LQD was created on 2002-07-22 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 27859.52m in AUM and 2915 holdings. LQD tracks a market-weighted index of US corporate investment-grade bonds across the maturity spectrum.
USVM was created on 2017-10-24 by VictoryShares. The fund's investment portfolio concentrates primarily on extended market equity. USVM tracks an index of small- and mid-cap US stocks that are selected by equal parts value and momentum", and weighted by volatility.
Key Details
Jul 22, 2002
Oct 24, 2017
Fixed Income
Equity
Investment Grade
Extended Market
Information on this page is obtained from our data provider, Xignite, an unaffiliated third party. Double believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate. We also show information based on calculations performed by Double using data from our provider. Double believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
ITT | 89.07% | $12.20B | +20.57% | 0.87% |
BN | 86.68% | $101.06B | +48.33% | 0.56% |
BNT | 85.71% | $12.35B | +49.25% | 0.00% |
AVNT | 85.34% | $3.11B | -20.58% | 3.22% |
PH | 84.04% | $86.28B | +33.63% | 0.99% |
EVR | 83.24% | $10.25B | +36.33% | 1.22% |
JHG | 83.18% | $5.92B | +10.99% | 4.19% |
APAM | 83.13% | $3.08B | +7.85% | 7.01% |
GS | 82.94% | $203.16B | +44.76% | 1.81% |
NPO | 82.90% | $4.00B | +32.01% | 0.64% |
EQH | 82.89% | $16.41B | +30.73% | 1.83% |
DOV | 82.82% | $24.67B | -0.07% | 1.15% |
KN | 82.75% | $1.53B | +2.81% | 0.00% |
PIPR | 82.70% | $4.84B | +27.93% | 0.95% |
CG | 82.68% | $17.74B | +23.38% | 2.86% |
HBAN | 82.62% | $23.69B | +27.53% | 3.84% |
AXP | 82.51% | $216.05B | +33.74% | 0.95% |
AIT | 82.42% | $8.95B | +22.62% | 0.71% |
SNV | 82.39% | $7.00B | +33.00% | 3.07% |
ENVA | 82.18% | $2.62B | +70.42% | 0.00% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
DFAS | 98.20% | $9.90B | 0.27% | |
FNDA | 98.13% | $8.12B | 0.25% | |
SMMD | 98.10% | $1.42B | 0.15% | |
FSMD | 98.09% | $1.52B | 0.16% | |
ESML | 98.07% | $1.79B | 0.17% | |
JMEE | 98.06% | $1.80B | 0.24% | |
VBR | 98.05% | $29.44B | 0.07% | |
VB | 97.98% | $62.46B | 0.05% | |
NUSC | 97.98% | $1.12B | 0.31% | |
SCHA | 97.91% | $16.83B | 0.04% | |
IJR | 97.90% | $76.74B | 0.06% | |
FNX | 97.89% | $1.11B | 0.6% | |
IJT | 97.83% | $5.89B | 0.18% | |
SLYG | 97.78% | $3.29B | 0.15% | |
SPSM | 97.72% | $10.99B | 0.03% | |
PRFZ | 97.72% | $2.31B | 0.34% | |
IJH | 97.71% | $92.72B | 0.05% | |
VIOO | 97.69% | $2.79B | 0.1% | |
MDY | 97.68% | $22.28B | 0.24% | |
EZM | 97.62% | $754.58M | 0.38% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
CBOE | -20.56% | $24.01B | +35.71% | 1.10% |
K | -10.02% | $27.24B | +35.22% | 2.91% |
ED | -7.52% | $36.10B | +12.08% | 3.42% |
STG | -6.37% | $29.90M | -27.12% | 0.00% |
LITB | -6.05% | $20.79M | -78.58% | 0.00% |
