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.
Yahoo
Legacy mutual fund complex leans on conversions to capture active ETF market share.
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
BN | 83.00% | $98.39B | +33.78% | 0.55% |
BNT | 82.27% | $11.98B | +33.22% | 0.00% |
JHG | 81.80% | $6.05B | +12.18% | 4.08% |
ITT | 80.76% | $11.82B | +8.44% | 0.87% |
PH | 80.49% | $85.95B | +24.68% | 0.99% |
AXP | 80.45% | $209.86B | +24.13% | 0.98% |
MKSI | 80.44% | $6.12B | -28.84% | 0.96% |
TROW | 80.10% | $21.51B | -15.86% | 5.12% |
ENTG | 79.56% | $11.89B | -39.86% | 0.52% |
WAB | 78.94% | $34.95B | +22.55% | 0.42% |
FLS | 78.81% | $6.68B | +2.49% | 1.64% |
GS | 78.77% | $188.98B | +32.59% | 1.90% |
APO | 78.28% | $82.29B | +27.73% | 1.29% |
EMR | 78.24% | $67.64B | +6.59% | 1.76% |
KKR | 78.24% | $111.90B | +20.63% | 0.57% |
BX | 78.23% | $178.04B | +14.76% | 2.38% |
AMZN | 78.17% | $2.18T | +11.73% | 0.00% |
ARES | 78.14% | $36.85B | +15.03% | 2.31% |
ANSS | 77.91% | $30.20B | +4.88% | 0.00% |
JEF | 77.90% | $11.02B | +12.97% | 2.65% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
BBUS | 99.57% | $4.61B | 0.02% | |
PBUS | 99.57% | $6.89B | 0.04% | |
GSUS | 99.55% | $2.57B | 0.07% | |
IYY | 99.53% | $2.34B | 0.2% | |
SCHK | 99.52% | $4.11B | 0.05% | |
SPLG | 99.52% | $66.60B | 0.02% | |
IWB | 99.51% | $39.86B | 0.15% | |
VOO | 99.51% | $649.00B | 0.03% | |
IVV | 99.50% | $586.98B | 0.03% | |
SCHX | 99.50% | $53.49B | 0.03% | |
ESGU | 99.49% | $13.21B | 0.15% | |
ILCB | 99.48% | $989.22M | 0.03% | |
SPTM | 99.47% | $9.96B | 0.03% | |
VV | 99.43% | $40.10B | 0.04% | |
BKLC | 99.42% | $2.72B | 0% | |
VTI | 99.41% | $470.88B | 0.03% | |
VONE | 99.40% | $5.95B | 0.07% | |
DFUS | 99.40% | $14.40B | 0.09% | |
SCHB | 99.39% | $32.64B | 0.03% | |
ITOT | 99.39% | $67.14B | 0.03% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
TAIL | -87.42% | $140.49M | 0.59% | |
VIXY | -79.72% | $109.64M | 0.85% | |
BTAL | -65.17% | $361.41M | 1.43% | |
IVOL | -44.17% | $353.94M | 1.02% | |
SPTS | -34.40% | $5.76B | 0.03% | |
FTSD | -33.90% | $212.46M | 0.25% | |
XONE | -32.52% | $603.24M | 0.03% | |
FXY | -32.48% | $838.61M | 0.4% | |
UTWO | -28.96% | $387.71M | 0.15% | |
SCHO | -28.01% | $10.87B | 0.03% | |
VGSH | -26.87% | $22.38B | 0.03% | |
IBTI | -21.79% | $995.39M | 0.07% | |
XHLF | -21.68% | $1.46B | 0.03% | |
BILS | -21.27% | $3.96B | 0.1356% | |
IBTG | -21.13% | $1.88B | 0.07% | |
IBTH | -20.43% | $1.53B | 0.07% | |
IBTJ | -19.65% | $658.04M | 0.07% | |
SHYM | -19.45% | $322.93M | 0.35% | |
IEI | -18.22% | $16.09B | 0.15% | |
IBTK | -16.45% | $431.59M | 0.07% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
CBOE | -20.05% | $22.95B | +20.67% | 1.12% |
ED | -15.24% | $36.75B | +5.26% | 3.28% |
AWK | -11.74% | $27.37B | +4.54% | 2.22% |
FMTO | -10.89% | $45.74M | -99.96% | 0.00% |
K | -10.50% | $28.49B | +32.17% | 2.77% |
MKTX | -7.30% | $8.01B | -1.42% | 1.39% |
BCE | -6.94% | $19.94B | -37.01% | 13.15% |
CME | -6.68% | $98.74B | +28.80% | 3.84% |
