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Trade War Redux
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Small-caps stocks may benefit soon from deglobalization, increased defense spending and a new era of tech advancement.
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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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VIOO: Better To Stick With VBR For Small-Caps
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| ITT | 87.19% | $12.44B | +15.16% | 0.85% |
| SNV | 86.67% | $7.60B | +24.61% | 2.83% |
| WTFC | 86.31% | $8.89B | +24.71% | 1.43% |
| AVNT | 85.90% | $3.07B | -24.11% | 3.16% |
| HWC | 85.86% | $5.16B | +17.87% | 2.84% |
| PNFP | 85.66% | $9.23B | +34.16% | 0.77% |
| EVR | 85.54% | $11.31B | +23.79% | 1.11% |
| UMBF | 85.46% | $8.51B | +21.34% | 1.42% |
| ONB | 85.32% | $8.63B | +24.77% | 2.40% |
| PIPR | 85.18% | $5.43B | +24.50% | 0.85% |
| RF | 85.03% | $22.20B | +17.62% | 4.06% |
| APAM | 85.00% | $3.30B | +12.13% | 6.53% |
| FNB | 84.76% | $5.74B | +8.20% | 3.02% |
| KN | 84.71% | $1.57B | -3.89% | 0.00% |
| ASB | 84.69% | $4.29B | +15.90% | 3.52% |
| ABCB | 84.64% | $4.71B | +21.71% | 1.10% |
| HBAN | 84.52% | $24.87B | +24.33% | 3.65% |
| BN | 84.50% | $105.26B | +38.58% | 0.53% |
| EWBC | 84.29% | $14.89B | +39.50% | 2.13% |
| UBSI | 84.19% | $5.39B | +7.29% | 3.91% |
| Name | Correlation | AUM | Expense Ratio | |
|---|---|---|---|---|
| IJR | 99.81% | $82.06B | 0.06% | |
| SPSM | 99.76% | $11.77B | 0.03% | |
| FNDA | 99.25% | $8.56B | 0.25% | |
| DFAS | 99.16% | $10.57B | 0.27% | |
| IJT | 98.88% | $6.16B | 0.18% | |
| IJS | 98.85% | $6.30B | 0.18% | |
| PRFZ | 98.80% | $2.41B | 0.34% | |
| SLYG | 98.80% | $3.47B | 0.15% | |
| SLYV | 98.72% | $3.80B | 0.15% | |
| TPSC | 98.69% | $212.77M | 0.52% | |
| IWN | 98.64% | $11.07B | 0.24% | |
| VTWO | 98.56% | $12.53B | 0.07% | |
| VIOV | 98.53% | $1.32B | 0.1% | |
| VBR | 98.52% | $30.30B | 0.07% | |
| IWM | 98.51% | $66.66B | 0.19% | |
| SCHA | 98.49% | $17.65B | 0.04% | |
| NUSC | 98.46% | $1.16B | 0.31% | |
| DFAT | 98.41% | $11.12B | 0.28% | |
| GSSC | 98.26% | $587.78M | 0.2% | |
| ESML | 98.26% | $1.89B | 0.17% |
| Name | Correlation | AUM | Expense Ratio | |
|---|---|---|---|---|
| SMMU | 0.17% | $899.05M | 0.35% | |
| CMBS | -0.20% | $455.62M | 0.25% | |
| SHM | 0.22% | $3.41B | 0.2% | |
| BUXX | -0.27% | $312.62M | 0.25% | |
| MLN | 0.35% | $509.07M | 0.24% | |
| IBMN | 0.45% | $445.32M | 0.18% | |
| SMB | -0.53% | $276.82M | 0.07% | |
| IBND | -0.73% | $407.31M | 0.5% | |
| IBMP | 0.76% | $553.96M | 0.18% | |
| DFNM | -0.76% | $1.58B | 0.17% | |
| AGZD | 0.82% | $98.59M | 0.23% | |
| TOTL | 1.08% | $3.80B | 0.55% | |
| OWNS | 1.20% | $128.42M | 0.3% | |
| IBMS | 1.27% | $89.65M | 0.18% | |
| BNDX | 1.28% | $67.47B | 0.07% | |
| FMHI | -1.29% | $748.03M | 0.7% | |
| JBND | 1.32% | $2.36B | 0.25% | |
| FLMI | -1.43% | $744.72M | 0.3% | |
| YEAR | -1.54% | $1.47B | 0.25% | |
| IBD | 1.83% | $390.81M | 0.43% |
| Name | Correlation | AUM | Expense Ratio | |
|---|---|---|---|---|
| TAIL | -75.23% | $94.79M | 0.59% | |
| VIXY | -73.87% | $198.83M | 0.85% | |
| VIXM | -67.93% | $23.12M | 0.85% | |
| BTAL | -66.92% | $310.74M | 1.43% | |
| IVOL | -42.23% | $342.76M | 1.02% | |
