Constituent dispersion · breadth vs the index

IXP — Global Communications

37/64 covered · 78% by weight · benchmark: IXP price · closes through 2026-09-17 ·holdings as of 2026-06-16

Concentration 59.63% in top 5 10.3 effective names · HHI 971
RS vs S&P 500 21d +4.70pp sector return − SPY
RS vs Nasdaq-100 21d +4.15pp sector return − QQQ
Weakening below the surface - the A/D line is falling while price holds up; leadership is narrowing. Last 21 sessions — price +4.07% · A/D -15 (-0.41/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 +1.57% +0.16 -32pp -3.53pp Confirming ↑
1 month +4.07% -0.41 -54pp -9.67pp Weakening
1 quarter +3.24% +0.95 -37pp -5.44pp Confirming ↑

Over the last 126 sessions: price up +2.61%, breadth up (+0.35/name) · % beating 57→17 · median−ETF +1.83pp→-4.50pp.

Dispersion by window

WindowETFMedianMedian − ETF Up / DownBeat / Lag±1% bandDispersion
1d +0.02% -0.92% -0.95pp 10 / 26 10 / 27 13 of 37 ±2.04%
5d +1.57% +0.14% -1.43pp 20 / 17 13 / 24 7 of 37 ±3.9%
21d +4.07% -0.43% -4.50pp 17 / 20 6 / 31 1 of 37 ±8.73%
YTD -0.78% -2.01% -1.23pp 17 / 20 17 / 20 1 of 37 ±18.66%

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+1.34%+0.2pp
  • GOOGL+1.30%+0.17pp
  • GOOG+1.27%+0.13pp
  • ORA+5.96%+0.06pp
  • WBD+0.61%+0.01pp
  • TMUS-5.57%-0.13pp
  • VZ-2.87%-0.12pp
  • CMCSA-3.46%-0.08pp
  • T-1.82%-0.07pp
  • DIS-1.53%-0.07pp

This month (21d)

  • META+25.50%+3.76pp
  • GOOGL+0.91%+0.12pp
  • T+1.97%+0.08pp
  • GOOG+0.70%+0.07pp
  • VOD+8.62%+0.07pp
  • CMCSA-12.56%-0.3pp
  • DTE-6.97%-0.21pp
  • TMUS-8.39%-0.2pp
  • TTWO-13.11%-0.14pp
  • NFLX-3.16%-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)

  • META+25.50%
  • TELIA.ST+9.64%
  • VOD+8.62%
  • ELISA.HE+7.84%
  • TTD+6.26%
  • SATS-26.16%
  • CAR-16.26%
  • TTWO-13.11%
  • CMCSA-12.56%
  • ORA-11.13%

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 — 37 covered · click a column to sort

Symbol Weight Last 1d 5d 21d YTD RS rank
META META Platforms Inc 14.74% 682.31 +1.34% +5.89% +25.50% +3.45% 97
GOOGL Alphabet Cl A 13.27% 347.33 +1.30% +4.43% +0.91% +11.05% 57
GOOG Alphabet Cl C 10.54% 343.68 +1.27% +4.02% +0.70% +9.60% 54
DIS Walt Disney Company 4.53% 105.35 -1.53% -0.44% +1.35% -7.40% 62
VZ Verizon Communications 4.21% 48.33 -2.87% -3.28% -0.43% +22.53% 49
NFLX Netflix Inc 4.18% 75.31 -1.44% -0.92% -3.16% -19.68% 38
T AT&T Inc 4.12% 25.39 -1.82% -0.63% +1.97% +4.50% 70
DTE Dte Energy Company 3.06% 130.44 -0.20% -2.90% -6.97% +1.93% 22
TMUS T-Mobile US 2.38% 166.45 -5.57% -6.05% -8.39% -17.63% 19
CMCSA Comcast Corp A 2.37% 22.91 -3.46% -8.98% -12.56% -16.30% 8
WBD Discovery Inc Series A 1.77% 28.24 +0.61% +0.14% -0.84% -2.01% 46
EA Electronic Arts Inc 1.20% 209.70 +0.00% +0.05% +2.35% +2.73% 76
TTWO Take-Two Interactive 1.09% 210.62 -0.56% -2.92% -13.11% -17.74% 5
ORA Ormat Technologies 1.03% 97.37 +5.96% +0.74% -11.13% -11.58% 11
VOD Vodafone Grp Plc ADR 0.78% 17.52 +0.34% +1.10% +8.62% +35.10% 92
LYV Live Nation Entertainment 0.69% 168.34 -1.63% -1.02% -6.39% +18.13% 24
UMG.AS UNIVERSAL MUSIC GROUP NV 0.65% 14.74 -0.51% +5.14% -0.91% -32.79% 43
OMC Omnicom Group Inc 0.61% 78.60 -0.92% -1.07% -8.93% -1.69% 16
BCE BCE Inc 0.60% 22.28 -0.98% -2.87% -4.62% -4.03% 32
SCMN.SW SWISSCOM AG 0.58% 671.50 -0.22% +3.63% +5.75% +21.22% 84
KPN.AS KONINKLIJKE KPN NV 0.54% 4.21 -0.17% +2.53% +3.39% +8.27% 81
T AT&T Inc 0.51% 25.39 -1.82% -0.63% +1.97% +4.50% 70
CLNX.MC CELLNEX TELECOM 0.51% 25.07 -1.45% -0.63% -5.29% -7.34% 30
TEF.MC Telefonica S.A. ADR 0.49% 3.75 +1.21% +3.50% +1.49% +7.41% 65
SATS Echostar Corp 0.46% 92.03 -4.14% -8.74% -26.16% -15.34% 0
CHTR Charter Communications 0.34% 133.37 -1.21% -5.12% -10.10% -36.11% 14
FOXA Fox Corp Cl A 0.34% 64.98 -1.78% -0.31% -5.87% -10.64% 27
TKO Tko Group Holdings Cl A 0.33% 189.30 -1.63% +0.23% -1.46% -9.06% 41
TELIA.ST TELIA COMPANY 0.33% 47.89 +0.42% +5.28% +9.64% +24.34% 95
TEL Te Connectivity Ltd 0.28% 206.60 +2.18% +0.96% +1.19% -8.56% 59
NWSA News Corp Cl A 0.26% 30.18 -0.03% +2.72% +2.69% +16.03% 78
TTD Trade Desk Inc 0.25% 14.26 -1.59% +2.08% +6.26% -62.43% 86
FOX Fox Corp Cl B 0.21% 58.43 -1.22% +0.64% -4.57% -9.53% 35
ELISA.HE ELISA 0.18% 38.50 +1.00% +4.90% +7.84% +3.49% 89
CAR Avis Budget Group 0.18% 115.24 -1.47% -9.07% -16.26% -10.19% 3
NWS News Corp Cl B 0.10% 33.37 -0.21% +1.80% -0.36% +13.04% 51
PSKY Paramount Skydance Corp Cl B 0.08% 10.62 -4.67% +2.78% +1.82% -20.34% 68

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 2026-09-17: over 21 sessions the fund returned +4.07% while its median constituent returned -0.43% — a dispersion of 8.73 pp; 16% 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 2026-09-17: fund +0.02%, median member -0.92%, 10 advancers vs 26 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.