Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
SCHB | 99.90% | $33.79B | 0.03% | |
IWB | 99.89% | $40.77B | 0.15% | |
VTI | 99.89% | $490.69B | 0.03% | |
SCHK | 99.88% | $4.25B | 0.03% | |
DFAU | 99.87% | $8.27B | 0.12% | |
SPTM | 99.86% | $10.30B | 0.03% | |
DFUS | 99.85% | $15.24B | 0.09% | |
IWV | 99.85% | $15.53B | 0.2% | |
IYY | 99.82% | $2.44B | 0.2% | |
SCHX | 99.81% | $55.13B | 0.03% | |
BBUS | 99.80% | $4.92B | 0.02% | |
ESGU | 99.78% | $13.55B | 0.15% | |
SPLG | 99.77% | $70.06B | 0.02% | |
ILCB | 99.77% | $1.03B | 0.03% | |
VONE | 99.77% | $6.18B | 0.07% | |
PBUS | 99.76% | $7.48B | 0.04% | |
VOO | 99.76% | $687.45B | 0.03% | |
IVV | 99.73% | $591.72B | 0.03% | |
GSLC | 99.72% | $13.57B | 0.09% | |
GSUS | 99.67% | $2.56B | 0.07% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
TAIL | -87.44% | $99.70M | 0.59% | |
VIXY | -80.60% | $167.37M | 0.85% | |
BTAL | -67.87% | $285.39M | 1.43% | |
IVOL | -45.47% | $350.92M | 1.02% | |
SPTS | -34.46% | $5.75B | 0.03% | |
FTSD | -33.45% | $231.45M | 0.25% | |
XONE | -33.28% | $630.58M | 0.03% | |
FXY | -32.88% | $833.95M | 0.4% | |
UTWO | -29.17% | $373.94M | 0.15% | |
SCHO | -28.44% | $11.00B | 0.03% | |
VGSH | -27.70% | $22.70B | 0.03% | |
IBTI | -23.39% | $1.05B | 0.07% | |
IBTG | -23.05% | $1.92B | 0.07% | |
IBTH | -22.96% | $1.59B | 0.07% | |
XHLF | -22.19% | $1.71B | 0.03% | |
BILS | -21.40% | $3.90B | 0.1356% | |
IBTJ | -20.25% | $683.74M | 0.07% | |
SHYM | -19.59% | $341.13M | 0.35% | |
IEI | -18.65% | $15.37B | 0.15% | |
TBLL | -17.62% | $2.15B | 0.08% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
BN | 85.90% | $100.70B | +47.02% | 0.55% |
BNT | 84.93% | $12.28B | +46.39% | 0.00% |
ITT | 84.42% | $12.40B | +23.53% | 0.85% |
JHG | 83.98% | $6.01B | +13.04% | 4.07% |
PH | 83.86% | $88.39B | +37.18% | 0.96% |
AXP | 83.75% | $218.18B | +36.35% | 0.93% |
KKR | 82.48% | $117.51B | +24.64% | 0.54% |
TROW | 82.31% | $21.19B | -16.68% | 5.20% |
BX | 81.73% | $179.78B | +19.38% | 2.33% |
EMR | 81.67% | $74.66B | +22.57% | 1.58% |
MKSI | 81.47% | $6.73B | -22.92% | 0.87% |
GS | 81.22% | $210.85B | +54.09% | 1.75% |
EVR | 81.16% | $10.50B | +37.46% | 1.18% |
ADI | 81.00% | $117.76B | +4.69% | 1.60% |
APO | 80.84% | $79.64B | +18.09% | 1.35% |
ARES | 80.81% | $37.38B | +25.86% | 2.38% |
WAB | 80.78% | $35.30B | +29.95% | 0.43% |
SEIC | 80.70% | $11.11B | +38.73% | 1.09% |
DOV | 80.64% | $25.10B | +2.57% | 1.12% |
BLK | 80.42% | $159.70B | +31.96% | 1.99% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
CBOE | -21.52% | $23.68B | +32.82% | 1.11% |
ED | -14.71% | $35.46B | +9.73% | 3.41% |
AWK | -12.31% | $26.99B | +7.08% | 2.26% |
K | -10.07% | $27.35B | +36.65% | 2.88% |
MKTX | -8.52% | $8.27B | +10.45% | 1.36% |
CME | -7.65% | $98.32B | +39.53% | 3.88% |
DG | -5.26% | $24.79B | -13.55% | 2.08% |
BCE | -4.97% | $20.14B | -32.54% | 11.12% |
KR | -4.38% | $47.46B | +44.38% | 1.80% |
ASPS | -4.21% | $102.35M | -18.97% | 0.00% |
VSA | -3.57% | $8.71M | -18.97% | 0.00% |
AMT | -3.23% | $101.83B | +11.37% | 3.04% |
TU | -3.03% | $24.31B | +5.01% | 7.23% |
ZCMD | -2.45% | $30.56M | -5.47% | 0.00% |
MO | -2.25% | $99.03B | +29.32% | 6.96% |
DUK | -1.95% | $90.36B | +15.57% | 3.59% |
UUU | -1.89% | $6.94M | +78.57% | 0.00% |
LTM | -1.77% | $12.10B | -95.83% | 2.53% |
EXC | -1.25% | $42.92B | +22.51% | 3.65% |
AEP | -1.19% | $54.67B | +15.91% | 3.57% |
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.