CME | -5.80% | $97.79B | +39.81% | 3.90% |
AWK | -4.21% | $27.73B | +9.90% | 2.22% |
MKTX | -4.20% | $8.35B | +14.78% | 1.35% |
VSA | -3.68% | $8.67M | -13.56% | 0.00% |
VSTA | -3.68% | $341.66M | +40.10% | 0.00% |
HUSA | -3.42% | $22.36M | +1.02% | 0.00% |
DG | -2.55% | $24.94B | -11.83% | 2.08% |
DFDV | -2.35% | $289.19M | +1,804.45% | 0.00% |
ASPS | -1.83% | $118.86M | -0.28% | 0.00% |
ZCMD | -1.38% | $28.54M | -13.08% | 0.00% |
CYCN | -0.44% | $9.62M | +10.15% | 0.00% |
MO | 0.59% | $100.92B | +29.06% | 6.83% |
TU | 1.27% | $24.45B | +3.22% | 7.29% |
UUU | 1.68% | $7.19M | +86.24% | 0.00% |
CREG | 1.69% | $5.38M | -79.27% | 0.00% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
CYCN | -0.44% | $9.62M | +10.15% | 0.00% |
MO | 0.59% | $100.92B | +29.06% | 6.83% |
TU | 1.27% | $24.45B | +3.22% | 7.29% |
ZCMD | -1.38% | $28.54M | -13.08% | 0.00% |
UUU | 1.68% | $7.19M | +86.24% | 0.00% |
CREG | 1.69% | $5.38M | -79.27% | 0.00% |
BCE | 1.77% | $20.26B | -32.82% | 11.32% |
ASPS | -1.83% | $118.86M | -0.28% | 0.00% |
DFDV | -2.35% | $289.19M | +1,804.45% | 0.00% |
AMT | 2.51% | $104.82B | +16.21% | 3.00% |
DG | -2.55% | $24.94B | -11.83% | 2.08% |
KR | 2.58% | $48.89B | +47.37% | 1.77% |
BTCT | 2.90% | $19.62M | +42.52% | 0.00% |
SRRK | 3.24% | $3.17B | +314.00% | 0.00% |
NEUE | 3.31% | $61.16M | +32.50% | 0.00% |
HUSA | -3.42% | $22.36M | +1.02% | 0.00% |
AEP | 3.46% | $55.17B | +18.86% | 3.58% |
LTM | 3.49% | $11.85B | -95.91% | 2.57% |
TEF | 3.59% | $29.68B | +22.90% | 6.25% |
CPSH | 3.61% | $44.01M | +70.22% | 0.00% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
CORN | -0.11% | $46.18M | 0.2% | |
IBND | -0.19% | $371.85M | 0.5% | |
CMBS | 0.21% | $443.52M | 0.25% | |
MLN | 0.29% | $526.24M | 0.24% | |
TOTL | 0.49% | $3.83B | 0.55% | |
OWNS | -0.54% | $127.48M | 0.3% | |
SMMU | 0.60% | $878.88M | 0.35% | |
YEAR | 0.92% | $1.45B | 0.25% | |
STIP | -0.94% | $12.69B | 0.03% | |
IBMN | -0.99% | $447.96M | 0.18% | |
JBND | 1.04% | $2.22B | 0.25% | |
BILZ | -1.19% | $833.15M | 0.14% | |
TPMN | -1.38% | $30.90M | 0.65% | |
BNDX | 1.62% | $67.19B | 0.07% | |
SHM | 1.62% | $3.40B | 0.2% | |
DFNM | -1.67% | $1.56B | 0.17% | |
TDTT | -1.68% | $2.62B | 0.18% | |
JMST | 1.80% | $4.02B | 0.18% | |
AGZD | 1.82% | $111.88M | 0.23% | |
FLMI | -1.84% | $711.84M | 0.3% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
TAIL | -76.66% | $100.93M | 0.59% | |
VIXY | -75.20% | $182.62M | 0.85% | |
BTAL | -66.39% | $289.98M | 1.43% | |
IVOL | -42.33% | $348.50M | 1.02% | |
XONE | -31.55% | $641.35M | 0.03% | |
SPTS | -30.03% | $5.75B | 0.03% | |
FTSD | -30.03% | $228.75M | 0.25% | |
FXY | -27.98% | $836.74M | 0.4% | |
SCHO | -26.16% | $10.99B | 0.03% | |
VGSH | -25.11% | $22.58B | 0.03% | |
UTWO | -25.03% | $373.24M | 0.15% | |
IBTH | -21.46% | $1.58B | 0.07% | |
