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RDVY is a top choice for dividend growth investors. With strong criteria & tech exposure, it excels in returns. Click here to read my RDVY analysis.
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Oil jumped 7.5% last Friday in the wake of the Israeli attack on Iran, but the reaction in most other markets was surprisingly muted.
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Who Will Benefit From Deregulation?
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Weâre wary about precise estimates of where tariff rates will settle, the exact timing of interest rate changes, and detailed inflation and growth forecasts.
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Tony DeSpirito joins host Oscar Pulido to help make sense of recent market turmoil from an equity perspective.
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It was a good week for stocks and the S&P 500 is now in positive territory YTD, but I wouldnât be making any big bets that it is going to stay that way.
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
VSTA | 0.30% | $342.46M | +40.00% | 0.00% |
PHYS.U | 0.52% | - | - | 0.00% |
TU | -0.64% | $24.14B | +4.56% | 7.30% |
BCE | 0.83% | $20.10B | -32.65% | 11.25% |
ZCMD | -1.10% | $28.79M | -13.64% | 0.00% |
UUU | 1.16% | $6.64M | +78.38% | 0.00% |
HUSA | -1.72% | $22.94M | -6.82% | 0.00% |
VRCA | 2.01% | $48.34M | -92.83% | 0.00% |
TEF | 2.02% | $29.29B | +23.28% | 6.30% |
DOGZ | 2.23% | $363.33M | +65.16% | 0.00% |
KR | 2.55% | $47.56B | +43.04% | 1.79% |
AMT | -2.56% | $101.95B | +12.04% | 3.05% |
GFI | 2.86% | $20.47B | +53.49% | 2.38% |
CPSH | 3.18% | $40.67M | +64.71% | 0.00% |
VHC | 3.21% | $45.90M | +59.26% | 0.00% |
IMDX | 3.68% | $91.52M | +8.47% | 0.00% |
SRRK | 3.74% | $3.40B | +329.89% | 0.00% |
CARV | 3.74% | $8.52M | +19.23% | 0.00% |
DUK | 3.90% | $90.88B | +16.65% | 3.59% |
CYCN | -3.92% | $9.63M | +30.43% | 0.00% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
EQH | 87.27% | $17.01B | +36.96% | 1.75% |
ITT | 87.01% | $12.43B | +22.27% | 0.85% |
AXP | 86.75% | $222.22B | +36.99% | 0.92% |
RF | 86.44% | $20.99B | +16.52% | 4.26% |
GS | 86.42% | $211.97B | +52.73% | 1.69% |
SNV | 85.92% | $7.19B | +28.64% | 2.95% |
PH | 85.65% | $89.51B | +38.50% | 0.95% |
HBAN | 85.52% | $24.18B | +25.95% | 3.72% |
SYF | 84.72% | $25.20B | +40.26% | 1.58% |
PIPR | 84.54% | $5.00B | +23.75% | 0.92% |
PRU | 84.52% | $37.92B | -8.58% | 4.94% |
WTFC | 84.51% | $8.25B | +25.12% | 1.53% |
DOV | 84.42% | $25.13B | +1.58% | 1.12% |
MET | 84.33% | $53.95B | +14.50% | 2.75% |
TROW | 84.21% | $21.17B | -16.66% | 5.21% |
PNC | 84.21% | $73.48B | +19.47% | 3.43% |
AIT | 84.20% | $8.82B | +19.43% | 0.71% |
EVR | 84.13% | $10.40B | +29.02% | 1.19% |
SF | 84.01% | $10.65B | +23.21% | 1.69% |
APAM | 83.94% | $3.14B | +9.18% | 6.79% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
TAIL | -81.18% | $99.76M | 0.59% | |
VIXY | -73.89% | $165.69M | 0.85% | |
BTAL | -59.94% | $296.79M | 1.43% | |
IVOL | -42.43% | $351.30M | 1.02% | |
XONE | -35.74% | $585.86M | 0.03% | |
SPTS | -35.64% | $5.78B | 0.03% | |
SCHO | -31.91% | $11.46B | 0.03% | |
FXY | -31.68% | $815.67M | 0.4% | |
FTSD | -31.41% | $231.79M | 0.25% | |
UTWO | -31.18% | $379.36M | 0.15% | |
VGSH | -30.86% | $22.80B | 0.03% | |
XHLF | -27.48% | $1.73B | 0.03% | |
IBTH | -27.35% | $1.60B | 0.07% | |
