Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
CBOE | -22.45% | $23.98B | +34.66% | 1.10% |
ED | -18.53% | $35.36B | +9.76% | 3.39% |
AWK | -17.58% | $26.90B | +6.78% | 2.27% |
MKTX | -14.82% | $8.23B | +9.48% | 1.37% |
BCE | -13.30% | $20.10B | -32.65% | 11.25% |
JNJ | -10.97% | $366.71B | +4.28% | 3.30% |
TU | -10.32% | $24.14B | +4.56% | 7.30% |
WTRG | -9.20% | $10.35B | -1.10% | 3.50% |
DG | -8.76% | $25.19B | -13.45% | 2.07% |
GIS | -8.64% | $27.66B | -20.14% | 4.74% |
K | -7.88% | $27.41B | +36.96% | 2.88% |
MSEX | -7.52% | $976.83M | +4.31% | 2.48% |
ZCMD | -6.70% | $28.79M | -13.64% | 0.00% |
AMT | -6.30% | $101.95B | +12.04% | 3.05% |
CAG | -5.85% | $9.74B | -28.22% | 6.87% |
MO | -5.32% | $98.96B | +28.98% | 6.98% |
HRL | -4.98% | $16.76B | -0.07% | 3.76% |
VSA | -4.89% | $8.67M | -15.70% | 0.00% |
KR | -4.88% | $47.56B | +43.04% | 1.79% |
CME | -4.83% | $99.01B | +39.76% | 3.87% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
TAIL | -83.05% | $99.76M | 0.59% | |
VIXY | -75.65% | $165.69M | 0.85% | |
BTAL | -69.23% | $296.79M | 1.43% | |
IVOL | -41.29% | $349.27M | 1.02% | |
SPTS | -37.77% | $5.78B | 0.03% | |
XONE | -35.04% | $585.86M | 0.03% | |
FTSD | -33.58% | $231.79M | 0.25% | |
UTWO | -31.79% | $379.36M | 0.15% | |
FXY | -29.89% | $815.67M | 0.4% | |
SCHO | -29.82% | $11.46B | 0.03% | |
VGSH | -29.62% | $22.80B | 0.03% | |
IBTG | -28.55% | $1.92B | 0.07% | |
IBTI | -26.80% | $1.06B | 0.07% | |
IBTH | -25.96% | $1.60B | 0.07% | |
IBTJ | -23.02% | $685.71M | 0.07% | |
BILS | -22.96% | $3.86B | 0.1356% | |
XHLF | -22.74% | $1.73B | 0.03% | |
IEI | -21.18% | $15.37B | 0.15% | |
IBTK | -19.84% | $442.63M | 0.07% | |
VGIT | -18.13% | $31.83B | 0.04% |
SeekingAlpha
Separating Signal From Noise: Strategies For Equity Growth Investors
Yahoo
Momentum wasn’t only the best-performing domestic market factor in 2024, but also in non-U.S. developed markets and emerging markets.
SeekingAlpha
Equity markets rebounded in May, with the S&P 500 gaining 6.2%, up 1.1% year-to-date. Read more here.
SeekingAlpha
The iShares MSCI USA Momentum Factor ETF is up a sizzling 13.5% year to date. Click to read.
SeekingAlpha
Tony DeSpirito joins host Oscar Pulido to help make sense of recent market turmoil from an equity perspective.
SeekingAlpha
I'm upgrading MTUM to a buy as momentum outperforms and bullish seasonality supports further gains ahead of the semi-annual rebalance.
Current Value
$239.181 Year Return
Current Value
$239.181 Year Return
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
ETN | 82.71% | $138.22B | +12.66% | 1.12% |
ARES | 82.27% | $37.83B | +29.94% | 2.35% |
PH | 82.04% | $89.51B | +38.50% | 0.95% |
KKR | 81.87% | $119.60B | +27.60% | 0.52% |
BN | 81.85% | $101.52B | +48.29% | 0.55% |
BNT | 80.89% | $12.40B | +48.28% | 0.00% |
ITT | 80.47% | $12.43B | +22.27% | 0.85% |
JCI | 80.36% | $69.14B | +58.07% | 1.41% |
APH | 79.91% | $118.14B | +44.98% | 0.67% |
APO | 79.80% | $81.68B | +21.05% | 1.31% |
NVT | 79.54% | $12.08B | -4.26% | 1.06% |
AXP | 79.42% | $222.22B | +36.99% | 0.92% |
JHG | 79.17% | $6.10B | +14.92% | 4.02% |
WAB | 77.85% | $35.54B | +31.41% | 0.43% |
VRT | 77.75% | $48.46B | +46.89% | 0.11% |
MTZ | 77.64% | $13.57B | +60.75% | 0.00% |
MKSI | 77.62% | $6.72B | -23.26% | 0.88% |
