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Discover key risk management strategies for income investors. Learn how to diversify, pace investments, and explore top picks like muni funds and CLO ETFs.
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Global tariffs introduced by the US have led to a notable increase in bond trading volumes and significantly impacted the liquidity of fixed income products. Read more here...
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Multi-Asset Midyear Outlook: Selectivity Matters
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Fixed Income Outlook - Q3 2025
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Columbia Threadneedle Fixed Income Monitor: June 2025
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As we approach the midpoint of 2025, the bond market presents a complex landscape influenced by policy changes and evolving global macroeconomic conditions.
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
SUB | 66.86% | $9.93B | 0.07% | |
FMB | 66.55% | $1.89B | 0.65% | |
ITM | 65.94% | $1.87B | 0.18% | |
PZA | 65.71% | $2.83B | 0.28% | |
CMF | 65.21% | $3.50B | 0.08% | |
FMHI | 64.56% | $746.85M | 0.7% | |
MMIT | 64.13% | $1.03B | 0.3% | |
NYF | 64.11% | $884.52M | 0.25% | |
MLN | 64.03% | $513.19M | 0.24% | |
DFNM | 63.98% | $1.58B | 0.17% | |
HYMB | 63.45% | $2.62B | 0.35% | |
TFI | 63.24% | $3.21B | 0.23% | |
MINO | 62.18% | $318.78M | 0.39% | |
HYD | 61.78% | $3.31B | 0.32% | |
SHM | 61.58% | $3.41B | 0.2% | |
VTEB | 61.57% | $37.74B | 0.03% | |
SMMU | 60.07% | $896.32M | 0.35% | |
MUB | 59.93% | $38.59B | 0.05% | |
JMUB | 59.65% | $3.06B | 0.18% | |
FLMI | 59.04% | $735.37M | 0.3% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
ICLO | -29.80% | $319.81M | 0.19% | |
THTA | -18.80% | $34.97M | 0.61% | |
USDU | -17.17% | $129.80M | 0.5% | |
CLOI | -15.24% | $1.06B | 0.4% | |
IBHE | -13.52% | $548.14M | 0.35% | |
KMLM | -12.76% | $187.82M | 0.9% | |
FTSL | -11.47% | $2.39B | 0.87% | |
UUP | -11.27% | $196.45M | 0.77% | |
FLTR | -10.93% | $2.44B | 0.14% | |
FLJH | -9.72% | $86.40M | 0.09% | |
LONZ | -9.67% | $737.91M | 0.63% | |
FLRN | -8.22% | $2.76B | 0.15% | |
DBJP | -8.07% | $370.89M | 0.45% | |
SMIN | -7.79% | $935.63M | 0.75% | |
HEWJ | -7.52% | $355.50M | 0.5% | |
DXJ | -6.95% | $3.47B | 0.48% | |
INDA | -6.94% | $10.07B | 0.62% | |
EPI | -6.09% | $3.40B | 0.85% | |
INDY | -5.92% | $721.18M | 0.89% | |
FLOT | -5.89% | $8.90B | 0.15% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
PPA | -0.03% | $5.77B | 0.57% | |
IYF | -0.07% | $4.03B | 0.39% | |
VFH | -0.16% | $12.55B | 0.09% | |
SLX | 0.18% | $78.66M | 0.56% | |
JBBB | -0.20% | $1.31B | 0.48% | |
XSD | 0.25% | $1.31B | 0.35% | |
XAR | -0.26% | $3.60B | 0.35% | |
EPHE | -0.34% | $109.58M | 0.59% | |
PTLC | 0.34% | $3.32B | 0.6% | |
PEJ | 0.41% | $347.29M | 0.57% | |
FNCL | -0.43% | $2.27B | 0.084% | |
SPMO | 0.48% | $9.79B | 0.13% | |
TUR | 0.56% | $164.05M | 0.59% | |
ULTY | 0.62% | $961.00M | 1.3% | |
IYT | -0.67% | $724.45M | 0.39% | |
IHF | -0.71% | $618.29M | 0.4% | |
SNSR | 0.71% | $227.39M | 0.68% | |
AIRR | 0.72% | $4.11B | 0.7% | |
IEO | 0.74% | $514.31M | 0.4% | |
XLF | -0.74% | $50.56B | 0.09% |
SHYD - VanEck Short High Yield Muni ETF contains 456 holdings. The top holdings include 3BWBST5, 3BWBST6
Name | Weight |
---|---|
