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Everything no crypto or Ai
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Diversification

Everything no crypto or Ai

Currency in USD · Last updated Apr 4, 2026

Asset Allocation

42 positions 95.34%2 positions 4.54%EquityEquityReal EstateReal Estate
PositionCategory/SectorTarget Weight
AAPL
Apple Inc		Technology
2.27%
ABBV
AbbVie Inc.		Healthcare
2.27%
ARCC
Ares Capital Corporation		Financial Services
2.27%
CAT
Caterpillar Inc.		Industrials
2.27%
CSCO
Cisco Systems, Inc.		Technology
2.27%
DIV
Global X SuperDividend U.S. ETF		Dividend
2.27%
DUK
Duke Energy Corporation		Utilities
2.27%
DVN
Devon Energy Corporation		Energy
2.27%
DVY
iShares Select Dividend ETF		Large Cap Value Equities, Dividend
2.27%
EMR
Emerson Electric Co.		Industrials
2.27%
GOOGL
Alphabet Inc Class A		Communication Services
2.27%
HDV
iShares Core High Dividend ETF		Large Cap Value Equities, Dividend
2.27%
IP
International Paper Company		Consumer Cyclical
2.27%
JPM
JPMorgan Chase & Co.		Financial Services
2.27%
KBWD
Invesco KBW High Dividend Yield Financial ETF		Financials Equities, Dividend
2.27%
LIN
Linde plc		Basic Materials
2.27%
LLY
Eli Lilly and Company		Healthcare
2.27%
MCD
McDonald's Corporation		Consumer Cyclical
2.27%
MO
Altria Group, Inc.		Consumer Defensive
2.27%
NEE
NextEra Energy, Inc.		Utilities
2.27%
NOBL
ProShares S&P 500 Dividend Aristocrats ETF		S&P 500, Dividend
2.27%
O
Realty Income Corporation		Real Estate
2.27%
PG
The Procter & Gamble Company		Consumer Defensive
2.27%
PLD
Prologis, Inc.		Real Estate
2.27%
RDIV
Invesco S&P Ultra Dividend Revenue ETF		Mid Cap Value Equities, Dividend
2.27%
SCHD
Schwab U.S. Dividend Equity ETF		Dividend
2.27%
SDOG
ALPS Sector Dividend Dogs ETF		Large Cap Value Equities, Dividend
2.27%
SPYD
SPDR Portfolio S&P 500 High Dividend ETF		S&P 500, Dividend
2.27%
TSLA
Tesla, Inc.		Consumer Cyclical
2.27%
VNQ
Vanguard Real Estate ETF		REIT
2.27%
VYM
Vanguard High Dividend Yield ETF		Dividend
2.27%
VZ
Verizon Communications Inc.		Communication Services
2.27%
XLB
Materials Select Sector SPDR ETF		Materials
2.27%
XLC
Communication Services Select Sector SPDR Fund		Large Cap Growth Equities
2.27%
XLE
State Street Energy Select Sector SPDR ETF		Energy Equities
2.27%
XLF
Financial Select Sector SPDR Fund		Financials Equities
2.27%
XLI
Industrial Select Sector SPDR Fund		Industrials Equities
2.27%
XLK
State Street Technology Select Sector SPDR ETF		Technology Equities
2.27%
XLP
State Street Consumer Staples Select Sector SPDR ETF		Consumer Staples Equities
2.27%
XLRE
Real Estate Select Sector SPDR Fund		REIT
2.27%
XLU
Utilities Select Sector SPDR Fund		Utilities Equities
2.27%
XLV
State Street Health Care Select Sector SPDR ETF		Health & Biotech Equities
2.27%
XLY
Consumer Discretionary Select Sector SPDR Fund		Consumer Discretionary Equities
2.27%
XOM
Exxon Mobil Corporation		Energy
2.27%

S&P 500 Index

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Everything no crypto or Ai, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced Every 3 months.

Loading graphics...

