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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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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.
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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.
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Winners And Losers From The Trade War: An Equities View
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On Monday, May 12th, the United States and China stepped back from the tariff brinksmanship that has defined the last 6 weeks. Click to read.
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| CBOE | -22.01% | $24.23B | +35.36% | 1.09% |
| ED | -10.60% | $36.00B | +12.64% | 3.34% |
| K | -10.39% | $27.76B | +41.17% | 2.85% |
| CME | -10.24% | $99.39B | +40.68% | 3.86% |
| AWK | -8.13% | $27.36B | +9.65% | 2.21% |
| MKTX | -6.42% | $8.22B | +9.03% | 1.38% |
| DFDV | -5.66% | $300.56M | +2,130.16% | 0.00% |
| LITB | -4.88% | $21.24M | -78.57% | 0.00% |
| ZCMD | -3.07% | $29.55M | -8.59% | 0.00% |
| VSA | -2.84% | $8.67M | -19.04% | 0.00% |
| DG | -2.66% | $25.41B | -7.95% | 2.05% |
| STG | -2.56% | $30.78M | -22.51% | 0.00% |
| HUSA | -1.94% | $19.66M | -19.53% | 0.00% |
| VSTA | -1.61% | $344.07M | +39.29% | 0.00% |
| KR | -1.48% | $46.43B | +38.38% | 1.85% |
| MO | -1.38% | $99.67B | +28.77% | 6.90% |
| TU | 0.03% | $24.75B | +7.77% | 7.12% |
| DUK | 0.05% | $90.99B | +17.25% | 3.56% |
| ASPS | 0.12% | $108.30M | -4.13% | 0.00% |
| AMT | 0.98% | $104.32B | +14.40% | 3.00% |
| Name | Correlation | AUM | Expense Ratio | |
|---|---|---|---|---|
| OWNS | -0.06% | $129.31M | 0.3% | |
| CMBS | 0.32% | $449.66M | 0.25% | |
| TOTL | 0.34% | $3.84B | 0.55% | |
| SMMU | -0.46% | $892.02M | 0.35% | |
| AGZD | 0.53% | $102.70M | 0.23% | |
| IBND | 0.61% | $384.31M | 0.5% | |
| SHM | 0.62% | $3.41B | 0.2% | |
| SMB | -0.63% | $274.97M | 0.07% | |
| MLN | 0.81% | $541.74M | 0.24% | |
| JBND | 1.00% | $2.32B | 0.25% | |
| DFNM | -1.00% | $1.57B | 0.17% | |
| YEAR | 1.08% | $1.47B | 0.25% | |
| CTA | -1.22% | $1.06B | 0.76% | |
| BUXX | 1.27% | $315.18M | 0.25% | |
| TPMN | -1.29% | $30.70M | 0.65% | |
| FMHI | -1.71% | $754.85M | 0.7% | |
| BNDX | 1.78% | $67.52B | 0.07% | |
| TBIL | 1.87% | $5.81B | 0.15% | |
| IGOV | -1.88% | $1.22B | 0.35% | |
| IBMN | 1.91% | $447.08M | 0.18% |
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| ITT | 89.57% | $12.61B | +25.33% | 0.84% |
| BN | 87.79% | $103.22B | +45.48% | 0.54% |
| BNT | 86.66% | $12.59B | +45.18% | 0.00% |
| EVR | 85.96% | $10.93B | +34.00% | 1.14% |
| DOV | 85.55% | $25.80B | +6.32% | 1.09% |
| PH | 85.45% | $90.91B | +38.76% | 0.94% |
| JHG | 85.10% | $6.32B | +16.29% | 3.92% |
| AVNT | 84.97% | $3.15B | -19.18% | 3.10% |
| AXP | 84.86% | $228.12B | +38.14% | 0.90% |
| GS | 84.52% | $219.66B | +52.99% | 1.68% |
| CG | 84.07% | $19.66B | +34.15% | 2.54% |
| SNV | 84.03% | $7.64B | +36.19% | 2.78% |
| BX | 83.94% | $186.30B | +24.44% | 2.26% |
| WTFC | 83.86% | $8.72B | +32.83% | 1.44% |
| APAM | 83.86% | $3.27B | +15.90% | 6.54% |
| KN | 83.80% | $1.57B | +6.47% | 0.00% |
| HBAN | 83.68% | $25.35B | +33.44% | 3.53% |
| PIPR | 83.59% | $5.20B | +28.01% | 0.89% |
| JEF | 83.48% | $11.68B | +10.91% | 2.64% |
| EQH | 83.38% | $16.97B | +36.02% | 1.77% |
| Name | Correlation | AUM | Expense Ratio | |
|---|---|---|---|---|
| TAIL | -79.57% | $99.63M | 0.59% | |
