SeekingAlpha
Fixed Income Outlook - Q3 2025
SeekingAlpha
Will The Next Fed Chair Lurk In The 'Shadows'?
SeekingAlpha
Balancing Act: Building Resilient Portfolios In A Changing Landscape
SeekingAlpha
Watching For Tariff Impacts To Kick In
SeekingAlpha
Fed funds futures continue to price in a high probability that the central bank will again leave its target unchanged at next weekâs policy meeting.
SeekingAlpha
Investments with lower expected risk, as with bonds, will generate returns that mostly lag higher-risk assets, over time. Click to read.
| Name | Correlation | AUM | Expense Ratio | |
|---|---|---|---|---|
| IUSB | 98.47% | $32.69B | 0.06% | |
| BND | 98.44% | $130.65B | 0.03% | |
| AGG | 98.32% | $128.01B | 0.03% | |
| SPAB | 98.21% | $8.76B | 0.03% | |
| EAGG | 98.17% | $3.96B | 0.1% | |
| FBND | 97.91% | $19.28B | 0.36% | |
| BIV | 97.79% | $23.15B | 0.03% | |
| AVIG | 97.46% | $1.10B | 0.15% | |
| SCHZ | 97.40% | $8.54B | 0.03% | |
| VCRB | 97.23% | $3.20B | 0.1% | |
| FIXD | 97.19% | $3.39B | 0.65% | |
| DFCF | 97.15% | $7.10B | 0.17% | |
| BKAG | 97.15% | $1.91B | 0% | |
| GTO | 97.04% | $1.96B | 0.35% | |
| BBAG | 96.90% | $1.26B | 0.03% | |
| UITB | 96.84% | $2.33B | 0.39% | |
| IBTP | 96.22% | $142.98M | 0.07% | |
| HTRB | 96.16% | $2.01B | 0.29% | |
| JBND | 96.12% | $2.35B | 0.25% | |
| BOND | 96.12% | $5.60B | 0.7% |
| Name | Correlation | AUM | Expense Ratio | |
|---|---|---|---|---|
| UUP | -32.55% | $196.45M | 0.77% | |
| USDU | -32.52% | $129.80M | 0.5% | |
| DBE | -13.07% | $54.61M | 0.77% | |
| UGA | -13.03% | $76.33M | 0.97% | |
| OILK | -12.29% | $74.12M | 0.69% | |
| BNO | -12.24% | $110.71M | 1% | |
| FLJH | -11.65% | $86.40M | 0.09% | |
| USO | -11.63% | $1.06B | 0.6% | |
| THTA | -11.58% | $34.97M | 0.61% | |
| USL | -11.14% | $43.93M | 0.85% | |
| DBJP | -10.86% | $370.89M | 0.45% | |
| DXJ | -10.82% | $3.47B | 0.48% | |
| ICLO | -9.72% | $319.81M | 0.19% | |
| HEWJ | -9.63% | $355.50M | 0.5% | |
| COMT | -8.67% | $617.76M | 0.48% | |
| DBO | -7.49% | $233.09M | 0.77% | |
| PDBC | -7.41% | $4.52B | 0.59% | |
| CTA | -7.24% | $1.08B | 0.76% | |
| DBMF | -7.20% | $1.17B | 0.85% | |
| DBC | -6.99% | $1.27B | 0.87% |
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| SBAC | 47.48% | $25.01B | +10.93% | 1.80% |
| AMT | 47.41% | $103.46B | +6.67% | 3.01% |
| SAFE | 46.70% | $1.12B | -24.96% | 4.55% |
| PFSI | 45.61% | $5.23B | +2.83% | 1.19% |
| FAF | 45.53% | $5.82B | +1.04% | 3.84% |
| PSA | 44.84% | $50.67B | -2.63% | 4.16% |
| RKT | 44.30% | $2.09B | +2.91% | 0.00% |
| NGG | 43.11% | $69.26B | +12.41% | 4.39% |
| FTS | 42.10% | $23.66B | +18.07% | 3.72% |
| ELS | 41.51% | $11.82B | -6.57% | 3.23% |
| FCPT | 41.35% | $2.67B | +3.30% | 5.33% |
| UWMC | 40.80% | $835.88M | -44.37% | 9.72% |
| OHI | 40.45% | $10.61B | +6.51% | 7.33% |
| TAK | 40.44% | $46.71B | +10.75% | 4.49% |
| CUBE | 39.99% | $9.64B | -7.56% | 4.92% |
| ES | 39.96% | $24.29B | +11.30% | 4.48% |
| EXR | 39.30% | $31.58B | -6.35% | 4.37% |
| AGNC | 39.26% | $9.64B | -6.90% | 15.32% |
| ARR | 39.09% | $1.38B | -17.37% | 17.02% |
| IVR | 39.03% | $511.71M | -18.06% | 19.17% |
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| DFDV | -23.98% | $363.21M | +2,422.23% | 0.00% |
| TRMD | -18.04% | $1.74B | -52.47% | 22.01% |
| LPLA | -17.76% | $30.41B | +43.35% | 0.32% |
| STNG | -16.85% | $2.32B | -41.78% | 3.50% |
| KOS | -16.62% | $1.03B | -62.08% | 0.00% |
