Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
UUP | -22.14% | $196.45M | 0.77% | |
USDU | -21.70% | $129.80M | 0.5% | |
FLJH | -15.34% | $86.40M | 0.09% | |
DBJP | -14.01% | $370.89M | 0.45% | |
DXJ | -13.80% | $3.47B | 0.48% | |
HEWJ | -12.99% | $355.50M | 0.5% | |
KBWB | -10.42% | $4.80B | 0.35% | |
IAT | -9.35% | $620.27M | 0.4% | |
KRE | -8.57% | $3.65B | 0.35% | |
KBE | -7.53% | $1.56B | 0.35% | |
XME | -7.36% | $1.99B | 0.35% | |
AGZD | -6.35% | $98.56M | 0.23% | |
WEAT | -6.22% | $123.28M | 0.28% | |
AIRR | -5.47% | $4.11B | 0.7% | |
IYG | -5.42% | $1.84B | 0.39% | |
CLSE | -4.56% | $185.65M | 1.44% | |
VNM | -4.56% | $433.18M | 0.68% | |
PSCE | -4.49% | $62.57M | 0.29% | |
PAVE | -4.45% | $8.78B | 0.47% | |
UGA | -4.45% | $76.33M | 0.97% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
DFUV | 0.01% | $11.73B | 0.21% | |
ZIG | -0.02% | $37.08M | 0.84% | |
MTUM | 0.04% | $17.59B | 0.15% | |
DES | -0.09% | $1.88B | 0.38% | |
HEQT | -0.10% | $328.60M | 0.44% | |
PSFF | 0.10% | $483.64M | 0.75% | |
JPXN | 0.13% | $93.99M | 0.48% | |
EES | 0.14% | $605.48M | 0.38% | |
FXR | 0.14% | $1.85B | 0.61% | |
TESL | 0.16% | $29.89M | 1.2% | |
DBMF | -0.16% | $1.17B | 0.85% | |
IAI | -0.16% | $1.41B | 0.4% | |
XLI | 0.22% | $22.02B | 0.09% | |
BLCN | -0.22% | $48.31M | 0.68% | |
AVLV | 0.24% | $7.75B | 0.15% | |
IYE | 0.24% | $1.21B | 0.39% | |
GRPM | 0.28% | $466.89M | 0.35% | |
ULTY | -0.28% | $961.00M | 1.3% | |
IYJ | 0.31% | $1.65B | 0.39% | |
QQQY | -0.31% | $167.83M | 1% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
PSA | 34.64% | $50.67B | -2.63% | 4.16% |
ARR | 33.45% | $1.38B | -17.37% | 17.02% |
EXR | 32.45% | $31.58B | -6.35% | 4.37% |
NLY | 31.26% | $11.99B | -0.60% | 13.70% |
ORC | 30.63% | $768.05M | -16.18% | 20.10% |
IVR | 30.33% | $511.71M | -18.06% | 19.17% |
CUBE | 30.24% | $9.64B | -7.56% | 4.92% |
MFA | 30.00% | $973.15M | -15.66% | 15.07% |
Z | 29.76% | $19.05B | +59.74% | 0.00% |
ZG | 29.38% | $18.39B | +57.54% | 0.00% |
AGNC | 29.35% | $9.64B | -6.90% | 15.32% |
AZN | 29.33% | $222.71B | -7.86% | 2.18% |
ELS | 28.31% | $11.82B | -6.57% | 3.23% |
DX | 28.21% | $1.38B | +4.73% | 14.05% |
SBAC | 27.82% | $25.01B | +10.93% | 1.80% |
EFC | 27.62% | $1.25B | +2.87% | 11.83% |
CCI | 27.34% | $45.27B | +1.59% | 5.56% |
NSA | 27.34% | $2.47B | -23.37% | 7.09% |
AMT | 26.81% | $103.46B | +6.67% | 3.01% |
PETS | 26.24% | $70.44M | -12.34% | 0.00% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
ITM | 61.29% | $1.87B | 0.18% | |
FMB | 60.77% | $1.89B | 0.65% | |
JMUB | 60.61% | $3.06B | 0.18% | |
VTEB | 60.38% | $37.74B | 0.03% | |
NYF | 60.26% | $884.52M | 0.25% | |
CGMU | 59.42% | $3.38B | 0.27% | |
MLN | 59.15% | $513.19M | 0.24% | |
MUB | 58.95% | $38.59B | 0.05% | |
TFI | 58.68% | $3.21B | 0.23% | |
CGSM | 58.36% | $716.74M | 0.25% | |
DFNM | 58.13% | $1.58B | 0.17% | |
FMHI | 58.11% | $746.85M | 0.7% | |
MMIT | 57.66% | $1.03B | 0.3% | |
TAXF | 57.49% | $477.91M | 0.29% | |
CMF | 57.37% | $3.50B | 0.08% | |
SCMB | 56.80% | $2.10B | 0.03% | |
IBMS | 56.65% | $89.61M | 0.18% | |
SUB | 56.47% | $9.93B | 0.07% | |
IBMR | 55.69% | $258.13M | 0.18% | |
HYD | 55.65% | $3.31B | 0.32% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
