SeekingAlpha
Q2 2025 Equity Market Outlook
SeekingAlpha
ACVF excludes many mega-cap companies, which it perceives as misaligned with conservative principles. Click here to find out why I'm downgrading ACVF to Sell.
SeekingAlpha
We consider 3 notable relative equity market underperformers during US growthâs triumphant run and share 4 avenues of analysis we recommend. Click here to read more.
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
BBUS | 99.57% | $4.63B | 0.02% | |
PBUS | 99.57% | $6.93B | 0.04% | |
GSUS | 99.55% | $2.59B | 0.07% | |
IYY | 99.53% | $2.35B | 0.2% | |
SCHK | 99.53% | $4.12B | 0.05% | |
SPLG | 99.52% | $67.75B | 0.02% | |
IWB | 99.51% | $39.99B | 0.15% | |
VOO | 99.50% | $654.56B | 0.03% | |
SCHX | 99.50% | $53.80B | 0.03% | |
IVV | 99.50% | $590.65B | 0.03% | |
ESGU | 99.49% | $13.40B | 0.15% | |
ILCB | 99.48% | $994.27M | 0.03% | |
SPTM | 99.47% | $10.03B | 0.03% | |
VV | 99.43% | $40.33B | 0.04% | |
BKLC | 99.42% | $2.71B | 0% | |
VTI | 99.41% | $473.28B | 0.03% | |
VONE | 99.40% | $6.00B | 0.07% | |
DFUS | 99.40% | $14.49B | 0.09% | |
ITOT | 99.39% | $67.44B | 0.03% | |
SCHB | 99.39% | $32.78B | 0.03% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
TAIL | -87.40% | $140.64M | 0.59% | |
VIXY | -79.65% | $116.60M | 0.85% | |
BTAL | -65.12% | $361.71M | 1.43% | |
IVOL | -44.34% | $353.50M | 1.02% | |
SPTS | -34.46% | $5.74B | 0.03% | |
FTSD | -33.75% | $212.61M | 0.25% | |
FXY | -32.60% | $850.17M | 0.4% | |
XONE | -32.57% | $608.48M | 0.03% | |
UTWO | -29.08% | $384.77M | 0.15% | |
SCHO | -28.10% | $10.84B | 0.03% | |
VGSH | -27.04% | $22.36B | 0.03% | |
IBTI | -21.95% | $1.00B | 0.07% | |
XHLF | -21.62% | $1.46B | 0.03% | |
IBTG | -21.28% | $1.89B | 0.07% | |
BILS | -20.85% | $3.95B | 0.1356% | |
IBTH | -20.60% | $1.53B | 0.07% | |
IBTJ | -19.69% | $662.50M | 0.07% | |
SHYM | -19.42% | $323.00M | 0.35% | |
IEI | -18.30% | $16.03B | 0.15% | |
IBTK | -16.46% | $434.50M | 0.07% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
BNDW | 0.07% | $1.21B | 0.05% | |
SGOV | -0.10% | $45.79B | 0.09% | |
NUBD | 0.20% | $389.20M | 0.16% | |
IBMS | 0.35% | $70.79M | 0.18% | |
IBND | -0.43% | $292.07M | 0.5% | |
CGCB | 0.47% | $2.21B | 0.27% | |
MLN | -0.52% | $532.70M | 0.24% | |
TLH | 0.62% | $9.88B | 0.15% | |
YEAR | 0.66% | $1.40B | 0.25% | |
IBTF | 0.89% | $2.11B | 0.07% | |
NYF | 1.05% | $877.94M | 0.25% | |
STIP | -1.10% | $11.89B | 0.03% | |
LMBS | -1.17% | $4.98B | 0.64% | |
BSSX | 1.29% | $75.11M | 0.18% | |
FIXD | 1.33% | $3.55B | 0.65% | |
SCHQ | 1.35% | $835.09M | 0.03% | |
VGLT | 1.45% | $9.57B | 0.04% | |
GNMA | 1.56% | $356.68M | 0.1% | |
SMMU | -1.60% | $830.17M | 0.35% | |
FMB | 1.67% | $1.91B | 0.65% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
CBOE | -19.91% | $23.14B | +20.40% | 1.10% |
ED | -14.74% | $37.58B | +7.40% | 3.21% |
AWK | -11.45% | $27.80B | +6.58% | 2.19% |
FMTO | -10.76% | $46.74M | -99.95% | 0.00% |
K | -10.44% | $28.55B | +33.69% | 2.75% |
MKTX | -7.14% | $8.10B | +0.61% | 1.38% |
BCE | -7.00% | $19.87B | -37.22% | 13.24% |
DG | -6.45% | $20.58B | -34.18% | 2.50% |
CME | -6.42% | $99.56B | +29.63% | 3.78% |
