SeekingAlpha
As we approach the midpoint of 2025, the bond market presents a complex landscape influenced by policy changes and evolving global macroeconomic conditions.
SeekingAlpha
How Active Muni Investors Stay Ahead Of The Curve
SeekingAlpha
The Moodyâs downgrade of the US rating to Aa1 from Aaa had a ripple effect through the bond markets, in the form of downgraded credits.
SeekingAlpha
Why Munis Still Make Sense: Compelling Yields In A Changing Landscape
SeekingAlpha
Financial markets weathered pronounced volatility during April after the White House announced reciprocal tariffs against global trading partners.
SeekingAlpha
Tariff concerns spurred historic volatility and negative total returns in April. Click here to read more.
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
PULS | 46.57% | $11.36B | 0.15% | |
SMB | 46.23% | $272.79M | 0.07% | |
DFNM | 45.71% | $1.56B | 0.17% | |
HYMB | 45.24% | $2.53B | 0.35% | |
VRIG | 44.79% | $1.20B | 0.3% | |
SUB | 44.46% | $9.76B | 0.07% | |
CEMB | 44.18% | $371.07M | 0.5% | |
MMIT | 42.88% | $844.27M | 0.3% | |
HYD | 42.49% | $3.28B | 0.32% | |
BINC | 41.64% | $9.46B | 0.4% | |
DFSD | 41.07% | $4.69B | 0.16% | |
FPEI | 40.93% | $1.58B | 0.85% | |
IBDV | 40.42% | $1.85B | 0.1% | |
NFLT | 40.26% | $251.64M | 0.5% | |
IBDT | 39.98% | $2.87B | 0.1% | |
MLN | 39.72% | $523.51M | 0.24% | |
SCHJ | 39.54% | $518.43M | 0.03% | |
AGZ | 39.54% | $607.98M | 0.2% | |
BSCS | 39.41% | $2.60B | 0.1% | |
FMB | 39.18% | $1.89B | 0.65% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
HLN | 38.61% | $49.08B | +31.13% | 1.61% |
NGG | 35.80% | $70.06B | +25.61% | 4.24% |
RELX | 33.08% | $97.27B | +15.83% | 1.50% |
XWDIX | 32.24% | - | - | 11.96% |
BNS | 30.30% | $67.07B | +13.75% | 5.63% |
RWT | 30.18% | $768.09M | -10.96% | 11.92% |
NLY | 30.08% | $11.69B | -2.82% | 13.69% |
FMTO | 29.83% | $5.10K | -99.92% | 0.00% |
O | 29.71% | $52.16B | +9.62% | 5.51% |
AGNC | 29.31% | $9.51B | -4.21% | 15.41% |
UL | 29.09% | $154.49B | +12.27% | 3.06% |
YUM | 28.91% | $39.86B | +4.45% | 1.93% |
CHT | 28.70% | $34.44B | +12.12% | 3.23% |
ORC | 28.56% | $748.84M | -16.13% | 20.32% |
AZN | 28.49% | $228.69B | -7.91% | 2.07% |
PFLT | 28.38% | - | - | 11.74% |
WELL | 28.35% | $98.25B | +46.05% | 1.77% |
EFC | 28.25% | $1.23B | +7.28% | 11.98% |
NMFC | 27.74% | - | - | 12.37% |
ADC | 27.74% | $8.20B | +23.78% | 4.08% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
BKCH | 0.09% | $172.36M | 0.5% | |
WEAT | 0.11% | $119.25M | 0.28% | |
BITQ | 0.21% | $221.45M | 0.85% | |
SLX | 0.23% | $74.26M | 0.56% | |
DAPP | 0.24% | $215.08M | 0.51% | |
SOYB | 0.27% | $25.65M | 0.22% | |
PSCE | -0.32% | $60.18M | 0.29% | |
DXJ | 0.33% | $3.44B | 0.48% | |
FTXL | 0.47% | $265.07M | 0.6% | |
PDBC | 0.54% | $4.47B | 0.59% | |
COMT | 0.55% | $606.76M | 0.48% | |
JETS | -0.56% | $838.44M | 0.6% | |
OIH | 0.59% | $1.04B | 0.35% | |
XSD | 0.64% | $1.25B | 0.35% | |
BSVO | 0.79% | $1.44B | 0.47% | |
CANE | -0.80% | $10.00M | 0.29% | |
TPMN | 0.81% | $30.69M | 0.65% | |
BLCN | 0.86% | $47.54M | 0.68% | |
DFSV | 0.96% | $4.74B | 0.3% | |
XES | -1.09% | $155.01M | 0.35% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