The earliest data available for this chart is Oct 1, 2018, corresponding to the inception date of LIN

Returns By Period

1D1MYTD6M1Y3Y*5Y*10Y*
Benchmark
S&P 500 Index
0.11%-4.18%-3.84%-1.98%21.98%16.86%10.37%12.29%
Portfolio
Everything no crypto or Ai
-0.00%-2.89%5.63%7.84%22.86%16.60%13.15%—
Portfolio components:
AAPL
Apple Inc		0.11%-2.51%-5.78%-0.62%26.50%16.04%16.39%26.10%
JPM
JPMorgan Chase & Co.		-0.26%-1.60%-8.16%-4.08%31.46%34.44%16.83%20.51%
LLY
Eli Lilly and Company		-1.98%-6.77%-12.80%11.75%19.44%39.72%39.64%31.19%
XOM
Exxon Mobil Corporation		-0.06%7.26%34.42%44.07%47.84%15.29%27.66%11.56%
PG
The Procter & Gamble Company		-0.67%-9.59%0.58%-4.68%-14.70%1.10%3.87%8.50%
TSLA
Tesla, Inc.		-5.42%-11.17%-19.82%-16.11%34.91%22.79%10.33%36.16%
CAT
Caterpillar Inc.		-1.79%-2.02%25.49%44.82%137.80%48.52%27.57%28.19%
LIN
Linde plc		1.78%1.02%18.27%8.45%9.02%13.42%13.89%—
NEE
NextEra Energy, Inc.		0.32%0.59%16.82%17.94%32.96%9.87%6.95%15.01%
PLD
Prologis, Inc.		0.33%-3.28%5.63%16.09%36.25%5.95%7.28%14.89%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Oct 2, 2018, Everything no crypto or Ai's average daily return is +0.06%, while the average monthly return is +1.25%. At this rate, your investment would double in approximately 4.6 years.

Historically, 65% of months were positive and 35% were negative. The best month was Apr 2020 with a return of +14.3%, while the worst month was Mar 2020 at -15.9%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 3 months.

On a daily basis, Everything no crypto or Ai closed higher 56% of trading days. The best single day was Mar 24, 2020 with a return of +9.9%, while the worst single day was Mar 16, 2020 at -11.9%.

JanFebMarAprMayJunJulAugSepOctNovDecTotal
20264.75%4.76%-3.78%0.04%5.63%
20253.30%1.65%-2.25%-3.50%3.03%2.17%1.43%3.79%2.22%-0.07%3.23%-0.43%15.26%
2024-0.58%2.98%4.70%-3.09%3.97%0.42%4.66%3.10%1.91%-1.08%5.36%-4.85%18.27%
20235.36%-3.13%1.15%0.87%-3.38%6.41%3.67%-1.25%-4.02%-3.43%7.12%4.81%14.06%
2022-1.69%-1.29%5.03%-4.95%1.79%-8.10%7.10%-3.05%-9.81%10.36%5.39%-3.94%-5.19%
20210.77%4.46%6.09%3.82%2.10%0.73%1.56%3.01%-3.63%6.49%-1.81%6.76%34.20%

Benchmark Metrics

Everything no crypto or Ai has an annualized alpha of 4.54%, beta of 0.86, and R² of 0.85 versus S&P 500 Index. Calculated based on daily prices since October 02, 2018.

  • This portfolio participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (97.70%) than losses (85.65%) — typical of diversified or defensive assets.
  • This portfolio generated an annualized alpha of 4.54% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
  • With beta of 0.86 and R² of 0.85, this portfolio moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.
Alpha
4.54%
Beta
0.86
R²
0.85
Upside Capture
97.70%
Downside Capture
85.65%

Expense Ratio

Everything no crypto or Ai has an expense ratio of 0.11%, which is considered low. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.

Top 10 holdings
KBWD
Invesco KBW High Dividend Yield Financial ETF
DIV
Global X SuperDividend U.S. ETF
SDOG
ALPS Sector Dividend Dogs ETF
DVY
iShares Select Dividend ETF
RDIV
Invesco S&P Ultra Dividend Revenue ETF
NOBL
ProShares S&P 500 Dividend Aristocrats ETF
XLF
Financial Select Sector SPDR Fund
XLY
Consumer Discretionary Select Sector SPDR Fund
XLI
Industrial Select Sector SPDR Fund
XLB
Materials Select Sector SPDR ETF

Return for Risk

Risk / Return Rank

Everything no crypto or Ai ranks 43 for risk / return — on par with similar portfolios. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