| XONE | -32.80% | $629.19M | 0.03% | |
| SPTS | -30.06% | $5.78B | 0.03% | |
| FXY | -29.52% | $793.88M | 0.4% | |
| FTSD | -28.42% | $233.17M | 0.25% | |
| SCHO | -27.07% | $10.92B | 0.03% | |
| VGSH | -26.48% | $22.74B | 0.03% | |
| UTWO | -25.64% | $376.61M | 0.15% | |
| IBTH | -23.73% | $1.62B | 0.07% | |
| IBTG | -22.50% | $1.93B | 0.07% | |
| IBTI | -21.72% | $1.07B | 0.07% | |
| BILS | -21.51% | $3.81B | 0.1356% | |
| XHLF | -20.71% | $1.75B | 0.03% | |
| TBLL | -18.94% | $2.11B | 0.08% | |
| IBTJ | -17.19% | $688.68M | 0.07% | |
| ULST | -16.55% | $590.76M | 0.2% |
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| CBOE | -23.77% | $24.71B | +36.77% | 1.07% |
| CME | -13.17% | $99.84B | +44.13% | 1.75% |
| K | -10.16% | $27.64B | +41.46% | 2.87% |
| ED | -8.28% | $36.39B | +11.91% | 3.34% |
| MKTX | -6.96% | $8.15B | -1.09% | 1.39% |
| AWK | -6.06% | $27.95B | +5.15% | 2.18% |
| STG | -6.02% | $56.15M | +27.66% | 0.00% |
| DFDV | -5.92% | $361.15M | +2,667.20% | 0.00% |
| LITB | -5.14% | $25.36M | -69.22% | 0.00% |
| VSTA | -3.18% | $325.62M | +40.00% | 0.00% |
| HUSA | -3.09% | $20.46M | -9.15% | 0.00% |
| VSA | -3.00% | $12.16M | +21.20% | 0.00% |
| DG | -2.35% | $25.17B | -9.90% | 2.08% |
| GFI | -2.07% | $21.69B | +51.82% | 2.28% |
| AMT | -1.81% | $103.82B | +6.20% | 3.01% |
| ZCMD | -1.26% | $28.79M | -11.91% | 0.00% |
| ASPS | -0.75% | $150.77M | +23.72% | 0.00% |
| MO | -0.48% | $97.92B | +21.81% | 7.02% |
| AEP | 0.32% | $56.10B | +15.48% | 3.51% |
| PHYS.U | 0.44% | - | - | 0.00% |
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| AEP | 0.32% | $56.10B | +15.48% | 3.51% |
| PHYS.U | 0.44% | - | - | 0.00% |
| MO | -0.48% | $97.92B | +21.81% | 7.02% |
| CYCN | 0.52% | $10.59M | +13.01% | 0.00% |
| KR | 0.74% | $47.78B | +38.66% | 1.78% |
| ASPS | -0.75% | $150.77M | +23.72% | 0.00% |
| PM | 0.91% | $281.34B | +72.03% | 3.00% |
| DUK | 1.00% | $91.66B | +11.97% | 3.55% |
| ZCMD | -1.26% | $28.79M | -11.91% | 0.00% |
| TEF | 1.33% | $29.40B | +19.77% | 6.32% |
| IMDX | 1.60% | $81.22M | -15.48% | 0.00% |
| AMT | -1.81% | $103.82B | +6.20% | 3.01% |
| TU | 1.92% | $24.99B | +5.67% | 7.03% |
| GFI | -2.07% | $21.69B | +51.82% | 2.28% |
| NEUE | 2.23% | $60.89M | +31.91% | 0.00% |
| DG | -2.35% | $25.17B | -9.90% | 2.08% |
| SO | 2.45% | $101.86B | +15.78% | 3.13% |
| COR | 2.75% | $57.58B | +33.69% | 0.73% |
| UUU | 2.84% | $7.33M | +132.47% | 0.00% |
| BCE | 2.98% | $22.02B | -26.94% | 10.19% |
VIOO - Vanguard S&P Small Cap 600 ETF contains 602 holdings. The top holdings include COOP, EAT, BMI, BWA, CORT
Name | Weight |
|---|---|
0.64% | |
0.60% | |
0.57% | |
0.56% | |
0.56% | |
 QRVOQorvo, Inc. | 0.55% |
0.55% | |
0.53% | |
0.52% | |
 LRNStride, Inc. | 0.50% |
 ETSYEtsy, Inc. | 0.49% |
0.48% | |
0.47% | |
0.47% | |
0.45% | |
0.45% | |
0.45% | |
0.45% | |
0.44% | |
0.44% | |
0.44% | |
0.44% | |
0.43% | |
0.43% | |
0.43% | |
 BOXBox, Inc. | 0.42% |
 BCPCBalchem Corp. | 0.42% |
0.42% | |
0.42% | |
0.41% | |
Sector | Weight |
|---|---|
Financials | 18.99% |
Industrials | 18.88% |
Consumer Discretionary | 13.43% |
Information Technology | 12.13% |
Health Care | 10.85% |
Real Estate | 7.79% |
Materials | 4.85% |
Energy | 3.88% |
Consumer Staples | 3.25% |
Communication Services | 2.87% |
Utilities | 2.36% |
