| Name | Correlation | AUM | Expense Ratio | |
|---|---|---|---|---|
| YEAR | 0.21% | $1.47B | 0.25% | |
| IBMS | 0.34% | $89.65M | 0.18% | |
| LMBS | 0.46% | $5.12B | 0.64% | |
| MLN | -0.48% | $509.07M | 0.24% | |
| GOVI | -0.66% | $933.60M | 0.15% | |
| IBND | -0.70% | $407.31M | 0.5% | |
| WEAT | 0.94% | $122.74M | 0.28% | |
| SHM | -1.07% | $3.41B | 0.2% | |
| BUXX | -1.15% | $312.62M | 0.25% | |
| CTA | -1.33% | $1.09B | 0.76% | |
| CGCB | 1.63% | $2.62B | 0.27% | |
| NUBD | 1.63% | $395.73M | 0.16% | |
| TLH | 1.68% | $11.32B | 0.15% | |
| BNDW | 1.74% | $1.29B | 0.05% | |
| JBND | -1.77% | $2.36B | 0.25% | |
| TOTL | -1.79% | $3.80B | 0.55% | |
| SUB | 1.79% | $9.99B | 0.07% | |
| DFNM | -1.89% | $1.58B | 0.17% | |
| BNDX | -1.91% | $67.47B | 0.07% | |
| FMB | 2.00% | $1.89B | 0.65% |
| Name | Correlation | AUM | Expense Ratio | |
|---|---|---|---|---|
| BBUS | 99.87% | $5.08B | 0.02% | |
| IWB | 99.86% | $41.33B | 0.15% | |
| SCHK | 99.84% | $4.36B | 0.03% | |
| SPLG | 99.83% | $76.53B | 0.02% | |
| IVV | 99.82% | $630.96B | 0.03% | |
| SCHX | 99.82% | $56.50B | 0.03% | |
| PBUS | 99.82% | $8.30B | 0.04% | |
| VOO | 99.82% | $694.66B | 0.03% | |
| IYY | 99.81% | $2.49B | 0.2% | |
| GSUS | 99.80% | $2.64B | 0.07% | |
| ESGU | 99.79% | $13.81B | 0.15% | |
| ITOT | 99.79% | $71.67B | 0.03% | |
| SPTM | 99.78% | $10.64B | 0.03% | |
| VTI | 99.77% | $505.10B | 0.03% | |
| SCHB | 99.77% | $34.71B | 0.03% | |
| VOTE | 99.74% | $827.77M | 0.05% | |
| DFUS | 99.73% | $15.68B | 0.09% | |
| VONE | 99.72% | $6.43B | 0.07% | |
| VV | 99.72% | $42.72B | 0.04% | |
| IWV | 99.72% | $16.00B | 0.2% |
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| AEP | -0.14% | $55.77B | +13.66% | 3.51% |
| VRCA | 0.21% | $73.82M | -90.94% | 0.00% |
| AGL | 0.54% | $910.69M | -70.51% | 0.00% |
| JNJ | 0.55% | $373.35B | +2.75% | 3.07% |
| EXC | -0.57% | $43.36B | +20.92% | 3.63% |
| NEOG | 0.76% | $1.08B | -71.94% | 0.00% |
| MSEX | 0.80% | $956.58M | -13.26% | 2.48% |
| STG | -0.90% | $60.94M | +42.06% | 0.00% |
| VSTA | -0.95% | $336.05M | +39.20% | 0.00% |
| SO | 1.06% | $101.63B | +13.99% | 3.12% |
| UUU | -1.11% | $7.17M | +113.79% | 0.00% |
| HUSA | -1.26% | $20.52M | -12.60% | 0.00% |
| WTRG | -1.29% | $10.50B | -7.07% | 3.47% |
| DFDV | -1.31% | $363.80M | +2,684.66% | 0.00% |
| ZCMD | -1.44% | $28.28M | -14.50% | 0.00% |
| LITB | 1.49% | $25.19M | -67.38% | 0.00% |
| CYCN | 1.65% | $10.21M | +7.79% | 0.00% |
| PPC | 1.83% | $10.44B | +27.02% | 0.00% |
| DUK | -1.88% | $91.02B | +9.92% | 3.56% |
| TEF | 1.97% | $29.18B | +18.85% | 6.34% |
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| BN | 85.73% | $104.37B | +33.58% | 0.54% |
| BNT | 84.73% | $12.72B | +34.13% | 0.00% |
| ITT | 84.17% | $12.27B | +9.26% | 0.86% |
| JHG | 83.20% | $6.39B | +11.37% | 3.84% |
| PH | 83.16% | $90.55B | +24.61% | 0.94% |
| AXP | 82.75% | $217.64B | +24.44% | 0.98% |
| KKR | 81.70% | $122.20B | +17.61% | 0.51% |
| TROW | 81.48% | $22.17B | -16.66% | 4.93% |
| EMR | 81.03% | $78.58B | +17.51% | 1.50% |
| MKSI | 80.94% | $6.97B | -28.13% | 0.87% |
| ARES | 80.84% | $38.12B | +17.90% | 2.33% |
| BX | 80.79% | $193.87B | +16.63% | 2.14% |
