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Your Index Matters: Using The Right Building Blocks For Your U.S. Equity Portfolio
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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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Small-cap underperformance has historical precedent â but cycles turn. Click here to read more.
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Q2 2025 Equity Market Outlook
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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 % |
---|---|---|---|---|
CBOE | -22.30% | $24.23B | +35.36% | 1.09% |
ED | -17.19% | $36.00B | +12.64% | 3.34% |
AWK | -15.58% | $27.36B | +9.65% | 2.21% |
K | -10.93% | $27.76B | +41.17% | 2.85% |
MKTX | -9.35% | $8.22B | +9.03% | 1.38% |
CME | -8.36% | $99.39B | +40.68% | 3.86% |
DG | -6.86% | $25.41B | -7.95% | 2.05% |
KR | -6.80% | $46.43B | +38.38% | 1.85% |
BCE | -6.49% | $21.07B | -27.36% | 10.97% |
AMT | -6.18% | $104.32B | +14.40% | 3.00% |
ASPS | -5.97% | $108.30M | -4.13% | 0.00% |
WTRG | -5.55% | $10.40B | +1.01% | 3.50% |
DUK | -4.98% | $90.99B | +17.25% | 3.56% |
TU | -4.64% | $24.75B | +7.77% | 7.12% |
MO | -3.85% | $99.67B | +28.77% | 6.90% |
AEP | -3.74% | $55.16B | +17.93% | 3.54% |
EXC | -3.70% | $43.33B | +23.58% | 3.62% |
LTM | -3.43% | $12.63B | -95.46% | 2.42% |
VSA | -2.89% | $8.67M | -19.04% | 0.00% |
UUU | -2.67% | $7.17M | +101.30% | 0.00% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
FIXD | 0.36% | $3.42B | 0.65% | |
BNDW | -0.38% | $1.29B | 0.05% | |
CGCB | -0.42% | $2.47B | 0.27% | |
NYF | 0.44% | $892.18M | 0.25% | |
FMB | 0.45% | $1.90B | 0.65% | |
CTA | -0.46% | $1.06B | 0.76% | |
SCHQ | 0.49% | $758.74M | 0.03% | |
VGLT | 0.50% | $9.85B | 0.04% | |
SUB | 0.54% | $9.91B | 0.07% | |
TLH | -0.58% | $11.52B | 0.15% | |
YEAR | -0.74% | $1.47B | 0.25% | |
NUBD | -0.78% | $397.77M | 0.16% | |
BSMR | 0.79% | $255.87M | 0.18% | |
SPTL | 0.87% | $11.44B | 0.03% | |
UITB | 1.08% | $2.34B | 0.39% | |
BIV | 1.10% | $23.39B | 0.03% | |
ITM | 1.20% | $1.87B | 0.18% | |
UBND | 1.20% | $1.02B | 0.4% | |
SGOV | -1.29% | $49.21B | 0.09% | |
ISTB | 1.31% | $4.44B | 0.06% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
BN | 83.13% | $103.22B | +45.48% | 0.54% |
BNT | 82.20% | $12.59B | +45.18% | 0.00% |
JHG | 81.72% | $6.32B | +16.29% | 3.92% |
AMZN | 81.53% | $2.33T | +11.30% | 0.00% |
AXP | 81.19% | $228.12B | +38.14% | 0.90% |
PH | 80.70% | $90.91B | +38.76% | 0.94% |
ITT | 80.63% | $12.61B | +25.33% | 0.84% |
MKSI | 80.21% | $7.02B | -22.47% | 0.84% |
ADI | 80.14% | $121.66B | +6.58% | 1.56% |
KKR | 80.10% | $119.82B | +26.84% | 0.52% |
TROW | 80.04% | $22.02B | -13.66% | 5.02% |
WAB | 79.01% | $36.60B | +35.37% | 0.42% |
ARES | 78.70% | $38.88B | +28.64% | 2.28% |
EMR | 78.70% | $77.51B | +25.77% | 1.52% |
APO | 78.47% | $81.60B | +19.18% | 1.32% |
BX | 78.39% | $186.30B | +24.44% | 2.26% |
GS | 78.36% | $219.66B | +52.99% | 1.68% |
SEIC | 78.32% | $11.45B | +40.10% | 1.06% |
BLK | 78.24% | $165.86B | +35.67% | 1.93% |
