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Constituent dispersion · breadth vs the index

IXP — Global Communications

36/64 covered · 77% by weight · benchmark: IXP price · closes through 2026-07-17 ·holdings as of 2026-06-16

Concentration 59.63% in top 5 10.3 effective names · HHI 971
RS vs S&P 500 21d -1.85pp sector return − SPY
RS vs Nasdaq-100 21d +2.10pp sector return − QQQ
Broad decline - breadth is falling with price. Last 21 sessions — price -2.53% · A/D -24 (-0.67/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 -1.35% +0.86 +26pp +4.52pp Improving
1 month -2.53% -0.67 -2pp -0.33pp Confirming ↓
1 quarter -5.54% -3.53 +1pp +0.44pp Confirming ↓

Over the last 126 sessions: price down -3.03%, breadth up (+0.28/name) · % beating 50→51 · median−ETF +0.33pp→+0.58pp.

Dispersion by window

WindowETFMedianMedian − ETF Up / DownBeat / Lag±1% bandDispersion
1d -1.68% -0.57% +1.11pp 14 / 22 27 / 9 11 of 36 ±2.16%
5d -1.35% +1.13% +2.48pp 23 / 13 27 / 9 3 of 36 ±3.37%
21d -2.53% -2.32% +0.21pp 16 / 20 19 / 17 4 of 36 ±7.59%
YTD -3.85% -5.05% -1.19pp 16 / 20 17 / 19 1 of 36 ±18.05%

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)

  • ORA+2.70%+0.03pp
  • VOD+1.33%+0.01pp
  • SCMN.SW+1.44%+0.01pp
  • KPN.AS+1.51%+0.01pp
  • TELIA.ST+2.05%+0.01pp
  • META-2.79%-0.41pp
  • NFLX-7.26%-0.3pp
  • GOOGL-2.17%-0.29pp
  • GOOG-2.17%-0.23pp
  • DIS-2.05%-0.09pp

This month (21d)

  • META+7.63%+1.12pp
  • TMUS+4.38%+0.1pp
  • VOD+8.37%+0.07pp
  • EA+2.90%+0.03pp
  • OMC+5.64%+0.03pp
  • GOOGL-7.09%-0.94pp
  • GOOG-6.73%-0.71pp
  • NFLX-12.41%-0.52pp
  • VZ-6.72%-0.28pp
  • T-5.83%-0.24pp

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+10.09%
  • NWS+9.73%
  • NWSA+9.64%
  • VOD+8.37%
  • FOX+7.67%
  • SATS-20.61%
  • PSKY-15.05%
  • CAR-13.43%
  • CLNX.MC-12.68%
  • NFLX-12.41%

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% 646.01 -2.79% -3.47% +7.63% -2.05% 83
GOOGL Alphabet Cl A 13.27% 346.77 -2.17% -2.91% -7.09% +10.87% 22
GOOG Alphabet Cl C 10.54% 346.12 -2.17% -2.51% -6.73% +10.38% 25
DIS Walt Disney Company 4.53% 97.67 -2.05% +2.14% -3.56% -14.15% 42
VZ Verizon Communications 4.21% 43.59 -0.66% +3.49% -6.72% +10.52% 28
NFLX Netflix Inc 4.18% 68.95 -7.26% -6.02% -12.41% -26.46% 11
T AT&T Inc 4.12% 21.81 -0.77% +3.22% -5.83% -10.24% 33
DTE Dte Energy Company 3.06% 148.19 -0.48% -1.38% +0.35% +15.80% 56
TMUS T-Mobile US 2.38% 192.43 -0.22% +2.57% +4.38% -4.77% 78
CMCSA Comcast Corp A 2.37% 23.79 -1.29% +0.93% +0.55% -13.08% 58
WBD Discovery Inc Series A 1.77% 26.87 -1.54% +1.05% +1.02% -6.77% 67
EA Electronic Arts Inc 1.20% 208.90 +0.51% +1.21% +2.90% +2.33% 69
TTWO Take-Two Interactive 1.09% 236.68 -1.21% -2.68% +2.92% -7.56% 72
ORA Ormat Technologies 1.03% 16.54 +2.70% +4.19% -2.76% +16.44% 44
VOD Vodafone Grp Plc ADR 0.78% 117.80 +1.33% +6.99% +8.37% +21.32% 89
LYV Live Nation Entertainment 0.69% 180.22 +0.21% +0.24% +3.52% +26.47% 75
UMG.AS UNIVERSAL MUSIC GROUP NV 0.65% 18.29 -0.87% -3.28% -2.19% -16.61% 50
OMC Omnicom Group Inc 0.61% 81.73 -2.90% -0.24% +5.64% +2.22% 81
SCMN.SW SWISSCOM AG 0.58% 634.00 +1.44% +2.51% +0.63% +14.45% 61
KPN.AS KONINKLIJKE KPN NV 0.54% 4.36 +1.51% +2.54% +0.83% +12.13% 64
T AT&T Inc 0.51% 21.81 -0.77% +3.22% -5.83% -10.24% 33
CLNX.MC CELLNEX TELECOM 0.51% 24.79 -0.04% -0.05% -12.68% -8.37% 8
TEF.MC Telefonica S.A. ADR 0.49% 3.62 +0.58% +2.61% -2.45% +3.58% 47
SATS Echostar Corp 0.46% 96.00 -5.42% -1.34% -20.61% -11.68% 0
CHTR Charter Communications 0.34% 131.37 -1.47% +0.49% -7.34% -37.07% 19
FOXA Fox Corp Cl A 0.34% 57.62 +1.43% +6.47% +10.09% -20.76% 97
TKO Tko Group Holdings Cl A 0.33% 185.13 +0.19% +0.40% -7.45% -11.06% 14
TELIA.ST TELIA COMPANY 0.33% 46.25 +2.05% +1.69% -5.07% +20.08% 39
TEL Te Connectivity Ltd 0.28% 203.31 +0.37% +1.47% -6.31% -10.02% 31
NWSA News Corp Cl A 0.26% 28.43 -0.91% +3.87% +9.64% +9.30% 92
TTD Trade Desk Inc 0.25% 18.59 -2.77% -4.81% -1.95% -51.03% 53
FOX Fox Corp Cl B 0.21% 51.63 +1.08% +5.91% +7.67% -20.06% 86
ELISA.HE ELISA 0.18% 35.22 +1.62% -0.97% -7.41% -5.32% 17
CAR Avis Budget Group 0.18% 160.57 +2.70% +2.80% -13.43% +25.13% 6
NWS News Corp Cl B 0.10% 32.42 -0.37% +4.82% +9.73% +9.82% 94
PSKY Paramount Skydance Corp Cl B 0.08% 8.75 -4.27% -7.01% -15.05% -34.36% 3

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.