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Separating Signal From Noise: Strategies For Equity Growth Investors
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IUSG hits a new 52-week high, surging 35% from its low as growth stocks shine amid renewed market momentum.
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Equity markets rebounded in May, with the S&P 500 gaining 6.2%, up 1.1% year-to-date. Read more here.
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Tony DeSpirito joins host Oscar Pulido to help make sense of recent market turmoil from an equity perspective.
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Market Whiplash Could Spark New Value Regime
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Discover a model portfolio of dividend-paying stocks & ETFs aimed to beat the S&P 500. Learn strategies for diversification & long-term growth. Click for more.
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
CBOE | -28.80% | $23.98B | +34.66% | 1.10% |
ED | -26.95% | $35.36B | +9.76% | 3.39% |
AWK | -23.59% | $26.90B | +6.78% | 2.27% |
JNJ | -14.43% | $366.71B | +4.28% | 3.30% |
DUK | -13.91% | $90.88B | +16.65% | 3.59% |
MO | -13.66% | $98.96B | +28.98% | 6.98% |
WTRG | -13.61% | $10.35B | -1.10% | 3.50% |
CME | -13.55% | $99.01B | +39.76% | 3.87% |
BCE | -13.19% | $20.10B | -32.65% | 11.25% |
AEP | -13.13% | $54.73B | +16.78% | 3.58% |
EXC | -12.75% | $43.32B | +23.98% | 3.65% |
AMT | -12.51% | $101.95B | +12.04% | 3.05% |
K | -12.50% | $27.41B | +36.96% | 2.88% |
SO | -11.60% | $99.90B | +17.18% | 3.20% |
KR | -11.51% | $47.56B | +43.04% | 1.79% |
MKTX | -11.47% | $8.23B | +9.48% | 1.37% |
TU | -9.24% | $24.14B | +4.56% | 7.30% |
DG | -8.64% | $25.19B | -13.45% | 2.07% |
MSEX | -8.52% | $976.83M | +4.31% | 2.48% |
GIS | -8.23% | $27.66B | -20.14% | 4.74% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
SPYG | 99.85% | $37.35B | 0.04% | |
IVW | 99.84% | $59.07B | 0.18% | |
VOOG | 99.77% | $17.64B | 0.07% | |
ILCG | 99.62% | $2.69B | 0.04% | |
VONG | 99.60% | $31.71B | 0.07% | |
IWF | 99.58% | $110.33B | 0.19% | |
SCHG | 99.54% | $43.73B | 0.04% | |
VUG | 99.48% | $173.63B | 0.04% | |
QGRW | 99.36% | $1.48B | 0.28% | |
JGRO | 99.36% | $6.30B | 0.44% | |
IWY | 99.31% | $13.63B | 0.2% | |
MGK | 99.27% | $26.87B | 0.07% | |
QQQM | 99.11% | $51.54B | 0.15% | |
QQQ | 99.09% | $347.02B | 0.2% | |
ONEQ | 99.07% | $7.99B | 0.21% | |
XLG | 98.98% | $9.28B | 0.2% | |
TMFC | 98.96% | $1.47B | 0.5% | |
TCHP | 98.94% | $1.38B | 0.57% | |
SFY | 98.85% | $496.27M | 0.05% | |
SPUS | 98.79% | $1.31B | 0.45% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
ADC | -0.14% | $7.96B | +16.81% | 4.20% |
FTS | 0.20% | $23.66B | +21.42% | 3.69% |
CPB | -0.31% | $9.18B | -31.87% | 4.94% |
ALHC | -0.34% | $2.74B | +77.11% | 0.00% |
HUSA | 0.35% | $22.94M | -6.82% | 0.00% |
IMNN | -0.42% | $15.04M | -36.21% | 0.00% |
BGS | 0.46% | $350.31M | -45.67% | 18.11% |
MDLZ | -0.60% | $87.76B | +3.58% | 2.73% |
IMDX | 0.68% | $91.52M | +8.47% | 0.00% |
FE | 0.79% | $23.03B | +4.26% | 4.32% |
MSIF | 0.92% | $769.00M | +36.08% | 6.63% |
VRCA | 1.07% | $48.34M | -92.83% | 0.00% |
STG | 1.13% | $29.06M | -28.79% | 0.00% |
AGL | -1.29% | $956.23M | -64.68% | 0.00% |
DFDV | 1.36% | $247.94M | +1,821.34% | 0.00% |
UTZ | -1.55% | $1.07B | -25.08% | 1.93% |
MOH | 1.72% | $16.10B | -0.08% | 0.00% |