| MVO | -16.61% | $69.00M | -38.46% | 20.74% |
| INSW | -15.78% | $1.96B | -23.35% | 1.21% |
| LPG | -15.46% | $1.18B | -24.56% | 0.00% |
| HQY | -15.12% | $8.40B | +28.34% | 0.00% |
| NAT | -15.05% | $575.96M | -28.04% | 10.64% |
| JPM | -14.97% | $800.91B | +38.92% | 1.86% |
| ASC | -14.70% | $420.86M | -48.04% | 6.66% |
| VNOM | -14.08% | $4.87B | -4.54% | 3.22% |
| NVGS | -13.79% | $1.06B | -9.53% | 1.30% |
| FCNCA | -13.36% | $28.33B | +21.99% | 0.36% |
| TK | -13.29% | $650.10M | +23.51% | 0.00% |
| IBKR | -12.68% | $25.68B | +94.70% | 1.81% |
| PINS | -12.57% | $24.22B | -15.00% | 0.00% |
| SANM | -12.35% | $5.58B | +48.53% | 0.00% |
| CIVI | -12.20% | $2.95B | -53.33% | 6.33% |
| Name | Correlation | AUM | Expense Ratio | |
|---|---|---|---|---|
| FBY | -0.09% | $176.81M | 1.06% | |
| KMLM | -0.10% | $187.82M | 0.9% | |
| IAT | -0.12% | $620.27M | 0.4% | |
| SOXQ | 0.19% | $501.87M | 0.19% | |
| SMH | -0.38% | $27.29B | 0.35% | |
| PSI | -0.40% | $738.81M | 0.56% | |
| BKCH | 0.56% | $188.81M | 0.5% | |
| ULTY | 0.63% | $961.00M | 1.3% | |
| NUKZ | -0.67% | $389.98M | 0.85% | |
| AIPI | 0.74% | $326.97M | 0.65% | |
| CLOZ | 0.77% | $793.57M | 0.5% | |
| TPMN | 0.78% | $31.06M | 0.65% | |
| SATO | 0.81% | $12.55M | 0.6% | |
| BTC | -0.82% | $4.85B | 0.15% | |
| SOYB | 0.83% | $26.47M | 0.22% | |
| FTXL | 0.87% | $290.70M | 0.6% | |
| TFLO | 0.89% | $6.74B | 0.15% | |
| CANE | -0.90% | $11.14M | 0.29% | |
| FLRN | 0.96% | $2.76B | 0.15% | |
| FTSL | -0.99% | $2.39B | 0.87% |
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| CBSH | 0.01% | $8.82B | +20.64% | 2.06% |
| KN | 0.02% | $1.60B | -0.59% | 0.00% |
| CGNX | -0.02% | $5.83B | -31.38% | 0.92% |
| INFU | 0.03% | $129.84M | -9.90% | 0.00% |
| LIND | -0.03% | $730.35M | +34.17% | 0.00% |
| PSTG | 0.05% | $18.81B | -11.87% | 0.00% |
| FF | -0.05% | $180.03M | -21.11% | 5.79% |
| COHU | 0.06% | $957.96M | -41.53% | 0.00% |
| MAR | 0.06% | $77.32B | +17.73% | 0.91% |
| SMLR | -0.07% | $633.85M | +36.73% | 0.00% |
| CSTL | 0.07% | $572.83M | +7.30% | 0.00% |
| OSK | 0.08% | $8.15B | +18.99% | 1.54% |
| NYT | 0.08% | $9.19B | +7.21% | 1.10% |
| SCSC | 0.08% | $949.92M | -4.71% | 0.00% |
| HII | -0.09% | $10.13B | +2.55% | 2.08% |
| AVDX | -0.09% | $2.03B | -19.41% | 0.00% |
| DSP | -0.10% | $853.41M | +32.56% | 0.00% |
| J | 0.11% | $16.34B | +16.80% | 0.90% |
| WEST | -0.11% | $600.97M | -36.31% | 0.00% |
| CAPR | -0.12% | $521.07M | +148.37% | 0.00% |
JCPB - Traded Fund Trust JPMorgan Core Plus Bond ETF contains 2361 holdings. The top holdings include 7009659
Name | Weight |
|---|---|
| - | 8.28% |
7 7009659NT UNITED STATES 4.5% 05/29 | 3.32% |
| - | 1.85% |
| - | 1.48% |
| - | 1.45% |
| - | 1.28% |
| - | 1.00% |
| - | 0.90% |
7 7009204NT UNITED 4.25% 11/34 | 0.77% |
| - | 0.77% |
7 7008431NT UNITED STATES 4% 11/42 | 0.71% |
7 7007970NT UNITED 1.125% 10/26 | 0.51% |
7 7005737NT UNITED STATES 3% 02/47 | 0.42% |
| - | 0.38% |
| - | 0.38% |
7 7007730NT UNITED 2.375% 05/51 | 0.33% |
7 7008893NT UNITED 4.75% 11/43 | 0.30% |
| - | 0.29% |
7 7006515NT UNITED STATES 3% 08/48 | 0.29% |
| - | 0.29% |
| - | 0.27% |
| - | 0.25% |
7 7005957NT UNITED 3.375% 11/48 | 0.24% |
| - | 0.23% |
5 5CTYQD4NT PACIFIC GAS 4.55% 07/30 | 0.23% |
| - | 0.22% |
| - | 0.21% |
7 7003887NT UNITED 3.75% 11/43 | 0.19% |
7 7001432NT UNITED STATES ZERO 08/40 | 0.19% |
| - | 0.19% |
Sector | Weight |
|---|---|
Information Technology | 0.00% |
