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By Christopher Gannatti, CFAWe have been writing about concepts of broad commodity exposure and efficient core for some time, but we wanted to step back and...
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NTSX has underperformed the theoretical 1.5 leverage factor due to fees, rebalancing, and roll yield. Find out why the Fund is a Hold.
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Investors have become accustomed to piling into funds of U.S. large-cap stocks. Instead, they should instead be primarily invested in U.S. government debt. Read more here...
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
BBUS | 92.41% | $4.19B | 0.02% | |
SPY | 92.31% | $588.03B | 0.0945% | |
VOO | 92.26% | $619.52B | 0.03% | |
ESGU | 92.24% | $12.97B | 0.15% | |
IVV | 92.21% | $560.00B | 0.03% | |
SPLG | 92.21% | $57.81B | 0.02% | |
SCHX | 92.18% | $50.65B | 0.03% | |
PTLC | 92.10% | $3.40B | 0.6% | |
GSUS | 92.08% | $2.47B | 0.07% | |
ESGV | 92.01% | $9.84B | 0.09% | |
BKLC | 92.00% | $3.25B | 0% | |
VONE | 91.99% | $5.39B | 0.07% | |
SPTM | 91.95% | $9.49B | 0.03% | |
IWB | 91.94% | $37.23B | 0.15% | |
VV | 91.91% | $39.49B | 0.04% | |
IWL | 91.89% | $1.57B | 0.15% | |
MGC | 91.86% | $6.30B | 0.07% | |
VTI | 91.84% | $449.19B | 0.03% | |
SCHB | 91.79% | $31.22B | 0.03% | |
LCTU | 91.78% | $1.17B | 0.14% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
CBOE | -30.49% | $22.97B | +19.12% | 1.11% |
K | -14.18% | $28.42B | +46.73% | 2.76% |
CME | -10.49% | $96.05B | +23.35% | 3.94% |
PRPO | -7.67% | $10.06M | +12.68% | 0.00% |
GIS | -7.19% | $32.14B | -15.20% | 4.10% |
IMNN | -7.16% | $13.95M | +14.91% | 0.00% |
JNJ | -6.62% | $392.49B | +4.67% | 3.05% |
NOC | -6.41% | $70.82B | +4.65% | 1.68% |
LTM | -6.24% | $9.66B | -100.00% | <0.01% |
TCTM | -5.36% | $3.22M | -84.87% | 0.00% |
ED | -4.25% | $38.30B | +22.37% | 3.09% |
HUSA | -4.12% | $16.94M | -20.59% | 0.00% |
TSN | -3.98% | $21.10B | +4.05% | 3.28% |
LMT | -3.69% | $109.86B | +5.32% | 2.76% |
VSTA | -3.69% | $279.00M | -11.45% | 0.00% |
CHD | -3.51% | $26.58B | +4.03% | 1.06% |
DG | -3.50% | $17.96B | -47.06% | 2.91% |
MO | -3.32% | $98.21B | +29.23% | 6.90% |
CPB | -2.78% | $11.32B | -12.18% | 3.93% |
BG | -2.49% | $9.91B | -26.13% | 3.69% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
BN | 68.03% | $88.51B | +26.98% | 0.62% |
MSFT | 66.79% | $2.88T | -9.91% | 0.82% |
BNT | 65.84% | $6.90B | +25.73% | 0.00% |
SNPS | 65.61% | $69.58B | -25.25% | 0.00% |
AEIS | 64.28% | $3.99B | +8.06% | 0.38% |
JHG | 64.10% | $5.92B | +16.38% | 4.20% |
NCV | 63.99% | - | - | 4.68% |
QCOM | 63.89% | $174.69B | -7.55% | 2.19% |
ANSS | 63.03% | $28.45B | -6.77% | 0.00% |
AMZN | 62.66% | $2.07T | +9.43% | 0.00% |
RMBS | 62.62% | $6.07B | -12.22% | 0.00% |
MKSI | 62.33% | $6.10B | -28.96% | 0.99% |
BAM | 61.59% | $80.80B | +15.71% | 3.24% |
ITT | 61.17% | $11.00B | +0.54% | 0.98% |
NCZ | 61.16% | - | - | 4.60% |
ADSK | 60.82% | $57.05B | +0.78% | 0.00% |
BX | 60.61% | $181.28B | +12.98% | 2.66% |
SEIC | 60.29% | $9.65B | +7.31% | 1.26% |
AMAT | 60.11% | $125.42B | -26.76% | 1.07% |
APH | 59.74% | $80.37B | +16.00% | 0.92% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
