SeekingAlpha
Your Index Matters: Using The Right Building Blocks For Your U.S. Equity Portfolio
SeekingAlpha
Volatility-controlled indices with intraday features have gained significant traction in the fixed index annuity market, particularly during periods of heightened market turbulence.
SeekingAlpha
In virtually every case, the total return will outperform the price return over time because it reflects the compounding benefit of reinvested income.
SeekingAlpha
Small-cap underperformance has historical precedent â but cycles turn. Click here to read more.
SeekingAlpha
Q2 2025 Equity Market Outlook
SeekingAlpha
iShares Global 100 ETF warrants a hold rating due to mixed qualities, including high fees and relatively low diversification. Explore more details here.
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| BN | 83.08% | $103.50B | +46.08% | 0.54% |
| BNT | 82.19% | $12.62B | +46.50% | 0.00% |
| JHG | 81.71% | $6.34B | +16.95% | 3.87% |
| AMZN | 81.40% | $2.33T | +10.04% | 0.00% |
| AXP | 81.16% | $222.07B | +33.32% | 0.95% |
| PH | 80.71% | $90.33B | +38.97% | 0.94% |
| ITT | 80.65% | $12.41B | +25.16% | 0.84% |
| MKSI | 80.20% | $7.01B | -22.60% | 0.84% |
| KKR | 80.09% | $122.86B | +30.65% | 0.51% |
| ADI | 80.03% | $121.66B | +5.66% | 1.55% |
| TROW | 80.01% | $21.97B | -12.87% | 5.02% |
| WAB | 79.02% | $36.24B | +34.69% | 0.42% |
| ARES | 78.86% | $38.25B | +29.92% | 2.33% |
| EMR | 78.75% | $78.04B | +26.59% | 1.51% |
| APO | 78.50% | $82.87B | +24.28% | 1.30% |
| SEIC | 78.39% | $11.50B | +43.78% | 1.06% |
| BLK | 78.38% | $166.55B | +34.00% | 1.91% |
| BX | 78.37% | $189.69B | +28.92% | 2.23% |
| GS | 78.31% | $213.95B | +47.47% | 1.71% |
| MSFT | 78.00% | $3.69T | +8.07% | 0.65% |
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| CBOE | -22.48% | $24.35B | +37.95% | 1.09% |
| ED | -16.95% | $35.78B | +11.77% | 3.38% |
| AWK | -15.50% | $27.50B | +7.88% | 2.23% |
| K | -10.82% | $27.53B | +40.77% | 2.87% |
| MKTX | -9.45% | $8.13B | +6.08% | 1.38% |
| CME | -8.59% | $99.33B | +45.14% | 1.75% |
| DG | -6.97% | $24.80B | -12.33% | 2.62% |
| KR | -6.94% | $46.11B | +34.48% | 1.84% |
| BCE | -6.86% | $22.04B | -24.19% | 10.28% |
| AMT | -6.00% | $103.32B | +12.63% | 3.03% |
| ASPS | -5.82% | $129.76M | +30.25% | 0.00% |
| WTRG | -5.53% | $10.40B | -0.30% | 3.52% |
| DUK | -4.82% | $90.40B | +15.23% | 3.60% |
| TU | -4.76% | $25.24B | +7.19% | 6.97% |
| MO | -4.37% | $100.29B | +27.49% | 6.88% |
| AEP | -3.69% | $55.53B | +18.55% | 3.53% |
| EXC | -3.65% | $43.41B | +24.89% | 3.62% |
| LTM | -3.42% | $12.62B | -95.43% | 2.40% |
| UUU | -3.22% | $8.42M | +150.90% | 0.00% |
| VSA | -2.89% | $8.76M | -15.57% | 0.00% |
| Name | Correlation | AUM | Expense Ratio | |
|---|---|---|---|---|
| IWL | 99.88% | $1.74B | 0.15% | |
| VOO | 99.69% | $694.25B | 0.03% | |
| BBUS | 99.69% | $5.09B | 0.02% | |
| SPLG | 99.68% | $75.15B | 0.02% | |
| IVV | 99.67% | $633.55B | 0.03% | |
| GSUS | 99.66% | $2.64B | 0.07% | |
| OEF | 99.65% | $20.83B | 0.2% | |
| VV | 99.61% | $42.86B | 0.04% | |
| ESGV | 99.59% | $10.83B | 0.09% | |
| VOTE | 99.55% | $830.75M | 0.05% | |
| PBUS | 99.53% | $8.18B | 0.04% | |
| ILCB | 99.52% | $1.07B | 0.03% | |
| ESGU | 99.51% | $13.87B | 0.15% | |
| SCHX | 99.51% | $56.63B | 0.03% | |
| SCHK | 99.50% | $4.37B | 0.03% | |
| SPY | 99.49% | $643.57B | 0.0945% | |
| SPYX | 99.48% | $2.24B | 0.2% | |
| IWB | 99.47% | $41.52B | 0.15% | |
| FELC | 99.46% | $4.69B | 0.18% | |
| BKLC | 99.45% | $3.54B | 0% |
| Name | Correlation | AUM | Expense Ratio | |