| VIXY | -76.47% | $164.54M | 0.85% | |
| BTAL | -70.26% | $296.22M | 1.43% | |
| IVOL | -43.97% | $347.03M | 1.02% | |
| XONE | -32.29% | $625.28M | 0.03% | |
| SPTS | -30.69% | $5.80B | 0.03% | |
| FTSD | -29.54% | $231.81M | 0.25% | |
| FXY | -28.72% | $816.38M | 0.4% | |
| SCHO | -26.96% | $11.03B | 0.03% | |
| UTWO | -26.15% | $379.52M | 0.15% | |
| VGSH | -26.01% | $22.80B | 0.03% | |
| IBTH | -22.03% | $1.62B | 0.07% | |
| IBTG | -21.49% | $1.92B | 0.07% | |
| IBTI | -21.08% | $1.06B | 0.07% | |
| XHLF | -20.25% | $1.73B | 0.03% | |
| BILS | -19.83% | $3.81B | 0.1356% | |
| IBTJ | -17.35% | $688.19M | 0.07% | |
| TBLL | -16.31% | $2.13B | 0.08% | |
| IEI | -16.06% | $15.48B | 0.15% | |
| ULST | -15.89% | $654.75M | 0.2% |
| Name | Correlation | AUM | Expense Ratio | |
|---|---|---|---|---|
| ESML | 99.64% | $1.84B | 0.17% | |
| VB | 99.59% | $63.31B | 0.05% | |
| SCHA | 99.48% | $17.26B | 0.04% | |
| NUSC | 99.35% | $1.14B | 0.31% | |
| IJH | 99.08% | $94.92B | 0.05% | |
| MDY | 99.08% | $22.71B | 0.24% | |
| SPMD | 99.05% | $13.18B | 0.03% | |
| JMEE | 99.02% | $1.84B | 0.24% | |
| IVOO | 98.99% | $2.65B | 0.07% | |
| DFAS | 98.93% | $10.21B | 0.27% | |
| VXF | 98.87% | $22.29B | 0.05% | |
| SCHM | 98.85% | $11.57B | 0.04% | |
| FNX | 98.77% | $1.13B | 0.6% | |
| SMLF | 98.77% | $1.82B | 0.15% | |
| ISCG | 98.74% | $681.20M | 0.06% | |
| VTWO | 98.70% | $12.52B | 0.07% | |
| FNDA | 98.70% | $8.30B | 0.25% | |
| PRFZ | 98.69% | $2.36B | 0.34% | |
| IWM | 98.62% | $63.72B | 0.19% | |
| XJH | 98.55% | $286.64M | 0.12% |
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| TU | 0.03% | $24.75B | +7.77% | 7.12% |
| DUK | 0.05% | $90.99B | +17.25% | 3.56% |
| ASPS | 0.12% | $108.30M | -4.13% | 0.00% |
| AMT | 0.98% | $104.32B | +14.40% | 3.00% |
| CYCN | 1.06% | $10.59M | +46.35% | 0.00% |
| BCE | 1.29% | $21.07B | -27.36% | 10.97% |
| AEP | 1.29% | $55.16B | +17.93% | 3.54% |
| MO | -1.38% | $99.67B | +28.77% | 6.90% |
| KR | -1.48% | $46.43B | +38.38% | 1.85% |
| VSTA | -1.61% | $344.07M | +39.29% | 0.00% |
| TEF | 1.71% | $30.08B | +25.41% | 6.16% |
| HUSA | -1.94% | $19.66M | -19.53% | 0.00% |
| SO | 2.11% | $100.18B | +17.28% | 3.18% |
| EXC | 2.47% | $43.33B | +23.58% | 3.62% |
| STG | -2.56% | $30.78M | -22.51% | 0.00% |
| CL | 2.62% | $74.88B | -3.64% | 2.19% |
| DG | -2.66% | $25.41B | -7.95% | 2.05% |
| VSA | -2.84% | $8.67M | -19.04% | 0.00% |
| VHC | 2.90% | $48.19M | +108.24% | 0.00% |
| NEUE | 2.95% | $61.24M | +29.92% | 0.00% |
SMMD - iShares Russell 2500 ETF contains 506 holdings. The top holdings include IWM, EME, JBL, GWRE, NTNX
Name | Weight |
|---|---|
I IWMNT BlackRock Institutional Trust Company N.A. - iShares Russell 2000 ETF | 40.15% |
0.37% | |
 JBLJabil, Inc. | 0.36% |
0.31% | |
 NTNXNutanix, Inc. | 0.30% |
0.30% | |
0.30% | |
0.30% | |
 FLEXFlex Ltd. | 0.29% |
0.29% | |
0.29% | |
0.28% | |
0.28% | |
0.28% | |
0.28% | |
0.28% | |
 INSMInsmed, Inc. | 0.28% |
0.27% | |
 PNRPentair plc | 0.27% |
 FFIVF5, Inc. | 0.27% |
0.27% | |
0.26% | |
0.26% | |
0.26% | |
0.25% | |
0.25% | |
 WSOWatsco, Inc. | 0.25% |
 DUOLDuolingo, Inc. | 0.24% |
 ACMAECOM | 0.24% |
 XPOXPO, Inc. | 0.23% |
Sector | Weight |
|---|---|
Industrials | 12.67% |
Financials | 10.07% |
Consumer Discretionary | 8.01% |
Information Technology | 7.66% |
Health Care | 5.02% |
Real Estate | 4.20% |
Materials | 3.79% |
Consumer Staples | 2.87% |
Communication Services | 1.98% |
Energy | 1.78% |
Utilities | 1.61% |
