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
Spectris' takeover offers highlight how deeply undervalued UK small- and mid-cap stocks are, especially versus US peers. Read why SEPJF stock is a Hold.
SeekingAlpha
Your Index Matters: Using The Right Building Blocks For Your U.S. Equity Portfolio
SeekingAlpha
Volatility-controlled indices with intraday features have gained significant traction in the fixed index annuity market, particularly during periods of heightened market turbulence.
SeekingAlpha
ITOT offers broad US equity exposure with low fees, but the current valuation is shaky, amid macroeconomic uncertainty. Read more on ITOT ETF here.
SeekingAlpha
In virtually every case, the total return will outperform the price return over time because it reflects the compounding benefit of reinvested income.
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
BN | 86.20% | $105.41B | +42.26% | 0.54% |
BNT | 85.14% | $12.84B | +42.16% | 0.00% |
ITT | 84.66% | $12.40B | +19.14% | 0.86% |
PH | 84.10% | $91.27B | +35.24% | 0.94% |
JHG | 84.08% | $6.52B | +17.61% | 3.82% |
AXP | 83.63% | $227.86B | +36.23% | 0.94% |
KKR | 82.35% | $127.41B | +31.42% | 0.50% |
TROW | 82.12% | $22.68B | -12.13% | 4.91% |
EMR | 81.79% | $79.13B | +23.23% | 1.51% |
BX | 81.40% | $199.04B | +29.58% | 2.15% |
GS | 81.38% | $217.59B | +47.97% | 1.70% |
MKSI | 81.35% | $7.18B | -24.17% | 0.83% |
WAB | 81.16% | $36.58B | +31.48% | 0.42% |
EVR | 81.09% | $11.56B | +32.60% | 1.09% |
ARES | 81.07% | $39.35B | +27.66% | 2.29% |
APO | 80.92% | $84.70B | +22.39% | 1.30% |
ADI | 80.81% | $121.65B | +4.87% | 1.57% |
SEIC | 80.76% | $11.68B | +40.74% | 1.05% |
DOV | 80.68% | $26.12B | +4.62% | 1.09% |
BLK | 80.56% | $171.05B | +33.85% | 1.88% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
SCHB | 99.90% | $34.54B | 0.03% | |
VTI | 99.89% | $502.09B | 0.03% | |
IWB | 99.89% | $41.10B | 0.15% | |
SCHK | 99.89% | $4.33B | 0.03% | |
DFAU | 99.88% | $8.61B | 0.12% | |
SPTM | 99.87% | $10.58B | 0.03% | |
DFUS | 99.85% | $15.60B | 0.09% | |
IWV | 99.85% | $15.94B | 0.2% | |
IYY | 99.82% | $2.48B | 0.2% | |
SCHX | 99.81% | $56.19B | 0.03% | |
BBUS | 99.81% | $5.05B | 0.02% | |
ESGU | 99.78% | $13.75B | 0.15% | |
PBUS | 99.77% | $8.13B | 0.04% | |
SPLG | 99.77% | $74.65B | 0.02% | |
VONE | 99.77% | $6.39B | 0.07% | |
ILCB | 99.77% | $1.06B | 0.03% | |
VOO | 99.76% | $689.85B | 0.03% | |
IVV | 99.73% | $627.07B | 0.03% | |
GSLC | 99.71% | $13.86B | 0.09% | |
GSUS | 99.67% | $2.62B | 0.07% |
Current Value
$136.351 Year Return
Current Value
$136.351 Year Return
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
STG | -0.32% | $38.79M | -3.01% | 0.00% |
VRCA | 0.59% | $80.70M | -89.71% | 0.00% |
JNJ | 0.60% | $379.41B | +5.34% | 3.20% |
SO | 0.70% | $102.50B | +16.78% | 3.13% |
DFDV | -0.84% | $363.21M | +2,422.23% | 0.00% |
EXC | -1.04% | $44.05B | +23.53% | 3.60% |
LITB | 1.04% | $24.26M | -71.62% | 0.00% |
HUSA | -1.07% | $20.99M | -8.33% | 0.00% |