|---|---|---|---|---|
| TAIL | -87.39% | $95.09M | 0.59% | |
| VIXY | -79.90% | $185.99M | 0.85% | |
| BTAL | -65.68% | $312.42M | 1.43% | |
| IVOL | -44.22% | $342.02M | 1.02% | |
| SPTS | -34.76% | $5.77B | 0.03% | |
| FXY | -33.63% | $812.67M | 0.4% | |
| XONE | -32.97% | $627.68M | 0.03% | |
| FTSD | -32.88% | $233.04M | 0.25% | |
| UTWO | -29.84% | $376.38M | 0.15% | |
| SCHO | -29.11% | $11.00B | 0.03% | |
| VGSH | -28.63% | $22.64B | 0.03% | |
| IBTI | -24.50% | $1.06B | 0.07% | |
| IBTG | -24.08% | $1.92B | 0.07% | |
| IBTH | -23.77% | $1.61B | 0.07% | |
| XHLF | -23.56% | $1.73B | 0.03% | |
| BILS | -22.44% | $3.80B | 0.1356% | |
| IBTJ | -21.90% | $682.49M | 0.07% | |
| SHYM | -20.37% | $355.63M | 0.35% | |
| IEI | -19.96% | $15.58B | 0.15% | |
| IBTK | -18.80% | $446.70M | 0.07% |
| Name | Correlation | AUM | Expense Ratio | |
|---|---|---|---|---|
| CGCB | 0.04% | $2.51B | 0.27% | |
| BNDW | 0.07% | $1.29B | 0.05% | |
| TLH | -0.08% | $11.35B | 0.15% | |
| NUBD | -0.31% | $397.11M | 0.16% | |
| SUB | 0.50% | $9.92B | 0.07% | |
| FMB | 0.53% | $1.89B | 0.65% | |
| YEAR | -0.59% | $1.47B | 0.25% | |
| NYF | 0.65% | $890.40M | 0.25% | |
| CTA | -0.68% | $1.06B | 0.76% | |
| BSMR | 0.77% | $258.34M | 0.18% | |
| LMBS | -0.79% | $5.10B | 0.64% | |
| FIXD | 0.89% | $3.41B | 0.65% | |
| SCHQ | 1.00% | $773.67M | 0.03% | |
| WEAT | -1.00% | $124.20M | 0.28% | |
| VGLT | 1.01% | $9.69B | 0.04% | |
| IBMS | -1.30% | $89.52M | 0.18% | |
| ITM | 1.36% | $1.87B | 0.18% | |
| SPTL | 1.39% | $11.25B | 0.03% | |
| UITB | 1.53% | $2.34B | 0.39% | |
| MLN | -1.56% | $514.61M | 0.24% |
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| PPC | -0.09% | $10.85B | +36.15% | 0.00% |
| STG | -0.18% | $31.09M | -22.74% | 0.00% |
| VSTA | -0.36% | $332.04M | +38.00% | 0.00% |
| DFDV | -0.48% | $298.06M | +2,070.86% | 0.00% |
| TEF | 0.71% | $29.46B | +22.82% | 6.25% |
| YORW | 0.77% | $460.52M | -13.43% | 2.72% |
| AWR | 0.87% | $2.93B | +4.40% | 2.45% |
| VRCA | -1.03% | $79.72M | -89.21% | 0.00% |
| AGL | -1.06% | $989.35M | -58.43% | 0.00% |
| SBAC | 1.15% | $25.17B | +19.80% | 1.79% |
| NEOG | -1.16% | $1.14B | -64.43% | 0.00% |
| HUSA | -1.37% | $18.72M | -18.25% | 0.00% |
| ALHC | 1.51% | $2.71B | +75.99% | 0.00% |
| ZCMD | -1.52% | $30.81M | +2.52% | 0.00% |
| IMDX | 1.62% | $83.22M | -2.68% | 0.00% |
| IMNN | 1.68% | $14.82M | -45.57% | 0.00% |
| MSEX | -1.74% | $982.21M | +2.01% | 2.46% |
| GIS | 1.83% | $28.12B | -17.31% | 4.64% |
| HTO | 1.85% | $1.77B | -4.20% | 3.13% |
| SO | -1.88% | $100.30B | +16.82% | 3.18% |
MGC - Vanguard Mega Cap 300 Index ETF contains 189 holdings. The top holdings include MSFT, NVDA, AAPL, AMZN, META
Name | Weight |
|---|---|
 MSFTMicrosoft Corp. | 8.19% |
 NVDANVIDIA Corp. | 7.50% |
 AAPLApple, Inc. | 7.22% |
 AMZNAmazon.com, Inc. | 4.68% |
3.39% | |
 AVGOBroadcom Inc. | 2.72% |
 GOOGLAlphabet, Inc. | 2.40% |
 TSLATesla, Inc. | 2.27% |
2.06% | |
 GOOGAlphabet, Inc. | 1.93% |
1.77% | |
1.51% | |
1.51% | |
 NFLXNetflix, Inc. | 1.24% |
1.14% | |
1.10% | |
1.06% | |
1.04% | |
0.95% | |
0.89% | |
0.88% | |
 ABBVAbbVie, Inc. | 0.79% |
0.72% | |
0.67% | |
0.67% | |
0.66% | |
 ORCLOracle Corp. | 0.66% |
0.60% | |
0.59% | |
0.59% | |
Sector | Weight |
|---|---|
Information Technology | 35.46% |
Financials | 14.54% |
Communication Services | 10.99% |
Consumer Discretionary | 10.72% |
Health Care | 9.83% |
Industrials | 6.87% |
Consumer Staples | 5.68% |
Energy | 2.45% |
Materials | 1.16% |
Utilities | 1.12% |
Real Estate | 0.99% |
