Yahoo
Traders are still piling into risk, but they’re taking profits in some momentum and growth stocks. The Invesco S&P 500 High Beta ETF was outperforming the broader S&P 500with a gain of 0.7%, followed closely by the SPDR S&P Dividend ETF.
SeekingAlpha
In a dizzying year of economic news, the performance leadership for the momentum factor stands out as a hardy perennial year to date.
SeekingAlpha
SPMO: Can This Top-Performing Momentum ETF Keep Up The Pace?
SeekingAlpha
Q2 2025 Commentary: The Innovation Imperative In A Time Of Transition
SeekingAlpha
While we canât control market gyrations and valuations, as active equity portfolio managers we can focus on our anchor of value: earnings.
SeekingAlpha
Separating Signal From Noise: Strategies For Equity Growth Investors
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| CBOE | -21.91% | $24.71B | +36.77% | 1.07% |
| ED | -17.54% | $36.39B | +11.91% | 3.34% |
| AWK | -17.31% | $27.95B | +5.15% | 2.18% |
| MKTX | -14.50% | $8.15B | -1.09% | 1.39% |
| BCE | -13.96% | $22.02B | -26.94% | 10.19% |
| JNJ | -11.36% | $377.32B | +5.08% | 3.20% |
| TU | -10.77% | $24.99B | +5.67% | 7.03% |
| GIS | -9.20% | $27.65B | -18.92% | 4.74% |
| WTRG | -7.97% | $10.61B | -4.25% | 3.45% |
| DG | -7.96% | $25.17B | -9.90% | 2.08% |
| K | -7.70% | $27.64B | +41.46% | 2.87% |
| MSEX | -6.80% | $998.16M | -4.33% | 2.43% |
| CAG | -6.63% | $9.25B | -32.24% | 7.20% |
| ZCMD | -6.47% | $28.79M | -11.91% | 0.00% |
| HSY | -5.60% | $33.41B | -12.71% | 3.32% |
| AMT | -5.21% | $103.82B | +6.20% | 3.01% |
| HRL | -5.01% | $16.37B | -2.55% | 4.82% |
| VSA | -4.82% | $12.16M | +21.20% | 0.00% |
| MO | -4.78% | $97.92B | +21.81% | 7.02% |
| LTM | -4.65% | $12.57B | -95.57% | 2.41% |
| Name | Correlation | AUM | Expense Ratio | |
|---|---|---|---|---|
| IBND | -0.02% | $407.31M | 0.5% | |
| CGSD | 0.05% | $1.40B | 0.25% | |
| IBMN | 0.05% | $445.32M | 0.18% | |
| FLCB | 0.07% | $2.66B | 0.15% | |
| SHAG | 0.09% | $42.93M | 0.12% | |
| GSY | 0.11% | $2.87B | 0.22% | |
| UBND | -0.17% | $1.02B | 0.4% | |
| AGGH | 0.28% | $321.33M | 0.29% | |
| IBMP | 0.31% | $553.96M | 0.18% | |
| IBD | 0.35% | $390.81M | 0.43% | |
| MBB | 0.36% | $38.91B | 0.04% | |
| BIV | -0.44% | $23.22B | 0.03% | |
| USTB | -0.46% | $1.31B | 0.35% | |
| VMBS | -0.47% | $14.32B | 0.03% | |
| SGOV | -0.53% | $50.99B | 0.09% | |
| BOND | 0.56% | $5.61B | 0.7% | |
| BSMR | 0.58% | $258.63M | 0.18% | |
| UITB | -0.65% | $2.33B | 0.39% | |
| NYF | -0.70% | $884.05M | 0.25% | |
| BNDX | -0.71% | $67.47B | 0.07% |
| Name | Correlation | AUM | Expense Ratio | |
|---|---|---|---|---|
| SPMO | 97.20% | $10.10B | 0.13% | |
| JMOM | 97.11% | $1.56B | 0.12% | |
| RPG | 96.43% | $1.70B | 0.35% | |
| FDMO | 96.42% | $493.06M | 0.16% | |
| PDP | 95.82% | $1.27B | 0.62% | |
| THRO | 95.64% | $4.94B | 0.6% | |
| FTC | 95.26% | $1.18B | 0.6% | |
| FFLC | 95.04% | $779.77M | 0.38% | |
| JGRO | 95.03% | $6.47B | 0.44% | |
| FLQL | 94.99% | $1.53B | 0.29% | |
| SFY | 94.89% | $506.76M | 0.05% | |
| USXF | 94.75% | $1.23B | 0.1% | |
| VOT | 94.74% | $17.30B | 0.07% | |
| CGGR | 94.64% | $13.85B | 0.39% | |
| QGRO | 94.54% | $1.75B | 0.29% | |
| IUSG | 94.32% | $23.58B | 0.04% | |
| DYNF | 94.32% | $19.44B | 0.27% | |
| LRGF | 94.27% | $2.63B | 0.08% | |
| IVW | 94.24% | $60.92B | 0.18% | |
| IWP | 94.23% | $19.25B | 0.23% |
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| ETN | 82.67% | $140.98B | +10.17% | 1.08% |
| ARES | 82.53% | $39.40B | +23.54% | 2.29% |
