SeekingAlpha
H2 '25 macroeconomic drivers will likely include the direction of US fiscal and trade policy. Compelling bond yields, diverging equity returns offer building blocks for effective strategies.
SeekingAlpha
Bill Conerly argues that business contingency planning should focus on the downside risk of recession rather than the upside from falling interest rates. Click to read.
SeekingAlpha
Your Index Matters: Using The Right Building Blocks For Your U.S. Equity Portfolio
SeekingAlpha
With such a historic domestic and international geopolitical backdrop, here we take a look at how the stock market not only moved higher but also impressively sits at all-time highs.
SeekingAlpha
Above The Noise: Putting Pessimism In Perspective
SeekingAlpha
Despite holding rates steady for a fourth consecutive meeting, the Fed has already implemented significant easing, with the Fed Funds Rate now 100 basis points below last yearâs peak.
| Name | Correlation | AUM | Expense Ratio | |
|---|---|---|---|---|
| TAIL | -88.16% | $94.86M | 0.59% | |
| VIXY | -80.52% | $184.73M | 0.85% | |
| BTAL | -66.53% | $315.93M | 1.43% | |
| IVOL | -44.58% | $342.69M | 1.02% | |
| SPTS | -34.60% | $5.77B | 0.03% | |
| XONE | -33.25% | $628.85M | 0.03% | |
| FTSD | -33.21% | $233.11M | 0.25% | |
| FXY | -32.40% | $802.69M | 0.4% | |
| UTWO | -29.47% | $376.33M | 0.15% | |
| SCHO | -28.94% | $10.98B | 0.03% | |
| VGSH | -28.39% | $22.68B | 0.03% | |
| IBTI | -24.27% | $1.06B | 0.07% | |
| IBTG | -24.17% | $1.92B | 0.07% | |
| IBTH | -23.88% | $1.62B | 0.07% | |
| XHLF | -22.74% | $1.73B | 0.03% | |
| BILS | -21.85% | $3.80B | 0.1356% | |
| IBTJ | -21.19% | $686.15M | 0.07% | |
| SHYM | -20.09% | $355.86M | 0.35% | |
| IEI | -19.33% | $15.53B | 0.15% | |
| IBTK | -18.12% | $445.94M | 0.07% |
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| MSEX | 0.01% | $997.80M | -1.54% | 2.41% |
| NEOG | 0.17% | $1.21B | -65.57% | 0.00% |
| AGL | 0.18% | $956.23M | -62.44% | 0.00% |
| JNJ | 0.27% | $379.41B | +5.34% | 3.20% |
| VRCA | -0.31% | $80.70M | -89.71% | 0.00% |
| STG | -0.47% | $38.79M | -3.01% | 0.00% |
| SO | 0.59% | $102.50B | +16.78% | 3.13% |
| AEP | -0.86% | $56.65B | +16.73% | 3.49% |
| VSTA | -0.95% | $325.62M | +30.97% | 0.00% |
| EXC | -1.10% | $44.05B | +23.53% | 3.60% |
| HUSA | -1.14% | $20.99M | -8.33% | 0.00% |
| DFDV | -1.29% | $363.21M | +2,422.23% | 0.00% |
| LITB | 1.32% | $24.26M | -71.62% | 0.00% |
| ZCMD | -1.53% | $28.54M | -8.87% | 0.00% |
| TEF | 1.55% | $29.35B | +18.72% | 6.32% |
| CYCN | 1.69% | $11.40M | +5.03% | 0.00% |
| PPC | 1.77% | $10.64B | +33.60% | 0.00% |
| ALHC | 1.88% | $2.65B | +51.87% | 0.00% |
| UUU | -1.94% | $8.22M | +134.65% | 0.00% |
| IMDX | 2.32% | $82.65M | -8.25% | 0.00% |
| Name | Correlation | AUM | Expense Ratio | |
|---|---|---|---|---|
| BBUS | 99.86% | $5.05B | 0.02% | |
| IWB | 99.85% | $41.10B | 0.15% | |
| SCHK | 99.82% | $4.33B | 0.03% | |
| PBUS | 99.82% | $8.13B | 0.04% | |
| SPLG | 99.81% | $74.65B | 0.02% | |
| IVV | 99.80% | $627.07B | 0.03% | |
| GSUS | 99.80% | $2.62B | 0.07% | |
| IYY | 99.80% | $2.48B | 0.2% | |
| VOO | 99.80% | $689.85B | 0.03% | |
| SCHX | 99.80% | $56.19B | 0.03% | |
| SPTM | 99.77% | $10.58B | 0.03% | |
| ESGU | 99.77% | $13.75B | 0.15% | |
| ITOT | 99.77% | $71.31B | 0.03% | |
| SCHB | 99.75% | $34.54B | 0.03% | |
| VTI | 99.75% | $502.09B | 0.03% | |
| VOTE | 99.73% | $823.50M | 0.05% | |
| DFUS | 99.72% | $15.60B | 0.09% | |
| VONE | 99.71% | $6.39B | 0.07% | |
| VV | 99.70% | $42.48B | 0.04% | |
| IWV | 99.69% | $15.94B | 0.2% |
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| CBOE | -20.74% | $24.55B | +38.09% | 1.08% |
