00% | $48.78B | +1.05% | 4.34% |
AGNC | 35.51% | $7.43B | -13.53% | 17.82% |
MFA | 33.07% | $838.65M | -24.54% | 17.30% |
ARR | 32.82% | $1.13B | -24.57% | 20.48% |
ORC | 32.42% | $564.43M | -28.57% | 23.96% |
WDI | 32.14% | - | - | 13.64% |
DX | 31.73% | $1.07B | -5.12% | 15.16% |
NLY | 31.51% | $10.34B | -6.89% | 15.36% |
NSA | 30.95% | $2.57B | -10.41% | 6.75% |
BNS | 30.65% | $56.65B | -7.13% | 6.65% |
NNN | 29.52% | $7.35B | -4.71% | 5.94% |
GTY | 29.03% | $1.52B | +4.22% | 6.63% |
VICI | 28.73% | $31.79B | +6.67% | 5.68% |
NMAI | 28.60% | - | - | 14.88% |
GOOD | 28.38% | $612.19M | -0.37% | 8.89% |
NGG | 28.28% | $64.24B | +1.44% | 5.26% |
O | 28.24% | $48.29B | +3.66% | 5.85% |
UMH | 28.11% | $1.38B | +6.64% | 5.20% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
MVO | -16.15% | $66.01M | -43.95% | 22.51% |
X | -16.04% | $9.25B | -3.22% | 0.49% |
TECX | -13.63% | $311.29M | +9.45% | 0.00% |
TBI | -13.50% | $130.89M | -59.05% | 0.00% |
VERX | -12.12% | $6.04B | +18.46% | 0.00% |
FCNCA | -11.92% | $22.19B | +2.41% | 0.44% |
CAMT | -11.83% | $2.62B | -29.10% | 0.00% |
SVV | -11.74% | $1.32B | -52.43% | 0.00% |
RYTM | -11.56% | $3.66B | +35.81% | 0.00% |
FENC | -11.34% | $138.25M | -53.74% | 0.00% |
SCKT | -11.24% | $8.24M | -1.33% | 0.00% |
VRCA | -10.47% | $40.62M | -93.74% | 0.00% |
SANM | -10.28% | $4.05B | +26.10% | 0.00% |
GEO | -10.25% | $3.92B | +75.00% | 0.00% |
LEU | -10.17% | $1.01B | +36.67% | 0.00% |
DKNG | -9.99% | $17.36B | -23.57% | 0.00% |
CVM | -9.85% | $17.74M | -87.30% | 0.00% |
JPM | -9.83% | $635.02B | +16.21% | 2.22% |
ULH | -9.70% | $700.30M | -21.30% | 1.60% |
CAPR | -9.48% | $405.60M | +42.54% | 0.00% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
HEWJ | 0.01% | $354.70M | 0.5% | |
IAT | 0.02% | $638.65M | 0.4% | |
GOAU | 0.02% | $104.62M | 0.6% | |
UGA | 0.08% | $74.42M | 0.97% | |
SLV | -0.19% | $13.57B | 0.5% | |
BTAL | 0.21% | $403.24M | 1.43% | |
KRE | -0.24% | $3.12B | 0.35% | |
URNJ | -0.25% | $184.67M | 0.8% | |
SIVR | -0.37% | $1.46B | 0.3% | |
USL | -0.44% | $40.44M | 0.85% | |
GDXJ | -0.52% | $5.06B | 0.52% | |
USO | 0.65% | $979.36M | 0.6% | |
BNO | 0.71% | $80.49M | 1% | |
BKCH | -0.77% | $113.48M | 0.5% | |
TBLL | 0.80% | $2.44B | 0.08% | |
CTA | 0.87% | $1.00B | 0.76% | |
IVOL | -0.90% | $492.66M | 1.02% | |
KBE | 0.91% | $1.58B | 0.35% | |
URNM | 0.94% | $1.12B | 0.75% | |
AIRR | 1.17% | $3.11B | 0.7% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
VIXY | -16.49% | $195.31M | 0.85% | |
USDU | -14.37% | $216.58M | 0.5% | |
UUP | -9.12% | $258.38M | 0.77% | |
CETH | -8.66% | $9.00M | 0% | |
FETH | -8.53% | $646.18M | 0.25% | |
ETHW | -8.12% | $150.22M | 0% | |
ETHV | -8.10% | $75.56M | 0% | |
QETH | -7.85% | $12.33M | 0.25% | |
TAIL | -7.65% | $101.24M | 0.59% | |
CANE | -7.25% | $10.45M | 0.29% | |
XME | -5.35% | $1.49B | 0.35% | |
AGZD | -5.08% | $133.07M | 0.23% | |
EQLS | -4.98% | $4.92M | 1% | |
DBMF | -4.35% | $1.12B | 0.85% | |
WEAT | -4.33% | $121.87M | 0.28% | |
SILJ | -3.80% | $1.00B | 0.69% | |
SLVP | -3.58% | $248.40M | 0.39% | |
ICLO | -3.47% | $308.67M | 0.19% | |
KCCA | -2.91% | $96.37M | 0.87% | |
KBWB | -2.01% | $3.28B | 0.35% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
VLO | <0.01% | $34.28B | -38.43% | 3.97% |
ZIP | <0.01% | $542.82M | -51.41% | 0.00% |
UIS | -0.01% | $267.93M | -33.04% | 0.00% |
BOOT | 0.01% | $3.03B | -1.49% | 0.00% |
PB | 0.01% | $6.11B | +5.21% | 3.57% |
HTZ | -0.02% | $588.39M | -42.50% | 0.00% |
MQ | 0.02% | $1.94B | -33.68% | 0.00% |
GKOS | 0.02% | $5.07B | -9.67% | 0.00% |
BKU | 0.02% | $2.23B | +16.53% | 4.01% |
NICE | -0.02% | $9.37B | -37.95% | 0.00% |
WWD | 0.03% | $9.87B | +11.59% | 0.62% |
ABEO | 0.03% | $202.87M | -46.34% | 0.00% |
OMI | -0.04% | $540.78M | -73.01% | 0.00% |
HRI | -0.04% | $3.36B | -27.73% | 2.27% |
PATK | -0.05% | $2.69B | +10.31% | 2.65% |
HOPE | 0.05% | $1.17B | -13.90% | 6.15% |
EH | 0.06% | $650.95M | -20.41% | 0.00% |
NTB | 0.07% | - | - | 4.97% |
FBNC | -0.08% | $1.50B | +11.32% | 2.45% |
WDC | -0.08% | $12.13B | -37.55% | 0.00% |
IBMO - iShares iBonds Dec 2026 Term Muni Bond ETF contains 1372 holdings. The top holdings include
Name | Weight |
---|---|
- | 0.66% |
- | 0.61% |
- | 0.52% |
- | 0.44% |
- | 0.43% |
- | 0.42% |
- | 0.4% |
- | 0.39% |
- | 0.39% |
- | 0.38% |
- | 0.37% |
- | 0.37% |
- | 0.35% |
- | 0.34% |
- | 0.34% |
- | 0.33% |
- | 0.33% |
- | 0.32% |
- | 0.31% |
- | 0.31% |
- | 0.3% |
3 3BPQSN7NT ALABAMA FED AID HWY FIN AUTH S - 5.0 2026-09-01 | 0.29% |
- | 0.29% |
- | 0.29% |
- | 0.29% |
- | 0.28% |
- | 0.28% |
- | 0.26% |
- | 0.26% |
- | 0.25% |
Sector | Weight |
---|---|