- | 1.96% |
3 3BWBST5NT PUERTO RICO COMWLTH 5.75% | 1.31% |
- | 1.26% |
3 3BWBST6NT PUERTO RICO COMWLTH 4% | 1.19% |
- | 0.96% |
3 3BWBST4NT PUERTO RICO COMWLTH 5.625% | 0.96% |
- | 0.82% |
- | 0.79% |
- | 0.75% |
- | 0.73% |
- | 0.69% |
- | 0.63% |
- | 0.63% |
- | 0.63% |
- | 0.63% |
- | 0.62% |
- | 0.61% |
- | 0.61% |
- | 0.61% |
- | 0.61% |
3 3BVYZX7NT BLACK BELT ENERGY GAS DIST ALA GAS PROJ REV 4% | 0.60% |
- | 0.59% |
- | 0.59% |
- | 0.57% |
- | 0.56% |
- | 0.55% |
- | 0.54% |
- | 0.53% |
- | 0.52% |
- | 0.48% |
Sector | Weight |
---|---|
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
PFSI | 29.34% | $5.23B | +2.83% | 1.19% |
BCSF | 29.20% | $999.62M | -6.39% | 10.95% |
TRTX | 28.82% | $651.64M | -9.33% | 11.74% |
NMFC | 27.96% | - | - | 12.20% |
FDUS | 27.71% | - | - | 8.21% |
PFLT | 27.68% | - | - | 11.46% |
ARI | 27.23% | $1.40B | -3.36% | 9.98% |
UMH | 27.03% | $1.44B | +1.61% | 5.13% |
FAF | 26.52% | $5.82B | +1.04% | 3.84% |
NNN | 26.14% | $8.11B | -2.22% | 5.40% |
PSA | 25.72% | $50.67B | -2.63% | 4.16% |
CGBD | 25.64% | - | - | 11.39% |
AMT | 25.48% | $103.46B | +6.67% | 3.01% |
SUI | 25.10% | $16.08B | +6.43% | 3.09% |
IVR | 25.05% | $511.71M | -18.06% | 19.17% |
ORC | 24.92% | $768.05M | -16.18% | 20.10% |
RWAY | 24.89% | $408.95M | -5.91% | 13.33% |
CUBE | 24.81% | $9.64B | -7.56% | 4.92% |
MFA | 24.74% | $973.15M | -15.66% | 15.07% |
COOP | 24.29% | $9.49B | +76.30% | 0.00% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
VYGR | <0.01% | $196.44M | -60.29% | 0.00% |
FDX | -0.01% | $57.20B | -20.30% | 2.36% |
PUBM | 0.01% | $663.46M | -32.43% | 0.00% |
CECO | -0.01% | $1.08B | +7.44% | 0.00% |
BSX | 0.01% | $153.66B | +35.08% | 0.00% |
TMP | -0.01% | $976.35M | +32.11% | 3.70% |
WS | 0.02% | $1.65B | -4.43% | 1.99% |
CTRN | -0.02% | $254.30M | +59.27% | 0.00% |
VERX | -0.02% | $5.68B | -2.10% | 0.00% |
PEG | -0.03% | $41.00B | +7.36% | 3.02% |
DT | 0.03% | $15.93B | +20.36% | 0.00% |
SCVL | 0.04% | $597.56M | -43.76% | 2.66% |
ATEC | -0.04% | $1.69B | +5.66% | 0.00% |
ENVA | 0.04% | $2.97B | +79.45% | 0.00% |
APPS | -0.04% | $577.70M | +170.00% | 0.00% |
PAAS | 0.05% | $10.63B | +22.25% | 1.34% |
BPMC | -0.05% | $8.36B | +9.80% | 0.00% |
DRD | 0.05% | $1.15B | +38.33% | 2.06% |
CLS | -0.05% | $18.26B | +167.03% | 0.00% |
ELF | 0.06% | $6.50B | -44.78% | 0.00% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
DFDV | -49.19% | $363.21M | +2,422.23% | 0.00% |
STTK | -31.90% | $37.09M | -80.88% | 0.00% |
MVO | -19.54% | $69.00M | -38.46% | 20.74% |
AGL | -19.41% | $956.23M | -62.44% | 0.00% |
RYTM | -19.35% | $5.66B | +91.07% | 0.00% |
PCRX | -17.55% | $1.10B | +8.62% | 0.00% |
KOS | -16.40% | $1.03B | -62.08% | 0.00% |
FATE | -15.75% | $132.97M | -65.88% | 0.00% |
LPG | -15.19% | $1.18B | -24.56% | 0.00% |
MFIN | -15.10% | - | - | 4.60% |
RXST | -14.71% | $343.79M | -83.01% | 0.00% |
PRPH | -14.45% | $17.85M | -87.61% | 0.00% |
RPAY | -14.02% | $441.64M | -47.84% | 0.00% |
SPWH | -13.78% | $143.69M | +60.60% | 0.00% |
KRNT | -13.64% | $915.16M | +32.39% | 0.00% |
SMHI | -13.09% | $157.62M | -58.52% | 0.00% |
GLNG | -13.09% | $4.25B | +18.43% | 2.47% |
UNH | -12.87% | $271.70B | -40.62% | 2.85% |
MMYT | -12.46% | $8.76B | +6.41% | 0.00% |
BKR | -12.01% | $39.34B | +15.07% | 2.22% |
Current Value
$22.521 Year Return
Current Value
$22.521 Year Return