SG | <0.01% | $1.61B | -44.78% | 0.00% |
BBIO | <0.01% | $8.79B | +72.07% | 0.00% |
PDLB | <0.01% | $345.14M | +53.09% | 0.00% |
BJRI | -<0.01% | $952.97M | +19.63% | 0.00% |
NHC | -<0.01% | $1.61B | -13.13% | 2.42% |
WGO | 0.01% | $936.50M | -38.76% | 4.14% |
IOVA | -0.01% | $644.49M | -77.13% | 0.00% |
IMDX | 0.01% | $82.65M | -8.25% | 0.00% |
SAVA | 0.01% | $104.35M | -80.35% | 0.00% |
TBPH | 0.01% | $573.01M | +22.83% | 0.00% |
NXPI | 0.01% | $58.91B | -15.07% | 1.75% |
PHIN | 0.02% | $1.93B | +15.04% | 2.16% |
VNT | 0.02% | $5.71B | -2.74% | 0.26% |
JILL | -0.02% | $240.71M | -57.03% | 1.93% |
GOGL | 0.03% | $1.63B | -38.15% | 9.67% |
WWD | 0.03% | $14.66B | +39.10% | 0.43% |
BJ | 0.03% | $14.09B | +17.71% | 0.00% |
TDC | 0.03% | $2.13B | -35.17% | 0.00% |
IDCC | 0.04% | $5.95B | +87.65% | 1.09% |
DDOG | 0.04% | $47.48B | +8.10% | 0.00% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
DFDV | -25.90% | $363.21M | +2,422.23% | 0.00% |
FCNCA | -22.07% | $28.33B | +21.99% | 0.36% |
SANA | -21.64% | $915.75M | -28.27% | 0.00% |
JPM | -17.79% | $800.91B | +38.92% | 1.86% |
MVO | -16.61% | $69.00M | -38.46% | 20.74% |
PRK | -15.56% | $2.88B | +17.55% | 2.41% |
SANM | -15.56% | $5.58B | +48.53% | 0.00% |
FC | -15.54% | $263.58M | -47.68% | 0.00% |
LRN | -15.45% | $5.92B | +101.30% | 0.00% |
HQY | -14.48% | $8.40B | +28.34% | 0.00% |
CTBI | -14.30% | $1.01B | +23.97% | 3.42% |
AMP | -14.24% | $51.66B | +23.35% | 1.12% |
BANF | -14.23% | $4.35B | +43.46% | 1.41% |
AMR | -14.17% | $1.53B | -61.96% | 0.00% |
RJF | -13.92% | $32.32B | +32.73% | 1.22% |
CFR | -13.53% | $8.84B | +34.76% | 2.81% |
KRNY | -13.50% | $431.39M | +4.38% | 6.67% |
SNV | -13.47% | $7.66B | +29.98% | 2.81% |
HTBK | -13.40% | $644.90M | +15.56% | 5.00% |
WSBF | -13.36% | $261.33M | -0.15% | 4.39% |
SeekingAlpha
Q2 2025 Credit Commentary: Up In The Air
SeekingAlpha
The end of the second quarter of 2025 saw slight rises in the 10-year Treasury yield but slight lowering of yields in the 10-year AAA muni yield.
SeekingAlpha
Municipal bonds are currently offering attractive tax-adjusted yields that are backed by strong fundamentals.
SeekingAlpha
The municipal bond market faced strong headwinds in H1 2025, with tariff and budget policies, including debate over the One Big Beautiful Bill Act, weighing heavily on investor sentiment.
SeekingAlpha
Top Reasons To Consider Municipal Bonds
SeekingAlpha
Spring Into Summer With Municipals - Municipal May Update
Current Value
$25.361 Year Return
Current Value
$25.361 Year Return
IBMP - iShares iBonds Dec 2027 Term Muni Bond ETF contains 1285 holdings. The top holdings include 3BPMJL9
Name | Weight |
---|---|
- | 0.54% |
- | 0.50% |
- | 0.39% |
- | 0.39% |
3 3BPMJL9NT CALIFORNIA HEALTH FACS FING AU - 5.0 2027-11-01 | 0.38% |
- | 0.37% |
M MCSXXNT BLACKROCK LIQ MUNICASH CL INS MMF | 0.37% |
- | 0.36% |
- | 0.35% |
- | 0.34% |
- | 0.34% |
3 3BSSSY3NT ROUND ROCK TEX INDPT SCH DIST - 5.0 2027-08-01 | 0.34% |
- | 0.31% |
- | 0.30% |
- | 0.29% |
- | 0.29% |
- | 0.28% |
- | 0.27% |
- | 0.27% |
- | 0.27% |
- | 0.27% |
- | 0.26% |
- | 0.26% |
3 3BTLZW3NT NEW YORK N Y CITY TRANSITIONAL - 5.0 2027-11-01 | 0.26% |
- | 0.26% |
- | 0.25% |
- | 0.25% |
- | 0.25% |
- | 0.25% |
- | 0.24% |
Sector | Weight |
---|---|