Yahoo
Active ETFs hit a record $1.39T in assets as investors shift from passive strategies amid 2025's volatile market climate. Some of the most-loved U.S.-listed actively-managed ETFs are JEPI and JEPQ.
SeekingAlpha
How Leveraging Big Data And AI Can Help Grow Your Portfolio
SeekingAlpha
iShares U.S. Thematic Rotation Active ETF, an actively managed ETF, outperformed VOO since inception. Learn more about THRO and my recommendation.
Yahoo
- THRO led massive ETF inflows amid Wednesday's market selloff. - Treasury bond ETFs gained as yields spiked to October 2023 highs.
SeekingAlpha
3 Key Questions For Equity Investors To Consider
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| CWT | 0.07% | $2.73B | -11.79% | 2.52% |
| IMNN | -0.09% | $12.30M | -57.69% | 0.00% |
| AGL | 0.17% | $923.11M | -64.55% | 0.00% |
| TEF | -0.35% | $29.40B | +18.14% | 6.29% |
| HTO | 0.35% | $1.74B | -12.67% | 3.24% |
| HRL | 0.40% | $16.78B | -1.49% | 3.82% |
| DFDV | -0.52% | $401.69M | +2,774.82% | 0.00% |
| VRCA | -0.58% | $74.60M | -90.53% | 0.00% |
| AWR | 0.65% | $2.91B | -2.45% | 2.46% |
| UUU | -0.70% | $7.70M | +126.53% | 0.00% |
| STG | 0.71% | $47.31M | +7.56% | 0.00% |
| CAG | -0.73% | $9.26B | -31.57% | 7.19% |
| NEOG | -0.85% | $1.17B | -67.23% | 0.00% |
| CCI | 0.98% | $44.75B | -0.76% | 5.60% |
| HUSA | -1.01% | $23.23M | +4.02% | 0.00% |
| YORW | 1.26% | $458.07M | -19.45% | 2.73% |
| IMDX | 1.28% | $81.79M | -14.11% | 0.00% |
| CHD | 1.56% | $24.15B | -5.88% | 1.20% |
| BGS | 1.71% | $352.71M | -43.91% | 17.21% |
| VZ | 2.06% | $175.48B | +0.46% | 6.51% |
| Name | Correlation | AUM | Expense Ratio | |
|---|---|---|---|---|
| MLN | 0.17% | $513.44M | 0.24% | |
| IBND | 0.18% | $407.57M | 0.5% | |
| NUBD | 0.22% | $397.19M | 0.16% | |
| IBMS | 0.24% | $89.71M | 0.18% | |
| YEAR | 0.42% | $1.47B | 0.25% | |
| LMBS | 0.60% | $5.12B | 0.64% | |
| SHM | -0.64% | $3.41B | 0.2% | |
| WEAT | 0.76% | $124.92M | 0.28% | |
| TLH | 0.82% | $11.45B | 0.15% | |
| BUXX | -0.84% | $312.54M | 0.25% | |
| CGCB | 0.93% | $2.60B | 0.27% | |
| CTA | -0.96% | $1.07B | 0.76% | |
| SUB | 1.11% | $9.98B | 0.07% | |
| BNDX | -1.33% | $67.48B | 0.07% | |
| SGOV | -1.40% | $50.94B | 0.09% | |
| GOVI | -1.44% | $939.24M | 0.15% | |
| BNDW | 1.48% | $1.29B | 0.05% | |
| USDU | 1.62% | $129.88M | 0.5% | |
| VGLT | 1.71% | $9.70B | 0.04% | |
| SCHQ | 1.79% | $784.68M | 0.03% |
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| BN | 83.33% | $104.09B | +37.27% | 0.54% |
| ITT | 83.00% | $12.42B | +16.97% | 0.86% |
| BNT | 82.64% | $12.68B | +37.18% | 0.00% |
| ETN | 82.37% | $141.11B | +9.12% | 1.10% |
| PH | 81.00% | $91.35B | +32.91% | 0.94% |
| MKSI | 80.62% | $7.14B | -25.83% | 0.83% |
| JCI | 80.19% | $69.65B | +51.26% | 1.40% |
| WAB | 80.12% | $36.56B | +31.18% | 0.42% |
| NVDA | 80.01% | $4.02T | +27.61% | 0.02% |
| JHG | 79.99% | $6.50B | +17.22% | 3.82% |
| APH | 79.81% | $119.46B | +41.37% | 0.67% |
| ARES | 79.15% | $38.75B | +24.43% | 2.31% |
| KKR | 79.03% | $125.63B | +27.37% | 0.51% |
| NVT | 78.49% | $12.33B | -4.31% | 1.05% |
| AXP | 78.43% | $223.82B | +33.88% | 0.95% |
| APO | 78.34% | $84.11B | +22.10% | 1.29% |
| EMR | 78.25% | $78.81B | +22.26% | 1.51% |
| ADI | 78.24% | $121.42B | +2.56% | 1.58% |
| AMZN | 78.18% | $2.39T | +15.70% | 0.00% |
| AEIS | 77.91% | $5.30B | +23.59% | 0.29% |
| Name | Correlation | AUM | Expense Ratio | |
|---|---|---|---|---|
| TAIL | -84.68% | $94.90M | 0.59% | |