Everything no crypto or Ai Risk / Return Rank: 4343
Overall Rank
Everything no crypto or Ai Sharpe Ratio Rank: 4848
Sharpe Ratio Rank
Everything no crypto or Ai Sortino Ratio Rank: 4444
Sortino Ratio Rank
Everything no crypto or Ai Omega Ratio Rank: 5454
Omega Ratio Rank
Everything no crypto or Ai Calmar Ratio Rank: 2929
Calmar Ratio Rank
Everything no crypto or Ai Martin Ratio Rank: 4141
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

PortfolioBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

1.21

0.88

+0.33

Sortino ratio

Return per unit of downside risk

1.73

1.37

+0.36

Omega ratio

Gain probability vs. loss probability

1.27

1.21

+0.07

Calmar ratio

Return relative to maximum drawdown

1.48

1.39

+0.09

Martin ratio

Return relative to average drawdown

7.30

6.43

+0.87

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

How much return does each position deliver for the risk it carries? Higher values mean better reward for the risk taken.

Risk / Return RankSharpe ratioSortino ratioOmega ratioCalmar ratioMartin ratio
AAPL
Apple Inc		550.470.921.130.662.04
JPM
JPMorgan Chase & Co.		670.891.281.181.514.05
LLY
Eli Lilly and Company		510.360.781.110.561.37
XOM
Exxon Mobil Corporation		801.582.061.282.516.57
PG
The Procter & Gamble Company		12-0.71-0.870.90-0.75-1.39
TSLA
Tesla, Inc.		600.501.101.131.253.01
CAT
Caterpillar Inc.		963.394.011.546.6123.24
LIN
Linde plc		500.420.741.090.471.29
NEE
NextEra Energy, Inc.		791.411.881.263.177.01
PLD
Prologis, Inc.		670.881.341.191.205.12

Sharpe Ratio

The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Everything no crypto or Ai Sharpe ratios as of Apr 4, 2026 (values are recalculated daily):

  • 1-Year: 1.21
  • 5-Year: 0.93
  • All Time: 0.80

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

Compared to the broad market, where average Sharpe ratios range from 0.99 to 1.69, this portfolio's current Sharpe ratio falls between the 25th and 75th percentiles. This indicates that its risk-adjusted performance is in line with the majority of portfolios, suggesting a balanced approach to risk and return—likely suitable for a wide range of investors.

The chart below shows the rolling Sharpe ratio of Everything no crypto or Ai compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

Loading graphics...

Dividends

Dividend yield

Everything no crypto or Ai provided a 3.04% dividend yield over the last twelve months.

TTM20252024202320222021202020192018201720162015
Portfolio3.04%3.16%3.19%3.38%3.39%2.84%3.41%3.17%3.32%2.86%3.47%3.22%
Portfolio components:
AAPL
Apple Inc		0.41%0.38%0.40%0.49%0.70%0.49%0.61%1.04%1.79%1.45%1.93%1.93%
JPM
JPMorgan Chase & Co.		1.97%1.72%1.92%2.38%2.98%2.34%2.83%2.37%2.54%1.91%2.13%2.54%
LLY
Eli Lilly and Company		0.67%0.56%0.67%0.78%1.07%1.23%1.75%1.96%1.94%2.46%2.77%2.37%
XOM
Exxon Mobil Corporation		2.51%3.32%3.57%3.68%3.22%5.70%8.44%4.92%4.74%3.66%3.30%3.69%
PG
The Procter & Gamble Company		2.95%2.91%2.36%2.55%2.38%2.08%2.24%2.37%3.09%2.98%3.18%3.31%
TSLA
Tesla, Inc.		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
CAT
Caterpillar Inc.		0.83%1.02%1.49%1.69%1.93%2.07%2.26%2.56%2.58%1.97%3.32%4.33%
LIN
Linde plc		1.21%1.41%1.33%1.24%1.43%1.22%1.46%1.64%0.53%0.00%0.00%0.00%
NEE
NextEra Energy, Inc.		2.49%2.82%2.87%3.08%2.03%1.65%1.81%2.06%2.55%2.52%2.91%2.96%
PLD
Prologis, Inc.		3.06%3.16%3.63%2.61%2.80%1.50%2.33%2.38%3.27%2.73%3.18%3.54%

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

Loading graphics...

Worst Drawdowns

The table below displays the maximum drawdowns of the Everything no crypto or Ai. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Everything no crypto or Ai was 38.10%, occurring on Mar 23, 2020. Recovery took 161 trading sessions.

