Constituent dispersion · breadth vs the index

IXP — Global Communications

36/64 covered · 77% by weight · benchmark: IXP price · closes through 2026-08-28 ·holdings as of 2026-06-16

Concentration 59.63% in top 5 10.3 effective names · HHI 971
RS vs S&P 500 21d +0.30pp sector return − SPY
RS vs Nasdaq-100 21d -0.78pp sector return − QQQ
Broad advance - breadth is rising with price. Last 21 sessions — price +4.03% · A/D +89 (+2.47/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 +1.00% +0.67 -9pp -3.25pp Improving
1 month +4.03% +2.47 -13pp -2.68pp Confirming ↑
1 quarter -4.89% +0.58 +8pp +0.85pp Improving

Over the last 126 sessions: price down -3.05%, breadth up (+0.42/name) · % beating 64→47 · median−ETF +11.84pp→-0.64pp.

Dispersion by window

WindowETFMedianMedian − ETF Up / DownBeat / Lag±1% bandDispersion
1d +1.07% +0.77% -0.31pp 26 / 9 15 / 21 20 of 36 ±1.38%
5d +1.00% +0.49% -0.50pp 26 / 9 10 / 26 20 of 36 ±2.7%
21d +4.03% +2.83% -1.20pp 23 / 13 16 / 20 2 of 36 ±12.5%
YTD -2.98% +1.28% +4.25pp 18 / 18 21 / 15 2 of 36 ±17.63%

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)

  • GOOGL+1.74%+0.23pp
  • META+1.21%+0.18pp
  • GOOG+1.53%+0.16pp
  • NFLX+2.35%+0.1pp
  • T+2.28%+0.09pp
  • SATS-4.14%-0.02pp
  • DTE-0.28%-0.01pp
  • WBD-0.38%-0.01pp
  • CLNX.MC-0.61%0pp
  • NWSA-0.71%0pp

This month (21d)

  • META+7.23%+1.07pp
  • DIS+12.42%+0.56pp
  • GOOGL+3.88%+0.51pp
  • T+12.06%+0.5pp
  • NFLX+11.69%+0.49pp
  • UMG.AS-23.26%-0.15pp
  • DTE-4.12%-0.13pp
  • SATS-26.16%-0.12pp
  • ORA-11.01%-0.11pp
  • TTD-25.77%-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+39.31%
  • FOX+17.16%
  • FOXA+16.32%
  • CMCSA+14.32%
  • WBD+12.96%
  • SATS-26.16%
  • TTD-25.77%
  • UMG.AS-23.26%
  • ORA-11.01%
  • CAR-9.13%

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% 578.02 +1.21% +5.11% +7.23% -12.36% 58
GOOGL Alphabet Cl A 13.27% 346.59 +1.74% +0.51% +3.88% +10.81% 53
GOOG Alphabet Cl C 10.54% 342.88 +1.53% +0.33% +2.76% +9.34% 47
DIS Walt Disney Company 4.53% 108.10 +1.20% +0.30% +12.42% -4.98% 83
VZ Verizon Communications 4.21% 50.10 +1.36% +1.31% +8.65% +27.02% 64
NFLX Netflix Inc 4.18% 81.72 +2.35% +2.68% +11.69% -12.84% 75
T AT&T Inc 4.12% 26.01 +2.28% +2.85% +12.06% +7.05% 78
DTE Dte Energy Company 3.06% 135.86 -0.28% +0.47% -4.12% +6.16% 17
TMUS T-Mobile US 2.38% 181.37 +2.63% -0.34% +4.63% -10.24% 56
CMCSA Comcast Corp A 2.37% 27.06 +2.46% +0.78% +14.32% -1.13% 89
WBD Discovery Inc Series A 1.77% 28.77 -0.38% +0.77% +12.96% -0.17% 86
EA Electronic Arts Inc 1.20% 209.70 +0.00% +0.05% +2.35% +2.73% 44
TTWO Take-Two Interactive 1.09% 235.39 +1.03% -1.77% -4.87% -8.06% 14
ORA Ormat Technologies 1.03% 15.20 +0.63% -4.82% -11.01% +7.01% 8
VOD Vodafone Grp Plc ADR 0.78% 118.45 +1.15% +1.11% -0.84% +21.99% 33
LYV Live Nation Entertainment 0.69% 181.65 +0.56% -0.09% -1.04% +27.47% 31
UMG.AS UNIVERSAL MUSIC GROUP NV 0.65% 14.85 -0.03% +0.81% -23.26% -32.29% 6
OMC Omnicom Group Inc 0.61% 88.28 +0.44% +0.85% +10.89% +10.42% 72
SCMN.SW SWISSCOM AG 0.58% 629.00 +0.40% +0.00% +0.24% +13.54% 36
KPN.AS KONINKLIJKE KPN NV 0.54% 4.10 +0.42% +0.89% -1.49% +5.57% 28
T AT&T Inc 0.51% 26.01 +2.28% +2.85% +12.06% +7.05% 78
CLNX.MC CELLNEX TELECOM 0.51% 26.24 -0.61% +0.38% -2.71% -3.01% 19
TEF.MC Telefonica S.A. ADR 0.49% 3.63 +0.78% +0.08% +0.64% +3.78% 42
SATS Echostar Corp 0.46% 92.03 -4.14% -8.74% -26.16% -15.34% 0
CHTR Charter Communications 0.34% 153.62 +3.57% +2.30% +8.18% -26.41% 61
FOXA Fox Corp Cl A 0.34% 68.42 +1.79% -0.18% +16.32% -5.90% 92
TKO Tko Group Holdings Cl A 0.33% 184.64 +0.16% -4.40% +0.45% -11.30% 39
TELIA.ST TELIA COMPANY 0.33% 43.77 +0.76% +0.62% -2.34% +13.64% 22
TEL Te Connectivity Ltd 0.28% 202.66 -0.17% -0.42% -1.90% -10.30% 25
NWSA News Corp Cl A 0.26% 30.97 -0.71% +1.94% +10.25% +19.06% 69
TTD Trade Desk Inc 0.25% 13.57 +1.12% +2.96% -25.77% -64.25% 3
FOX Fox Corp Cl B 0.21% 61.32 +1.52% +0.44% +17.16% -5.05% 94
ELISA.HE ELISA 0.18% 36.16 +1.06% +0.44% +2.90% -2.80% 50
CAR Avis Budget Group 0.18% 138.12 -0.98% -5.79% -9.13% +7.64% 11
NWS News Corp Cl B 0.10% 34.85 -1.33% +0.87% +9.59% +18.05% 67
PSKY Paramount Skydance Corp Cl B 0.08% 10.88 +0.74% +5.12% +39.31% -18.39% 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 2026-08-28: over 21 sessions the fund returned +4.03% while its median constituent returned +2.83% — a dispersion of 12.50 pp; 44% of 36 members beat the fund. Broad advance - breadth is rising with price.

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

As of 2026-08-28: fund +1.07%, median member +0.77%, 26 advancers vs 9 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. 36 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.