SeekingAlpha
Federal proposals to cut aid to state and local governments have many municipal bond investors questioning the potential consequences. Click to read.
SeekingAlpha
Todayâs macro landscape has entered a particularly volatile phase, with geopolitical pressures and swift policy shifts creating uncertainty and a challenging investing environment.
SeekingAlpha
Qualified Dividend Income: Edging Out Bond Interest When It Comes To Taxes
SeekingAlpha
Economic data largely moved sideways in February, but the threat of tariffs on major U.S. trading partners injected new uncertainty into inflation expectations and consumer confidence.
SeekingAlpha
Municipal bonds are regaining attention in 2024 with compelling yields, tax advantages, and potential impacts from future policy changes. Read more here.
SeekingAlpha
The recent rise in muni yields, combined with a drop over the past month in real yields, potentially creates opportunities for those looking for tax-advantaged bond holdings. Read more here.
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
PSA | 49.63% | $52.01B | +5.19% | 4.06% |
AMT | 49.35% | $100.16B | +10.48% | 3.04% |
CUBE | 45.50% | $9.59B | -4.21% | 4.89% |
SBAC | 45.36% | $23.78B | +2.77% | 1.84% |
NSA | 44.85% | $2.93B | +2.26% | 5.92% |
EXR | 44.44% | $30.92B | +2.47% | 4.45% |
HD | 43.73% | $353.16B | -10.04% | 2.57% |
VICI | 43.57% | $33.81B | +9.66% | 6.68% |
AGNC | 42.84% | $9.42B | +4.68% | 14.03% |
PFSI | 42.73% | $5.22B | +10.55% | 1.08% |
FCPT | 42.68% | $2.85B | +16.31% | 4.91% |
NNN | 42.60% | $7.81B | -2.44% | 5.56% |
LOW | 41.65% | $127.76B | -13.31% | 2.03% |
TU | 41.44% | $22.18B | -11.27% | 7.79% |
FND | 41.41% | $9.02B | -37.23% | 0.00% |
GLPI | 41.34% | $14.01B | +11.58% | 6.00% |
NLY | 40.63% | $12.59B | +8.75% | 11.98% |
FAF | 40.49% | $6.72B | +10.86% | 3.30% |
SAFE | 39.88% | $1.32B | -12.19% | 3.85% |
O | 39.44% | $50.33B | +7.56% | 5.61% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
UUP | -39.13% | $332.64M | 0.77% | |
USDU | -38.83% | $214.47M | 0.5% | |
CTA | -29.29% | $927.03M | 0.76% | |
DBMF | -26.21% | $1.15B | 0.85% | |
QQA | -21.44% | $167.69M | 0% | |
KMLM | -21.26% | $227.79M | 0.9% | |
USO | -19.37% | $891.33M | 0.6% | |
BTC | -18.93% | $3.28B | 0.15% | |
PXJ | -18.46% | $33.40M | 0.66% | |
BNO | -18.40% | $90.64M | 1% | |
OILK | -18.06% | $64.75M | 0.69% | |
FLJH | -17.95% | $89.01M | 0.09% | |
DBO | -17.92% | $190.57M | 0.77% | |
USL | -17.82% | $45.36M | 0.85% | |
DXJ | -17.82% | $3.55B | 0.48% | |
DBE | -17.43% | $54.72M | 0.77% | |
IEZ | -17.15% | $154.46M | 0.4% | |
OIH | -16.82% | $1.17B | 0.35% | |
DBJP | -16.53% | $399.04M | 0.45% | |
PSCE | -15.77% | $70.16M | 0.29% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
BOX | -<0.01% | $4.35B | +6.63% | 0.00% |
ZEUS | -<0.01% | $370.05M | -51.40% | 1.87% |
BEEM | -0.02% | $32.35M | -68.62% | 0.00% |
WLK | -0.03% | $12.99B | -32.66% | 2.08% |
PGC | -0.03% | $519.97M | +23.43% | 0.69% |
OMF | -0.04% | $5.97B | -2.08% | 8.34% |
CVLT | -0.04% | $7.14B | +61.82% | 0.00% |
TARS | -0.05% | $2.06B | +48.28% | 0.00% |
MCB | 0.05% | $618.95M | +41.31% | 0.00% |
STTK | 0.05% | $55.38M | -88.31% | 0.00% |
AGM | -0.06% | $2.10B | +0.27% | 2.99% |
AFG | 0.06% | $10.51B | -1.75% | 2.44% |
RAPT | 0.06% | $158.41M | -85.90% | 0.00% |
BMA | -0.07% | $5.02B | +57.61% | 6.71% |
LSPD | 0.07% | $1.62B | -22.43% | 0.00% |
ICHR | 0.07% | $927.61M | -27.25% | 0.00% |
