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Constituent dispersion · breadth vs the index

IXP — Global Communications

37/64 covered · 78% by weight · benchmark: IXP price · closes through 2026-09-24 ·holdings as of 2026-06-16

Concentration 59.63% in top 5 10.3 effective names · HHI 971
RS vs S&P 500 21d +2.47pp sector return − SPY
RS vs Nasdaq-100 21d -1.63pp sector return − QQQ
Weakening below the surface - the A/D line is falling while price holds up; leadership is narrowing. Last 21 sessions — price +2.64% · A/D -111 (-3/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 +0.75% -1.08 -6pp -3.97pp Weakening
1 month +2.64% -3 -49pp -9.72pp Weakening
1 quarter +7.83% +0.43 -51pp -12.79pp Confirming ↑

Over the last 126 sessions: price up +7.65%, breadth down (-1.16/name) · % beating 70→11 · median−ETF +4.43pp→-8.47pp.

Dispersion by window

WindowETFMedianMedian − ETF Up / DownBeat / Lag±1% bandDispersion
1d +0.92% +0.26% -0.66pp 19 / 17 9 / 28 17 of 37 ±1.69%
5d +0.75% -3.40% -4.15pp 8 / 29 4 / 33 5 of 37 ±5.01%
21d +2.64% -5.83% -8.47pp 8 / 29 5 / 32 4 of 37 ±10.99%
YTD -0.04% -5.43% -5.39pp 15 / 22 15 / 22 1 of 37 ±19.11%

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+4.50%+0.66pp
  • GOOGL+1.34%+0.18pp
  • GOOG+1.20%+0.13pp
  • DIS+2.03%+0.09pp
  • VZ+1.72%+0.07pp
  • CMCSA-1.86%-0.04pp
  • DTE-1.39%-0.04pp
  • ORA-3.43%-0.04pp
  • SATS-4.14%-0.02pp
  • TTWO-1.62%-0.02pp

This month (21d)

  • META+36.41%+5.37pp
  • WBD+6.71%+0.12pp
  • EA+2.35%+0.03pp
  • SCMN.SW+3.14%+0.02pp
  • VOD+2.23%+0.02pp
  • NFLX-12.78%-0.53pp
  • CMCSA-18.34%-0.43pp
  • DTE-10.99%-0.34pp
  • VZ-5.83%-0.25pp
  • DIS-5.11%-0.23pp

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)

  • META+36.41%
  • WBD+6.71%
  • TEL+6.09%
  • TELIA.ST+3.95%
  • SCMN.SW+3.14%
  • CAR-28.66%
  • SATS-26.16%
  • CHTR-24.23%
  • CMCSA-18.34%
  • OMC-15.31%

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% 777.59 +4.50% +14.05% +36.41% +17.90% 97
GOOGL Alphabet Cl A 13.27% 342.36 +1.34% -1.43% -1.26% +9.46% 65
GOOG Alphabet Cl C 10.54% 339.01 +1.20% -1.36% -1.20% +8.11% 73
DIS Walt Disney Company 4.53% 105.56 +2.03% +0.20% -5.11% -7.22% 51
VZ Verizon Communications 4.21% 47.32 +1.72% -2.09% -5.83% +19.97% 49
NFLX Netflix Inc 4.18% 71.72 +0.50% -4.77% -12.78% -23.51% 19
T AT&T Inc 4.12% 25.45 +0.59% +0.24% -1.24% +4.74% 68
DTE Dte Energy Company 3.06% 121.18 -1.39% -6.25% -10.99% -5.31% 22
TMUS T-Mobile US 2.38% 165.35 -0.19% -0.66% -8.43% -18.17% 35
CMCSA Comcast Corp A 2.37% 22.13 -1.86% -3.40% -18.34% -19.15% 8
WBD Discovery Inc Series A 1.77% 30.84 +0.26% +9.21% +6.71% +7.01% 95
EA Electronic Arts Inc 1.20% 209.70 +0.00% +0.05% +2.35% +2.73% 84
TTWO Take-Two Interactive 1.09% 202.98 -1.62% -3.63% -12.86% -20.72% 16
ORA Ormat Technologies 1.03% 92.54 -3.43% -4.96% -12.90% -15.97% 14
VOD Vodafone Grp Plc ADR 0.78% 16.49 +0.86% -5.88% +2.23% +27.16% 81
LYV Live Nation Entertainment 0.69% 171.06 +1.20% +1.62% -8.41% +20.04% 38
UMG.AS UNIVERSAL MUSIC GROUP NV 0.65% 14.48 -1.03% -1.76% -1.09% -33.98% 76
OMC Omnicom Group Inc 0.61% 74.70 -1.05% -3.98% -15.31% -6.57% 11
BCE BCE Inc 0.60% 21.30 -1.43% -4.40% -9.71% -8.25% 27
SCMN.SW SWISSCOM AG 0.58% 656.50 +0.38% -2.23% +3.14% +18.51% 86
KPN.AS KONINKLIJKE KPN NV 0.54% 3.96 +0.56% -5.94% -3.51% +1.83% 62
T AT&T Inc 0.51% 25.45 +0.59% +0.24% -1.24% +4.74% 68
CLNX.MC CELLNEX TELECOM 0.51% 24.26 -2.96% -3.23% -9.31% -10.33% 30
TEF.MC Telefonica S.A. ADR 0.49% 3.37 -0.74% -10.26% -6.71% -3.61% 46
SATS Echostar Corp 0.46% 92.03 -4.14% -8.74% -26.16% -15.34% 3
CHTR Charter Communications 0.34% 117.55 +0.81% -11.86% -24.23% -43.69% 5
FOXA Fox Corp Cl A 0.34% 63.84 -0.19% -1.75% -8.83% -12.20% 32
TKO Tko Group Holdings Cl A 0.33% 185.06 -2.13% -2.24% -4.32% -11.10% 59
TELIA.ST TELIA COMPANY 0.33% 45.54 +0.33% -4.91% +3.95% +18.23% 89
TEL Te Connectivity Ltd 0.28% 213.67 -0.34% +3.42% +6.09% -5.43% 92
NWSA News Corp Cl A 0.26% 28.44 +1.14% -5.77% -8.02% +9.34% 43
TTD Trade Desk Inc 0.25% 12.63 -0.39% -11.43% -4.68% -66.73% 54
FOX Fox Corp Cl B 0.21% 57.20 +0.42% -2.11% -8.31% -11.43% 41
ELISA.HE ELISA 0.18% 37.04 -1.44% -3.79% +2.15% -0.43% 78
CAR Avis Budget Group 0.18% 103.54 -2.02% -10.15% -28.66% -19.31% 0
NWS News Corp Cl B 0.10% 31.56 +1.09% -5.42% -10.21% +6.91% 24
PSKY Paramount Skydance Corp Cl B 0.08% 10.18 +2.21% -4.14% -4.59% -23.64% 57

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 2026-09-24: over 21 sessions the fund returned +2.64% while its median constituent returned -5.83% — a dispersion of 10.99 pp; 14% of 37 members beat the fund. Weakening below the surface - the A/D line is falling while price holds up; leadership is narrowing.

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

As of 2026-09-24: fund +0.92%, median member +0.26%, 19 advancers vs 17 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 Closelooknet lake.

Is this investment advice?

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