AMT | -4.60% | $99.89B | +9.70% | 3.07% |
ASPS | -4.50% | $70.77M | -55.36% | 0.00% |
TU | -4.12% | $23.92B | -4.93% | 7.16% |
KR | -3.80% | $45.50B | +27.03% | 1.85% |
VSA | -3.53% | $7.06M | -42.15% | 0.00% |
DUK | -3.29% | $90.36B | +11.91% | 4.48% |
LTM | -2.97% | $10.73B | -96.67% | 2.86% |
EXC | -2.87% | $44.51B | +14.28% | 3.55% |
STG | -2.74% | $24.93M | -43.62% | 0.00% |
WTRG | -2.54% | $10.89B | -2.04% | 3.36% |
NEOG | -2.42% | $1.43B | -51.18% | 0.00% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
BN | 82.95% | $98.44B | +34.30% | 0.56% |
BNT | 82.65% | $11.99B | +33.97% | 0.00% |
JHG | 81.85% | $6.10B | +12.63% | 4.10% |
ITT | 80.79% | $12.03B | +9.72% | 0.87% |
PH | 80.66% | $86.94B | +24.82% | 1.00% |
AXP | 80.39% | $209.98B | +23.43% | 0.98% |
MKSI | 80.36% | $6.08B | -29.31% | 1.01% |
TROW | 80.18% | $21.60B | -16.02% | 5.16% |
ENTG | 79.53% | $11.85B | -39.58% | 0.52% |
WAB | 79.01% | $35.20B | +22.20% | 0.42% |
FLS | 78.84% | $6.75B | +4.01% | 1.67% |
GS | 78.75% | $189.94B | +32.35% | 1.92% |
BX | 78.39% | $177.98B | +16.73% | 2.44% |
KKR | 78.31% | $112.13B | +20.32% | 0.58% |
EMR | 78.27% | $67.84B | +6.85% | 2.20% |
APO | 78.26% | $82.20B | +27.20% | 1.68% |
ARES | 78.22% | $37.17B | +16.86% | 2.35% |
AMZN | 78.14% | $2.18T | +11.31% | 0.00% |
ANSS | 77.94% | $30.47B | +5.77% | 0.00% |
BLK | 77.89% | $153.33B | +21.85% | 2.09% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
UUU | 0.07% | $4.90M | +42.60% | 0.00% |
GIS | 0.17% | $30.19B | -22.61% | 4.37% |
SO | -0.45% | $97.50B | +11.53% | 3.26% |
VRCA | -0.53% | $61.26M | -92.36% | 0.00% |
MSEX | -0.70% | $1.05B | +2.12% | 2.30% |
TEF | 0.71% | $27.71B | +10.09% | 6.29% |
AGL | -0.80% | $1.01B | -54.71% | 0.00% |
VHC | 0.82% | $35.69M | +82.65% | 0.00% |
ZCMD | -1.07% | $32.45M | -14.90% | 0.00% |
YORW | 1.07% | $473.63M | -14.30% | 2.62% |
HSY | 1.09% | $32.11B | -23.45% | 4.34% |
IMNN | 1.29% | $7.08M | -65.44% | 0.00% |
ALHC | 1.37% | $3.12B | +117.36% | 0.00% |
MO | -1.44% | $99.20B | +27.80% | 6.83% |
VSTA | -1.70% | $326.02M | +12.60% | 0.00% |
AWR | 1.84% | $3.06B | +1.65% | 2.31% |
CYCN | 1.87% | $9.76M | +6.67% | 0.00% |
BGS | 1.96% | $354.30M | -52.77% | 17.24% |
AEP | -2.16% | $55.04B | +11.19% | 3.56% |
JNJ | -2.24% | $364.68B | -2.14% | 3.26% |
VOTE - TCW Transform 500 ETF contains 507 holdings. The top holdings include MSFT, NVDA, AAPL, AMZN, META
Name | Weight |
---|---|
![]() | 6.54% |
![]() | 6.18% |
![]() | 6.14% |
![]() | 3.81% |
2.71% | |
![]() | 2.03% |
![]() | 1.90% |
![]() | 1.88% |
1.79% | |
![]() | 1.66% |
1.45% | |
1.22% | |
1.17% | |
![]() | 0.99% |
0.91% | |
0.91% | |
0.88% | |
0.82% | |
0.74% | |
0.73% | |
0.71% | |
![]() | 0.63% |
0.59% | |
0.54% | |
0.54% | |
0.52% | |
0.52% | |
0.51% | |
![]() | 0.50% |
0.49% |
Sector | Weight |
---|---|
Information Technology | 31.80% |
Financials | 14.31% |
Consumer Discretionary | 10.89% |
Health Care | 9.51% |
Communication Services | 9.50% |
Industrials | 8.76% |
Consumer Staples | 5.56% |
Energy | 3.37% |
Utilities | 2.35% |
Materials | 2.04% |
Real Estate | 2.00% |
Current Value
$69.471 Year Return
Current Value
$69.471 Year Return