SeekingAlpha
H2 '25 macroeconomic drivers will likely include the direction of US fiscal and trade policy. Compelling bond yields, diverging equity returns offer building blocks for effective strategies.
SeekingAlpha
Your Index Matters: Using The Right Building Blocks For Your U.S. Equity Portfolio
SeekingAlpha
In virtually every case, the total return will outperform the price return over time because it reflects the compounding benefit of reinvested income.
SeekingAlpha
SCHB provides broad US equity exposure at a low 0.03% expense ratio. Learn more about SCHB ETF here and why I recommend it as a Buy.
SeekingAlpha
Q2 2025 Equity Market Outlook
SeekingAlpha
Schwab U.S. Broad Market offers broad market exposure with low expenses, but lags in liquidity vs. larger peers like SPY and VOO. Learn more on SCHB ETF here.
| Name | Correlation | AUM | Expense Ratio | |
|---|---|---|---|---|
| ITOT | 99.90% | $71.31B | 0.03% | |
| IWB | 99.87% | $41.10B | 0.15% | |
| IWV | 99.86% | $15.94B | 0.2% | |
| SCHK | 99.85% | $4.33B | 0.03% | |
| DFUS | 99.84% | $15.60B | 0.09% | |
| SPTM | 99.84% | $10.58B | 0.03% | |
| DFAU | 99.83% | $8.61B | 0.12% | |
| VTI | 99.82% | $502.09B | 0.03% | |
| BBUS | 99.80% | $5.05B | 0.02% | |
| SCHX | 99.80% | $56.19B | 0.03% | |
| IYY | 99.79% | $2.48B | 0.2% | |
| VOO | 99.76% | $689.85B | 0.03% | |
| ILCB | 99.75% | $1.06B | 0.03% | |
| SPLG | 99.75% | $74.65B | 0.02% | |
| PBUS | 99.75% | $8.13B | 0.04% | |
| ESGU | 99.75% | $13.75B | 0.15% | |
| VONE | 99.74% | $6.39B | 0.07% | |
| IVV | 99.72% | $627.07B | 0.03% | |
| GSLC | 99.69% | $13.86B | 0.09% | |
| GSUS | 99.67% | $2.62B | 0.07% |
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| BN | 85.98% | $105.41B | +42.26% | 0.54% |
| BNT | 85.05% | $12.84B | +42.16% | 0.00% |
| ITT | 84.43% | $12.40B | +19.14% | 0.86% |
| JHG | 83.83% | $6.52B | +17.61% | 3.82% |
| AXP | 83.69% | $227.86B | +36.23% | 0.94% |
| PH | 83.56% | $91.27B | +35.24% | 0.94% |
| KKR | 81.94% | $127.41B | +31.42% | 0.50% |
| TROW | 81.83% | $22.68B | -12.13% | 4.91% |
| GS | 81.53% | $217.59B | +47.97% | 1.70% |
| EMR | 81.24% | $79.13B | +23.23% | 1.51% |
| WAB | 81.15% | $36.58B | +31.48% | 0.42% |
| BX | 81.01% | $199.04B | +29.58% | 2.15% |
| EVR | 80.84% | $11.56B | +32.60% | 1.09% |
| SEIC | 80.80% | $11.68B | +40.74% | 1.05% |
| APO | 80.79% | $84.70B | +22.39% | 1.30% |
| MKSI | 80.74% | $7.18B | -24.17% | 0.83% |
| ARES | 80.72% | $39.35B | +27.66% | 2.29% |
| BLK | 80.60% | $171.05B | +33.85% | 1.88% |
| ADI | 80.45% | $121.65B | +4.87% | 1.57% |
| DOV | 80.44% | $26.12B | +4.62% | 1.09% |
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| CBOE | -21.09% | $24.55B | +38.09% | 1.08% |
| ED | -13.86% | $36.42B | +10.51% | 3.36% |
| AWK | -12.17% | $27.82B | +4.74% | 2.18% |
| K | -10.50% | $27.64B | +40.17% | 2.86% |
| MKTX | -9.28% | $8.21B | +2.36% | 1.37% |
| CME | -7.37% | $99.17B | +44.04% | 1.75% |
| DG | -5.84% | $24.71B | -14.69% | 2.10% |
| KR | -4.95% | $46.75B | +34.05% | 1.81% |
| BCE | -4.71% | $22.18B | -25.44% | 10.20% |
| VSA | -3.80% | $8.59M | -17.17% | 0.00% |
