Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
MSIF | -16.06% | $772.77M | +36.75% | 7.52% |
K | -8.98% | $27.64B | +41.46% | 2.87% |
HUSA | -8.13% | $20.46M | -9.15% | 0.00% |
AGL | -5.24% | $931.39M | -65.60% | 0.00% |
RLMD | -3.43% | $20.83M | -83.66% | 0.00% |
BCE | -2.94% | $22.02B | -26.94% | 10.19% |
DFDV | -2.76% | $361.15M | +2,667.20% | 0.00% |
CCEC | -2.05% | $1.02B | +3.91% | 2.42% |
CBOE | -2.04% | $24.71B | +36.77% | 1.07% |
ASPS | -1.82% | $150.77M | +23.72% | 0.00% |
KR | -1.52% | $47.78B | +38.66% | 1.78% |
DG | -1.41% | $25.17B | -9.90% | 2.08% |
NEOG | -1.03% | $1.13B | -68.72% | 0.00% |
SAVA | -0.85% | $104.35M | -82.48% | 0.00% |
SYPR | -0.41% | $47.57M | +11.87% | 0.00% |
STG | -0.29% | $56.15M | +27.66% | 0.00% |
IMDX | 0.16% | $81.22M | -15.48% | 0.00% |
GFI | 0.20% | $21.69B | +51.82% | 2.28% |
VRCA | 0.29% | $75.38M | -90.26% | 0.00% |
PHYS.U | 0.31% | - | - | 0.00% |
Name | Correlation | AUM | Expense Ratio |
---|---|---|---|
TDVG | 68.95% | $887.56M | 0.5% |
JEPI | 67.68% | $41.11B | 0.35% |
FDLO | 67.62% | $1.23B | 0.16% |
OUSA | 66.83% | $822.18M | 0.48% |
DLN | 66.32% | $5.12B | 0.28% |
VIG | 66.20% | $93.53B | 0.05% |
SPYT | 66.14% | $109.25M | 0.94% |
QDF | 66.12% | $1.89B | 0.37% |
QUS | 66.11% | $1.57B | 0.15% |
UDEC | 66.01% | $396.29M | 0.79% |
JQUA | 65.89% | $6.49B | 0.12% |
BUFZ | 65.77% | $528.72M | 0.95% |
CFA | 65.75% | $535.11M | 0.35% |
DTD | 65.71% | $1.40B | 0.28% |
CGUS | 65.54% | $6.25B | 0.33% |
BJAN | 65.51% | $288.65M | 0.79% |
IUSV | 65.50% | $21.36B | 0.04% |
UJAN | 65.46% | $204.52M | 0.79% |
FTHI | 65.45% | $1.38B | 0.76% |
RSP | 65.45% | $74.68B | 0.2% |
Name | Correlation | AUM | Expense Ratio |
---|---|---|---|
SHY | -0.01% | $23.69B | 0.15% |
SCHR | 0.29% | $10.87B | 0.03% |
GLDM | -0.31% | $15.87B | 0.1% |
CARY | -0.34% | $347.36M | 0.8% |
VGIT | -0.35% | $31.83B | 0.04% |
SPTI | -0.45% | $8.68B | 0.03% |
SGOL | 0.54% | $5.21B | 0.17% |
LDUR | 0.58% | $907.64M | 0.5% |
UGA | 0.74% | $75.20M | 0.97% |
TFLO | 0.74% | $6.73B | 0.15% |
BAR | 0.80% | $1.11B | 0.1749% |
BILZ | -0.81% | $852.10M | 0.14% |
IBTL | 0.93% | $386.59M | 0.07% |
IAU | 0.98% | $47.18B | 0.25% |
OUNZ | 0.99% | $1.74B | 0.25% |
AAAU | 1.02% | $1.56B | 0.18% |
GLD | 1.33% | $100.91B | 0.4% |
IBTM | 1.34% | $317.86M | 0.07% |
FTSM | -1.63% | $6.35B | 0.45% |
SHV | -1.67% | $20.75B | 0.15% |
Double maintains 7 strategies that include MSCI - MSCI, Inc.
