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Volatility-controlled indices with intraday features have gained significant traction in the fixed index annuity market, particularly during periods of heightened market turbulence.
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In virtually every case, the total return will outperform the price return over time because it reflects the compounding benefit of reinvested income.
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As ESG factors help contribute toâor detract fromâsecurity returns, it makes sense for active investors to integrate them into security selection.
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The market has stopped applauding good intentions and started testing whether companies can withstand the worldâs mess. Read more here.
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Small-cap underperformance has historical precedent â but cycles turn. Click here to read more.
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Q2 2025 Equity Market Outlook
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
BN | 85.26% | $101.52B | +48.29% | 0.55% |
BNT | 84.50% | $12.40B | +48.28% | 0.00% |
ITT | 83.66% | $12.43B | +22.27% | 0.85% |
JHG | 83.27% | $6.10B | +14.92% | 4.02% |
AXP | 83.20% | $222.22B | +36.99% | 0.92% |
PH | 82.91% | $89.51B | +38.50% | 0.95% |
TROW | 82.08% | $21.17B | -16.66% | 5.21% |
KKR | 82.06% | $119.60B | +27.60% | 0.52% |
MKSI | 81.01% | $6.72B | -23.26% | 0.88% |
ADI | 80.91% | $117.59B | +3.81% | 1.61% |
GS | 80.84% | $211.97B | +52.73% | 1.69% |
ARES | 80.71% | $37.83B | +29.94% | 2.35% |
SEIC | 80.71% | $11.15B | +38.44% | 1.09% |
BX | 80.64% | $183.33B | +22.06% | 2.29% |
APO | 80.51% | $81.68B | +21.05% | 1.31% |
EVR | 80.39% | $10.40B | +29.02% | 1.19% |
BLK | 80.37% | $162.33B | +33.09% | 1.96% |
WAB | 80.29% | $35.54B | +31.41% | 0.43% |
EMR | 80.09% | $74.91B | +20.89% | 1.59% |
JEF | 79.94% | $11.50B | +12.04% | 2.66% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
JNJ | 0.18% | $366.71B | +4.28% | 3.30% |
AGL | -0.21% | $956.23M | -64.68% | 0.00% |
STG | -0.43% | $29.06M | -28.79% | 0.00% |
LITB | 0.68% | $21.70M | -78.27% | 0.00% |
VRCA | -0.78% | $48.34M | -92.83% | 0.00% |
SO | 0.92% | $99.90B | +17.18% | 3.20% |
NEOG | -0.92% | $1.03B | -69.74% | 0.00% |
VSTA | -0.95% | $342.46M | +40.00% | 0.00% |
AEP | -0.96% | $54.73B | +16.78% | 3.58% |
MSEX | 1.29% | $976.83M | +4.31% | 2.48% |
EXC | -1.54% | $43.32B | +23.98% | 3.65% |
HUSA | -1.74% | $22.94M | -6.82% | 0.00% |
WTRG | -1.82% | $10.35B | -1.10% | 3.50% |
TEF | 1.93% | $29.29B | +23.28% | 6.30% |
DUK | -1.98% | $90.88B | +16.65% | 3.59% |
LTM | -2.02% | $12.12B | -95.54% | 2.48% |
CYCN | 2.13% | $9.63M | +30.43% | 0.00% |
ZCMD | -2.30% | $28.79M | -13.64% | 0.00% |
UUU | -2.30% | $6.64M | +78.38% | 0.00% |
MO | -2.32% | $98.96B | +28.98% | 6.98% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
IYY | 99.69% | $2.46B | 0.2% | |
IWB | 99.68% | $41.13B | 0.15% | |
BBUS | 99.67% | $4.96B | 0.02% | |
VTI | 99.65% | $494.80B | 0.03% | |
ILCB | 99.64% | $1.03B | 0.03% | |
ESGU | 99.64% | $13.63B | 0.15% | |
SCHK | 99.64% | $4.27B | 0.03% | |
PBUS | 99.64% | $7.48B | 0.04% | |
ITOT | 99.63% | $69.55B | 0.03% | |
SCHX | 99.63% | $55.36B | 0.03% | |
GSUS | 99.61% | $2.56B | 0.07% | |
SPTM | 99.60% | $10.42B | 0.03% | |
SPLG | 99.60% | $71.34B | 0.02% | |
VOO | 99.60% | $677.90B | 0.03% | |
IVV | 99.60% | $610.31B | 0.03% | |
DFUS | 99.60% | $15.39B | 0.09% | |