IBTI | -27.25% | $1.06B | 0.07% | |
BILS | -25.56% | $3.86B | 0.1356% | |
IBTG | -25.34% | $1.92B | 0.07% | |
IBTJ | -23.08% | $685.71M | 0.07% | |
IEI | -21.73% | $15.37B | 0.15% | |
IBTK | -20.60% | $442.63M | 0.07% | |
BSMW | -19.31% | $107.14M | 0.18% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
CBOE | -16.51% | $23.98B | +34.66% | 1.10% |
K | -9.14% | $27.41B | +36.96% | 2.88% |
CME | -6.82% | $99.01B | +39.76% | 3.87% |
LITB | -5.85% | $21.70M | -78.27% | 0.00% |
ASPS | -5.45% | $95.51M | -23.85% | 0.00% |
VSA | -5.03% | $8.67M | -15.70% | 0.00% |
ED | -4.73% | $35.36B | +9.76% | 3.39% |
DFDV | -4.66% | $247.94M | +1,821.34% | 0.00% |
AWK | -4.58% | $26.90B | +6.78% | 2.27% |
STG | -4.50% | $29.06M | -28.79% | 0.00% |
MKTX | -4.28% | $8.23B | +9.48% | 1.37% |
DG | -4.26% | $25.19B | -13.45% | 2.07% |
CYCN | -3.92% | $9.63M | +30.43% | 0.00% |
AMT | -2.56% | $101.95B | +12.04% | 3.05% |
HUSA | -1.72% | $22.94M | -6.82% | 0.00% |
ZCMD | -1.10% | $28.79M | -13.64% | 0.00% |
TU | -0.64% | $24.14B | +4.56% | 7.30% |
VSTA | 0.30% | $342.46M | +40.00% | 0.00% |
PHYS.U | 0.52% | - | - | 0.00% |
BCE | 0.83% | $20.10B | -32.65% | 11.25% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
VCRB | -<0.01% | $3.12B | 0.1% | |
VMBS | 0.03% | $14.48B | 0.03% | |
UBND | 0.08% | $1.02B | 0.4% | |
CGSD | -0.21% | $1.33B | 0.25% | |
TAXF | -0.32% | $488.44M | 0.29% | |
TBIL | 0.34% | $5.84B | 0.15% | |
TLT | 0.35% | $48.88B | 0.15% | |
CTA | -0.38% | $1.06B | 0.76% | |
PZA | 0.39% | $2.84B | 0.28% | |
MBB | 0.49% | $39.18B | 0.04% | |
ICSH | -0.68% | $6.02B | 0.08% | |
EUSB | -0.74% | $732.60M | 0.12% | |
FLCB | 0.76% | $2.59B | 0.15% | |
GNMA | -0.77% | $367.24M | 0.1% | |
JMUB | 0.84% | $3.03B | 0.18% | |
BKAG | 0.84% | $1.90B | 0% | |
ISTB | -0.90% | $4.45B | 0.06% | |
SHYD | 0.97% | $331.88M | 0.35% | |
BAB | 1.06% | $928.80M | 0.28% | |
MMIT | -1.10% | $1.02B | 0.3% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
RDVI | 99.57% | $2.01B | 0.75% | |
DFUV | 97.10% | $11.51B | 0.21% | |
AVLV | 96.80% | $7.54B | 0.15% | |
SDVY | 96.77% | $8.13B | 0.59% | |
DFLV | 96.35% | $3.61B | 0.22% | |
EZM | 95.99% | $763.33M | 0.38% | |
SPGP | 95.86% | $2.75B | 0.36% | |
PRF | 95.66% | $7.68B | 0.33% | |
PY | 95.60% | $220.04M | 0.15% | |
VBR | 95.59% | $29.51B | 0.07% | |
FNDX | 95.55% | $18.44B | 0.25% | |
JMEE | 95.48% | $1.83B | 0.24% | |
JVAL | 95.46% | $513.28M | 0.12% | |
SPMD | 95.44% | $13.12B | 0.03% | |
MDY | 95.44% | $22.77B | 0.24% | |
JHMM | 95.43% | $4.10B | 0.42% | |
DFAS | 95.42% | $10.19B | 0.27% | |
IVOO | 95.40% | $2.66B | 0.07% | |
IJH | 95.39% | $93.30B | 0.05% | |
FSMD | 95.39% | $1.56B | 0.16% |
RDVY - Traded Fund III First Trust Rising Dividend Achievers ETF contains 76 holdings. The top holdings include META, MSFT, BKNG, JPM, EBAY
Name | Weight |
---|---|
2.38% | |
![]() | 2.30% |
2.27% | |
2.26% | |
![]() | 2.23% |
2.18% | |
![]() | 2.16% |
2.12% | |
2.12% | |
2.11% | |
2.11% | |
2.08% | |
2.08% | |
2.05% | |
![]() | 2.02% |
2.01% | |
2.01% | |
2.00% | |
1.95% | |
1.92% | |
![]() | 1.92% |
1.89% | |
1.87% | |
1.86% | |
![]() | 1.80% |
1.78% | |
![]() | 1.74% |
1.72% | |
1.70% | |
1.70% |
Sector | Weight |
---|---|
Financials | 36.83% |
Information Technology | 19.89% |
Industrials | 14.04% |
Consumer Discretionary | 12.47% |
Communication Services | 6.52% |
Health Care | 3.63% |
Energy | 3.54% |
Materials | 1.43% |
Consumer Staples | 1.39% |