| ASPS | -3.63% | $152.11M | +47.41% | 0.00% |
| AMT | -3.02% | $103.46B | +6.67% | 3.01% |
| TU | -2.59% | $25.21B | +7.34% | 6.98% |
| MO | -2.05% | $98.62B | +24.36% | 7.00% |
| DUK | -2.00% | $91.85B | +13.12% | 3.57% |
| LTM | -1.93% | $12.85B | -95.43% | 2.39% |
| DFDV | -1.77% | $363.21M | +2,422.23% | 0.00% |
| ZCMD | -1.76% | $28.54M | -8.87% | 0.00% |
| UUU | -1.25% | $8.22M | +134.65% | 0.00% |
| HUSA | -1.14% | $20.99M | -8.33% | 0.00% |
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| STG | -0.03% | $38.79M | -3.01% | 0.00% |
| VRCA | 0.24% | $80.70M | -89.71% | 0.00% |
| AEP | -0.51% | $56.65B | +16.73% | 3.49% |
| EXC | -0.52% | $44.05B | +23.53% | 3.60% |
| JNJ | 0.60% | $379.41B | +5.34% | 3.20% |
| VSTA | -0.72% | $325.62M | +30.97% | 0.00% |
| LITB | 0.97% | $24.26M | -71.62% | 0.00% |
| WTRG | -1.01% | $10.52B | -6.15% | 3.49% |
| SO | 1.08% | $102.50B | +16.78% | 3.13% |
| HUSA | -1.14% | $20.99M | -8.33% | 0.00% |
| UUU | -1.25% | $8.22M | +134.65% | 0.00% |
| AGL | 1.53% | $956.23M | -62.44% | 0.00% |
| TEF | 1.68% | $29.35B | +18.72% | 6.32% |
| ZCMD | -1.76% | $28.54M | -8.87% | 0.00% |
| DFDV | -1.77% | $363.21M | +2,422.23% | 0.00% |
| PPC | 1.87% | $10.64B | +33.60% | 0.00% |
| NEOG | 1.93% | $1.21B | -65.57% | 0.00% |
| LTM | -1.93% | $12.85B | -95.43% | 2.39% |
| DUK | -2.00% | $91.85B | +13.12% | 3.57% |
| MO | -2.05% | $98.62B | +24.36% | 7.00% |
| Name | Correlation | AUM | Expense Ratio | |
|---|---|---|---|---|
| TAIL | -87.87% | $94.86M | 0.59% | |
| VIXY | -80.84% | $184.73M | 0.85% | |
| BTAL | -67.10% | $315.93M | 1.43% | |
| IVOL | -44.43% | $342.69M | 1.02% | |
| SPTS | -34.36% | $5.77B | 0.03% | |
| XONE | -33.60% | $628.85M | 0.03% | |
| FTSD | -32.64% | $233.11M | 0.25% | |
| FXY | -32.21% | $802.69M | 0.4% | |
| UTWO | -29.45% | $376.33M | 0.15% | |
| SCHO | -28.85% | $10.98B | 0.03% | |
| VGSH | -28.22% | $22.68B | 0.03% | |
| IBTG | -24.18% | $1.92B | 0.07% | |
| IBTI | -23.94% | $1.06B | 0.07% | |
| IBTH | -23.83% | $1.62B | 0.07% | |
| XHLF | -23.26% | $1.73B | 0.03% | |
| BILS | -22.08% | $3.80B | 0.1356% | |
| IBTJ | -20.83% | $686.15M | 0.07% | |
| IEI | -18.98% | $15.53B | 0.15% | |
| SHYM | -18.52% | $355.86M | 0.35% | |
| TBLL | -17.95% | $2.12B | 0.08% |
| Name | Correlation | AUM | Expense Ratio | |
|---|---|---|---|---|
| MLN | -0.06% | $513.19M | 0.24% | |
| IBMS | 0.07% | $89.61M | 0.18% | |
| CTA | -0.32% | $1.08B | 0.76% | |
| YEAR | -0.36% | $1.46B | 0.25% | |
| LMBS | 0.45% | $5.11B | 0.64% | |
| IBND | -0.73% | $407.96M | 0.5% | |
| BUXX | -0.81% | $312.40M | 0.25% | |
| WEAT | -0.93% | $123.28M | 0.28% | |
| GOVI | -1.08% | $929.67M | 0.15% | |
| NUBD | 1.12% | $395.75M | 0.16% | |
| TLH | 1.23% | $11.30B | 0.15% | |
| CGCB | 1.35% | $2.51B | 0.27% | |
| SHM | -1.54% | $3.41B | 0.2% | |
| BNDW | 1.57% | $1.28B | 0.05% | |
| DFNM | -1.60% | $1.58B | 0.17% | |
| SUB | 1.75% | $9.93B | 0.07% | |
| BNDX | -1.80% | $67.46B | 0.07% | |
| FMB | 2.03% | $1.89B | 0.65% | |
| JBND | -2.10% | $2.35B | 0.25% | |
| SCHQ | 2.13% | $779.81M | 0.03% |
Current Value
$24.051 Year Return
Current Value
$24.051 Year Return
