S&P 500 Moves Higher in Mixed Session, Value-Oriented Sectors Lag

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Macro Overview

U.S. stocks finished mixed on Monday as investors digested a weaker-than-expected ISM Services report, which showed an unexpected contraction and raised concerns about economic slowing. This sent Treasury yields lower, but the equity reaction was split. Technology and high-growth stocks found a bid on the prospect of lower rates, while cyclical and value-oriented sectors lagged. The S&P 500 (IVV) managed a slight gain to close up +0.21%.

U.S. Size & Style

Reflecting the day’s narrative, growth outperformed value significantly. Large Growth (IVW) climbed +0.47%, while Large Value (IVE) fell -0.14%. Mid-caps were slightly negative, with Mid Cap (IJH) down -0.05%. Small caps, represented by Small Cap (IJR), posted a modest gain of +0.20%.

Name (Ticker) 1-Day % Change WTD 1 Month 3 Month YTD 1 Year
Large Value (IVE) -0.14% -0.14% 0.32% 7.69% 10.59% 8.98%
Large Cap (IVV) +0.21% 0.21% 2.12% 10.26% 17.73% 21.23%
Large Growth (IVW) +0.47% 0.47% 3.57% 12.36% 23.91% 31.49%
Mid Value (IJJ) +0.24% 0.24% -2.26% 5.00% 3.82% 5.52%
Mid Cap (IJH) -0.05% -0.05% -1.32% 4.86% 5.11% 6.04%
Mid Growth (IJK) -0.12% -0.12% -0.49% 4.74% 6.06% 6.25%
Small Value (IJS) +0.25% 0.25% -1.67% 12.12% 3.01% 5.94%
Small Cap (IJR) +0.20% 0.20% -1.70% 9.24% 3.52% 5.35%
Small Growth (IJT) +0.21% 0.21% -1.74% 6.67% 4.04% 4.52%

U.S. Sectors & Industries

Sector performance was clearly split. Consumer Discretionary (XLY) led the way, gaining +0.94%, followed by Technology (XLK) at +0.41%. Laggards were concentrated in defensive and cyclical areas, with Communication Services (XLC) dropping -1.06% and Consumer Staples (XLP) falling -0.79%. At the industry level, Oil & Gas Equip. & Svcs (XES) was a standout winner (+2.14%), while Biotech (XBI) was the worst performer by a wide margin (-2.53%).

Sector (Ticker) 1-Day % Change WTD 1 Month 3 Month YTD 1 Year
Consumer Discretionary (XLY) +0.94% 0.94% 1.82% 12.27% 8.65% 22.06%
Technology (XLK) +0.41% 0.41% 6.04% 17.59% 30.44% 35.68%
Health Care (XLV) +0.14% 0.14% -0.26% 10.66% 6.39% -0.49%
Utilities (XLU) +0.06% 0.06% 0.27% 4.60% 20.23% 17.44%
Energy (XLE) +0.01% 0.01% -0.87% 3.86% 5.45% 3.46%
Real Estate (XLRE) -0.17% -0.17% -2.97% -0.36% 2.70% -1.23%
Financial (XLF) -0.42% -0.42% -2.92% 1.79% 9.01% 13.44%
Industrials (XLI) -0.43% -0.43% -0.01% 3.54% 18.37% 16.97%
Materials (XLB) -0.62% -0.62% -5.25% -1.36% 2.66% -6.76%
Consumer Staples (XLP) -0.79% -0.79% -3.01% -4.93% -1.89% -3.04%
Communication Services (XLC) -1.06% -1.06% -2.41% 7.41% 18.37% 24.34%

Global Thematic

Thematic strategies saw extreme divergence. Crypto and blockchain-related funds soared, with Crypto Miners (WGMI) rocketing +7.09%. In stark contrast, natural resource themes collapsed, led by a -8.24% plunge in Junior Uranium Miners (URNJ) and a -6.10% drop in Rare Earth and Strategic Metals (REMX).

Developed Markets ex-U.S.

Developed international markets were quiet on aggregate, with Dev ex-U.S. (EFA) finishing flat at +0.04%. However, South Korea (EWY) was a massive standout, surging +3.90%. Germany (EWG) also posted a solid gain of +0.44%, while U.K. (EWU) lagged, down -0.33%.