SeekingAlpha
Explore why VTI, tracking the CRSP US Total Market Index, remains a top choice for long-term growth and value investors.
SeekingAlpha
Small-cap underperformance has historical precedent â but cycles turn. Click here to read more.
SeekingAlpha
Q2 2025 Equity Market Outlook
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
LMBS | 0.20% | $5.10B | 0.64% | |
MLN | -0.32% | $539.91M | 0.24% | |
YEAR | 0.38% | $1.45B | 0.25% | |
IBMS | 0.50% | $88.09M | 0.18% | |
IBND | -0.82% | $375.86M | 0.5% | |
GOVI | -0.91% | $921.52M | 0.15% | |
NUBD | 1.05% | $395.91M | 0.16% | |
SHM | -1.06% | $3.40B | 0.2% | |
BUXX | -1.24% | $320.30M | 0.25% | |
CTA | -1.27% | $1.06B | 0.76% | |
CGCB | 1.30% | $2.44B | 0.27% | |
TLH | 1.47% | $11.41B | 0.15% | |
SGOV | -1.47% | $49.74B | 0.09% | |
SUB | 1.54% | $9.90B | 0.07% | |
BNDW | 1.72% | $1.28B | 0.05% | |
WEAT | -1.74% | $120.31M | 0.28% | |
BNDX | -1.77% | $67.28B | 0.07% | |
JBND | -1.83% | $2.24B | 0.25% | |
TOTL | -1.85% | $3.85B | 0.55% | |
IBMN | 2.00% | $448.15M | 0.18% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
STG | -0.58% | $29.35M | -29.34% | 0.00% |
LITB | 0.60% | $20.78M | -78.42% | 0.00% |
VRCA | 0.65% | $53.88M | -91.93% | 0.00% |
SO | 0.75% | $99.30B | +15.77% | 3.20% |
WTRG | -0.79% | $10.36B | -1.12% | 3.51% |
JNJ | 0.79% | $365.75B | +4.26% | 3.29% |
HUSA | -0.87% | $22.74M | +2.76% | 0.00% |
AGL | 1.03% | $956.23M | -64.95% | 0.00% |
DFDV | -1.04% | $264.45M | +1,862.19% | 0.00% |
VSTA | -1.13% | $344.87M | +42.86% | 0.00% |
AEP | -1.19% | $54.67B | +15.91% | 3.57% |
EXC | -1.25% | $42.92B | +22.51% | 3.65% |
NEOG | 1.28% | $1.04B | -69.99% | 0.00% |
MSEX | 1.53% | $977.19M | +3.22% | 2.47% |
PPC | 1.56% | $10.56B | +31.31% | 0.00% |
TEF | 1.76% | $29.29B | +20.42% | 6.24% |
LTM | -1.77% | $12.10B | -95.83% | 2.53% |
UUU | -1.89% | $6.94M | +78.57% | 0.00% |
DUK | -1.95% | $90.36B | +15.57% | 3.59% |
MO | -2.25% | $99.03B | +29.32% | 6.96% |
ITOT - iShares Core S&P Total U.S. Stock Market ETF contains 2445 holdings. The top holdings include NVDA, MSFT, AAPL, AMZN, META
Name | Weight |
---|---|
![]() | 6.40% |
![]() | 6.22% |
![]() | 5.12% |
![]() | 3.41% |
2.62% | |
![]() | 2.12% |
![]() | 1.68% |
![]() | 1.56% |
1.51% | |
![]() | 1.37% |
1.34% | |
1.06% | |
1.00% | |
![]() | 0.92% |
0.79% | |
0.76% | |
0.74% | |
0.71% | |
0.63% | |
0.62% | |
0.61% | |
![]() | 0.58% |
![]() | 0.56% |
0.52% | |
0.52% | |
0.48% | |
0.47% | |
0.46% | |
0.46% | |
0.46% |
Sector | Weight |
---|---|
Information Technology | 31.12% |
Financials | 14.15% |
Consumer Discretionary | 10.22% |
Health Care | 9.33% |
Industrials | 9.29% |
Communication Services | 8.89% |
Consumer Staples | 5.16% |
Energy | 3.21% |
Real Estate | 2.36% |
Utilities | 2.35% |
Materials | 2.15% |
N/A | 0.01% |
- | 0.01% |