Current Value
$50.451 Year Return
Current Value
$50.451 Year Return
SeekingAlpha
Continued volatility, falling yields, and other expectations for the year ahead, plus seven strategies to take advantage.
Yahoo
With market dynamics appearing favorable for equities heading into 2025, Schwab Center for Financial Research fixed income strategist Collin Martin joins Seana Smith and Madison Mills on Catalysts to make the case for bonds. Martin says corporate bonds, which play an important role in a balanced portfolio, have "really attractive" yields at the moment. "We think it's important to focus on income and... [yields], where you get some volatility here and there, but from a big-picture standpoint, if you look at investment-grade corporate bonds... you can get average yields of around 5%." Martin also emphasizes current average yields because "if we go back relative to the past 15 years or so, we're still at attractive levels." The strategist adds that fixed income "plays a huge role for investors as they're approaching retirement, specifically, or they're in retirement, and given what we think is a relatively positive economic outlook, we're okay taking a little risk with corporate bonds. And we think they're a nice way to boost some income in your overall portfolios." Watch the video above for more from Martin on his bonds outlook ahead of 2025. To watch more expert insights and analysis on the latest market action, check out more Catalysts here. This post was written by Naomi Buchanan.
SeekingAlpha
RAVI offers a high yield compared to peers, but has a higher expense ratio and lower quality bond ratings. Check out why I'm bearish on the fund.
SeekingAlpha
JPST and ICSH ETF are strong cash replacements, with JPST offering higher risk. Find out why JPST still remains a solid choice in a stable rate environment.
SeekingAlpha
Retail money funds are reported at a new high. The last 30mos, from June 2022, while retail money funds soared more than 100%, T-Bill rates have also risen from the 1% range to more than 5%.
Yahoo
Top ETF exchange extends trading hours as global demand grows.
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
VGSH | 75.19% | $21.11B | 0.04% | |
UTWO | 74.57% | $386.56M | 0.15% | |
BSV | 74.46% | $32.97B | 0.04% | |
SHY | 74.31% | $22.99B | 0.15% | |
SCHO | 73.60% | $11.41B | 0.03% | |
VCSH | 73.49% | $35.49B | 0.04% | |
ISTB | 72.94% | $4.26B | 0.06% | |
SPSB | 72.74% | $8.61B | 0.04% | |
IGSB | 72.63% | $21.11B | 0.04% | |
IBTH | 71.54% | $1.36B | 0.07% | |
GVI | 71.34% | $3.27B | 0.2% | |
SPTS | 71.21% | $5.78B | 0.03% | |
NEAR | 71.04% | $3.04B | 0.25% | |
SUSB | 71.02% | $1.00B | 0.12% | |
GSY | 71.00% | $2.47B | 0.23% | |
IEI | 70.93% | $15.36B | 0.15% | |
IBTI | 70.77% | $901.02M | 0.07% | |
SLQD | 70.74% | $2.20B | 0.06% | |
IBDS | 70.50% | $2.89B | 0.1% | |
SCHR | 70.17% | $10.14B | 0.03% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
UNM | -22.48% | $14.19B | +64.42% | 2.05% |
LPLA | -20.56% | $27.44B | +50.32% | 0.32% |
HQY | -20.13% | $9.70B | +44.68% | 0.00% |
MET | -18.52% | $58.86B | +26.87% | 3.25% |
IBKR | -16.84% | $25.42B | +147.19% | 0.36% |
FCNCA | -15.70% | $30.40B | +46.41% | 0.31% |
AMPY | -15.01% | $216.88M | -7.97% | 0.00% |
PRPO | -14.74% | $10.21M | -0.26% | 0.00% |
PRU | -14.01% | $40.61B | +4.52% | 4.52% |
RGA | -13.33% | $15.12B | +35.79% | 1.51% |
VLO | -13.13% | $44.49B | -0.45% | 3.06% |
MNR | -12.99% | $1.78B | +0.88% | 20.45% |
CRBG | -12.92% | $18.90B | +41.89% | 2.75% |
EG | -12.61% | $14.60B | -11.49% | 2.27% |
AIG | -12.17% | $45.77B | +5.11% | 2.10% |
JPM | -11.06% | $761.35B | +54.15% | 1.76% |
SAFT | -10.61% | $1.18B | -2.22% | 4.53% |
GMED | -10.60% | $12.58B | +74.87% | 0.00% |
BTCT | -10.45% | $28.90M | +54.31% | 0.00% |
CAMT | -10.34% | $4.24B | +19.97% | 0.00% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