MSEX | 1.14% | $997.80M | -1.54% | 2.41% |
AEP | -1.17% | $56.65B | +16.73% | 3.49% |
AGL | 1.29% | $956.23M | -62.44% | 0.00% |
UUU | -1.36% | $8.22M | +134.65% | 0.00% |
TEF | 1.48% | $29.35B | +18.72% | 6.32% |
VSTA | -1.51% | $325.62M | +30.97% | 0.00% |
WTRG | -1.54% | $10.52B | -6.15% | 3.49% |
PPC | 1.71% | $10.64B | +33.60% | 0.00% |
LTM | -1.75% | $12.85B | -95.43% | 2.39% |
NEOG | 1.84% | $1.21B | -65.57% | 0.00% |
CYCN | 1.93% | $11.40M | +5.03% | 0.00% |
ZCMD | -2.21% | $28.54M | -8.87% | 0.00% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
TAIL | -87.77% | $94.86M | 0.59% | |
VIXY | -80.68% | $184.73M | 0.85% | |
BTAL | -67.50% | $315.93M | 1.43% | |
IVOL | -45.18% | $342.69M | 1.02% | |
SPTS | -34.58% | $5.77B | 0.03% | |
XONE | -33.55% | $628.85M | 0.03% | |
FTSD | -33.34% | $233.11M | 0.25% | |
FXY | -32.55% | $802.69M | 0.4% | |
UTWO | -29.45% | $376.33M | 0.15% | |
SCHO | -29.00% | $10.98B | 0.03% | |
VGSH | -28.28% | $22.68B | 0.03% | |
IBTG | -24.08% | $1.92B | 0.07% | |
IBTI | -23.97% | $1.06B | 0.07% | |
IBTH | -23.95% | $1.62B | 0.07% | |
XHLF | -22.94% | $1.73B | 0.03% | |
BILS | -22.03% | $3.80B | 0.1356% | |
IBTJ | -20.90% | $686.15M | 0.07% | |
SHYM | -19.65% | $355.86M | 0.35% | |
IEI | -19.10% | $15.53B | 0.15% | |
TBLL | -17.95% | $2.12B | 0.08% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
CBOE | -21.41% | $24.55B | +38.09% | 1.08% |
ED | -14.45% | $36.42B | +10.51% | 3.36% |
AWK | -12.75% | $27.82B | +4.74% | 2.18% |
K | -9.97% | $27.64B | +40.17% | 2.86% |
MKTX | -9.42% | $8.21B | +2.36% | 1.37% |
CME | -7.76% | $99.17B | +44.04% | 1.75% |
DG | -5.44% | $24.71B | -14.69% | 2.10% |
KR | -5.36% | $46.75B | +34.05% | 1.81% |
BCE | -5.01% | $22.18B | -25.44% | 10.20% |
VSA | -3.56% | $8.59M | -17.17% | 0.00% |
ASPS | -3.37% | $152.11M | +47.41% | 0.00% |
AMT | -3.17% | $103.46B | +6.67% | 3.01% |
TU | -2.84% | $25.21B | +7.34% | 6.98% |
MO | -2.49% | $98.62B | +24.36% | 7.00% |
DUK | -2.43% | $91.85B | +13.12% | 3.57% |
ZCMD | -2.21% | $28.54M | -8.87% | 0.00% |
LTM | -1.75% | $12.85B | -95.43% | 2.39% |
WTRG | -1.54% | $10.52B | -6.15% | 3.49% |
VSTA | -1.51% | $325.62M | +30.97% | 0.00% |
UUU | -1.36% | $8.22M | +134.65% | 0.00% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
YEAR | -0.01% | $1.46B | 0.25% | |
LMBS | 0.13% | $5.11B | 0.64% | |
IBMS | 0.16% | $89.61M | 0.18% | |
MLN | -0.44% | $513.19M | 0.24% | |
WEAT | -0.88% | $123.28M | 0.28% | |
CTA | -0.97% | $1.08B | 0.76% | |
GOVI | -0.97% | $929.67M | 0.15% | |
NUBD | 1.08% | $395.75M | 0.16% | |
CGCB | 1.21% | $2.51B | 0.27% | |
SHM | -1.21% | $3.41B | 0.2% | |
IBND | -1.31% | $407.96M | 0.5% | |
BUXX | -1.33% | $312.40M | 0.25% | |
SUB | 1.37% | $9.93B | 0.07% | |
TLH | 1.40% | $11.30B | 0.15% | |
BNDW | 1.41% | $1.28B | 0.05% | |
FMB | 1.83% | $1.89B | 0.65% | |
TOTL | -2.01% | $3.80B | 0.55% | |
JBND | -2.05% | $2.35B | 0.25% | |
SGOV | -2.07% | $50.93B | 0.09% | |
BNDX | -2.15% | $67.46B | 0.07% |