SCHB | 99.60% | $33.95B | 0.03% | |
IWV | 99.55% | $15.52B | 0.2% | |
DFAU | 99.52% | $8.34B | 0.12% | |
SPYX | 99.49% | $2.18B | 0.2% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
SHM | -0.23% | $3.41B | 0.2% | |
IBMS | 0.32% | $88.11M | 0.18% | |
YEAR | 0.66% | $1.45B | 0.25% | |
CTA | -0.67% | $1.06B | 0.76% | |
MLN | 0.78% | $539.58M | 0.24% | |
GOVI | -0.81% | $923.87M | 0.15% | |
BUXX | -0.92% | $318.71M | 0.25% | |
DFNM | -0.96% | $1.56B | 0.17% | |
IBND | -1.03% | $378.69M | 0.5% | |
LMBS | 1.13% | $5.11B | 0.64% | |
SGOV | -1.20% | $49.84B | 0.09% | |
WEAT | -1.33% | $117.15M | 0.28% | |
NUBD | 1.43% | $396.18M | 0.16% | |
TOTL | -1.49% | $3.87B | 0.55% | |
TLH | 1.52% | $11.46B | 0.15% | |
BNDX | -1.57% | $67.37B | 0.07% | |
CGCB | 1.67% | $2.47B | 0.27% | |
SMMU | -1.71% | $888.13M | 0.35% | |
BNDW | 1.93% | $1.28B | 0.05% | |
JBND | -1.99% | $2.31B | 0.25% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
TAIL | -87.64% | $99.76M | 0.59% | |
VIXY | -80.64% | $165.69M | 0.85% | |
BTAL | -67.12% | $296.79M | 1.43% | |
IVOL | -44.58% | $351.30M | 1.02% | |
SPTS | -33.91% | $5.78B | 0.03% | |
FTSD | -33.22% | $231.79M | 0.25% | |
FXY | -32.82% | $815.67M | 0.4% | |
XONE | -32.81% | $585.86M | 0.03% | |
UTWO | -28.66% | $379.36M | 0.15% | |
SCHO | -28.11% | $11.46B | 0.03% | |
VGSH | -27.22% | $22.80B | 0.03% | |
IBTI | -22.98% | $1.06B | 0.07% | |
IBTG | -22.78% | $1.92B | 0.07% | |
IBTH | -22.30% | $1.60B | 0.07% | |
XHLF | -22.24% | $1.73B | 0.03% | |
BILS | -21.14% | $3.86B | 0.1356% | |
IBTJ | -19.98% | $685.71M | 0.07% | |
SHYM | -18.81% | $349.95M | 0.35% | |
IEI | -18.25% | $15.37B | 0.15% | |
TBLL | -17.70% | $2.14B | 0.08% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
CBOE | -21.25% | $23.98B | +34.66% | 1.10% |
ED | -14.65% | $35.36B | +9.76% | 3.39% |
AWK | -13.14% | $26.90B | +6.78% | 2.27% |
K | -10.12% | $27.41B | +36.96% | 2.88% |
MKTX | -8.73% | $8.23B | +9.48% | 1.37% |
CME | -7.33% | $99.01B | +39.76% | 3.87% |
ASPS | -6.60% | $95.51M | -23.85% | 0.00% |
DG | -6.56% | $25.19B | -13.45% | 2.07% |
KR | -5.61% | $47.56B | +43.04% | 1.79% |
BCE | -5.54% | $20.10B | -32.65% | 11.25% |
TU | -3.65% | $24.14B | +4.56% | 7.30% |
AMT | -3.48% | $101.95B | +12.04% | 3.05% |
VSA | -3.41% | $8.67M | -15.70% | 0.00% |
DFDV | -2.98% | $247.94M | +1,821.34% | 0.00% |
MO | -2.32% | $98.96B | +28.98% | 6.98% |
UUU | -2.30% | $6.64M | +78.38% | 0.00% |
ZCMD | -2.30% | $28.79M | -13.64% | 0.00% |
LTM | -2.02% | $12.12B | -95.54% | 2.48% |
DUK | -1.98% | $90.88B | +16.65% | 3.59% |
WTRG | -1.82% | $10.35B | -1.10% | 3.50% |
LCTU - BlackRock U.S. Carbon Transition Readiness ETF contains 307 holdings. The top holdings include NVDA, MSFT, AAPL, AMZN, META
Name | Weight |
---|---|
![]() | 6.66% |
![]() | 5.46% |
![]() | 5.42% |
![]() | 3.23% |
2.90% | |
![]() | 2.12% |
![]() | 1.72% |
1.69% | |
![]() | 1.69% |
1.64% | |
1.54% | |
![]() | 1.42% |
![]() | 1.33% |
1.32% | |
1.27% | |
1.14% | |
![]() | 1.11% |
![]() | 1.11% |
1.01% | |
0.94% | |
0.92% | |
0.79% | |
0.77% | |
0.75% | |
0.74% | |
0.71% | |
0.71% | |
0.68% | |
![]() | 0.67% |
![]() | 0.65% |
Sector | Weight |
---|---|
Information Technology | 31.55% |
Financials | 14.28% |
Consumer Discretionary | 10.61% |
Communication Services | 9.56% |
Industrials | 9.09% |
Health Care | 9.00% |
Consumer Staples | 5.14% |
Energy | 2.83% |
Real Estate | 2.51% |
Utilities | 2.51% |
Materials | 2.43% |
Current Value
$67.101 Year Return
Current Value
$67.101 Year Return