IBTG | -20.80% | $1.96B | 0.07% | |
BILS | -20.17% | $3.90B | 0.1356% | |
IBTI | -20.16% | $1.04B | 0.07% | |
XHLF | -18.76% | $1.72B | 0.03% | |
TBLL | -16.03% | $2.18B | 0.08% | |
IBTJ | -15.78% | $678.65M | 0.07% | |
CLIP | -15.59% | $1.52B | 0.07% | |
SHYM | -15.37% | $333.87M | 0.35% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
FAF | 53.89% | $6.24B | +13.10% | 3.58% |
AGNC | 52.07% | $9.50B | -4.61% | 15.43% |
NLY | 51.54% | $11.71B | -3.44% | 13.67% |
PSA | 51.37% | $51.86B | +2.08% | 4.11% |
CUBE | 51.28% | $9.83B | -4.48% | 4.84% |
MFA | 50.73% | $980.34M | -12.71% | 14.76% |
PFSI | 50.23% | $5.10B | +6.28% | 1.22% |
SAFE | 49.64% | $1.12B | -16.62% | 4.58% |
EXR | 49.49% | $31.52B | -5.52% | 4.41% |
NSA | 48.56% | $2.50B | -20.99% | 7.08% |
ARR | 47.56% | $1.35B | -15.15% | 17.44% |
LEN.B | 47.25% | $28.13B | -18.73% | 1.90% |
HD | 47.08% | $358.59B | +6.53% | 2.52% |
JLL | 47.08% | $11.91B | +23.23% | 0.00% |
WY | 46.90% | $19.33B | -5.76% | 3.11% |
RWT | 46.71% | $757.44M | -11.23% | 12.48% |
LOW | 46.47% | $123.29B | +1.26% | 2.10% |
IVR | 46.33% | $509.74M | -16.43% | 19.87% |
CWK | 46.19% | $2.56B | +7.16% | 0.00% |
LEN | 45.76% | $29.46B | -22.09% | 1.81% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
SPBO | 99.48% | $1.55B | 0.03% | |
USIG | 99.37% | $13.92B | 0.04% | |
QLTA | 99.31% | $1.60B | 0.15% | |
SUSC | 99.20% | $1.15B | 0.18% | |
VTC | 99.08% | $1.18B | 0.03% | |
IGLB | 98.70% | $2.33B | 0.04% | |
SPLB | 98.66% | $1.17B | 0.04% | |
VCLT | 98.64% | $9.93B | 0.04% | |
IGEB | 98.61% | $1.12B | 0.18% | |
GIGB | 98.49% | $670.98M | 0.08% | |
VCEB | 98.16% | $851.22M | 0.12% | |
VCIT | 97.66% | $53.73B | 0.03% | |
IGIB | 97.63% | $15.22B | 0.04% | |
IBDX | 97.44% | $1.10B | 0.1% | |
FLCO | 97.43% | $590.56M | 0.35% | |
AGGY | 97.23% | $778.86M | 0.12% | |
SCHI | 97.09% | $8.58B | 0.03% | |
BSCW | 97.04% | $901.76M | 0.1% | |
ILTB | 97.03% | $591.73M | 0.06% | |
IBDY | 96.27% | $740.46M | 0.1% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
USL | -0.11% | $46.71M | 0.85% | |
BIL | -0.23% | $44.07B | 0.1356% | |
WEAT | 0.39% | $126.36M | 0.28% | |
THTA | -0.45% | $35.45M | 0.49% | |
BILZ | -0.63% | $833.15M | 0.14% | |
OILK | -0.67% | $81.88M | 0.69% | |
USO | -0.95% | $1.37B | 0.6% | |
DBE | -1.30% | $52.50M | 0.77% | |
KMLM | 1.38% | $181.90M | 0.9% | |
BNO | -1.60% | $102.42M | 1% | |
USFR | 2.17% | $18.62B | 0.15% | |
IVOL | -2.57% | $348.50M | 1.02% | |
CLIP | -2.86% | $1.52B | 0.07% | |
TAIL | -3.03% | $100.93M | 0.59% | |
TPMN | 3.06% | $30.90M | 0.65% | |
TFLO | 3.09% | $6.94B | 0.15% | |
CANE | 3.27% | $10.44M | 0.29% | |
DBMF | 3.37% | $1.20B | 0.85% | |
CORN | 3.37% | $46.18M | 0.2% | |
UGA | -3.52% | $80.59M | 0.97% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
