| Name | Correlation | AUM | Expense Ratio | |
|---|---|---|---|---|
| CMBS | 0.01% | $455.28M | 0.25% | |
| GOVI | -0.07% | $929.67M | 0.15% | |
| BNDX | -0.29% | $67.46B | 0.07% | |
| SHM | -0.30% | $3.41B | 0.2% | |
| YEAR | -0.43% | $1.46B | 0.25% | |
| MLN | -0.58% | $513.19M | 0.24% | |
| AGZD | 0.69% | $98.56M | 0.23% | |
| IBND | -0.88% | $407.96M | 0.5% | |
| IBMN | 1.08% | $445.23M | 0.18% | |
| BUXX | -1.09% | $312.40M | 0.25% | |
| JBND | -1.29% | $2.35B | 0.25% | |
| IBMS | 1.37% | $89.61M | 0.18% | |
| TOTL | -1.42% | $3.80B | 0.55% | |
| TPMN | -1.51% | $31.06M | 0.65% | |
| SMMU | -1.57% | $896.32M | 0.35% | |
| NUBD | 1.74% | $395.75M | 0.16% | |
| SMB | -1.82% | $276.62M | 0.07% | |
| CTA | -1.87% | $1.08B | 0.76% | |
| LMBS | 2.08% | $5.11B | 0.64% | |
| SGOV | -2.11% | $50.93B | 0.09% |
| Name | Correlation | AUM | Expense Ratio | |
|---|---|---|---|---|
| VBK | 99.09% | $19.19B | 0.07% | |
| ISCG | 99.06% | $688.57M | 0.06% | |
| VB | 99.00% | $64.61B | 0.05% | |
| SMLF | 98.90% | $1.88B | 0.15% | |
| SMMD | 98.86% | $1.49B | 0.15% | |
| ESML | 98.81% | $1.88B | 0.17% | |
| SCHA | 98.65% | $17.61B | 0.04% | |
| SCHM | 98.39% | $11.77B | 0.04% | |
| NUSC | 98.27% | $1.16B | 0.31% | |
| TMSL | 98.11% | $851.11M | 0.55% | |
| MDYG | 98.04% | $2.29B | 0.15% | |
| MDY | 98.02% | $23.08B | 0.24% | |
| IJH | 98.00% | $96.98B | 0.05% | |
| SPMD | 97.99% | $13.53B | 0.03% | |
| IVOO | 97.95% | $2.71B | 0.07% | |
| IWO | 97.93% | $11.77B | 0.24% | |
| IJK | 97.88% | $8.93B | 0.17% | |
| JMEE | 97.84% | $1.90B | 0.24% | |
| IVOG | 97.82% | $1.13B | 0.15% | |
| PRFZ | 97.52% | $2.41B | 0.34% |
| Name | Correlation | AUM | Expense Ratio | |
|---|---|---|---|---|
| TAIL | -81.57% | $94.86M | 0.59% | |
| VIXY | -77.14% | $184.73M | 0.85% | |
| BTAL | -73.84% | $315.93M | 1.43% | |
| IVOL | -44.79% | $342.69M | 1.02% | |
| XONE | -33.52% | $628.85M | 0.03% | |
| SPTS | -32.79% | $5.77B | 0.03% | |
| FTSD | -31.62% | $233.11M | 0.25% | |
| FXY | -30.62% | $802.69M | 0.4% | |
| SCHO | -28.76% | $10.98B | 0.03% | |
| UTWO | -28.43% | $376.33M | 0.15% | |
| VGSH | -28.37% | $22.68B | 0.03% | |
| IBTG | -24.31% | $1.92B | 0.07% | |
| IBTH | -24.15% | $1.62B | 0.07% | |
| IBTI | -23.65% | $1.06B | 0.07% | |
| XHLF | -20.36% | $1.73B | 0.03% | |
| IBTJ | -20.21% | $686.15M | 0.07% | |
| BILS | -19.57% | $3.80B | 0.1356% | |
| IEI | -18.65% | $15.53B | 0.15% | |
| TBLL | -17.71% | $2.12B | 0.08% | |
| IBTK | -17.52% | $445.94M | 0.07% |
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| JNJ | 0.01% | $379.41B | +5.34% | 3.20% |
| GIS | 0.32% | $27.86B | -18.70% | 5.88% |
| TEF | -0.33% | $29.35B | +18.72% | 6.32% |
| HUSA | -0.61% | $20.99M | -8.33% | 0.00% |
| KMB | 0.63% | $43.78B | -6.43% | 3.77% |
| VZ | 0.71% | $177.21B | +1.77% | 8.05% |
| KO | 0.72% | $300.31B | +10.57% | 2.87% |
| COR | -0.76% | $57.63B | +33.93% | 0.73% |
| STG | -1.05% | $38.79M | -3.01% | 0.00% |
| ASPS | -1.79% | $152.11M | +47.41% | 0.00% |
| PPC | 1.82% | $10.64B | +33.60% | 0.00% |
| HSY | 1.91% | $33.36B | -11.86% | 3.35% |
| CHD | 2.02% | $24.40B | -4.48% | 1.17% |
| CNC | 2.04% | $16.18B | -51.64% | 0.00% |
| MDLZ | 2.14% | $86.95B | +2.80% | 2.82% |
| T | 2.39% | $198.74B | +46.45% | 5.06% |
| WTRG | 2.43% | $10.52B | -6.15% | 3.49% |
| CL | -2.54% | $73.44B | -7.30% | 2.25% |
| VSTA | -2.75% | $325.62M | +30.97% | 0.00% |
| NEUE | 2.79% | $60.71M | +34.39% | 0.00% |
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| CBOE | -25.03% | $24.55B | +38.09% | 1.08% |
| ED | -16.40% | $36.42B | +10.51% | 3.36% |
| AWK | -13.79% | $27.82B | +4.74% | 2.18% |
