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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
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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
| Name | Correlation | AUM | Expense Ratio | |
|---|---|---|---|---|
| YEAR | 0.25% | $1.47B | 0.25% | |
| OWNS | 0.29% | $129.31M | 0.3% | |
| MLN | 0.33% | $541.74M | 0.24% | |
| SMMU | 0.56% | $892.02M | 0.35% | |
| TOTL | 0.58% | $3.84B | 0.55% | |
| BUXX | 0.58% | $315.18M | 0.25% | |
| DFNM | -0.60% | $1.57B | 0.17% | |
| IBMN | 0.62% | $447.08M | 0.18% | |
| IBND | -0.63% | $384.31M | 0.5% | |
| SHM | 0.68% | $3.41B | 0.2% | |
| SMB | -0.71% | $274.97M | 0.07% | |
| CMBS | 1.04% | $449.66M | 0.25% | |
| JBND | 1.04% | $2.32B | 0.25% | |
| IBMP | 1.13% | $553.65M | 0.18% | |
| AGZD | 1.22% | $102.70M | 0.23% | |
| FLMI | -1.27% | $725.99M | 0.3% | |
| TPMN | 1.61% | $30.70M | 0.65% | |
| JMST | 1.71% | $4.06B | 0.18% | |
| BNDX | 1.81% | $67.52B | 0.07% | |
| FMHI | -1.84% | $754.85M | 0.7% |
| Name | Correlation | AUM | Expense Ratio | |
|---|---|---|---|---|
| IJR | 99.80% | $79.13B | 0.06% | |
| SPSM | 99.75% | $11.30B | 0.03% | |
| FNDA | 99.25% | $8.30B | 0.25% | |
| DFAS | 99.17% | $10.21B | 0.27% | |
| IJS | 98.87% | $6.06B | 0.18% | |
| IJT | 98.86% | $6.06B | 0.18% | |
| PRFZ | 98.84% | $2.36B | 0.34% | |
| SLYG | 98.79% | $3.40B | 0.15% | |
| SLYV | 98.75% | $3.64B | 0.15% | |
| TPSC | 98.74% | $207.26M | 0.52% | |
| IWN | 98.63% | $10.96B | 0.24% | |
| VTWO | 98.62% | $12.52B | 0.07% | |
| IWM | 98.57% | $63.72B | 0.19% | |
| VIOV | 98.53% | $1.27B | 0.1% | |
| SCHA | 98.53% | $17.26B | 0.04% | |
| VBR | 98.48% | $29.39B | 0.07% | |
| NUSC | 98.47% | $1.14B | 0.31% | |
| DFAT | 98.45% | $10.67B | 0.28% | |
| GSSC | 98.39% | $561.54M | 0.2% | |
| ESML | 98.28% | $1.84B | 0.17% |
| Name | Correlation | AUM | Expense Ratio | |
|---|---|---|---|---|
| TAIL | -74.54% | $99.63M | 0.59% | |
| VIXY | -73.25% | $164.54M | 0.85% | |
| BTAL | -66.72% | $296.22M | 1.43% | |
| IVOL | -41.64% | $347.03M | 1.02% | |
| XONE | -30.81% | $625.28M | 0.03% | |
| SPTS | -28.59% | $5.80B | 0.03% | |
| FXY | -28.09% | $816.38M | 0.4% | |
| FTSD | -27.49% | $231.81M | 0.25% | |
| SCHO | -25.91% | $11.03B | 0.03% | |
| VGSH | -24.93% | $22.80B | 0.03% | |
| UTWO | -24.35% | $379.52M | 0.15% | |
| IBTH | -21.40% | $1.62B | 0.07% | |
| IBTG | -20.09% | $1.92B | 0.07% | |
| IBTI | -20.03% | $1.06B | 0.07% | |
| BILS | -19.78% | $3.81B | 0.1356% | |
| XHLF | -18.86% | $1.73B | 0.03% | |
| IBTJ | -16.10% | $688.19M | 0.07% | |
| ULST | -15.79% | $654.75M | 0.2% | |
| IEI | -15.33% | $15.48B | 0.15% | |
| STPZ | -14.49% | $450.47M | 0.2% |
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| MO | 0.12% | $99.67B | +28.77% | 6.90% |
| ASPS | -0.18% | $108.30M | -4.13% | 0.00% |