| ADI | 80.65% | $119.31B | -1.20% | 1.60% |
| APO | 80.55% | $83.28B | +17.52% | 1.28% |
| WAB | 80.55% | $36.04B | +24.89% | 0.43% |
| SEIC | 80.50% | $11.34B | +30.50% | 1.07% |
| GS | 80.45% | $215.56B | +39.66% | 1.70% |
| EVR | 80.14% | $11.10B | +17.46% | 1.13% |
| DOV | 80.09% | $25.65B | -2.31% | 1.10% |
| AMZN | 79.77% | $2.40T | +17.27% | 0.00% |
| Name | Correlation | AUM | Expense Ratio | |
|---|---|---|---|---|
| TAIL | -88.04% | $94.79M | 0.59% | |
| VIXY | -80.56% | $198.83M | 0.85% | |
| VIXM | -73.94% | $23.12M | 0.85% | |
| BTAL | -67.29% | $310.74M | 1.43% | |
| IVOL | -44.64% | $342.76M | 1.02% | |
| SPTS | -34.37% | $5.78B | 0.03% | |
| XONE | -33.23% | $629.19M | 0.03% | |
| FTSD | -32.93% | $233.17M | 0.25% | |
| FXY | -31.86% | $793.88M | 0.4% | |
| UTWO | -29.15% | $376.61M | 0.15% | |
| SCHO | -28.40% | $10.92B | 0.03% | |
| VGSH | -28.07% | $22.74B | 0.03% | |
| IBTG | -23.91% | $1.93B | 0.07% | |
| IBTI | -23.88% | $1.07B | 0.07% | |
| IBTH | -23.56% | $1.62B | 0.07% | |
| XHLF | -22.83% | $1.75B | 0.03% | |
| BILS | -22.02% | $3.81B | 0.1356% | |
| IBTJ | -20.57% | $688.68M | 0.07% | |
| TBLL | -19.91% | $2.11B | 0.08% | |
| SHYM | -19.80% | $355.36M | 0.35% |
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| CBOE | -20.79% | $24.50B | +35.35% | 1.07% |
| ED | -13.92% | $36.01B | +9.18% | 3.35% |
| AWK | -12.41% | $27.46B | +1.26% | 2.22% |
| K | -9.84% | $27.56B | +39.23% | 2.87% |
| MKTX | -8.98% | $8.05B | -3.20% | 1.40% |
| CME | -6.36% | $99.10B | +42.79% | 1.75% |
| BCE | -5.81% | $22.18B | -26.98% | 10.11% |
| DG | -5.71% | $24.92B | -11.19% | 2.08% |
| KR | -5.59% | $47.52B | +34.10% | 1.78% |
| ASPS | -3.84% | $148.99M | +20.50% | 0.00% |
| TU | -3.28% | $24.95B | +4.01% | 7.03% |
| VSA | -3.24% | $12.16M | +18.21% | 0.00% |
| LTM | -2.55% | $12.66B | -95.54% | 2.41% |
| MO | -2.39% | $98.51B | +21.76% | 6.95% |
| AMT | -2.00% | $102.48B | +4.17% | 3.01% |
| DUK | -1.88% | $91.02B | +9.92% | 3.56% |
| ZCMD | -1.44% | $28.28M | -14.50% | 0.00% |
| DFDV | -1.31% | $363.80M | +2,684.66% | 0.00% |
| WTRG | -1.29% | $10.50B | -7.07% | 3.47% |
| HUSA | -1.26% | $20.52M | -12.60% | 0.00% |
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ILCB - iShares Morningstar U.S. Equity ETF contains 565 holdings. The top holdings include NVDA, MSFT, AAPL, AMZN, META
Name | Weight |
|---|---|
 NVDANVIDIA Corp. | 7.01% |
 MSFTMicrosoft Corp. | 6.78% |
 AAPLApple, Inc. | 5.67% |
 AMZNAmazon.com, Inc. | 3.96% |
2.86% | |
 AVGOBroadcom Inc. | 2.30% |
 GOOGLAlphabet, Inc. | 1.92% |
 GOOGAlphabet, Inc. | 1.70% |
 TSLATesla, Inc. | 1.61% |
1.59% | |
1.46% | |
1.16% | |
1.09% | |
 NFLXNetflix, Inc. | 0.98% |
0.89% | |
0.82% | |
0.79% | |
0.75% | |
0.68% | |
 ORCLOracle Corp. | 0.67% |
0.67% | |
0.65% | |
 ABBVAbbVie, Inc. | 0.61% |
0.58% | |
0.58% | |
0.51% | |
0.51% | |
0.50% | |
0.49% | |
0.49% | |
Sector | Weight |
|---|---|
Information Technology | 32.83% |
Financials | 14.06% |
Consumer Discretionary | 10.61% |
Communication Services | 9.68% |
Health Care | 9.16% |
Industrials | 8.83% |
Consumer Staples | 5.27% |
Energy | 3.25% |
Utilities | 2.22% |
Real Estate | 2.04% |
Materials | 2.00% |
