SeekingAlpha
Growth stocks led equity markets in Q4 2024, particularly in the U.S., despite elevated valuations that spark sustainability concerns.
SeekingAlpha
After a period of value outperformance from Sept. 2020 through 2022, growth returned in favor through 2023 and much of 2024. But that doesnât mean investors should only be invested in growth
SeekingAlpha
Monthly Market Recap: Post-Election Positioning
SeekingAlpha
iShares Morningstar Growth ETF fund focuses on mid- and large-cap growth stocks. Read why ILCG has the potential to continue to outperform the broader markets.
SeekingAlpha
Building a personal ETF with business development companies can outperform the market. Read more to see my recommendations.
SeekingAlpha
Octoberâs strong US employment report supports expectations of a soft landing and continued economic expansion, crucial for multi-asset strategies.
Current Value
$82.991 Year Return
Current Value
$82.991 Year Return
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
BAB | -0.04% | $976.43M | 0.28% | |
MMIN | -0.33% | $477.83M | 0.3% | |
SHM | 0.33% | $3.40B | 0.2% | |
BSMR | -0.35% | $228.83M | 0.18% | |
ICSH | 0.37% | $5.72B | 0.08% | |
CMF | 0.49% | $3.86B | 0.08% | |
BSSX | 0.67% | $73.97M | 0.18% | |
SHV | -0.68% | $19.68B | 0.15% | |
FTSD | -0.69% | $213.08M | 0.25% | |
USTB | -0.70% | $1.09B | 0.35% | |
BSV | -0.81% | $34.39B | 0.03% | |
CGSM | -0.83% | $625.58M | 0.25% | |
TBIL | -0.85% | $5.24B | 0.15% | |
LGOV | 0.86% | $661.19M | 0.67% | |
ITM | 0.89% | $1.93B | 0.18% | |
FMHI | 0.93% | $781.88M | 0.7% | |
JUCY | 1.02% | $301.88M | 0.6% | |
SUB | 1.25% | $8.85B | 0.07% | |
WEAT | -1.29% | $122.01M | 0.28% | |
GBIL | -1.37% | $6.13B | 0.12% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
POST | 0.05% | $6.34B | +8.42% | 0.00% |
MOH | -0.18% | $17.11B | -23.79% | 0.00% |
WTW | 0.18% | $32.36B | +19.36% | 1.09% |
WRB | -0.19% | $23.98B | +13.03% | 0.57% |
SRRK | -0.20% | $3.28B | +139.45% | 0.00% |
CNC | 0.23% | $28.86B | -22.90% | 0.00% |
LHX | 0.26% | $39.75B | -0.85% | 2.22% |
UL | 0.40% | $147.65B | +19.96% | 3.15% |
BNED | 0.44% | $337.13M | -84.11% | 0.00% |
CHCT | 0.48% | $519.74M | -30.95% | 10.15% |
MNST | 0.49% | $53.61B | -8.87% | 0.00% |
PPC | -0.53% | $11.77B | +47.28% | 0.00% |
AWH | -0.54% | $2.47M | -96.11% | 0.00% |
PFE | 0.56% | $145.76B | -7.95% | 6.55% |
SYY | -0.67% | $35.85B | -9.45% | 2.77% |
NHTC | -0.80% | $58.65M | -22.70% | 15.87% |
PULM | -0.81% | $30.90M | +403.57% | 0.00% |
THS | -0.83% | $1.41B | -23.46% | 0.00% |
OCX | 0.84% | $78.77M | +25.50% | 0.00% |
DOGZ | -0.92% | $350.22M | +196.76% | 0.00% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
NVDA | 78.37% | $2.97T | +38.52% | 0.03% |
MSFT | 76.50% | $2.89T | -6.69% | 0.82% |
SNPS | 75.50% | $69.00B | -18.87% | 0.00% |
AMZN | 73.93% | $2.10T | +13.49% | 0.00% |
APH | 73.67% | $76.30B | +15.28% | 1.05% |
ETN | 71.90% | $115.10B | -1.44% | 1.31% |
MKSI | 71.21% | $5.82B | -28.78% | 1.03% |
KLAC | 70.76% | $94.75B | +4.26% | 0.89% |
AMAT | 70.54% | $126.46B | -21.64% | 1.04% |
CDNS | 70.41% | $67.82B | -17.09% | 0.00% |
ANSS | 70.16% | $28.28B | -1.59% | 0.00% |
ANET | 69.86% | $105.32B | +20.28% | 0.00% |
LRCX | 69.85% | $101.01B | -13.54% | 6.16% |
QCOM | 69.45% | $173.18B | -6.35% | 2.18% |
MTSI | 69.32% | $8.11B | +21.88% | 0.00% |
RMBS | 69.08% | $5.82B | -10.11% | 0.00% |
ARM | 68.86% | $124.31B | -7.11% | 0.00% |