USDU | -26.48% | $165.20M | 0.5% | |
UUP | -25.05% | $239.37M | 0.77% | |
VIXY | -22.94% | $182.62M | 0.85% | |
BTAL | -17.42% | $289.98M | 1.43% | |
KCCA | -12.96% | $102.66M | 0.87% | |
CTA | -7.48% | $1.09B | 0.76% | |
ICLO | -5.30% | $316.44M | 0.19% | |
AGZD | -4.29% | $111.88M | 0.23% | |
UGA | -3.52% | $80.59M | 0.97% | |
TAIL | -3.03% | $100.93M | 0.59% | |
CLIP | -2.86% | $1.52B | 0.07% | |
IVOL | -2.57% | $348.50M | 1.02% | |
BNO | -1.60% | $102.42M | 1% | |
DBE | -1.30% | $52.50M | 0.77% | |
USO | -0.95% | $1.37B | 0.6% | |
OILK | -0.67% | $81.88M | 0.69% | |
BILZ | -0.63% | $833.15M | 0.14% | |
THTA | -0.45% | $35.45M | 0.49% | |
BIL | -0.23% | $44.07B | 0.1356% | |
USL | -0.11% | $46.71M | 0.85% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
PSQH | -0.09% | $89.26M | -46.88% | 0.00% |
HCC | -0.15% | $2.24B | -30.18% | 0.76% |
PULM | 0.27% | $25.75M | +261.54% | 0.00% |
SLE | 0.35% | $3.71M | -86.74% | 0.00% |
LRN | 0.42% | $6.29B | +110.71% | 0.00% |
CNR | 0.42% | $3.59B | -31.47% | 1.05% |
TRUG | -0.44% | $4.80M | -89.55% | 0.00% |
PARR | -0.49% | $1.38B | +8.95% | 0.00% |
VRCA | -0.54% | $55.31M | -91.51% | 0.00% |
JPM | 0.56% | $781.65B | +42.00% | 1.80% |
RRGB | 0.62% | $96.66M | -30.93% | 0.00% |
CVM | -0.64% | $12.48M | -93.41% | 0.00% |
EZPW | -0.67% | $732.78M | +31.23% | 0.00% |
RLX | -0.69% | $1.97B | +17.39% | 0.46% |
ALXO | 0.72% | $24.32M | -93.07% | 0.00% |
TAL | 0.73% | $5.07B | +1.85% | 0.00% |
EH | -0.75% | $860.34M | +20.45% | 0.00% |
PRPO | -0.79% | $16.89M | +128.82% | 0.00% |
UUU | 0.82% | $7.19M | +86.24% | 0.00% |
LUMN | 0.84% | $4.41B | +333.25% | 0.00% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
DFDV | -27.56% | $289.19M | +1,804.45% | 0.00% |
MVO | -13.86% | $66.47M | -38.58% | 21.64% |
NEOG | -12.22% | $1.07B | -69.38% | 0.00% |
BTCT | -11.54% | $19.62M | +42.52% | 0.00% |
NAT | -8.72% | $559.02M | -36.08% | 15.30% |
HUM | -8.58% | $28.82B | -32.89% | 1.49% |
AGL | -8.30% | $914.83M | -64.81% | 0.00% |
STTK | -6.93% | $49.58M | -70.89% | 0.00% |
STNG | -6.78% | $2.06B | -51.28% | 3.95% |
TRMD | -6.35% | $1.68B | -54.12% | 23.05% |
AMR | -5.36% | $1.36B | -62.25% | 0.00% |
DHT | -4.87% | $1.79B | -4.28% | 7.25% |
INSW | -4.81% | $1.85B | -32.11% | 1.27% |
ALTO | -4.80% | $84.16M | -17.42% | 0.00% |
LPG | -4.78% | $1.05B | -35.40% | 0.00% |
CVS | -4.73% | $85.49B | +11.81% | 3.98% |
PCRX | -4.72% | $1.14B | -13.25% | 0.00% |
CYD | -4.58% | $873.80M | +154.54% | 1.76% |
ASC | -4.44% | $400.96M | -56.31% | 6.94% |
SCKT | -4.41% | $8.95M | +0.91% | 0.00% |
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LQD - iShares iBoxx USD Investment Grade Corporate Bond ETF and USVM - VictoryShares US Small Mid Cap Value Momentum ETF have a 0 holding overlap. Which accounts for a 0.0% overlap.