CLDX | -0.07% | $1.32B | -51.52% | 0.00% |
DAR | 0.09% | $4.83B | -33.91% | 0.00% |
NU | -0.10% | $54.50B | -6.86% | 0.00% |
ATUS | 0.10% | $1.24B | +2.69% | 0.00% |
Current Value
$51.931 Year Return
Current Value
$51.931 Year Return
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
FCNCA | -28.40% | $25.02B | +14.21% | 0.38% |
GEO | -26.79% | $4.08B | +97.22% | 0.00% |
HQY | -26.20% | $7.33B | +2.92% | 0.00% |
LPLA | -25.23% | $24.98B | +22.16% | 0.37% |
SEG | -24.14% | $254.82M | -22.07% | 0.00% |
IBKR | -22.99% | $19.16B | +59.95% | 0.58% |
BKR | -22.04% | $44.25B | +32.38% | 1.94% |
JPM | -21.99% | $668.30B | +20.07% | 2.02% |
XPRO | -19.68% | $1.24B | -45.53% | 0.00% |
WTTR | -19.60% | $1.04B | +8.72% | 2.62% |
SW | -19.43% | $23.86B | -1.10% | 2.30% |
PUMP | -19.33% | $752.10M | -7.60% | 0.00% |
SYF | -19.06% | $20.94B | +26.31% | 1.87% |
MTDR | -18.94% | $6.55B | -23.80% | 1.85% |
JBL | -18.85% | $15.75B | +11.31% | 0.22% |
CRBG | -18.19% | $18.06B | +17.98% | 2.90% |
DFS | -17.90% | $41.38B | +29.32% | 1.72% |
INSW | -17.88% | $1.74B | -26.48% | 1.37% |
EQH | -17.76% | $16.13B | +42.34% | 1.85% |
TEN | -17.62% | $511.92M | -31.29% | 8.66% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
TFI | 92.65% | $3.50B | 0.23% | |
JMUB | 92.41% | $2.52B | 0.18% | |
FMB | 91.77% | $2.02B | 0.65% | |
VTEB | 91.37% | $35.77B | 0.03% | |
MUB | 91.35% | $39.90B | 0.05% | |
NYF | 89.22% | $866.53M | 0.25% | |
PZA | 88.11% | $3.02B | 0.28% | |
ITM | 87.61% | $1.93B | 0.18% | |
MLN | 86.83% | $537.29M | 0.24% | |
CMF | 86.83% | $3.85B | 0.08% | |
CGMU | 86.46% | $2.97B | 0.27% | |
SCMB | 86.20% | $552.92M | 0.03% | |
TAXF | 85.09% | $519.45M | 0.29% | |
DFNM | 84.43% | $1.50B | 0.17% | |
MMIN | 83.49% | $478.34M | 0.3% | |
HYMB | 83.42% | $2.82B | 0.35% | |
HTAB | 83.31% | $449.75M | 0.39% | |
FMHI | 83.05% | $781.57M | 0.7% | |
MMIT | 82.47% | $829.40M | 0.3% | |
IBMS | 81.50% | $43.17M | 0.18% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
BCI | 0.02% | $1.35B | 0.26% | |
XSD | -0.03% | $1.16B | 0.35% | |
SPGP | 0.09% | $3.32B | 0.36% | |
QQQH | -0.11% | $301.28M | 0.68% | |
QTEC | -0.12% | $3.57B | 0.57% | |
VIXY | -0.19% | $195.31M | 0.85% | |
GCC | -0.19% | $148.32M | 0.55% | |
SMIN | 0.21% | $688.27M | 0.75% | |
SLVP | -0.22% | $263.35M | 0.39% | |
FFTY | -0.22% | $67.28M | 0.8% | |
AVUV | 0.25% | $14.79B | 0.25% | |
EPI | -0.26% | $2.98B | 0.85% | |
FNCL | -0.30% | $2.15B | 0.084% | |
TESL | -0.31% | $13.25M | 1.2% | |
AMDY | -0.31% | $152.58M | 1.23% | |
FMF | -0.32% | $155.13M | 0.95% | |
FLIN | -0.34% | $1.69B | 0.19% | |
JAAA | 0.36% | $21.90B | 0.21% | |
FTGC | 0.38% | $2.51B | 1.02% | |
WTAI | 0.46% | $178.42M | 0.45% |
MUNI - PIMCO Intermediate Municipal Bond Active Exchange Traded Fund contains 424 holdings. The top holdings include 7381354
Name | Weight |
---|---|
- | 54.26% |
7 7381354NT United States Treasury Bills 0% | 1.5% |
- | 1.11% |
- | 1.11% |
- | 0.98% |
3 3BSFSG0NT PUERTO RICO SALES TAX FING CORP SALES TAX REV 4.329% | 0.87% |
- | 0.79% |
- | 0.74% |
- | 0.74% |
- | 0.73% |
7 7381415NT United States Treasury Bills 0% | 0.71% |
- | 0.68% |
- | 0.63% |
- | 0.61% |
- | 0.61% |
- | 0.6% |
- | 0.59% |
- | 0.55% |
- | 0.55% |
- | 0.53% |
- | 0.52% |
- | 0.52% |
- | 0.49% |
- | 0.49% |
3 3BRMTV6NT PUERTO RICO SALES TAX FING CORP SALES TAX REV 4.5% | 0.48% |
- | 0.48% |
- | 0.47% |
- | 0.46% |
- | 0.46% |
- | 0.45% |
Sector | Weight |
---|---|