VSTA | -1.79% | $342.46M | +40.00% | 0.00% |
CNC | 1.80% | $26.87B | -18.57% | 0.00% |
BTI | -1.89% | $102.80B | +51.83% | 8.07% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
AMZN | 82.50% | $2.37T | +15.55% | 0.00% |
NVDA | 82.27% | $3.85T | +27.69% | 0.03% |
MKSI | 82.19% | $6.72B | -23.26% | 0.88% |
ETN | 81.45% | $138.22B | +12.66% | 1.12% |
BN | 79.61% | $101.52B | +48.29% | 0.55% |
META | 79.33% | $1.84T | +45.50% | 0.28% |
BNT | 79.29% | $12.40B | +48.28% | 0.00% |
APH | 79.06% | $118.14B | +44.98% | 0.67% |
LRCX | 78.91% | $124.33B | -8.72% | 3.07% |
MSFT | 78.87% | $3.69T | +10.96% | 0.65% |
ITT | 78.60% | $12.43B | +22.27% | 0.85% |
ENTG | 78.29% | $12.47B | -39.16% | 0.48% |
JHG | 78.25% | $6.10B | +14.92% | 4.02% |
KKR | 78.18% | $119.60B | +27.60% | 0.52% |
PH | 78.15% | $89.51B | +38.50% | 0.95% |
ARES | 78.04% | $37.83B | +29.94% | 2.35% |
KLAC | 78.01% | $117.68B | +7.93% | 0.76% |
COHR | 77.90% | $13.56B | +20.38% | 0.00% |
ADI | 77.80% | $117.59B | +3.81% | 1.61% |
ANSS | 77.67% | $30.52B | +7.99% | 0.00% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
TAIL | -84.37% | $99.76M | 0.59% | |
VIXY | -78.14% | $165.69M | 0.85% | |
BTAL | -71.74% | $296.79M | 1.43% | |
IVOL | -43.57% | $351.30M | 1.02% | |
SPTS | -35.88% | $5.78B | 0.03% | |
FXY | -33.89% | $815.67M | 0.4% | |
XONE | -33.30% | $585.86M | 0.03% | |
FTSD | -32.08% | $231.79M | 0.25% | |
UTWO | -30.87% | $379.36M | 0.15% | |
SCHO | -29.64% | $11.46B | 0.03% | |
VGSH | -29.18% | $22.80B | 0.03% | |
IBTI | -25.55% | $1.06B | 0.07% | |
IBTG | -25.31% | $1.92B | 0.07% | |
IBTH | -23.86% | $1.60B | 0.07% | |
IBTJ | -23.25% | $685.71M | 0.07% | |
XHLF | -22.87% | $1.73B | 0.03% | |
IEI | -21.34% | $15.37B | 0.15% | |
BILS | -21.25% | $3.86B | 0.1356% | |
IBTK | -20.33% | $442.63M | 0.07% | |
SHYM | -19.02% | $349.95M | 0.35% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
BOND | 0.03% | $5.66B | 0.7% | |
IBMN | -0.05% | $446.95M | 0.18% | |
BSMR | -0.09% | $255.35M | 0.18% | |
FMB | -0.10% | $1.90B | 0.65% | |
SUB | -0.10% | $9.91B | 0.07% | |
JMBS | 0.11% | $5.55B | 0.22% | |
GNMA | 0.14% | $367.24M | 0.1% | |
TIPX | 0.32% | $1.67B | 0.15% | |
SPMB | -0.34% | $6.15B | 0.04% | |
NYF | -0.37% | $890.51M | 0.25% | |
VMBS | 0.43% | $14.48B | 0.03% | |
CTA | -0.46% | $1.06B | 0.76% | |
UBND | -0.47% | $1.02B | 0.4% | |
BAB | -0.57% | $928.80M | 0.28% | |
ITM | 0.61% | $1.86B | 0.18% | |
SGOV | -0.75% | $49.84B | 0.09% | |
UITB | -0.78% | $2.34B | 0.39% | |
ISTB | -0.81% | $4.45B | 0.06% | |
BIV | -0.83% | $23.34B | 0.03% | |
WEAT | -0.93% | $117.15M | 0.28% |
IUSG - iShares Core S&P U.S.Growth ETF contains 455 holdings. The top holdings include NVDA, MSFT, META, AAPL, AVGO
Name | Weight |
---|---|
![]() | 13.06% |
![]() | 6.51% |
5.41% | |
![]() | 4.69% |
![]() | 4.30% |
![]() | 4.16% |
![]() | 3.53% |
![]() | 3.08% |
![]() | 2.84% |
2.07% | |
2.03% | |
![]() | 1.91% |
1.54% | |
1.52% | |
1.48% | |
1.48% | |
![]() | 1.16% |
0.96% | |
0.94% | |
0.91% | |
0.89% | |
![]() | 0.74% |
0.72% | |
0.65% | |
0.65% | |
0.63% | |
0.61% | |
0.60% | |
0.55% | |
0.54% |
Sector | Weight |
---|---|
Information Technology | 39.21% |
Communication Services | 14.11% |
Consumer Discretionary | 12.33% |
Financials | 11.89% |
Industrials | 9.38% |
Health Care | 5.58% |
Consumer Staples | 3.51% |
Real Estate | 1.30% |
Utilities | 1.13% |
Energy | 0.74% |
Materials | 0.68% |