| BN | 82.37% | $105.26B | +38.58% | 0.53% |
| PH | 82.02% | $90.99B | +30.72% | 0.94% |
| KKR | 81.48% | $124.18B | +21.29% | 0.51% |
| BNT | 81.43% | $12.84B | +38.78% | 0.00% |
| JCI | 81.42% | $69.92B | +51.78% | 1.39% |
| ITT | 81.28% | $12.44B | +15.16% | 0.85% |
| APH | 80.06% | $121.21B | +43.75% | 0.66% |
| APO | 79.98% | $84.88B | +21.25% | 1.28% |
| NVT | 79.80% | $12.34B | -4.59% | 1.02% |
| MTZ | 79.02% | $13.60B | +65.19% | 0.00% |
| AXP | 78.95% | $224.83B | +31.52% | 0.96% |
| JHG | 78.78% | $6.54B | +16.03% | 3.79% |
| WAB | 78.07% | $36.44B | +29.73% | 0.42% |
| OWL | 78.05% | $12.03B | +7.97% | 3.99% |
| TT | 77.84% | $97.95B | +28.79% | 0.81% |
| GS | 77.80% | $218.87B | +44.91% | 1.69% |
| MS | 77.72% | $230.97B | +36.78% | 2.58% |
| VRT | 77.66% | $47.53B | +41.90% | 0.11% |
| Name | Correlation | AUM | Expense Ratio | |
|---|---|---|---|---|
| TAIL | -82.80% | $94.79M | 0.59% | |
| VIXY | -75.30% | $198.83M | 0.85% | |
| BTAL | -69.67% | $310.74M | 1.43% | |
| VIXM | -68.54% | $23.12M | 0.85% | |
| IVOL | -40.86% | $342.76M | 1.02% | |
| SPTS | -36.82% | $5.78B | 0.03% | |
| XONE | -34.94% | $629.19M | 0.03% | |
| FTSD | -32.37% | $233.17M | 0.25% | |
| UTWO | -30.92% | $376.61M | 0.15% | |
| VGSH | -28.95% | $22.74B | 0.03% | |
| SCHO | -28.77% | $10.92B | 0.03% | |
| FXY | -28.73% | $793.88M | 0.4% | |
| IBTG | -28.37% | $1.93B | 0.07% | |
| IBTI | -26.21% | $1.07B | 0.07% | |
| IBTH | -25.71% | $1.62B | 0.07% | |
| BILS | -23.09% | $3.81B | 0.1356% | |
| XHLF | -22.87% | $1.75B | 0.03% | |
| IBTJ | -22.24% | $688.68M | 0.07% | |
| IEI | -20.31% | $15.66B | 0.15% | |
| TBLL | -20.13% | $2.11B | 0.08% |
Current Value
$237.801 Year Return
Current Value
$237.801 Year Return
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| TEF | -0.28% | $29.40B | +19.77% | 6.32% |
| MOH | -0.38% | $11.87B | -22.90% | 0.00% |
| IMNN | 0.38% | $10.57M | -63.89% | 0.00% |
| CHD | -0.44% | $23.91B | -4.06% | 1.20% |
| KO | 0.44% | $299.02B | +9.56% | 2.87% |
| VSTA | -0.44% | $325.62M | +40.00% | 0.00% |
| CYCN | 0.50% | $10.59M | +13.01% | 0.00% |
| UTZ | -0.52% | $1.20B | -8.06% | 1.73% |
| YORW | -0.61% | $465.85M | -17.75% | 2.68% |
| KMB | -0.64% | $42.29B | -9.61% | 3.90% |
| GO | -0.83% | $1.34B | -34.12% | 0.00% |
| CCI | 0.90% | $44.96B | +0.12% | 5.58% |
| FIZZ | 0.95% | $4.12B | -12.65% | 0.00% |
| MDLZ | 0.96% | $87.58B | +5.11% | 2.79% |
| VZ | 0.98% | $175.31B | +1.94% | 6.53% |
| PEP | 1.00% | $185.88B | -17.26% | 4.07% |
| VRCA | -1.11% | $75.38M | -90.26% | 0.00% |
| CI | 1.14% | $80.96B | -8.56% | 1.91% |
| LITB | 1.16% | $25.36M | -69.22% | 0.00% |
| HAIN | 1.24% | $145.31M | -77.42% | 0.00% |
MTUM - iShares MSCI USA Momentum Factor ETF contains 126 holdings. The top holdings include AVGO, META, NFLX, JPM, BRK.B
Name | Weight |
|---|---|
 AVGOBroadcom Inc. | 5.78% |
5.13% | |
 NFLXNetflix, Inc. | 4.87% |
4.74% | |
4.29% | |
4.24% | |
4.10% | |
 TSLATesla, Inc. | 4.00% |
3.86% | |
3.13% | |
2.75% | |
2.35% | |
2.03% | |
1.80% | |
1.65% | |
1.54% | |
1.45% | |
1.42% | |
1.41% | |
1.34% | |
1.28% | |
 RTXRTX Corp. | 1.27% |
1.22% | |
1.19% | |
1.17% | |
1.15% | |
1.11% | |
1.03% | |
1.03% | |
0.97% | |
Sector | Weight |
|---|---|
Financials | 22.99% |
Information Technology | 17.74% |
Communication Services | 13.48% |
Consumer Staples | 12.67% |
Industrials | 10.57% |
Consumer Discretionary | 9.56% |
Health Care | 6.44% |
Utilities | 2.44% |
Energy | 2.16% |
Real Estate | 1.76% |