Number of overlapping holdings
0
% of overlapping holdings
0%
Name | Weight in LQD | Weight in USVM |
---|---|---|
iShares iBoxx USD Investment Grade Corporate Bond ETF - LQD is made up of 2945 holdings. VictoryShares US Small Mid Cap Value Momentum ETF - USVM is made up of 289 holdings.
Name | Weight |
---|---|
- | 0.76% |
5 5CMSGH0NT Anheuser-Busch Companies LLC / Anheuser-Busch InBev Worldwide Inc 4.9% | 0.21% |
5 5CFRMD7NT CVS Health Corp 5.05% | 0.18% |
5 5CZQQV2NT T-Mobile USA, Inc. 3.875% | 0.18% |
5 5BCKTL2NT Goldman Sachs Group, Inc. 6.75% | 0.16% |
5 5CMBQK3NT Pfizer Investment Enterprises Pte Ltd. 5.3% | 0.15% |
5 5DDNRX4NT AT&T Inc 3.5% | 0.15% |
5 5CMBQJ7NT Pfizer Investment Enterprises Pte Ltd. 4.75% | 0.15% |
- | 0.15% |
5 5CLWGR8NT WarnerMedia Holdings Inc. 5.141% | 0.15% |
5 5CQZBD7NT Bank of America Corp. 5.468% | 0.15% |
5 5CTMGB4NT The Boeing Company 5.805% | 0.14% |
- | 0.14% |
5 5CMSGD9NT Anheuser-Busch Companies LLC / Anheuser-Busch InBev Worldwide Inc 4.7% | 0.14% |
5 5CMBYP2NT Bank of America Corp. 5.288% | 0.14% |
- | 0.14% |
5 5CSNCQ9NT Wells Fargo & Co. 5.013% | 0.14% |
5 5DDPDR8NT AT&T Inc 3.55% | 0.14% |
5 5CWRSD8NT AbbVie Inc. 3.2% | 0.13% |
5 5CWRZK1NT AbbVie Inc. 4.25% | 0.13% |
5 5CHHRN1NT Wells Fargo & Co. 4.897% | 0.13% |
5 5CGXJW5NT Bank of America Corp. 5.015% | 0.13% |
5 5CNDRL1NT Wells Fargo & Co. 5.557% | 0.12% |
5 5CLHFR9NT Amgen Inc. 5.25% | 0.12% |
- | 0.12% |
5 5CFRMD8NT CVS Health Corp 4.78% | 0.12% |
5 5CGCYG3NT Verizon Communications Inc. 2.355% | 0.12% |
- | 0.12% |
- | 0.11% |
5 5CYNZP4NT Microsoft Corp. 2.921% | 0.11% |
Name | Weight |
---|---|
![]() | 0.86% |
![]() | 0.80% |
0.71% | |
0.69% | |
0.68% | |
0.67% | |
0.65% | |
0.64% | |
0.64% | |
0.64% | |
![]() | 0.63% |
0.63% | |
0.62% | |
0.61% | |
0.59% | |
0.59% | |
0.58% | |
0.58% | |
0.54% | |
![]() | 0.54% |
0.54% | |
0.53% | |
0.53% | |
0.53% | |
0.52% | |
0.52% | |
0.51% | |
0.51% | |
![]() | 0.50% |
0.50% |