Constituent dispersion · breadth vs the index

IXP — Global Communications

37/64 covered · 78% by weight · benchmark: IXP price · closes through 2026-09-03 ·holdings as of 2026-06-16

Concentration 59.63% in top 5 10.3 effective names · HHI 971
RS vs S&P 500 21d +0.36pp sector return − SPY
RS vs Nasdaq-100 21d +0.75pp 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 +0.8% · A/D +90 (+2.43/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 +1.94% +0.27 +20pp +3.47pp Confirming ↑
1 month +0.80% +2.43 +22pp +3.50pp Improving
1 quarter -2.25% +1.57 +12pp +2.17pp Improving

Over the last 126 sessions: price down -1.12%, breadth up (+0.22/name) · % beating 68→69 · median−ETF +5.68pp→+2.90pp.

Dispersion by window

WindowETFMedianMedian − ETF Up / DownBeat / Lag±1% bandDispersion
1d +1.09% +0.45% -0.64pp 22 / 14 9 / 28 17 of 37 ±1.76%
5d +1.94% +0.61% -1.33pp 24 / 13 14 / 23 9 of 37 ±3.71%
21d +0.80% +3.47% +2.67pp 26 / 11 25 / 12 3 of 37 ±9.45%
YTD -2.14% -1.56% +0.58pp 18 / 19 19 / 18 2 of 37 ±17.21%

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+3.01%+0.44pp
  • GOOGL+1.59%+0.21pp
  • GOOG+1.59%+0.17pp
  • T+0.92%+0.04pp
  • VZ+0.74%+0.03pp
  • DIS-0.76%-0.03pp
  • SATS-4.14%-0.02pp
  • CHTR-4.77%-0.02pp
  • CMCSA-0.60%-0.01pp
  • TTWO-0.93%-0.01pp

This month (21d)

  • T+13.57%+0.56pp
  • META+3.72%+0.55pp
  • NFLX+11.42%+0.48pp
  • VZ+8.87%+0.37pp
  • DIS+5.31%+0.24pp
  • GOOGL-5.50%-0.73pp
  • GOOG-5.85%-0.62pp
  • SATS-26.16%-0.12pp
  • TTWO-8.85%-0.1pp
  • DTE-1.85%-0.06pp

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)

  • PSKY+26.03%
  • FOX+15.84%
  • FOXA+15.39%
  • T+13.57%
  • T+13.57%
  • SATS-26.16%
  • TTD-20.41%
  • TTWO-8.85%
  • GOOG-5.85%
  • GOOGL-5.50%

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 — 37 covered · click a column to sort