ENTG | 68.72% | $14.87B | -27.67% | 0.41% |
MRVL | 67.61% | $59.48B | +2.80% | 0.35% |
ASX | 67.37% | $20.97B | -10.64% | 3.25% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
IVW | 99.46% | $50.68B | 0.18% | |
VONG | 99.44% | $23.93B | 0.07% | |
SPYG | 99.42% | $30.28B | 0.04% | |
IWF | 99.41% | $94.35B | 0.19% | |
SCHG | 99.38% | $34.38B | 0.04% | |
IUSG | 99.36% | $19.04B | 0.04% | |
VOOG | 99.34% | $14.34B | 0.07% | |
VUG | 99.29% | $142.20B | 0.04% | |
QGRW | 99.01% | $823.80M | 0.28% | |
JGRO | 98.99% | $4.64B | 0.44% | |
MGK | 98.97% | $22.35B | 0.07% | |
IWY | 98.95% | $11.68B | 0.2% | |
TCHP | 98.66% | $971.56M | 0.57% | |
ONEQ | 98.58% | $6.77B | 0.21% | |
QQQM | 98.33% | $38.80B | 0.15% | |
QQQ | 98.33% | $295.17B | 0.2% | |
SPUS | 98.24% | $1.05B | 0.45% | |
TMFC | 98.23% | $1.14B | 0.5% | |
WINN | 98.19% | $654.80M | 0.57% | |
XLG | 98.14% | $8.01B | 0.2% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
VIXY | -71.93% | $195.31M | 0.85% | |
TAIL | -71.48% | $81.50M | 0.59% | |
BTAL | -66.07% | $392.59M | 1.43% | |
CCOR | -39.82% | $65.60M | 1.18% | |
FXY | -17.72% | $525.51M | 0.4% | |
XONE | -15.43% | $620.20M | 0.03% | |
USDU | -15.26% | $279.86M | 0.5% | |
IYK | -14.05% | $1.49B | 0.4% | |
XHLF | -13.65% | $1.06B | 0.03% | |
SPTS | -12.19% | $5.89B | 0.03% | |
UUP | -10.35% | $319.56M | 0.77% | |
IBTG | -8.96% | $1.81B | 0.07% | |
FTXG | -8.68% | $25.27M | 0.6% | |
IVOL | -8.18% | $460.68M | 1.02% | |
UTWO | -8.06% | $376.56M | 0.15% | |
CARY | -7.44% | $347.36M | 0.8% | |
BIL | -7.33% | $41.72B | 0.1356% | |
SCHO | -7.12% | $10.49B | 0.03% | |
IBTF | -6.28% | $2.22B | 0.07% | |
DFNM | -5.77% | $1.50B | 0.17% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
CBOE | -38.01% | $22.40B | +16.58% | 1.13% |
ED | -31.46% | $37.57B | +19.64% | 3.14% |
JNJ | -31.34% | $391.98B | +2.93% | 3.05% |
GIS | -29.12% | $32.83B | -10.78% | 3.98% |
AEP | -24.41% | $56.29B | +28.56% | 3.43% |
CPB | -23.51% | $11.46B | -10.04% | 3.90% |
MO | -22.82% | $99.60B | +34.28% | 6.77% |
CMS | -21.55% | $21.74B | +25.86% | 2.87% |
SO | -21.54% | $99.13B | +30.81% | 3.19% |
DUK | -20.38% | $93.27B | +26.83% | 3.47% |
CAG | -20.20% | $12.24B | -8.62% | 5.43% |
T | -20.00% | $190.80B | +55.89% | 4.18% |
PEP | -19.90% | $203.79B | -9.76% | 3.63% |
WEC | -19.88% | $33.71B | +32.15% | 3.19% |
CME | -19.53% | $93.22B | +18.93% | 4.03% |
EXC | -19.43% | $44.42B | +21.13% | 3.48% |
VZ | -19.11% | $183.42B | +10.33% | 6.15% |
D | -18.99% | $46.59B | +14.30% | 4.88% |
CL | -18.43% | $72.89B | +1.55% | 2.23% |
KO | -18.22% | $297.46B | +15.50% | 3.54% |
ILCG - iShares Morningstar Growth ETF contains 377 holdings. The top holdings include MSFT, NVDA, AMZN, AAPL, META
Name | Weight |
---|---|
![]() | 11.32% |
![]() | 11.26% |
![]() | 7.36% |
![]() | 5.58% |
5.19% | |
![]() | 2.73% |
2.55% | |
![]() | 2.3% |
2.25% | |
![]() | 2.25% |
![]() | 2.01% |
1.68% | |
![]() | 1.54% |
1.01% | |
0.88% | |
0.68% | |
0.67% | |
0.67% | |
![]() | 0.66% |
0.64% | |
0.59% | |
![]() | 0.57% |
0.53% | |
0.51% | |
0.47% | |
0.45% | |
![]() | 0.4% |
![]() | 0.39% |
0.39% | |
0.37% |
Sector | Weight |
---|---|
Information Technology | 42.58% |
Consumer Discretionary | 14.73% |
Communication Services | 12.19% |
Financials | 9.31% |
Industrials | 7.83% |
Health Care | 7.26% |
Consumer Staples | 1.85% |
Real Estate | 1.63% |
Materials | 1.25% |
Utilities | 0.61% |
Energy | 0.52% |