MSFT | 77.87% | $3.65T | +6.58% | 0.65% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
TAIL | -87.54% | $99.63M | 0.59% | |
VIXY | -79.94% | $164.54M | 0.85% | |
BTAL | -65.78% | $296.22M | 1.43% | |
IVOL | -44.89% | $347.03M | 1.02% | |
SPTS | -35.34% | $5.80B | 0.03% | |
FXY | -34.05% | $816.38M | 0.4% | |
FTSD | -33.31% | $231.81M | 0.25% | |
XONE | -33.26% | $625.28M | 0.03% | |
UTWO | -30.17% | $379.52M | 0.15% | |
SCHO | -29.25% | $11.03B | 0.03% | |
VGSH | -28.89% | $22.80B | 0.03% | |
IBTI | -24.92% | $1.06B | 0.07% | |
IBTG | -24.23% | $1.92B | 0.07% | |
IBTH | -23.94% | $1.62B | 0.07% | |
XHLF | -23.81% | $1.73B | 0.03% | |
BILS | -22.43% | $3.81B | 0.1356% | |
IBTJ | -22.23% | $688.19M | 0.07% | |
SHYM | -20.43% | $357.13M | 0.35% | |
IEI | -20.36% | $15.48B | 0.15% | |
IBTK | -19.14% | $448.89M | 0.07% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
PPC | -0.17% | $10.84B | +33.46% | 0.00% |
VRCA | -0.31% | $59.96M | -91.36% | 0.00% |
YORW | 0.39% | $462.54M | -11.81% | 2.70% |
STG | -0.40% | $30.78M | -22.51% | 0.00% |
TEF | 0.43% | $30.08B | +25.41% | 6.16% |
AWR | 0.44% | $2.98B | +8.16% | 2.41% |
VSTA | -0.49% | $344.07M | +39.29% | 0.00% |
DFDV | -0.55% | $300.56M | +2,130.16% | 0.00% |
AGL | -1.10% | $989.35M | -60.10% | 0.00% |
SBAC | 1.13% | $25.53B | +23.63% | 1.79% |
ALHC | 1.28% | $2.69B | +71.20% | 0.00% |
HUSA | -1.39% | $19.66M | -19.53% | 0.00% |
ZCMD | -1.53% | $29.55M | -8.59% | 0.00% |
GIS | 1.54% | $29.20B | -14.66% | 4.47% |
IMNN | 1.59% | $16.26M | -34.16% | 0.00% |
CCI | 1.73% | $44.93B | +6.73% | 5.62% |
HTO | 1.74% | $1.82B | -0.39% | 3.10% |
NEOG | -1.76% | $1.14B | -65.61% | 0.00% |
CWT | 1.78% | $2.75B | -3.24% | 2.50% |
IMDX | 1.87% | $86.94M | -0.65% | 0.00% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
IWL | 99.88% | $1.72B | 0.15% | |
VOO | 99.69% | $682.72B | 0.03% | |
BBUS | 99.69% | $5.03B | 0.02% | |
SPLG | 99.68% | $72.86B | 0.02% | |
IVV | 99.67% | $623.80B | 0.03% | |
GSUS | 99.66% | $2.61B | 0.07% | |
OEF | 99.64% | $20.59B | 0.2% | |
VV | 99.61% | $42.42B | 0.04% | |
ESGV | 99.59% | $10.66B | 0.09% | |
VOTE | 99.55% | $821.07M | 0.05% | |
PBUS | 99.53% | $7.79B | 0.04% | |
ILCB | 99.52% | $1.06B | 0.03% | |
ESGU | 99.51% | $13.79B | 0.15% | |
SCHX | 99.50% | $55.97B | 0.03% | |
SCHK | 99.49% | $4.32B | 0.03% | |
SPY | 99.49% | $633.54B | 0.0945% | |
SPYX | 99.48% | $2.20B | 0.2% | |
IWB | 99.47% | $41.05B | 0.15% | |
FELC | 99.46% | $4.69B | 0.18% | |
BKLC | 99.45% | $3.50B | 0% |
Current Value
$226.141 Year Return
Current Value
$226.141 Year Return
MGC - Vanguard Mega Cap 300 Index ETF contains 189 holdings. The top holdings include MSFT, NVDA, AAPL, AMZN, META
Name | Weight |
---|---|
![]() | 8.19% |
![]() | 7.50% |
![]() | 7.22% |
![]() | 4.68% |
3.39% | |
![]() | 2.72% |
![]() | 2.40% |
![]() | 2.27% |
2.06% | |
![]() | 1.93% |
1.77% | |
1.51% | |
1.51% | |
![]() | 1.24% |
1.14% | |
1.10% | |
1.06% | |
1.04% | |
0.95% | |
0.89% | |
0.88% | |
![]() | 0.79% |
0.72% | |
0.67% | |
0.67% | |
0.66% | |
![]() | 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% |