GS | 77.54% | $211.97B | +52.73% | 1.69% |
COHR | 77.44% | $13.56B | +20.38% | 0.00% |
OWL | 77.29% | $12.17B | +9.58% | 3.91% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
SPMO | 97.18% | $9.37B | 0.13% | |
JMOM | 96.95% | $1.70B | 0.12% | |
RPG | 96.40% | $1.61B | 0.35% | |
FDMO | 96.40% | $483.39M | 0.16% | |
THRO | 95.75% | $4.79B | 0.6% | |
PDP | 95.56% | $1.65B | 0.62% | |
FFLC | 95.25% | $762.22M | 0.38% | |
SFY | 95.13% | $496.27M | 0.05% | |
JGRO | 95.12% | $6.30B | 0.44% | |
FLQL | 95.10% | $1.59B | 0.29% | |
FTC | 95.01% | $1.17B | 0.6% | |
USXF | 94.97% | $1.20B | 0.1% | |
CGGR | 94.68% | $13.27B | 0.39% | |
DYNF | 94.57% | $18.88B | 0.27% | |
XLSR | 94.47% | $740.57M | 0.7% | |
LRGF | 94.47% | $2.56B | 0.08% | |
IUSG | 94.46% | $23.15B | 0.04% | |
IVW | 94.37% | $59.94B | 0.18% | |
JPEF | 94.34% | $1.54B | 0.5% | |
TSPA | 94.33% | $1.76B | 0.34% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
SGOV | 0.07% | $49.84B | 0.09% | |
BOND | -0.12% | $5.66B | 0.7% | |
MBB | -0.20% | $39.34B | 0.04% | |
IBMN | -0.28% | $446.95M | 0.18% | |
WEAT | 0.34% | $117.15M | 0.28% | |
TLT | 0.36% | $48.88B | 0.15% | |
IBMP | 0.44% | $553.29M | 0.18% | |
BKAG | 0.47% | $1.90B | 0% | |
BAB | 0.48% | $931.18M | 0.28% | |
CORN | 0.54% | $44.21M | 0.2% | |
FLCB | -0.56% | $2.59B | 0.15% | |
VCRB | 0.61% | $3.12B | 0.1% | |
GSY | -0.61% | $2.73B | 0.22% | |
IBND | -0.62% | $378.69M | 0.5% | |
TFI | 0.73% | $3.21B | 0.23% | |
UBND | -0.85% | $1.02B | 0.4% | |
SHAG | -0.91% | $43.02M | 0.12% | |
IBD | 0.93% | $384.79M | 0.43% | |
SPAB | 1.04% | $8.80B | 0.03% | |
GOVZ | 1.08% | $270.29M | 0.1% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
COR | 0.10% | $58.03B | +32.90% | 0.72% |
KMB | 0.11% | $42.44B | -7.46% | 3.88% |
SBAC | -0.11% | $24.80B | +17.58% | 1.81% |
VSTA | -0.13% | $342.46M | +40.00% | 0.00% |
CCI | -0.14% | $43.83B | +3.02% | 5.73% |
CHD | -0.15% | $23.34B | -8.58% | 1.22% |
TEF | -0.26% | $29.29B | +23.28% | 6.30% |
IMNN | 0.31% | $15.04M | -36.21% | 0.00% |
UUU | 0.38% | $6.64M | +78.38% | 0.00% |
KO | 0.52% | $302.72B | +10.49% | 2.83% |
FIZZ | 0.68% | $3.97B | -17.27% | 0.00% |
UTZ | -0.74% | $1.07B | -25.08% | 1.93% |
LITB | 0.83% | $21.70M | -78.27% | 0.00% |
CI | 0.84% | $87.17B | -1.29% | 1.78% |
CPB | -0.89% | $9.18B | -31.87% | 4.94% |
VZ | 0.90% | $178.39B | +2.59% | 6.38% |
MOH | -0.96% | $16.10B | -0.08% | 0.00% |
VRCA | -1.06% | $48.34M | -92.83% | 0.00% |
STG | 1.21% | $29.06M | -28.79% | 0.00% |
CYCN | 1.28% | $9.63M | +30.43% | 0.00% |
MTUM - iShares MSCI USA Momentum Factor ETF contains 126 holdings. The top holdings include AVGO, META, NFLX, JPM, BRK.B
Name | Weight |
---|---|
![]() | 5.61% |
5.28% | |
![]() | 5.14% |
4.71% | |
4.38% | |
4.37% | |
4.15% | |
![]() | 3.72% |
3.42% | |
3.14% | |
2.81% | |
2.18% | |
1.95% | |
1.85% | |
1.76% | |
1.54% | |
1.46% | |
1.45% | |
1.45% | |
1.36% | |
1.24% | |
![]() | 1.23% |
1.21% | |
1.17% | |
1.17% | |
1.16% | |
1.15% | |
1.04% | |
1.04% | |
1.03% |
Sector | Weight |
---|---|
Financials | 23.16% |
Information Technology | 17.14% |
Communication Services | 14.07% |
Consumer Staples | 12.90% |
Industrials | 10.31% |
Consumer Discretionary | 9.24% |
Health Care | 6.62% |
Utilities | 2.43% |
Energy | 2.24% |
Real Estate | 1.71% |