Current Value
$98.651 Year Return
Current Value
$98.651 Year Return
SeekingAlpha
S&P 500 Index closed at a new all-time high of 6,204.95 on June 30, 2025, prompting a familiar question among both retail investors and professional advisors: is the market now overvalued?
SeekingAlpha
In a couple of weeks we will get the first reading for third quarter GDP growth, and the current consensus among economists is for growth to be right around the same two percent.
SeekingAlpha
The S&P 500 closed Thursday trading at an all-time high, with the ten-year Treasury yields gaining six bps this week, to a four-week high of 4.41%.
SeekingAlpha
Markets may face turbulence as Trump pushes US re-industrialization, with bubble-like S&P500 valuations signaling a potential selloff ahead. See more here.
SeekingAlpha
The U.S. Economy (Like The U.K., Japanese, And German Economies) Is Shrinking
SeekingAlpha
Tariffs can be inflationary if they reduce real economic output, but the size of the effect matters. Read more here.
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| CBOE | -18.67% | $24.55B | +38.09% | 1.08% |
| CME | -9.25% | $99.17B | +44.04% | 1.75% |
| K | -8.94% | $27.64B | +40.17% | 2.86% |
| DFDV | -8.55% | $363.21M | +2,422.23% | 0.00% |
| MKTX | -5.51% | $8.21B | +2.36% | 1.37% |
| LITB | -4.59% | $24.26M | -71.62% | 0.00% |
| STG | -4.08% | $38.79M | -3.01% | 0.00% |
| VSA | -3.78% | $8.59M | -17.17% | 0.00% |
| ED | -3.07% | $36.42B | +10.51% | 3.36% |
| ZCMD | -2.48% | $28.54M | -8.87% | 0.00% |
| VSTA | -1.87% | $325.62M | +30.97% | 0.00% |
| HUSA | -1.71% | $20.99M | -8.33% | 0.00% |
| AWK | -1.32% | $27.82B | +4.74% | 2.18% |
| CYCN | -1.02% | $11.40M | +5.03% | 0.00% |
| DG | -0.85% | $24.71B | -14.69% | 2.10% |
| KR | -0.09% | $46.75B | +34.05% | 1.81% |
| GFI | 0.25% | $21.43B | +47.60% | 2.33% |
| ASPS | 0.27% | $152.11M | +47.41% | 0.00% |
| UUU | 1.62% | $8.22M | +134.65% | 0.00% |
| TU | 3.09% | $25.21B | +7.34% | 6.98% |
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| ITT | 87.51% | $12.40B | +19.14% | 0.86% |
| AVNT | 87.22% | $3.20B | -19.83% | 3.13% |
| WTFC | 86.47% | $8.92B | +28.44% | 1.43% |
| RF | 86.38% | $22.33B | +19.94% | 4.06% |
| SNV | 85.83% | $7.66B | +29.98% | 2.81% |
| HBAN | 85.72% | $25.58B | +30.46% | 3.56% |
| DOV | 85.41% | $26.12B | +4.62% | 1.09% |
| EWBC | 85.08% | $14.90B | +42.72% | 2.14% |
| BN | 84.98% | $105.41B | +42.26% | 0.54% |
| PNFP | 84.97% | $9.28B | +40.76% | 0.78% |
| APAM | 84.89% | $3.39B | +18.19% | 6.34% |
| ONB | 84.81% | $8.68B | +29.45% | 2.41% |
| FITB | 84.72% | $29.40B | +15.13% | 3.39% |
| FNB | 84.66% | $5.76B | +11.03% | 3.03% |
| PNC | 84.64% | $78.30B | +17.62% | 3.24% |
| UMBF | 84.61% | $8.46B | +25.12% | 1.44% |
| PFG | 84.54% | $18.29B | -2.72% | 3.65% |
| EVR | 84.44% | $11.56B | +32.60% | 1.09% |
| TROW | 84.20% | $22.68B | -12.13% | 4.91% |
| BNT | 84.00% | $12.84B | +42.16% | 0.00% |
| Name | Correlation | AUM | Expense Ratio | |
|---|---|---|---|---|
| MDYV | 99.79% | $2.45B | 0.15% | |
| IJJ | 99.66% | $7.89B | 0.18% | |
| VBR | 99.29% | $30.19B | 0.07% | |
| EZM | 98.83% | $786.46M | 0.38% | |
| SPMD | 98.54% | $13.53B | 0.03% | |
| IJH | 98.52% | $96.98B | 0.05% | |
| MDY | 98.51% | $23.08B | 0.24% | |
| IVOO | 98.48% | $2.71B | 0.07% | |
| FNDA | 98.41% | $8.54B | 0.25% | |
| DON | 98.30% | $3.75B | 0.38% | |
| JMEE | 98.29% | $1.90B | 0.24% | |
| XJH | 98.20% | $292.93M | 0.12% | |
| DFAS | 98.13% | $10.54B | 0.27% | |
| NUSC | 97.97% | $1.16B | 0.31% | |
| VB | 97.93% | $64.61B | 0.05% | |