The current Everything no crypto or Ai drawdown is 3.74%.

Depth

Start

To Bottom

Bottom

To Recover

End

Total

-38.1%Feb 21, 202022Mar 23, 2020161Nov 9, 2020183
-18.32%Apr 21, 2022113Sep 30, 2022202Jul 24, 2023315
-14.43%Feb 21, 202533Apr 8, 202557Jul 1, 202590
-14.4%Oct 3, 201857Dec 24, 201840Feb 22, 201997
-9.8%Aug 1, 202363Oct 27, 202332Dec 13, 202395

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.

Loading graphics...

Diversification

Diversification Metrics

Number of Effective Assets

The portfolio contains 44 assets, with an effective number of assets of 44.00, reflecting the diversification based on asset allocation. This number of effective assets suggests that the portfolio's investments are spread across a variety of assets, indicating a well-diversified allocation. However, true diversification also depends on the correlations between assets.

Asset Correlations Table

The table below displays the correlation coefficients between the individual components of the portfolio, the entire portfolio, and the chosen benchmark.
BenchmarkLLYTSLAVZABBVDUKMOPGNEEGOOGLDVNMCDXOMAAPLOARCCXLUXLEIPXLKPLDCSCOLINXLCCATJPMXLPXLYEMRXLVXLREKBWDVNQXLFXLBDIVXLIRDIVHDVSPYDSDOGDVYSCHDNOBLVYMPortfolio
Benchmark1.000.360.520.250.350.220.270.320.360.710.390.420.370.710.360.530.410.440.500.900.530.660.590.820.610.610.520.860.680.670.590.660.620.750.750.610.810.660.660.670.710.700.760.770.820.86
LLY0.361.000.120.190.400.210.150.290.240.240.090.220.120.250.200.150.260.130.140.290.270.260.250.270.180.190.310.240.230.600.290.160.280.240.240.230.270.210.320.230.240.250.300.320.330.35
TSLA0.520.121.000.010.10-0.020.060.060.160.410.170.140.090.450.150.290.120.150.200.520.240.270.220.450.260.260.160.670.270.250.260.350.280.310.330.260.340.260.190.260.280.260.290.290.320.43
VZ0.250.190.011.000.290.470.370.430.340.090.140.320.240.140.370.220.440.230.290.100.280.270.290.250.240.260.480.170.210.370.390.290.380.330.330.450.290.420.520.470.460.470.460.450.440.43
ABBV0.350.400.100.291.000.290.300.350.220.200.210.300.250.220.260.230.280.270.250.230.290.320.320.260.290.280.410.240.290.620.320.280.330.350.330.380.340.390.520.410.430.410.470.460.460.45
DUK0.220.21-0.020.470.291.000.390.500.630.070.080.400.180.110.510.200.830.160.230.060.420.220.320.160.130.180.570.130.170.380.540.250.510.270.290.450.270.360.510.460.390.480.390.460.400.42
MO0.270.150.060.370.300.391.000.390.290.080.240.310.330.150.340.230.380.320.320.100.270.260.290.190.280.300.570.210.260.340.360.340.370.360.360.500.340.460.540.500.500.500.490.470.460.46
PG0.320.290.060.430.350.500.391.000.430.180.060.440.130.250.380.180.500.100.250.200.390.300.380.250.150.200.790.240.220.490.450.210.430.300.340.360.300.330.490.390.370.410.450.520.430.43
NEE0.360.240.160.340.220.630.290.431.000.210.110.340.170.240.450.240.800.160.200.250.460.260.330.270.170.190.490.300.220.400.540.280.520.270.340.400.330.330.440.400.360.440.390.450.420.47
GOOGL0.710.240.410.090.200.070.080.180.211.000.220.250.190.590.180.340.210.230.270.700.330.470.370.790.350.340.270.630.410.420.330.380.350.420.430.310.450.340.340.340.360.360.410.410.440.53
DVN0.390.090.170.140.210.080.240.060.110.221.000.130.750.230.160.380.140.860.380.270.190.310.280.280.480.420.200.320.470.240.220.480.270.480.480.540.480.590.580.560.570.540.540.440.540.56