KMT | 0.01% | $1.76B | -7.43% | 3.51% |
CNO | -0.02% | $4.13B | +45.88% | 1.57% |
WES | 0.04% | $15.70B | +47.32% | 8.46% |
CME | -0.04% | $87.08B | +17.61% | 4.29% |
EZPW | -0.07% | $666.66M | +21.91% | 0.00% |
NE | -0.07% | $5.16B | -26.72% | 5.57% |
MRCY | -0.07% | $2.97B | +86.12% | 0.00% |
KRUS | -0.09% | $912.92M | -23.69% | 0.00% |
WEST | -0.09% | $604.69M | -36.69% | 0.00% |
TENB | -0.10% | $5.19B | -13.84% | 0.00% |
CRGY | 0.10% | $2.82B | +39.72% | 3.16% |
ALL | -0.10% | $51.11B | +21.70% | 1.90% |
HIMX | 0.10% | $1.71B | +77.82% | 2.98% |
LOPE | -0.11% | $5.27B | +36.35% | 0.00% |
CXT | 0.11% | $3.71B | +10.19% | 0.98% |
FHI | -0.11% | $3.22B | +15.63% | 3.07% |
CMPO | 0.12% | $1.58B | +237.47% | 0.00% |
ESTC | 0.12% | $11.89B | -8.58% | 0.00% |
ASIX | 0.13% | $812.36M | +19.74% | 2.09% |
CSCO | -0.13% | $249.20B | +25.72% | 2.55% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
UUP | -46.79% | $408.05M | 0.77% | |
USDU | -44.77% | $295.27M | 0.5% | |
CTA | -29.70% | $624.20M | 0.76% | |
BTAL | -15.76% | $270.93M | 1.43% | |
UGA | -14.73% | $103.96M | 0.97% | |
DBMF | -14.08% | $1.36B | 0.85% | |
DXJ | -13.72% | $3.82B | 0.48% | |
DBJP | -13.34% | $395.24M | 0.45% | |
QQA | -13.14% | $159.16M | 0% | |
CLOZ | -13.03% | $855.27M | 0.5% | |
FLJH | -13.00% | $86.94M | 0.09% | |
DBE | -12.98% | $54.84M | 0.77% | |
HEWJ | -12.31% | $360.92M | 0.5% | |
BNO | -11.79% | $98.34M | 1% | |
OILK | -11.59% | $78.02M | 0.69% | |
USO | -11.57% | $1.07B | 0.6% | |
USL | -11.40% | $48.19M | 0.85% | |
EQLS | -11.02% | $7.74M | 1% | |
DBO | -10.82% | $194.96M | 0.77% | |
JBBB | -10.00% | $1.83B | 0.49% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
BKLN | -0.07% | $10.30B | 0.65% | |
CLOI | 0.12% | $868.21M | 0.4% | |
FLTR | -0.25% | $2.05B | 0.14% | |
KIE | 0.26% | $965.25M | 0.35% | |
IEZ | 0.26% | $166.85M | 0.4% | |
FENY | -0.46% | $1.55B | 0.084% | |
IYE | 0.53% | $1.29B | 0.39% | |
XLE | -0.60% | $32.57B | 0.09% | |
VDE | -0.66% | $7.81B | 0.1% | |
CANE | -0.68% | $13.97M | 0.29% | |
EIS | 0.75% | $274.49M | 0.59% | |
OIH | 0.78% | $1.56B | 0.35% | |
PSCE | 0.86% | $85.34M | 0.29% | |
PBDC | -0.91% | $177.48M | 13.94% | |
PXJ | 1.25% | $39.46M | 0.66% | |
CLSE | -1.43% | $270.25M | 1.55% | |
XES | 1.59% | $230.64M | 0.35% | |
SMH | 1.67% | $22.46B | 0.35% | |
KBWB | 1.76% | $3.41B | 0.35% | |
TPMN | 1.82% | $33.91M | 0.65% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
AMT | 44.96% | $87.60B | -3.18% | 3.45% |
SBAC | 43.64% | $21.88B | -6.23% | 1.92% |
EXR | 43.42% | $32.86B | +8.84% | 4.16% |
PSA | 42.17% | $52.93B | +7.45% | 3.96% |
NSA | 40.91% | $2.85B | +2.04% | 5.99% |
CCI | 40.88% | $39.05B | -15.93% | 6.94% |
RKT | 39.59% | $1.85B | +10.43% | 0.00% |
CUBE | 38.40% | $9.52B | -3.88% | 4.86% |
NNN | 38.27% | $7.31B | -2.53% | 5.89% |
AGNC | 38.27% | $8.95B | +8.48% | 14.19% |
EFX | 37.30% | $33.50B | +11.73% | 0.61% |
WY | 36.71% | $22.04B | -7.67% | 2.62% |
NLY | 36.24% | $11.51B | +10.55% | 12.62% |
GLPI | 36.12% | $13.47B | +8.34% | 6.17% |
ARR | 35.84% | $1.05B | +1.84% | 15.23% |
PFSI | 35.18% | $5.40B | +17.78% | 0.94% |
HD | 35.11% | $411.07B | +14.10% | 2.17% |
O | 34.85% | $47.64B | +2.01% | 5.74% |
VICI | 33.97% | $31.54B | +0.74% | 5.64% |
AWK | 33.64% | $24.09B | +1.36% | 2.42% |
JPST - JPMorgan Ultra Short Income ETF contains 733 holdings. The top holdings include 7009202
Name | Weight |
---|---|
- | 62% |
- | 5.41% |
- | 3% |
- | 0.94% |
7 7009202NT UNITED 4.125% 10/26 | 0.93% |
- | 0.78% |
- | 0.76% |
- | 0.73% |
- | 0.71% |
- | 0.6% |
7 7008380NT UNITED 4.125% 09/27 | 0.57% |
- | 0.49% |
- | 0.49% |
- | 0.48% |
- | 0.47% |
7 7008755NT UNITED 4.625% 09/26 | 0.47% |
- | 0.47% |
- | 0.47% |
- | 0.47% |
5 5CMGMM5NT AMERICAN HONDA 5% 05/25 | 0.46% |
- | 0.46% |
- | 0.46% |
- | 0.45% |
- | 0.45% |
- | 0.45% |
- | 0.44% |
- | 0.43% |
- | 0.43% |
- | 0.42% |
- | 0.42% |
Sector | Weight |
---|---|