Constituent dispersion · breadth vs the index

IXP — Global Communications

36/64 covered · 77% by weight · benchmark: IXP price · closes through 2026-08-14 ·holdings as of 2026-06-16

Concentration 59.63% in top 5 10.3 effective names · HHI 971
RS vs S&P 500 21d -3.96pp sector return − SPY
RS vs Nasdaq-100 21d -4.11pp sector return − QQQ
Improving below the surface - the A/D line is rising while price is flat-to-down; more names participating than the headline shows. Last 21 sessions — price -0.55% · A/D +44 (+1.22/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 -0.08% +1.33 +21pp +3.11pp Improving
1 month -0.55% +1.22 +25pp +6.11pp Improving
1 quarter -5.13% -0.5 +32pp +6.12pp Confirming ↓

Over the last 126 sessions: price down -2.01%, breadth up (+0.5/name) · % beating 47→71 · median−ETF -0.20pp→+3.62pp.

Dispersion by window

WindowETFMedianMedian − ETF Up / DownBeat / Lag±1% bandDispersion
1d +0.51% +0.73% +0.22pp 25 / 9 24 / 12 24 of 36 ±1.75%
5d -0.08% +1.62% +1.70pp 28 / 8 29 / 7 11 of 36 ±3.64%
21d -0.55% +2.81% +3.36pp 25 / 11 25 / 11 0 of 36 ±10.89%
YTD -2.75% +2.30% +5.05pp 19 / 17 19 / 17 3 of 36 ±17.56%

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)

  • DIS+1.96%+0.09pp
  • T+1.26%+0.05pp
  • DTE+0.94%+0.03pp
  • TTWO+2.08%+0.02pp
  • VZ+0.54%+0.02pp
  • META-0.86%-0.13pp
  • SATS-4.14%-0.02pp
  • GOOGL-0.13%-0.02pp
  • GOOG-0.12%-0.01pp
  • TMUS-0.42%-0.01pp

This month (21d)

  • T+13.24%+0.55pp
  • VZ+10.48%+0.44pp
  • DIS+7.16%+0.32pp
  • NFLX+5.12%+0.21pp
  • CMCSA+8.63%+0.2pp
  • META-11.24%-1.66pp
  • GOOGL-2.41%-0.32pp
  • GOOG-2.90%-0.31pp
  • DTE-5.42%-0.17pp
  • TMUS-5.31%-0.13pp

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)

  • FOXA+21.53%
  • FOX+20.22%
  • CHTR+15.71%
  • T+13.24%
  • T+13.24%
  • SATS-26.16%
  • TTD-26.05%
  • UMG.AS-19.00%
  • CAR-11.83%
  • META-11.24%

IXP — constituent leadership race

$100 in each covered IXP constituent at 2025-12-30, 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% 589.85 -0.86% -0.38% -11.24% -10.56% 11
GOOGL Alphabet Cl A 13.27% 345.90 -0.13% -2.37% -2.41% +10.59% 25
GOOG Alphabet Cl C 10.54% 343.54 -0.12% -2.81% -2.90% +9.55% 22
DIS Walt Disney Company 4.53% 106.85 +1.96% +1.85% +7.16% -6.08% 69
VZ Verizon Communications 4.21% 48.48 +0.54% +3.02% +10.48% +22.91% 78
NFLX Netflix Inc 4.18% 78.16 -0.10% +5.42% +5.12% -16.64% 64
T AT&T Inc 4.12% 24.89 +1.26% +4.62% +13.24% +2.44% 86
DTE Dte Energy Company 3.06% 140.84 +0.94% +0.69% -5.42% +10.05% 14
TMUS T-Mobile US 2.38% 182.61 -0.42% +3.06% -5.31% -9.63% 17
CMCSA Comcast Corp A 2.37% 26.18 +0.00% +3.23% +8.63% -4.35% 72
WBD Discovery Inc Series A 1.77% 27.99 +0.86% +4.52% +2.57% -2.88% 47
EA Electronic Arts Inc 1.20% 209.70 +0.00% +0.38% +2.07% +2.73% 39
TTWO Take-Two Interactive 1.09% 246.95 +2.08% +0.18% +3.08% -3.55% 53
ORA Ormat Technologies 1.03% 16.41 +0.74% -0.30% +1.89% +15.53% 33
VOD Vodafone Grp Plc ADR 0.78% 121.55 +1.17% +0.87% +4.56% +25.19% 58
LYV Live Nation Entertainment 0.69% 188.46 +1.29% +4.32% +4.79% +32.25% 61
UMG.AS UNIVERSAL MUSIC GROUP NV 0.65% 14.95 +2.01% -3.98% -19.00% -31.86% 6
OMC Omnicom Group Inc 0.61% 87.57 -0.89% +2.73% +4.04% +9.53% 56
SCMN.SW SWISSCOM AG 0.58% 639.00 +0.71% +1.59% +2.24% +15.35% 42
KPN.AS KONINKLIJKE KPN NV 0.54% 4.08 +0.64% +0.82% -3.22% +4.87% 19
T AT&T Inc 0.51% 24.89 +1.26% +4.62% +13.24% +2.44% 86
CLNX.MC CELLNEX TELECOM 0.51% 27.64 +0.80% +0.29% +11.45% +2.16% 83
TEF.MC Telefonica S.A. ADR 0.49% 3.68 +0.38% +0.33% +2.39% +5.44% 44
SATS Echostar Corp 0.46% 92.03 -4.14% -8.74% -26.16% -15.34% 0
CHTR Charter Communications 0.34% 154.27 -1.44% +1.11% +15.71% -26.10% 92
FOXA Fox Corp Cl A 0.34% 69.04 +5.49% +7.82% +21.53% -5.05% 97
TKO Tko Group Holdings Cl A 0.33% 201.28 +0.80% +7.89% +8.93% -3.31% 75
TELIA.ST TELIA COMPANY 0.33% 43.95 +1.41% +0.78% -1.91% +14.11% 28
TEL Te Connectivity Ltd 0.28% 216.23 +0.69% -0.05% +6.74% -4.30% 67
NWSA News Corp Cl A 0.26% 29.16 +0.76% +2.24% +1.64% +12.11% 31
TTD Trade Desk Inc 0.25% 14.14 -2.88% +2.46% -26.05% -62.75% 3
FOX Fox Corp Cl B 0.21% 61.41 +5.70% +7.68% +20.22% -4.91% 94
ELISA.HE ELISA 0.18% 35.72 +1.53% +1.65% +3.06% -3.98% 50
CAR Avis Budget Group 0.18% 137.85 +0.63% -3.05% -11.83% +7.43% 8
NWS News Corp Cl B 0.10% 33.17 +0.73% +2.22% +1.94% +12.36% 36
PSKY Paramount Skydance Corp Cl B 0.08% 10.14 +1.71% +10.34% +10.94% -23.94% 81

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.

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