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US small-cap stocks face an uncertain trajectory for the second half of the year as benchmark indexes sag and trail their larger peers.
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SCHX Or VOO: Which Is The Better Large-Cap U.S. ETF?
SeekingAlpha
Yesterday, AI stocks soared, the Fed hedged, and the market took a well-earned breather after laughing off last weekendâs $100 oil prophecy. Nvidia hit a new high. Read more here...
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Small-cap stocksâ tendency to outperform during recessions and early-stage expansions may be related to interest rate sensitivity. Click to read.
SeekingAlpha
SCHA: Unprofitable Companies Trading At Sky-High Valuations
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Equity markets rebounded in May, with the S&P 500 gaining 6.2%, up 1.1% year-to-date. Read more here.
| Name | Correlation | AUM | Expense Ratio | |
|---|---|---|---|---|
| TAIL | -77.72% | $99.63M | 0.59% | |
| VIXY | -75.44% | $164.54M | 0.85% | |
| BTAL | -71.25% | $296.22M | 1.43% | |
| IVOL | -43.86% | $347.03M | 1.02% | |
| XONE | -31.92% | $625.28M | 0.03% | |
| SPTS | -30.69% | $5.80B | 0.03% | |
| FTSD | -29.10% | $231.81M | 0.25% | |
| FXY | -28.82% | $816.38M | 0.4% | |
| SCHO | -27.05% | $11.03B | 0.03% | |
| UTWO | -26.43% | $379.52M | 0.15% | |
| VGSH | -26.41% | $22.80B | 0.03% | |
| IBTH | -22.61% | $1.62B | 0.07% | |
| IBTG | -21.83% | $1.92B | 0.07% | |
| IBTI | -21.66% | $1.06B | 0.07% | |
| XHLF | -19.29% | $1.73B | 0.03% | |
| BILS | -18.89% | $3.81B | 0.1356% | |
| IBTJ | -17.84% | $688.19M | 0.07% | |
| ULST | -16.87% | $654.75M | 0.2% | |
| IEI | -16.80% | $15.48B | 0.15% | |
| IBTK | -15.50% | $448.89M | 0.07% |
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| ASPS | 0.20% | $108.30M | -4.13% | 0.00% |
| SO | 0.21% | $100.18B | +17.28% | 3.18% |
| TEF | 0.29% | $30.08B | +25.41% | 6.16% |
| EXC | 0.45% | $43.33B | +23.58% | 3.62% |
| CL | 0.65% | $74.88B | -3.64% | 2.19% |
| TU | -0.74% | $24.75B | +7.77% | 7.12% |
| AMT | -1.05% | $104.32B | +14.40% | 3.00% |
| CYCN | 1.10% | $10.59M | +46.35% | 0.00% |
| COR | 1.17% | $56.44B | +30.86% | 0.74% |
| AEP | -1.37% | $55.16B | +17.93% | 3.54% |
| GFI | 1.40% | $21.56B | +57.55% | 2.31% |
| DUK | -1.52% | $90.99B | +17.25% | 3.56% |
| KR | -1.60% | $46.43B | +38.38% | 1.85% |
| BCE | 1.62% | $21.07B | -27.36% | 10.97% |
| HUSA | -1.67% | $19.66M | -19.53% | 0.00% |
| CNC | 2.36% | $16.81B | -49.40% | 0.00% |
| MO | -2.43% | $99.67B | +28.77% | 6.90% |
| PM | 2.48% | $273.81B | +73.45% | 3.06% |
| PPC | 2.50% | $10.84B | +33.46% | 0.00% |
| DG | -2.51% | $25.41B | -7.95% | 2.05% |
| Name | Correlation | AUM | Expense Ratio | |
|---|---|---|---|---|
| IBND | 0.11% | $384.31M | 0.5% | |
| MLN | 0.18% | $541.74M | 0.24% | |
| BUXX | -0.20% | $315.18M | 0.25% | |
| YEAR | 0.31% | $1.47B | 0.25% | |
| TOTL | -0.31% | $3.84B | 0.55% | |
| JBND | 0.38% | $2.32B | 0.25% | |
| SMMU | 0.53% | $892.02M | 0.35% | |
| IBMN | 0.64% | $447.08M | 0.18% | |
| AGZD | 0.67% | $102.70M | 0.23% | |
| CMBS | 0.76% | $449.66M | 0.25% | |
| OWNS | -0.82% | $129.31M | 0.3% | |
| TPMN | -1.03% | $30.70M | 0.65% | |
| SHM | 1.03% | $3.41B | 0.2% | |
| GOVI | 1.08% | $929.28M | 0.15% | |
| FLMI | -1.18% | $725.99M | 0.3% | |
| SMB | -1.38% | $274.97M | 0.07% | |
| BNDX | 1.82% | $67.52B | 0.07% | |
| DFNM | -1.92% | $1.57B | 0.17% | |
| JMST | 2.00% | $4.06B | 0.18% | |
| FMHI | -2.04% | $754.85M | 0.7% |
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| CBOE | -24.20% | $24.23B | +35.36% | 1.09% |