Symbol Weight Last 1d 5d 21d YTD RS rank
META META Platforms Inc 14.74% 610.68 +3.01% +6.93% +3.72% -7.41% 54
GOOGL Alphabet Cl A 13.27% 342.48 +1.59% +0.54% -5.50% +9.50% 11
GOOG Alphabet Cl C 10.54% 339.08 +1.59% +0.41% -5.85% +8.13% 8
DIS Walt Disney Company 4.53% 107.16 -0.76% +0.32% +5.31% -5.81% 59
VZ Verizon Communications 4.21% 50.59 +0.74% +2.35% +8.87% +28.26% 78
NFLX Netflix Inc 4.18% 82.67 -0.07% +3.54% +11.42% -11.83% 84
T AT&T Inc 4.12% 26.19 +0.92% +2.99% +13.57% +7.79% 86
DTE Dte Energy Company 3.06% 137.07 +0.75% +0.61% -1.85% +7.11% 19
TMUS T-Mobile US 2.38% 188.02 +0.38% +6.39% +8.39% -6.95% 76
CMCSA Comcast Corp A 2.37% 26.65 -0.60% +0.91% +7.68% -2.63% 68
WBD Discovery Inc Series A 1.77% 28.37 -0.07% -1.77% +9.24% -1.56% 81
EA Electronic Arts Inc 1.20% 209.70 +0.00% +0.05% +2.35% +2.73% 35
TTWO Take-Two Interactive 1.09% 214.13 -0.93% -8.10% -8.85% -16.37% 5
ORA Ormat Technologies 1.03% 104.19 -0.48% -0.71% +6.41% -5.39% 62
VOD Vodafone Grp Plc ADR 0.78% 16.58 +3.17% +4.41% +8.30% +27.86% 73
LYV Live Nation Entertainment 0.69% 177.49 -1.17% -1.74% -3.29% +24.55% 16
UMG.AS UNIVERSAL MUSIC GROUP NV 0.65% 14.43 +0.45% -2.86% -1.80% -34.21% 22
OMC Omnicom Group Inc 0.61% 84.73 +3.63% -3.60% +3.70% +5.98% 51
BCE BCE Inc 0.60% 23.81 +1.75% +1.75% +7.93% +2.56% 70
SCMN.SW SWISSCOM AG 0.58% 633.00 -0.24% +1.04% +2.76% +14.27% 41
KPN.AS KONINKLIJKE KPN NV 0.54% 4.05 -0.10% -0.78% +2.48% +4.31% 38
T AT&T Inc 0.51% 26.19 +0.92% +2.99% +13.57% +7.79% 86
CLNX.MC CELLNEX TELECOM 0.51% 25.99 +1.92% -1.55% +0.46% -3.94% 30
TEF.MC Telefonica S.A. ADR 0.49% 3.68 +0.66% +2.28% +1.80% +5.32% 32
SATS Echostar Corp 0.46% 92.03 -4.14% -8.74% -26.16% -15.34% 0
CHTR Charter Communications 0.34% 151.38 -4.77% +2.06% -1.17% -27.48% 24
FOXA Fox Corp Cl A 0.34% 67.71 +0.28% +1.17% +15.39% -6.88% 92
TKO Tko Group Holdings Cl A 0.33% 189.42 -0.19% +2.76% +3.47% -9.00% 49
TELIA.ST TELIA COMPANY 0.33% 44.46 -0.31% +2.35% +3.25% +15.43% 46
TEL Te Connectivity Ltd 0.28% 209.41 +3.56% +3.16% -3.95% -7.32% 14
NWSA News Corp Cl A 0.26% 30.95 +0.96% -0.79% +6.49% +18.97% 65
TTD Trade Desk Inc 0.25% 15.09 +3.71% +12.44% -20.41% -60.25% 3
FOX Fox Corp Cl B 0.21% 60.47 +0.33% +0.61% +15.84% -6.37% 95
ELISA.HE ELISA 0.18% 35.74 -0.22% -0.11% +2.82% -3.93% 43
CAR Avis Budget Group 0.18% 138.51 +0.49% -0.70% -0.12% +7.94% 27
NWS News Corp Cl B 0.10% 34.72 +0.90% -1.70% +4.80% +17.61% 57
PSKY Paramount Skydance Corp Cl B 0.08% 11.04 +0.64% +2.22% +26.03% -17.19% 97

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.

FAQ · from the current data

IXP dispersion — data Q&A

Is IXP's move broad or carried by a few names (21 sessions)?

As of 2026-09-03: over 21 sessions the fund returned +0.80% while its median constituent returned +3.47% — a dispersion of 9.45 pp; 68% of 37 members beat the fund. Improving below the surface - the A/D line is rising while price is flat-to-down; more names participating than the headline shows.

How did IXP's members trade in the last session?

As of 2026-09-03: fund +1.09%, median member +0.45%, 22 advancers vs 14 decliners.

What does the dispersion page for IXP measure?

It splits the fund into its members: the fund's own return against the median constituent, how many members beat the fund, advancers vs decliners, and a cumulative advance/decline line that tends to lead price. A firm fund price with a weak median and a falling A/D line is a narrow, top-heavy tape; a broad move shows the median keeping up. 37 constituents covered, re-baked nightly from the Closelook lake.

Is this investment advice?

No — a data surface in an investment research diary. It describes breadth inside a fund; it makes no recommendation.