DG | -6.63% | $20.45B | -36.56% | 2.55% |
AMT | -4.78% | $99.10B | +8.59% | 3.09% |
ASPS | -4.59% | $69.98M | -57.72% | 0.00% |
TU | -4.18% | $23.77B | -4.62% | 7.19% |
KR | -4.14% | $44.68B | +24.17% | 1.89% |
VSA | -3.54% | $7.04M | -49.24% | 0.00% |
DUK | -3.52% | $90.12B | +12.74% | 3.61% |
EXC | -3.13% | $43.84B | +12.45% | 3.59% |
LTM | -2.96% | $11.01B | -96.75% | 2.75% |
WTRG | -2.83% | $10.70B | -3.17% | 3.41% |
JNJ | -2.53% | $360.54B | -3.03% | 3.32% |
NEOG | -2.49% | $1.42B | -51.08% | 0.00% |
Current Value
$69.471 Year Return
Current Value
$69.471 Year Return
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
UUU | 0.12% | $4.93M | +40.20% | 0.00% |
GIS | -0.22% | $29.79B | -23.81% | 4.42% |
TEF | 0.50% | $27.20B | +8.80% | 6.44% |
VHC | 0.67% | $34.69M | +74.89% | 0.00% |
VRCA | -0.69% | $59.36M | -92.99% | 0.00% |
SO | -0.71% | $96.04B | +10.08% | 3.29% |
AGL | -0.75% | $1.06B | -54.30% | 0.00% |
YORW | 0.91% | $469.88M | -15.42% | 2.64% |
MSEX | -1.02% | $1.02B | -1.01% | 2.34% |
ZCMD | -1.10% | $32.45M | -11.38% | 0.00% |
ALHC | 1.11% | $2.95B | +113.16% | 0.00% |
HSY | 1.29% | $33.16B | -21.37% | 3.44% |
AWR | 1.41% | $3.00B | -1.24% | 2.34% |
IMNN | 1.56% | $8.21M | -59.89% | 0.00% |
VSTA | -1.67% | $326.82M | +11.64% | 0.00% |
MO | -1.70% | $97.80B | +26.35% | 6.94% |
BGS | 1.81% | $355.90M | -53.30% | 17.00% |
CYCN | 1.85% | $9.37M | +2.39% | 0.00% |
CCI | 1.99% | $43.88B | -3.12% | 6.19% |
COR | 2.11% | $55.43B | +28.90% | 0.56% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
NUBD | 0.05% | $388.33M | 0.16% | |
BNDW | 0.11% | $1.20B | 0.05% | |
IBMS | 0.21% | $69.47M | 0.18% | |
IBND | -0.23% | $291.26M | 0.5% | |
CGCB | 0.44% | $2.19B | 0.27% | |
MLN | -0.44% | $532.71M | 0.24% | |
IBTF | 0.54% | $2.12B | 0.07% | |
TLH | 0.55% | $9.85B | 0.15% | |
SGOV | -0.65% | $45.91B | 0.09% | |
YEAR | 0.83% | $1.40B | 0.25% | |
STIP | -1.11% | $11.88B | 0.03% | |
NYF | 1.13% | $875.13M | 0.25% | |
LMBS | -1.20% | $4.97B | 0.64% | |
SCHQ | 1.28% | $829.57M | 0.03% | |
FIXD | 1.32% | $3.54B | 0.65% | |
BSSX | 1.35% | $75.11M | 0.18% | |
VGLT | 1.38% | $9.57B | 0.04% | |
GNMA | 1.57% | $355.60M | 0.1% | |
SPTL | 1.67% | $10.96B | 0.03% | |
FMB | 1.72% | $1.91B | 0.65% |
VOTE - TCW Transform 500 ETF contains 506 holdings. The top holdings include MSFT, NVDA, AAPL, AMZN, META
Name | Weight |
---|---|
![]() | 6.57% |
![]() | 6.20% |
![]() | 6.19% |
![]() | 3.83% |
2.75% | |
![]() | 2.09% |
![]() | 1.87% |
![]() | 1.86% |
1.78% | |
![]() | 1.65% |
1.46% | |
1.22% | |
1.15% | |
![]() | 0.98% |
0.92% | |
0.92% | |
0.87% | |
0.81% | |
0.74% | |
0.73% | |
0.70% | |
![]() | 0.63% |
0.59% | |
0.55% | |
0.54% | |
0.52% | |
0.51% | |
![]() | 0.50% |
0.50% | |
0.49% |
Sector | Weight |
---|---|
Information Technology | 32.01% |
Financials | 14.30% |
Consumer Discretionary | 10.88% |
Communication Services | 9.50% |
Health Care | 9.42% |
Industrials | 8.73% |
Consumer Staples | 5.55% |
Energy | 3.38% |
Utilities | 2.32% |
Materials | 2.04% |
Real Estate | 2.00% |