| ED | -12.82% | $36.00B | +12.64% | 3.34% |
| CME | -12.78% | $99.39B | +40.68% | 3.86% |
| K | -10.38% | $27.76B | +41.17% | 2.85% |
| AWK | -9.24% | $27.36B | +9.65% | 2.21% |
| MKTX | -6.02% | $8.22B | +9.03% | 1.38% |
| LITB | -5.64% | $21.24M | -78.57% | 0.00% |
| DFDV | -4.73% | $300.56M | +2,130.16% | 0.00% |
| VSA | -3.52% | $8.67M | -19.04% | 0.00% |
| ZCMD | -3.10% | $29.55M | -8.59% | 0.00% |
| VSTA | -2.92% | $344.07M | +39.29% | 0.00% |
| STG | -2.91% | $30.78M | -22.51% | 0.00% |
| DG | -2.51% | $25.41B | -7.95% | 2.05% |
| MO | -2.43% | $99.67B | +28.77% | 6.90% |
| HUSA | -1.67% | $19.66M | -19.53% | 0.00% |
| KR | -1.60% | $46.43B | +38.38% | 1.85% |
| DUK | -1.52% | $90.99B | +17.25% | 3.56% |
| AEP | -1.37% | $55.16B | +17.93% | 3.54% |
| AMT | -1.05% | $104.32B | +14.40% | 3.00% |
| TU | -0.74% | $24.75B | +7.77% | 7.12% |
| Name | Correlation | AUM | Expense Ratio | |
|---|---|---|---|---|
| ESML | 99.62% | $1.84B | 0.17% | |
| SMMD | 99.48% | $1.45B | 0.15% | |
| VTWO | 99.47% | $12.52B | 0.07% | |
| IWM | 99.42% | $63.72B | 0.19% | |
| NUSC | 99.40% | $1.14B | 0.31% | |
| VB | 99.26% | $63.31B | 0.05% | |
| DFAS | 99.21% | $10.21B | 0.27% | |
| PRFZ | 99.19% | $2.36B | 0.34% | |
| FNDA | 98.92% | $8.30B | 0.25% | |
| IJR | 98.72% | $79.13B | 0.06% | |
| JMEE | 98.68% | $1.84B | 0.24% | |
| SMLF | 98.68% | $1.82B | 0.15% | |
| VXF | 98.67% | $22.29B | 0.05% | |
| SPSM | 98.65% | $11.30B | 0.03% | |
| ISCG | 98.62% | $681.20M | 0.06% | |
| SLYG | 98.59% | $3.40B | 0.15% | |
| IJT | 98.59% | $6.06B | 0.18% | |
| VIOO | 98.53% | $2.85B | 0.1% | |
| IWO | 98.42% | $11.60B | 0.24% | |
| IJH | 98.41% | $94.92B | 0.05% |
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| ITT | 88.67% | $12.61B | +25.33% | 0.84% |
| BN | 86.40% | $103.22B | +45.48% | 0.54% |
| EVR | 86.29% | $10.93B | +34.00% | 1.14% |
| BNT | 85.46% | $12.59B | +45.18% | 0.00% |
| SNV | 85.36% | $7.64B | +36.19% | 2.78% |
| AVNT | 84.84% | $3.15B | -19.18% | 3.10% |
| WTFC | 84.82% | $8.72B | +32.83% | 1.44% |
| DOV | 84.79% | $25.80B | +6.32% | 1.09% |
| KN | 84.73% | $1.57B | +6.47% | 0.00% |
| PH | 84.57% | $90.91B | +38.76% | 0.94% |
| PIPR | 84.46% | $5.20B | +28.01% | 0.89% |
| GS | 84.31% | $219.66B | +52.99% | 1.68% |
| AXP | 84.28% | $228.12B | +38.14% | 0.90% |
| HBAN | 84.27% | $25.35B | +33.44% | 3.53% |
| PNFP | 83.98% | $9.07B | +49.62% | 0.78% |
| CG | 83.97% | $19.66B | +34.15% | 2.54% |
| JHG | 83.93% | $6.32B | +16.29% | 3.92% |
| JEF | 83.64% | $11.68B | +10.91% | 2.64% |
| NPO | 83.57% | $4.24B | +39.22% | 0.60% |
| APAM | 83.42% | $3.27B | +15.90% | 6.54% |
SCHA - Schwab U.S. Small Cap ETF contains 1713 holdings. The top holdings include AFRM, RDDT, DUOL, CRS, BWXT
Name | Weight |
|---|---|
0.46% | |
 RDDTReddit, Inc. | 0.45% |
 DUOLDuolingo, Inc. | 0.43% |
0.37% | |
0.35% | |
0.34% | |
0.34% | |
 RKLBRocket Lab Corp. | 0.34% |
0.32% | |
 EXELExelixis, Inc. | 0.32% |
0.32% | |
0.30% | |
0.29% | |
0.29% | |
0.29% | |
 RBRKRubrik, Inc. | 0.28% |
 FNFabrinet | 0.28% |
 MTZMasTec, Inc. | 0.28% |
 QXOQXO, Inc. | 0.28% |
0.27% | |
0.26% | |
0.26% | |
0.26% | |
0.25% | |
0.25% | |
0.25% | |
0.25% | |
 CHWYChewy, Inc. | 0.25% |
0.25% | |
0.25% | |
Sector | Weight |
|---|---|
Financials | 19.38% |
Industrials | 18.48% |
Information Technology | 13.78% |
Health Care | 12.28% |
Consumer Discretionary | 11.85% |
Real Estate | 5.97% |
Materials | 4.52% |
Energy | 3.88% |
Communication Services | 3.61% |
Utilities | 3.08% |
Consumer Staples | 2.50% |
| - | 0.09% |
N/A | 0.01% |