MCD0.420.220.140.320.300.400.310.440.340.250.131.000.200.290.380.270.410.190.260.300.380.360.370.350.240.310.570.400.290.450.450.330.450.410.380.400.410.390.470.430.430.450.470.530.480.48
XOM0.370.120.090.240.250.180.330.130.170.190.750.201.000.210.210.350.220.920.380.210.200.310.320.260.510.440.270.270.480.270.240.450.280.490.490.560.460.590.690.580.590.580.570.480.580.57
AAPL0.710.250.450.140.220.110.150.250.240.590.230.290.211.000.210.330.220.230.280.760.390.490.390.630.330.340.350.630.390.440.380.390.390.430.450.350.480.380.390.380.420.390.470.470.480.56
O0.360.200.150.370.260.510.340.380.450.180.160.380.210.211.000.340.550.220.280.220.600.250.320.280.220.260.510.300.260.400.760.430.770.360.390.540.390.460.480.560.460.500.470.530.450.53
ARCC0.530.150.290.220.230.200.230.180.240.340.380.270.350.330.341.000.300.410.380.410.370.360.350.460.430.470.330.480.470.380.430.660.470.560.520.560.540.540.490.560.560.560.530.540.570.60
XLU0.410.260.120.440.280.830.380.500.800.210.140.410.220.220.550.301.000.230.310.250.520.340.380.290.250.280.600.300.300.460.640.350.620.370.410.530.420.460.560.540.480.600.480.550.530.56
XLE0.440.130.150.230.270.160.320.100.160.230.860.190.920.230.220.410.231.000.440.280.230.350.340.310.580.510.260.340.550.300.280.530.330.560.550.630.550.670.720.650.660.650.630.530.640.64
IP0.500.140.200.290.250.230.320.250.200.270.380.260.380.280.280.380.310.441.000.340.360.390.420.380.550.510.400.420.540.390.400.560.440.580.670.590.610.670.560.660.700.670.630.630.630.63
XLK0.900.290.520.100.230.060.100.200.250.700.270.300.210.760.220.410.250.280.341.000.410.620.480.750.470.430.340.760.540.510.430.480.450.530.570.390.630.430.420.430.480.460.560.540.600.64
PLD0.530.270.240.280.290.420.270.390.460.330.190.380.200.390.600.370.520.230.360.411.000.370.390.420.330.330.520.470.380.510.830.460.810.440.500.540.510.490.500.570.500.530.540.600.540.62
CSCO0.660.260.270.270.320.220.260.300.260.470.310.360.310.490.250.360.340.350.390.620.371.000.460.540.450.450.430.530.510.520.420.440.440.520.530.470.590.510.570.510.560.540.620.580.630.63
LIN0.590.250.220.290.320.320.290.380.330.370.280.370.320.390.320.350.380.340.420.480.390.461.000.470.440.440.500.480.500.540.450.450.460.540.750.470.590.520.560.520.560.570.600.670.620.63
XLC0.820.270.450.250.260.160.190.250.270.790.280.350.260.630.280.460.290.310.380.750.420.540.471.000.430.450.400.750.490.510.470.530.500.570.560.480.590.510.490.510.550.520.570.570.600.67
CAT0.610.180.260.240.290.130.280.150.170.350.480.240.510.330.220.430.250.580.550.470.330.450.440.431.000.600.320.510.730.420.360.580.410.660.700.590.780.670.590.650.700.680.670.650.720.69
JPM0.610.190.260.260.280.180.300.200.190.340.420.310.440.340.260.470.280.510.510.430.330.450.440.450.601.000.360.520.610.420.380.650.430.880.610.570.690.690.600.680.690.710.680.630.750.69
XLP0.520.310.160.480.410.570.570.790.490.270.200.570.270.350.510.330.600.260.400.340.520.430.500.400.320.361.000.430.370.600.610.420.600.490.530.590.510.550.690.620.600.630.670.740.650.66
XLY0.860.240.670.170.240.130.210.240.300.630.320.400.270.630.300.480.300.340.420.760.470.530.480.750.510.520.431.000.560.500.500.620.550.640.650.530.690.580.500.580.610.590.640.660.670.74
EMR0.680.230.270.210.290.170.260.220.220.410.470.290.480.390.260.470.300.550.540.540.380.510.500.490.730.610.370.561.000.480.420.610.460.690.730.590.810.680.620.660.710.690.710.720.750.74