USDU | -20.99% | $166.08M | 0.5% | |
UUP | -17.95% | $200.21M | 0.77% | |
UGA | -8.43% | $72.33M | 0.97% | |
TAIL | -6.07% | $107.71M | 0.59% | |
OILK | -5.79% | $67.43M | 0.69% | |
DBO | -5.39% | $208.36M | 0.77% | |
USL | -5.34% | $40.26M | 0.85% | |
DUSB | -5.12% | $1.27B | 0.15% | |
KRE | -4.36% | $3.44B | 0.35% | |
TUR | -4.35% | $139.89M | 0.59% | |
VNM | -4.29% | $413.48M | 0.68% | |
IAT | -4.04% | $631.32M | 0.4% | |
FLJH | -3.83% | $86.86M | 0.09% | |
BNO | -3.68% | $87.48M | 1% | |
USO | -3.64% | $912.19M | 0.6% | |
DBE | -3.52% | $48.63M | 0.77% | |
KBE | -3.20% | $1.38B | 0.35% | |
KMLM | -3.09% | $191.60M | 0.9% | |
ICLO | -2.99% | $310.75M | 0.19% | |
CORN | -2.98% | $47.58M | 0.2% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
AVT | <0.01% | $4.33B | -3.98% | 2.57% |
AMX | 0.01% | $52.31B | +1.67% | 2.93% |
ALGN | -0.01% | $13.44B | -30.30% | 0.00% |
FLNG | -0.01% | $1.28B | -11.46% | 12.54% |
AZTA | -0.02% | $1.41B | -45.19% | 0.00% |
MTW | -0.02% | $406.54M | -2.22% | 0.00% |
CDW | 0.03% | $23.14B | -22.34% | 1.43% |
SOC | 0.04% | $2.25B | +55.10% | 0.00% |
TNET | -0.04% | $3.82B | -24.51% | 1.31% |
REZI | -0.04% | $3.14B | +4.03% | 0.00% |
CRL | -0.06% | $7.42B | -29.34% | 0.00% |
EYPT | -0.06% | $606.23M | -5.47% | 0.00% |
FIZZ | 0.06% | $4.29B | +3.67% | 0.00% |
WABC | -0.07% | $1.27B | +2.82% | 3.72% |
ANGI | 0.07% | $798.02M | -21.18% | 0.00% |
TAL | 0.07% | $4.91B | +0.28% | 0.00% |
CMRE | 0.07% | $1.09B | -20.71% | 5.05% |
RLJ | -0.07% | $1.11B | -25.05% | 7.59% |
ASML | -0.08% | $308.37B | -26.64% | 0.89% |
DBI | -0.08% | $124.96M | -64.75% | 7.94% |
MEAR - iShares Short Maturity Municipal Bond Active ETF contains 200 holdings. The top holdings include
Name | Weight |
---|---|
- | 3.71% |
- | 2.82% |
- | 2.75% |
- | 2.67% |
- | 2.23% |
- | 1.98% |
- | 1.87% |
- | 1.58% |
- | 1.42% |
- | 1.38% |
- | 1.20% |
- | 1.17% |
- | 1.00% |
- | 0.99% |
- | 0.94% |
- | 0.94% |
- | 0.90% |
- | 0.88% |
- | 0.81% |
- | 0.78% |
- | 0.77% |
- | 0.74% |
- | 0.71% |
- | 0.70% |
- | 0.69% |
- | 0.68% |
- | 0.65% |
- | 0.64% |
- | 0.63% |
- | 0.63% |
Sector | Weight |
---|---|
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
DFDV | -44.93% | $380.05M | +2,345.35% | 0.00% |
STTK | -25.37% | $51.74M | -83.73% | 0.00% |
BULL | -21.40% | $5.04B | -1.71% | 0.00% |
ASC | -16.11% | $398.93M | -55.89% | 6.93% |
ALDX | -16.10% | $177.29M | -23.91% | 0.00% |
MVO | -15.04% | $66.70M | -36.89% | 21.27% |
X | -14.84% | $12.11B | +43.61% | 0.37% |
TNK | -14.68% | $1.55B | -33.79% | 2.18% |
UPBD | -13.87% | $1.52B | -20.09% | 5.86% |
TK | -13.79% | $700.24M | +3.86% | 0.00% |
DLTR | -13.67% | $19.66B | -13.47% | 0.00% |
BFH | -13.04% | $2.54B | +35.49% | 1.57% |
VRCA | -12.82% | $57.62M | -92.74% | 0.00% |
RXST | -12.49% | $605.90M | -74.33% | 0.00% |
MSBI | -11.66% | $368.96M | -23.07% | 7.28% |
INSW | -11.06% | $1.85B | -30.43% | 1.26% |
CAMT | -11.01% | $3.46B | -34.30% | 0.00% |
RVLV | -10.90% | $1.51B | +17.16% | 0.00% |
FF | -10.76% | $174.34M | -13.48% | 6.16% |
STNG | -10.58% | $2.10B | -48.53% | 4.80% |
Current Value
$50.141 Year Return
Current Value
$50.141 Year Return