| VIXY | -79.02% | $200.94M | 0.85% | |
| VIXM | -72.24% | $22.99M | 0.85% | |
| BTAL | -68.76% | $310.24M | 1.43% | |
| IVOL | -41.82% | $341.06M | 1.02% | |
| SPTS | -33.95% | $5.78B | 0.03% | |
| XONE | -32.10% | $629.16M | 0.03% | |
| FTSD | -30.76% | $233.24M | 0.25% | |
| FXY | -30.72% | $798.58M | 0.4% | |
| UTWO | -28.21% | $376.64M | 0.15% | |
| SCHO | -27.03% | $10.92B | 0.03% | |
| VGSH | -26.51% | $22.70B | 0.03% | |
| IBTG | -23.30% | $1.93B | 0.07% | |
| IBTI | -22.88% | $1.07B | 0.07% | |
| XHLF | -22.76% | $1.73B | 0.03% | |
| IBTH | -21.99% | $1.62B | 0.07% | |
| BILS | -21.22% | $3.80B | 0.1356% | |
| IBTJ | -19.80% | $689.78M | 0.07% | |
| IEI | -17.92% | $15.68B | 0.15% | |
| SHYM | -17.54% | $355.87M | 0.35% |
| Name | Correlation | AUM | Expense Ratio | |
|---|---|---|---|---|
| FLQL | 98.41% | $1.54B | 0.29% | |
| SFY | 98.31% | $508.29M | 0.05% | |
| ESGV | 98.14% | $10.81B | 0.09% | |
| TSPA | 98.14% | $1.81B | 0.34% | |
| IUSG | 98.12% | $23.64B | 0.04% | |
| IWL | 98.06% | $1.74B | 0.15% | |
| PBUS | 98.04% | $8.33B | 0.04% | |
| SCHX | 98.01% | $56.73B | 0.03% | |
| IYY | 98.00% | $2.50B | 0.2% | |
| ILCB | 98.00% | $1.06B | 0.03% | |
| VOTE | 97.99% | $830.62M | 0.05% | |
| GSUS | 97.99% | $2.65B | 0.07% | |
| LRGF | 97.97% | $2.64B | 0.08% | |
| BBUS | 97.97% | $5.09B | 0.02% | |
| ESGU | 97.96% | $13.86B | 0.15% | |
| MGC | 97.95% | $7.36B | 0.07% | |
| IVW | 97.93% | $61.05B | 0.18% | |
| SPYG | 97.92% | $38.23B | 0.04% | |
| DFUS | 97.90% | $15.75B | 0.09% | |
| IWB | 97.90% | $41.49B | 0.15% |
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| CBOE | -24.01% | $24.61B | +38.65% | 1.07% |
| ED | -18.79% | $36.24B | +9.11% | 3.33% |
| AWK | -17.77% | $27.75B | +2.31% | 2.19% |
| K | -11.07% | $27.56B | +40.50% | 2.87% |
| MKTX | -10.79% | $8.10B | +1.50% | 1.39% |
| BCE | -9.79% | $21.95B | -26.67% | 10.28% |
| JNJ | -8.56% | $377.51B | +4.68% | 3.20% |
| CME | -7.96% | $99.13B | +45.75% | 1.74% |
| MO | -7.35% | $97.36B | +21.10% | 7.03% |
| WTRG | -6.30% | $10.47B | -7.67% | 3.47% |
| KR | -5.82% | $46.66B | +34.46% | 1.80% |
| VSA | -5.80% | $10.37M | +7.96% | 0.00% |
| DUK | -5.64% | $91.30B | +11.45% | 3.57% |
| TU | -5.51% | $25.13B | +6.05% | 6.96% |
| AMT | -5.42% | $102.63B | +4.10% | 3.02% |
| AEP | -5.40% | $56.27B | +15.81% | 3.49% |
| DG | -4.48% | $24.90B | -14.56% | 2.08% |
| EXC | -3.99% | $43.93B | +23.47% | 3.59% |
| LTM | -3.74% | $12.61B | -95.44% | 2.44% |
| SO | -3.55% | $101.84B | +15.84% | 3.13% |
THRO - iShares U.S. Thematic Rotation Active ETF contains 278 holdings. The top holdings include NVDA, AAPL, MSFT, AMZN, META
Name | Weight |
|---|---|
 NVDANVIDIA Corp. | 8.38% |
 AAPLApple, Inc. | 6.29% |
 MSFTMicrosoft Corp. | 5.07% |
 AMZNAmazon.com, Inc. | 3.98% |
3.71% | |
 AVGOBroadcom Inc. | 2.43% |
 GOOGLAlphabet, Inc. | 2.06% |
2.02% | |
1.92% | |
1.78% | |
| - | 1.72% |
 GOOGAlphabet, Inc. | 1.54% |
1.50% | |
1.36% | |
1.35% | |
 NFLXNetflix, Inc. | 1.32% |
1.27% | |
1.05% | |
0.93% | |
0.90% | |
0.90% | |
0.78% | |
0.77% | |
0.76% | |
 GGGGraco, Inc. | 0.73% |
0.72% | |
0.69% | |
0.68% | |
0.68% | |
0.64% | |
Sector | Weight |
|---|---|
Information Technology | 41.13% |
Industrials | 12.27% |
Health Care | 10.62% |
Consumer Discretionary | 10.21% |
Communication Services | 9.85% |
Financials | 5.65% |
Consumer Staples | 4.12% |
Energy | 3.12% |
Materials | 1.21% |
Utilities | 0.02% |