XLV0.670.600.250.370.620.380.340.490.400.420.240.450.270.440.400.380.460.300.390.510.510.520.540.510.420.420.600.500.481.000.570.460.570.550.580.540.580.540.680.580.600.600.680.720.690.70
XLRE0.590.290.260.390.320.540.360.450.540.330.220.450.240.380.760.430.640.280.400.430.830.420.450.470.360.380.610.500.420.571.000.560.980.520.560.660.570.590.600.700.600.650.630.700.630.71
KBWD0.660.160.350.290.280.250.340.210.280.380.480.330.450.390.430.660.350.530.560.480.460.440.450.530.580.650.420.620.610.460.561.000.630.770.680.780.720.790.650.810.800.800.750.730.760.78
VNQ0.620.280.280.380.330.510.370.430.520.350.270.450.280.390.770.470.620.330.440.450.810.440.460.500.410.430.600.550.460.570.980.631.000.570.600.710.620.650.630.750.660.700.670.730.670.75
XLF0.750.240.310.330.350.270.360.300.270.420.480.410.490.430.360.560.370.560.580.530.440.520.540.570.660.880.490.640.690.550.520.770.571.000.740.700.810.820.730.820.820.850.820.800.870.82
XLB0.750.240.330.330.330.290.360.340.340.430.480.380.490.450.390.520.410.550.670.570.500.530.750.560.700.610.530.650.730.580.560.680.600.741.000.700.830.770.720.780.810.800.810.850.830.84
DIV0.610.230.260.450.380.450.500.360.400.310.540.400.560.350.540.560.530.630.590.390.540.470.470.480.590.570.590.530.590.540.660.780.710.700.701.000.710.850.810.890.870.870.820.800.820.84
XLI0.810.270.340.290.340.270.340.300.330.450.480.410.460.480.390.540.420.550.610.630.510.590.590.590.780.690.510.690.810.580.570.720.620.810.830.711.000.790.720.780.820.820.840.860.880.86
RDIV0.660.210.260.420.390.360.460.330.330.340.590.390.590.380.460.540.460.670.670.430.490.510.520.510.670.690.550.580.680.540.590.790.650.820.770.850.791.000.820.940.940.940.880.840.880.87
HDV0.660.320.190.520.520.510.540.490.440.340.580.470.690.390.480.490.560.720.560.420.500.570.560.490.590.600.690.500.620.680.600.650.630.730.720.810.720.821.000.860.870.870.900.860.890.88
SPYD0.670.230.260.470.410.460.500.390.400.340.560.430.580.380.560.560.540.650.660.430.570.510.520.510.650.680.620.580.660.580.700.810.750.820.780.890.780.940.861.000.950.960.900.880.900.90
SDOG0.710.240.280.460.430.390.500.370.360.360.570.430.590.420.460.560.480.660.700.480.500.560.560.550.700.690.600.610.710.600.600.800.660.820.810.870.820.940.870.951.000.960.920.890.920.91
DVY0.700.250.260.470.410.480.500.410.440.360.540.450.580.390.500.560.600.650.670.460.530.540.570.520.680.710.630.590.690.600.650.800.700.850.800.870.820.940.870.960.961.000.920.900.940.91
SCHD0.760.300.290.460.470.390.490.450.390.410.540.470.570.470.470.530.480.630.630.560.540.620.600.570.670.680.670.640.710.680.630.750.670.820.810.820.840.880.900.900.920.921.000.930.940.92
NOBL0.770.320.290.450.460.460.470.520.450.410.440.530.480.470.530.540.550.530.630.540.600.580.670.570.650.630.740.660.720.720.700.730.730.800.850.800.860.840.860.880.890.900.931.000.920.92
VYM0.820.330.320.440.460.400.460.430.420.440.540.480.580.480.450.570.530.640.630.600.540.630.620.600.720.750.650.670.750.690.630.760.670.870.830.820.880.880.890.900.920.940.940.921.000.95
Portfolio0.860.350.430.430.450.420.460.430.470.530.560.480.570.560.530.600.560.640.630.640.620.630.630.670.690.690.660.740.740.700.710.780.750.820.840.840.860.870.880.900.910.910.920.920.951.00
The correlation results are calculated based on daily price changes starting from Oct 2, 2018