| CME | -13.40% | $99.17B | +44.04% | 1.75% |
| MKTX | -10.14% | $8.21B | +2.36% | 1.37% |
| K | -10.10% | $27.64B | +40.17% | 2.86% |
| KR | -5.48% | $46.75B | +34.05% | 1.81% |
| DG | -5.20% | $24.71B | -14.69% | 2.10% |
| DUK | -4.92% | $91.85B | +13.12% | 3.57% |
| MO | -4.76% | $98.62B | +24.36% | 7.00% |
| AEP | -4.54% | $56.65B | +16.73% | 3.49% |
| ZCMD | -4.52% | $28.54M | -8.87% | 0.00% |
| LITB | -4.24% | $24.26M | -71.62% | 0.00% |
| TU | -4.07% | $25.21B | +7.34% | 6.98% |
| VSA | -3.60% | $8.59M | -17.17% | 0.00% |
| DFDV | -3.55% | $363.21M | +2,422.23% | 0.00% |
| BCE | -3.43% | $22.18B | -25.44% | 10.20% |
| EXC | -3.28% | $44.05B | +23.53% | 3.60% |
| AMT | -3.27% | $103.46B | +6.67% | 3.01% |
| SO | -3.11% | $102.50B | +16.78% | 3.13% |
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| ITT | 89.12% | $12.40B | +19.14% | 0.86% |
| BN | 87.53% | $105.41B | +42.26% | 0.54% |
| EVR | 87.13% | $11.56B | +32.60% | 1.09% |
| BNT | 86.78% | $12.84B | +42.16% | 0.00% |
| PH | 86.32% | $91.27B | +35.24% | 0.94% |
| JHG | 85.53% | $6.52B | +17.61% | 3.82% |
| GS | 85.13% | $217.59B | +47.97% | 1.70% |
| CG | 85.12% | $21.13B | +37.32% | 2.43% |
| DOV | 84.98% | $26.12B | +4.62% | 1.09% |
| AXP | 84.86% | $227.86B | +36.23% | 0.94% |
| JEF | 84.20% | $11.49B | +4.21% | 2.73% |
| BX | 83.94% | $199.04B | +29.58% | 2.15% |
| KN | 83.35% | $1.60B | -0.59% | 0.00% |
| SNV | 83.30% | $7.66B | +29.98% | 2.81% |
| EMR | 83.28% | $79.13B | +23.23% | 1.51% |
| KKR | 83.28% | $127.41B | +31.42% | 0.50% |
| APO | 83.19% | $84.70B | +22.39% | 1.30% |
| WTFC | 83.07% | $8.92B | +28.44% | 1.43% |
| PIPR | 83.05% | $5.37B | +27.34% | 0.84% |
| EQH | 82.82% | $16.34B | +27.88% | 1.85% |
SeekingAlpha
S&P 500 Index closed at a new all-time high of 6,204.95 on June 30, 2025, prompting a familiar question among both retail investors and professional advisors: is the market now overvalued?
SeekingAlpha
The S&P 500 retreated on Friday from its record high set the previous day. The index posted a 0.3% weekly loss, snapping its two-week win streak.
SeekingAlpha
The latest weekly AAII survey showed 41.4% of respondents reporting as bullish and 35.6% were bearish. The predominant sentiment is still bullish as the bull-bear spread remains positive.
SeekingAlpha
In Nov. 2024, our CIOs met to consider upcoming year and to prepare for challenges and opportunities of 2025, identifying key themes they expected to see play out in markets and economy.
SeekingAlpha
Q1 2025 buybacks reached a record $293B, with analysts expecting 2025 total buybacks to hit $1T.
Yahoo
- SPY led ETF inflows as Nvidia briefly hit a $4 trillion market cap. - JMBS and VOO gained, while VXF and XLF saw outflows.
VXF - Vanguard Extended Market Index ETF contains 3364 holdings. The top holdings include MSTR, APP, SNOW, CRH, LNG
Name | Weight |
|---|---|
1.26% | |
1.25% | |
 SNOWSnowflake, Inc. | 0.97% |
 CRHCRH Plc | 0.88% |
0.76% | |
0.74% | |
0.73% | |
 RBLXRoblox Corp. | 0.68% |
0.67% | |
0.64% | |
0.60% | |
0.59% | |
0.56% | |
 CVNACarvana Co. | 0.55% |
 DDOGDatadog, Inc. | 0.53% |
0.52% | |
0.49% | |
 TEAMAtlassian Corp. | 0.49% |
0.48% | |
0.44% | |
 HUBSHubSpot, Inc. | 0.44% |
0.44% | |
0.37% | |
0.35% | |
0.33% | |
 FWONKLiberty Media Corp. | 0.31% |
0.31% | |
0.30% | |
0.30% | |
 NTRANatera, Inc. | 0.30% |
Sector | Weight |
|---|---|
Information Technology | 17.92% |
Industrials | 17.63% |
Financials | 17.53% |
Consumer Discretionary | 10.71% |
Health Care | 10.64% |
Real Estate | 5.40% |
Materials | 4.70% |
Communication Services | 4.17% |
Energy | 3.59% |
Consumer Staples | 3.22% |
Utilities | 1.88% |
N/A | 0.00% |