| ED | -14.53% | $36.42B | +10.51% | 3.36% |
| AWK | -13.06% | $27.82B | +4.74% | 2.18% |
| K | -10.01% | $27.64B | +40.17% | 2.86% |
| MKTX | -9.34% | $8.21B | +2.36% | 1.37% |
| CME | -6.61% | $99.17B | +44.04% | 1.75% |
| DG | -6.15% | $24.71B | -14.69% | 2.10% |
| BCE | -5.95% | $22.18B | -25.44% | 10.20% |
| KR | -5.80% | $46.75B | +34.05% | 1.81% |
| ASPS | -4.18% | $152.11M | +47.41% | 0.00% |
| TU | -3.40% | $25.21B | +7.34% | 6.98% |
| VSA | -3.17% | $8.59M | -17.17% | 0.00% |
| AMT | -2.92% | $103.46B | +6.67% | 3.01% |
| WTRG | -2.61% | $10.52B | -6.15% | 3.49% |
| LTM | -2.56% | $12.85B | -95.43% | 2.39% |
| MO | -2.47% | $98.62B | +24.36% | 7.00% |
| DUK | -2.35% | $91.85B | +13.12% | 3.57% |
| UUU | -1.94% | $8.22M | +134.65% | 0.00% |
| ZCMD | -1.53% | $28.54M | -8.87% | 0.00% |
| DFDV | -1.29% | $363.21M | +2,422.23% | 0.00% |
| Name | Correlation | AUM | Expense Ratio | |
|---|---|---|---|---|
| YEAR | -0.16% | $1.46B | 0.25% | |
| LMBS | -0.22% | $5.11B | 0.64% | |
| WEAT | -0.24% | $123.28M | 0.28% | |
| IBMS | -0.40% | $89.61M | 0.18% | |
| CTA | -0.46% | $1.08B | 0.76% | |
| NUBD | 0.76% | $395.75M | 0.16% | |
| CGCB | 0.84% | $2.51B | 0.27% | |
| TLH | 0.90% | $11.30B | 0.15% | |
| MLN | -0.94% | $513.19M | 0.24% | |
| BNDW | 1.10% | $1.28B | 0.05% | |
| IBND | -1.24% | $407.96M | 0.5% | |
| BUXX | -1.40% | $312.40M | 0.25% | |
| GOVI | -1.40% | $929.67M | 0.15% | |
| SUB | 1.42% | $9.93B | 0.07% | |
| FMB | 1.47% | $1.89B | 0.65% | |
| SHM | -1.47% | $3.41B | 0.2% | |
| NYF | 1.82% | $884.52M | 0.25% | |
| SCHQ | 1.85% | $779.81M | 0.03% | |
| FIXD | 1.87% | $3.39B | 0.65% | |
| SGOV | -1.91% | $50.93B | 0.09% |
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| BN | 85.24% | $105.41B | +42.26% | 0.54% |
| BNT | 84.23% | $12.84B | +42.16% | 0.00% |
| ITT | 83.51% | $12.40B | +19.14% | 0.86% |
| JHG | 83.15% | $6.52B | +17.61% | 3.82% |
| PH | 82.99% | $91.27B | +35.24% | 0.94% |
| AXP | 82.87% | $227.86B | +36.23% | 0.94% |
| KKR | 81.62% | $127.41B | +31.42% | 0.50% |
| TROW | 81.29% | $22.68B | -12.13% | 4.91% |
| MKSI | 80.95% | $7.18B | -24.17% | 0.83% |
| ARES | 80.67% | $39.35B | +27.66% | 2.29% |
| ADI | 80.62% | $121.65B | +4.87% | 1.57% |
| EMR | 80.48% | $79.13B | +23.23% | 1.51% |
| BX | 80.42% | $199.04B | +29.58% | 2.15% |
| GS | 80.33% | $217.59B | +47.97% | 1.70% |
| WAB | 80.30% | $36.58B | +31.48% | 0.42% |
| SEIC | 80.29% | $11.68B | +40.74% | 1.05% |
| APO | 80.28% | $84.70B | +22.39% | 1.30% |
| BLK | 80.04% | $171.05B | +33.85% | 1.88% |
| AMZN | 79.82% | $2.36T | +13.95% | 0.00% |
| EVR | 79.75% | $11.56B | +32.60% | 1.09% |
Current Value
$86.401 Year Return
Current Value
$86.401 Year Return
ILCB - iShares Morningstar U.S. Equity ETF contains 565 holdings. The top holdings include NVDA, MSFT, AAPL, AMZN, META
Name | Weight |
|---|---|
 NVDANVIDIA Corp. | 6.97% |
 MSFTMicrosoft Corp. | 6.79% |
 AAPLApple, Inc. | 5.75% |
 AMZNAmazon.com, Inc. | 3.91% |
2.91% | |
 AVGOBroadcom Inc. | 2.32% |
 GOOGLAlphabet, Inc. | 1.87% |
 GOOGAlphabet, Inc. | 1.65% |
1.60% | |
 TSLATesla, Inc. | 1.50% |
1.43% | |
1.14% | |
1.12% | |
 NFLXNetflix, Inc. | 1.00% |
0.89% | |
0.84% | |
0.79% | |
0.76% | |
 ORCLOracle Corp. | 0.69% |
0.68% | |
0.67% | |
0.67% | |
 ABBVAbbVie, Inc. | 0.61% |
0.58% | |
0.55% | |
0.50% | |
0.50% | |
0.50% | |
0.49% | |
0.49% | |
Sector | Weight |
|---|---|
Information Technology | 33.03% |
Financials | 14.07% |
Consumer Discretionary | 10.49% |
Communication Services | 9.69% |
Health Care | 9.18% |
Industrials | 8.83% |
Consumer Staples | 5.28% |
Energy | 3.25% |
Utilities | 2.21% |
Materials | 2.03% |
Real Estate | 2.03% |