| CYCN | 0.21% | $10.59M | +46.35% | 0.00% |
| AMT | 0.24% | $104.32B | +14.40% | 3.00% |
| KR | 0.77% | $46.43B | +38.38% | 1.85% |
| ZCMD | -0.83% | $29.55M | -8.59% | 0.00% |
| GFI | -1.09% | $21.56B | +57.55% | 2.31% |
| DG | -1.48% | $25.41B | -7.95% | 2.05% |
| PHYS.U | 1.55% | - | - | 0.00% |
| AEP | 1.59% | $55.16B | +17.93% | 3.54% |
| TEF | 1.60% | $30.08B | +25.41% | 6.16% |
| DUK | 1.84% | $90.99B | +17.25% | 3.56% |
| TU | 1.90% | $24.75B | +7.77% | 7.12% |
| PM | 2.01% | $273.81B | +73.45% | 3.06% |
| NEUE | 2.09% | $61.24M | +29.92% | 0.00% |
| DOGZ | 2.38% | $121.58M | -48.38% | 0.00% |
| VHC | 2.66% | $48.19M | +108.24% | 0.00% |
| VSA | -2.73% | $8.67M | -19.04% | 0.00% |
| CNC | 2.87% | $16.81B | -49.40% | 0.00% |
| COR | 2.90% | $56.44B | +30.86% | 0.74% |
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| CBOE | -22.82% | $24.23B | +35.36% | 1.09% |
| CME | -11.35% | $99.39B | +40.68% | 3.86% |
| K | -10.81% | $27.76B | +41.17% | 2.85% |
| ED | -8.59% | $36.00B | +12.64% | 3.34% |
| DFDV | -6.15% | $300.56M | +2,130.16% | 0.00% |
| LITB | -5.80% | $21.24M | -78.57% | 0.00% |
| AWK | -5.40% | $27.36B | +9.65% | 2.21% |
| MKTX | -4.22% | $8.22B | +9.03% | 1.38% |
| STG | -4.09% | $30.78M | -22.51% | 0.00% |
| VSTA | -3.42% | $344.07M | +39.29% | 0.00% |
| HUSA | -2.98% | $19.66M | -19.53% | 0.00% |
| VSA | -2.73% | $8.67M | -19.04% | 0.00% |
| DG | -1.48% | $25.41B | -7.95% | 2.05% |
| GFI | -1.09% | $21.56B | +57.55% | 2.31% |
| ZCMD | -0.83% | $29.55M | -8.59% | 0.00% |
| ASPS | -0.18% | $108.30M | -4.13% | 0.00% |
| MO | 0.12% | $99.67B | +28.77% | 6.90% |
| CYCN | 0.21% | $10.59M | +46.35% | 0.00% |
| AMT | 0.24% | $104.32B | +14.40% | 3.00% |
| KR | 0.77% | $46.43B | +38.38% | 1.85% |
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| ITT | 87.48% | $12.61B | +25.33% | 0.84% |
| SNV | 86.67% | $7.64B | +36.19% | 2.78% |
| AVNT | 86.06% | $3.15B | -19.18% | 3.10% |
| WTFC | 85.98% | $8.72B | +32.83% | 1.44% |
| PNFP | 85.75% | $9.07B | +49.62% | 0.78% |
| HWC | 85.46% | $5.18B | +29.68% | 2.79% |
| PIPR | 85.09% | $5.20B | +28.01% | 0.89% |
| EVR | 85.05% | $10.93B | +34.00% | 1.14% |
| UMBF | 85.04% | $8.31B | +32.71% | 1.44% |
| ONB | 84.99% | $8.32B | +32.43% | 2.46% |
| HBAN | 84.95% | $25.35B | +33.44% | 3.53% |
| APAM | 84.78% | $3.27B | +15.90% | 6.54% |
| KN | 84.64% | $1.57B | +6.47% | 0.00% |
| ASB | 84.51% | $4.25B | +24.61% | 3.52% |
| RF | 84.47% | $22.07B | +23.43% | 4.04% |
| FNB | 84.45% | $5.52B | +12.97% | 3.09% |
| SSB | 84.34% | $9.82B | +27.26% | 2.21% |
| EWBC | 84.20% | $14.81B | +47.90% | 2.13% |
| UBSI | 84.16% | $5.41B | +19.32% | 3.86% |
| NPO | 84.13% | $4.24B | +39.22% | 0.60% |
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 | 18.93% |
Consumer Discretionary | 13.38% |
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% |
