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Constituent dispersion · breadth vs the index

IXP — Global Communications

36/64 covered · 77% by weight · benchmark: IXP price · closes through 2026-06-18 ·holdings as of 2026-06-16

Concentration 59.63% in top 5 10.3 effective names · HHI 971
RS vs S&P 500 21d -6.45pp sector return − SPY
RS vs Nasdaq-100 21d -10.25pp sector return − QQQ
Broad decline - breadth is falling with price. Last 21 sessions — price -4.68% · A/D -73 (-2.03/name)
IXP price
Cumulative advance / decline of constituents — rises when more names are up than down; turns before price at inflections

Divergence over time — price vs breadth, by horizon

The hero read is the 1-month picture; here the same price↔breadth divergence across 1 week / 1 month / 1 quarter, computed over the 126-session history. A/D /name is net advancers-minus-decliners per covered constituent; % beating Δ and median−ETF Δ show how participation shifted. Price rising while those fall = the move is narrowing under the surface.

HorizonPriceA/D /name% beating ΔMedian−ETF ΔRead
1 week -0.49% -0.97 -22pp -2.15pp Weakening
1 month -4.68% -2.03 -3pp -0.24pp Confirming ↓
1 quarter +0.15% -0.19 -11pp -2.44pp Weakening

Over the last 126 sessions: price down -0.66%, breadth up (+1.97/name) · % beating 64→47 · median−ETF +1.88pp→-0.32pp.

Dispersion by window

WindowETFMedianMedian − ETF Up / DownBeat / Lag±1% bandDispersion
1d +0.76% +0.22% -0.54pp 19 / 17 11 / 25 14 of 36 ±2.23%
5d -0.49% -3.32% -2.83pp 9 / 27 10 / 26 3 of 36 ±6.85%
21d -4.68% -4.88% -0.19pp 9 / 27 17 / 19 7 of 36 ±8.5%
YTD -3.16% -3.24% -0.08pp 15 / 21 18 / 18 3 of 36 ±19.31%

Median − ETF below zero means the typical name is lagging the cap-weighted index — the move is top-heavy. "Beat" counts constituents outperforming the ETF over the window. Dispersion is the cross-sectional standard deviation of constituent returns — high = a stock-picker's tape, low = pure beta.

What drove the move — contribution = weight × return

Today (1d)

  • META+1.70%+0.25pp
  • GOOG+1.48%+0.16pp
  • GOOGL+1.17%+0.15pp
  • DIS+3.00%+0.14pp
  • TTWO+4.93%+0.05pp
  • T-1.92%-0.08pp
  • VZ-1.03%-0.04pp
  • OMC-6.50%-0.04pp
  • CMCSA-1.15%-0.03pp
  • CHTR-4.37%-0.01pp

This month (21d)

  • DTE+3.08%+0.09pp
  • DIS+1.56%+0.07pp
  • CAR+24.72%+0.04pp
  • LYV+5.05%+0.03pp
  • TEL+11.43%+0.03pp
  • GOOGL-5.06%-0.67pp
  • META-4.21%-0.62pp
  • NFLX-13.38%-0.56pp
  • T-11.89%-0.49pp
  • GOOG-4.53%-0.48pp

Each name's contribution = its index weight × its return — the percentage points it added to (green) or subtracted from (red) the ETF's move. Computed across covered names.

Leaders & laggards (21-day)

  • CAR+24.72%
  • TEL+11.43%
  • LYV+5.05%
  • DTE+3.08%
  • TKO+2.96%
  • SATS-20.03%
  • FOX-19.18%
  • FOXA-19.09%
  • NFLX-13.38%
  • TTD-12.52%

IXP — constituent leadership race

$100 in each covered IXP constituent at 2025-12-16, rebased to 100. Watch leadership change hands.

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Each covered constituent started at $100 at the window open; the bars race by total return (top 12 shown). Decision-support, not investment advice.