BIL | -0.04% | $42.20B | 0.1356% | |
TFLO | -0.50% | $6.79B | 0.15% | |
SGOV | 1.02% | $38.60B | 0.09% | |
CORN | 1.73% | $54.28M | 0.2% | |
USFR | 1.86% | $18.45B | 0.15% | |
GBIL | -2.54% | $6.15B | 0.12% | |
BILZ | -2.61% | $720.70M | 0.14% | |
WEAT | -2.87% | $122.51M | 0.28% | |
TBIL | 3.22% | $5.28B | 0.15% | |
BUXX | 3.46% | $229.45M | 0.25% | |
DBE | 3.55% | $54.72M | 0.77% | |
TPMN | -3.72% | $33.27M | 0.65% | |
FXY | 4.12% | $528.73M | 0.4% | |
UNG | 4.52% | $456.14M | 1.06% | |
XONE | 4.78% | $621.86M | 0.03% | |
XHLF | -4.93% | $1.06B | 0.03% | |
BNO | 4.95% | $90.64M | 1% | |
DBA | 5.07% | $845.19M | 0.93% | |
AGZD | 5.10% | $139.24M | 0.23% | |
DUSB | 5.13% | $1.13B | 0.15% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
CAG | 0.03% | $12.36B | -10.54% | 5.41% |
WBA | 0.08% | $9.62B | -46.54% | 6.75% |
FDP | -0.08% | $1.43B | +18.82% | 3.52% |
HSY | 0.10% | $33.32B | -17.48% | 3.33% |
RLMD | -0.10% | $9.13M | -93.51% | 0.00% |
GORV | -0.15% | $93.38M | -80.23% | 0.00% |
CCEC | 0.21% | $1.14B | +9.37% | 3.06% |
T | 0.46% | $192.30B | +56.12% | 4.14% |
HAIN | -0.47% | $337.52M | -54.89% | 0.00% |
ASPS | 0.50% | $21.91M | -67.29% | 0.00% |
CI | -0.56% | $87.96B | -9.14% | 1.78% |
MVO | 0.61% | $74.75M | -37.38% | 20.78% |
OCX | -0.72% | $69.51M | +8.20% | 0.00% |
PULM | 0.74% | $27.76M | +363.41% | 0.00% |
HIHO | -0.75% | $8.28M | -7.84% | 6.38% |
PEP | 0.78% | $201.82B | -14.67% | 3.69% |
KMB | 0.82% | $46.13B | +11.43% | 3.53% |
BMY | 1.04% | $122.61B | +17.12% | 4.02% |
CYCN | 1.06% | $7.34M | -15.31% | 0.00% |
STG | 1.06% | $29.37M | -42.04% | 0.00% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
VIXY | -68.04% | $195.31M | 0.85% | |
BTAL | -56.95% | $392.24M | 1.43% | |
TAIL | -55.47% | $83.83M | 0.59% | |
USDU | -30.19% | $214.47M | 0.5% | |
UUP | -23.35% | $332.64M | 0.77% | |
CTA | -19.54% | $927.03M | 0.76% | |
CCOR | -16.19% | $63.91M | 1.18% | |
KMLM | -12.23% | $227.79M | 0.9% | |
XHLF | -4.93% | $1.06B | 0.03% | |
TPMN | -3.72% | $33.27M | 0.65% | |
WEAT | -2.87% | $122.51M | 0.28% | |
BILZ | -2.61% | $720.70M | 0.14% | |
GBIL | -2.54% | $6.15B | 0.12% | |
TFLO | -0.50% | $6.79B | 0.15% | |
BIL | -0.04% | $42.20B | 0.1356% | |
SGOV | 1.02% | $38.60B | 0.09% | |
CORN | 1.73% | $54.28M | 0.2% | |
USFR | 1.86% | $18.45B | 0.15% | |
TBIL | 3.22% | $5.28B | 0.15% | |
BUXX | 3.46% | $229.45M | 0.25% |
Current Value
$45.521 Year Return
Current Value
$45.521 Year Return
NTSX - WisdomTree U.S. Efficient Core Fund contains 502 holdings. The top holdings include AAPL, NVDA, MSFT, GOOGL, AMZN
Name | Weight |
---|---|
![]() | 6.35% |
![]() | 5.92% |
![]() | 5.68% |
![]() | 4.02% |
![]() | 3.97% |
2.99% | |
2.24% | |
![]() | 1.73% |
1.59% | |
![]() | 1.47% |
1.39% | |
1.34% | |
1.33% | |
1.02% | |
1.01% | |
0.93% | |
![]() | 0.83% |
![]() | 0.81% |
0.78% | |
0.76% | |
![]() | 0.72% |
0.71% | |
0.68% | |
0.64% | |
0.59% | |
0.57% | |
0.56% | |
0.54% | |
0.51% | |
0.49% |
Sector | Weight |
---|---|
Information Technology | 29.80% |
Financials | 15.12% |
Communication Services | 10.54% |
Health Care | 10.50% |
Consumer Discretionary | 10.10% |
Industrials | 7.94% |
Consumer Staples | 6.07% |
Energy | 3.66% |
Utilities | 2.19% |
Real Estate | 1.86% |
Materials | 1.62% |