| ESML | 97.84% | $1.88B | 0.17% | |
| DFAT | 97.81% | $11.09B | 0.28% | |
| IJR | 97.81% | $81.06B | 0.06% | |
| FNX | 97.80% | $1.15B | 0.6% | |
| SPSM | 97.74% | $11.54B | 0.03% |
| Name | Correlation | AUM | Expense Ratio | |
|---|---|---|---|---|
| SMB | -0.01% | $276.62M | 0.07% | |
| CMBS | 0.16% | $455.28M | 0.25% | |
| AGZD | 0.32% | $98.56M | 0.23% | |
| MLN | 0.36% | $513.19M | 0.24% | |
| DFNM | 0.46% | $1.58B | 0.17% | |
| SMMU | 0.60% | $896.32M | 0.35% | |
| BNDX | 0.62% | $67.46B | 0.07% | |
| TOTL | 0.77% | $3.80B | 0.55% | |
| FMHI | -0.89% | $746.85M | 0.7% | |
| WEAT | -1.09% | $123.28M | 0.28% | |
| JBND | 1.11% | $2.35B | 0.25% | |
| YEAR | 1.16% | $1.46B | 0.25% | |
| OWNS | 1.19% | $128.37M | 0.3% | |
| IBND | -1.31% | $407.96M | 0.5% | |
| SHM | 1.42% | $3.41B | 0.2% | |
| GOVT | -1.75% | $27.25B | 0.05% | |
| CTA | -1.77% | $1.08B | 0.76% | |
| TPMN | 2.06% | $31.06M | 0.65% | |
| BUXX | 2.07% | $312.40M | 0.25% | |
| IBMN | 2.19% | $445.23M | 0.18% |
| Name | Correlation | AUM | Expense Ratio | |
|---|---|---|---|---|
| TAIL | -78.26% | $94.86M | 0.59% | |
| VIXY | -74.05% | $184.73M | 0.85% | |
| BTAL | -63.26% | $315.93M | 1.43% | |
| IVOL | -42.89% | $342.69M | 1.02% | |
| FTSD | -31.88% | $233.11M | 0.25% | |
| XONE | -31.55% | $628.85M | 0.03% | |
| SPTS | -29.36% | $5.77B | 0.03% | |
| FXY | -29.08% | $802.69M | 0.4% | |
| SCHO | -27.74% | $10.98B | 0.03% | |
| VGSH | -25.99% | $22.68B | 0.03% | |
| UTWO | -25.41% | $376.33M | 0.15% | |
| IBTH | -22.38% | $1.62B | 0.07% | |
| IBTI | -20.83% | $1.06B | 0.07% | |
| IBTG | -19.49% | $1.92B | 0.07% | |
| BILS | -19.26% | $3.80B | 0.1356% | |
| XHLF | -19.19% | $1.73B | 0.03% | |
| IBTJ | -17.21% | $686.15M | 0.07% | |
| TBLL | -16.43% | $2.12B | 0.08% | |
| SHYM | -16.42% | $355.86M | 0.35% | |
| IEI | -15.93% | $15.53B | 0.15% |
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| KR | -0.09% | $46.75B | +34.05% | 1.81% |
| GFI | 0.25% | $21.43B | +47.60% | 2.33% |
| ASPS | 0.27% | $152.11M | +47.41% | 0.00% |
| DG | -0.85% | $24.71B | -14.69% | 2.10% |
| CYCN | -1.02% | $11.40M | +5.03% | 0.00% |
| AWK | -1.32% | $27.82B | +4.74% | 2.18% |
| UUU | 1.62% | $8.22M | +134.65% | 0.00% |
| HUSA | -1.71% | $20.99M | -8.33% | 0.00% |
| VSTA | -1.87% | $325.62M | +30.97% | 0.00% |
| ZCMD | -2.48% | $28.54M | -8.87% | 0.00% |
| ED | -3.07% | $36.42B | +10.51% | 3.36% |
| TU | 3.09% | $25.21B | +7.34% | 6.98% |
| PPC | 3.11% | $10.64B | +33.60% | 0.00% |
| NEUE | 3.31% | $60.71M | +34.39% | 0.00% |
| PHYS | 3.40% | - | - | 0.00% |
| CREG | 3.69% | $5.91M | -76.05% | 0.00% |
| VSA | -3.78% | $8.59M | -17.17% | 0.00% |
| CNC | 3.81% | $16.18B | -51.64% | 0.00% |
| DOGZ | 3.94% | $117.12M | -40.72% | 0.00% |
| IMDX | 3.95% | $82.65M | -8.25% | 0.00% |
IVOV - Vanguard S&P Mid Cap 400 Value ETF contains 296 holdings. The top holdings include USFD, FLEX, RS, FNF, PFGC
Name | Weight |
|---|---|
1.36% | |
 FLEXFlex Ltd. | 1.20% |
1.18% | |
1.06% | |
1.04% | |
1.02% | |
 UNMUnum Group | 1.00% |
1.00% | |
0.90% | |
0.86% | |
0.82% | |
0.81% | |
0.81% | |
0.81% | |
 ARMKAramark | 0.80% |
0.77% | |
0.72% | |
0.72% | |
0.69% | |
0.68% | |
0.67% | |
0.66% | |
0.66% | |
0.66% | |
0.66% | |
 AVTRAvantor, Inc. | 0.65% |
0.64% | |
0.63% | |
0.61% | |
0.61% | |
Sector | Weight |
|---|---|
Financials | 20.77% |
Industrials | 16.88% |
Consumer Discretionary | 12.04% |
Real Estate | 9.60% |
Information Technology | 8.08% |
Materials | 7.89% |
Health Care | 6.50% |
Consumer Staples | 6.38% |
Utilities | 5.83% |
Energy | 4.26% |
Communication Services | 1.81% |