Constituents — 36 covered · click a column to sort

Symbol Weight Last 1d 5d 21d YTD RS rank
META META Platforms Inc 14.74% 577.22 +1.70% +1.64% -4.21% -12.48% 58
GOOGL Alphabet Cl A 13.27% 368.03 +1.17% +2.87% -5.06% +17.66% 44
GOOG Alphabet Cl C 10.54% 367.46 +1.48% +3.06% -4.53% +17.18% 53
DIS Walt Disney Company 4.53% 103.89 +3.00% +3.54% +1.56% -8.68% 83
VZ Verizon Communications 4.21% 45.37 -1.03% -3.34% -4.96% +15.03% 47
NFLX Netflix Inc 4.18% 77.38 +0.55% -4.79% -13.38% -17.47% 8
T AT&T Inc 4.12% 22.01 -1.92% -4.30% -11.89% -9.42% 14
DTE Dte Energy Company 3.06% 147.56 +0.25% +1.21% +3.08% +15.30% 89
TMUS T-Mobile US 2.38% 181.67 +0.20% -2.23% -5.57% -10.09% 42
CMCSA Comcast Corp A 2.37% 22.43 -1.15% -6.42% -9.56% -18.05% 22
WBD Discovery Inc Series A 1.77% 26.20 -0.15% -2.46% -3.29% -9.09% 64
EA Electronic Arts Inc 1.20% 202.15 -0.43% -0.44% +0.32% -0.97% 75
TTWO Take-Two Interactive 1.09% 239.28 +4.93% +12.83% +0.48% -6.54% 81
ORA Ormat Technologies 1.03% 17.01 +0.41% -4.25% -8.70% +19.75% 31
VOD Vodafone Grp Plc ADR 0.78% 108.70 -1.54% -4.40% -2.17% +11.95% 69
LYV Live Nation Entertainment 0.69% 171.24 -0.16% -0.63% +5.05% +20.17% 92
UMG.AS UNIVERSAL MUSIC GROUP NV 0.65% 18.70 +0.38% +5.44% -7.47% -14.74% 39
OMC Omnicom Group Inc 0.61% 71.35 -6.50% -5.61% -0.67% -10.76% 72
SCMN.SW SWISSCOM AG 0.58% 630.00 +0.32% -3.30% -7.96% +13.72% 33
KPN.AS KONINKLIJKE KPN NV 0.54% 4.32 +0.91% -2.66% -7.51% +11.20% 36
T AT&T Inc 0.51% 22.01 -1.92% -4.30% -11.89% -9.42% 14
CLNX.MC CELLNEX TELECOM 0.51% 28.39 -1.39% +0.57% -2.27% +4.93% 67
TEF.MC Telefonica S.A. ADR 0.49% 3.71 -0.62% -2.22% -9.05% +6.18% 25
SATS Echostar Corp 0.46% 109.17 -2.26% -14.80% -20.03% +0.43% 0
CHTR Charter Communications 0.34% 126.23 -4.37% -9.28% -11.42% -39.53% 19
FOXA Fox Corp Cl A 0.34% 52.23 +1.77% -23.53% -19.09% -28.17% 6
TKO Tko Group Holdings Cl A 0.33% 198.78 +2.18% -6.62% +2.96% -4.51% 86
TELIA.ST TELIA COMPANY 0.33% 48.31 -0.84% -5.13% -4.79% +25.43% 50
TEL Te Connectivity Ltd 0.28% 217.64 +2.56% +4.77% +11.43% -3.67% 94
NWSA News Corp Cl A 0.26% 25.28 -2.69% -3.88% -3.66% -2.81% 61
TTD Trade Desk Inc 0.25% 18.51 +1.93% -2.06% -12.52% -51.24% 11
FOX Fox Corp Cl B 0.21% 46.95 +0.47% -23.48% -19.18% -27.30% 3
ELISA.HE ELISA 0.18% 38.00 +0.32% -5.05% -8.83% +2.15% 28
CAR Avis Budget Group 0.18% 188.43 +4.17% -0.62% +24.72% +46.84% 97
NWS News Corp Cl B 0.10% 28.75 -2.87% -4.58% -4.52% -2.61% 56
PSKY Paramount Skydance Corp Cl B 0.08% 9.94 -0.40% -4.79% +0.40% -25.44% 78

RS rank = the constituent's 21-day return percentile within the index (100 = strongest of the covered names). Weight is the index weight; returns use adjusted closes. Default sort: weight.

Other ETFs & indices

Dispersion is computed across the constituents we cover in our data lake (see coverage badge). Decision-support, not investment advice.