Name | Correlation | AUM | Expense Ratio |
---|---|---|---|
TAIL | -58.46% | $94.90M | 0.59% |
VIXY | -57.24% | $200.94M | 0.85% |
VIXM | -52.05% | $22.99M | 0.85% |
BTAL | -36.92% | $310.24M | 1.43% |
IVOL | -28.28% | $341.06M | 1.02% |
CLIP | -23.02% | $1.51B | 0.07% |
TPMN | -19.82% | $30.86M | 0.65% |
FXY | -17.32% | $798.58M | 0.4% |
XONE | -15.28% | $629.16M | 0.03% |
TBLL | -13.37% | $2.12B | 0.08% |
XHLF | -12.57% | $1.73B | 0.03% |
SPTS | -12.42% | $5.78B | 0.03% |
FTSD | -11.02% | $233.24M | 0.25% |
STPZ | -10.98% | $443.85M | 0.2% |
VGSH | -10.30% | $22.70B | 0.03% |
UTWO | -10.27% | $376.64M | 0.15% |
CTA | -10.01% | $1.07B | 0.76% |
FXE | -9.76% | $592.85M | 0.4% |
SHYM | -9.27% | $355.87M | 0.35% |
GBIL | -9.05% | $6.37B | 0.12% |
SeekingAlpha
June 2025 fiscal flows signal short-term caution and likely SPX declines in July, but liquidity unlocks and Fed rate cuts hint at a strong year-end market.
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Discover why MSCI Inc.'s strong ESG growth, robust revenue model, and strategic advantages make it a compelling long-term investment. Click for more on MSCI stock.
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MSCI (MSCI) possesses solid growth attributes, which could help it handily outperform the market.
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MSCI generates 98% recurring revenue from sticky products, with strong margins, low churn, and an attractive valuation. See why MSCI stock is a buy.
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Rothschild & Co Wealth Management, an investment management company, released its LongRun Equity strategy first quarter 2025 investor letter. A copy of the letter can be downloaded here. The firm is a committed long-term business owner, focused on a portfolio of high-quality companies. The strategy declined 6.6% (in EUR, unhedged) in the first quarter compared […]
SeekingAlpha
SCHD ETF Alternative Strategy: 15.99% CAGR After Strong June Results
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
IMDX | 0.16% | $81.22M | -15.48% | 0.00% |
GFI | 0.20% | $21.69B | +51.82% | 2.28% |
STG | -0.29% | $56.15M | +27.66% | 0.00% |
VRCA | 0.29% | $75.38M | -90.26% | 0.00% |
PHYS.U | 0.31% | - | - | 0.00% |
SYPR | -0.41% | $47.57M | +11.87% | 0.00% |
SRRK | 0.67% | $3.66B | +319.00% | 0.00% |
ALHC | 0.74% | $2.65B | +49.22% | 0.00% |
SAVA | -0.85% | $104.35M | -82.48% | 0.00% |
NEOG | -1.03% | $1.13B | -68.72% | 0.00% |
NEUE | 1.30% | $60.89M | +31.91% | 0.00% |
DG | -1.41% | $25.17B | -9.90% | 2.08% |
VHC | 1.49% | $74.47M | +193.32% | 0.00% |
KR | -1.52% | $47.78B | +38.66% | 1.78% |
KROS | 1.55% | $591.77M | -71.45% | 0.00% |
ASPS | -1.82% | $150.77M | +23.72% | 0.00% |
CPSH | 1.96% | $36.61M | +48.24% | 0.00% |
CBOE | -2.04% | $24.71B | +36.77% | 1.07% |
CCEC | -2.05% | $1.02B | +3.91% | 2.42% |
HIHO | 2.19% | $7.36M | -25.37% | 4.38% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
MCO | 69.30% | $90.57B | +12.70% | 0.71% |
SPGI | 69.04% | $162.59B | +9.86% | 0.71% |
BLK | 65.97% | $172.19B | +35.06% | 1.94% |
MORN | 64.64% | $12.43B | -3.70% | 0.60% |
PNR | 64.08% | $17.56B | +33.34% | 0.90% |
BN | 63.91% | $105.26B | +38.58% | 0.53% |
BNT | 62.85% | $12.84B | +38.78% | 0.00% |
CPAY | 61.87% | $23.01B | +12.69% | 0.00% |
NDAQ | 61.49% | $51.48B | +42.32% | 1.11% |
DHR | 60.48% | $141.52B | -19.69% | 0.60% |
VLTO | 60.29% | $25.33B | +4.28% | 0.41% |
SEIC | 60.03% | $11.55B | +36.30% | 1.06% |
JHG | 59.87% | $6.54B | +16.03% | 3.79% |
PRI | 59.41% | $8.72B | +8.06% | 1.47% |
SHW | 59.24% | $86.33B | +8.17% | 0.87% |
BX | 59.08% | $198.19B | +23.41% | 2.14% |
JEF | 58.47% | $11.52B | +1.58% | 2.67% |
IVZ | 58.40% | $7.76B | +6.91% | 4.77% |
BR | 58.08% | $27.72B | +13.39% | 1.49% |
AXP | 57.88% | $224.83B | +31.52% | 0.96% |
Current Value
$571.511 Year Return
Current Value
$571.511 Year Return