Country (Ticker) 1-Day % Change WTD 1 Month 3 Month YTD 1 Year
Dev ex-U.S. (EFA) +0.04% 0.04% -0.58% 8.29% 27.18% 22.79%
Australia (EWA) +0.26% 0.26% -2.15% 3.59% 14.20% 8.87%
Canada (EWC) -0.14% -0.14% -1.11% 10.49% 26.57% 27.10%
France (EWQ) -0.47% -0.47% -1.87% 6.37% 25.60% 19.61%
Germany (EWG) +0.44% 0.44% -3.58% 0.39% 30.69% 28.19%
Hong Kong (EWH) +2.14% 2.14% 2.04% 8.21% 34.87% 27.26%
Japan (EWJ) +0.23% 0.23% 2.27% 12.92% 25.66% 25.98%
Netherlands (EWN) -0.20% -0.20% -1.58% 15.40% 33.66% 28.46%
South Korea (EWY) +3.90% 3.90% 20.19% 42.65% 98.04% 71.98%
Switzerland (EWL) -0.43% -0.43% -2.72% 5.13% 22.21% 13.08%
U.K. (EWU) -0.33% -0.33% -0.26% 6.48% 28.03% 23.95%

Emerging Markets

Emerging markets outperformed developed, with Emerging (EEM) rising +0.63%. The move was led by a strong +1.12% rally in Brazil (EWZ). India (INDA) also posted a solid +0.50% gain, while China (MCHI) finished flat.

Country (Ticker) 1-Day % Change WTD 1 Month 3 Month YTD 1 Year
Emerging (EEM) +0.63% 0.63% 2.62% 15.46% 34.34% 28.42%
Brazil (EWZ) +1.12% 1.12% 3.92% 18.27% 42.57% 24.23%
China (MCHI) -0.03% +0.03% -4.51% 12.44% 36.94% 32.13%
India (INDA) +0.50% 0.50% 3.41% 2.88% 3.04% -0.41%
Indonesia (EIDO) +0.93% 0.93% 5.85% 4.77% 2.52% -8.80%
Malaysia (EWM) +0.81% 0.81% -0.53% 8.67% 8.49% 9.41%
Mexico (EWW) -0.45% -0.45% -0.87% 11.12% 44.02% 36.13%
South Africa (EZA) -0.02% -0.02% -2.00% 19.33% 53.93% 37.42%
Taiwan (EWT) +0.38% 0.38% 3.50% 14.57% 29.25% 26.07%
Thailand (THD) -0.65% -0.65% 0.26% 7.35% 2.10% -5.09%

Fixed Income

The fixed income market was mixed as yields fell on the weak services data. The aggregate bond market, tracked by Taxable Core (AGG), was down -0.12%. Risk-on Convertible (CWB) bonds rallied +0.27%, while risk-off Government Long (SPTL) bonds fell -0.21%. Taxable High Yield (HYG) also declined, finishing down -0.31%.

Category (Ticker) 1 Day WTD 1 Month 3 Month YTD 1 Year
Taxable Core (AGG) -0.12% -0.12% 0.24% 1.95% 6.71% 6.50%
Taxable Core Enhanced (IUSB) -0.10% -0.10% 0.24% 2.03% 6.83% 6.78%
Taxable Multisector (PYLD) 0.00% 0.00% 0.52% 2.74% 8.32% 9.83%
Taxable Ultrashort (BIL) +0.01% 0.01% 0.31% 1.03% 3.52% 4.27%
Taxable Short-Term (BSV) +0.02% 0.02% 0.25% 1.13% 5.17% 5.69%
Taxable Long Term (BLV) -0.42% -0.42% 0.05% 3.02% 7.34% 5.39%
Government Short (SPTS) +0.02% 0.02% 0.23% 1.06% 4.23% 5.02%
Government Intermediate (SPTI) -0.03% -0.03% 0.32% 1.34% 6.86% 6.73%
Government Long (SPTL) -0.21% -0.21% 0.83% 3.13% 6.86% 4.30%
Inflation Protected (TIP) -0.07% -0.07% 0.23% 1.59% 7.12% 6.26%
Corporate (SPIB) -0.08% -0.08% 0.01% 1.50% 6.87% 7.29%
Taxable High Yield (HYG) -0.31% -0.31% -0.36% 1.67% 6.93% 7.84%
Bank Loans (BKLN) 0.00% 0.00% 0.39% 1.83% 5.24% 6.81%
Preferred Stock (PFF) -0.06% -0.06% -1.79% 1.54% 4.25% 1.80%
Convertible (CWB) +0.27% 0.27% 1.41% 11.74% 21.55% 24.05%
Mortgage Backed (MBS) -0.10% -0.10% 0.38% 2.58% 7.49% 7.67%
International USD (BNDX) -0.08% -0.08% 0.81% 1.24% 3.51% 4.49%
International (IGOV) -0.28% -0.28% -1.27% -0.17% 9.45% 5.77%
Emerging USD (EMB) -0.29% -0.29% 1.24% 4.83% 12.60% 12.56%
Emerging (EMLC) +0.04% 0.04% 0.19% 3.17% 15.53% 13.23%
Municipal Short (SUB) -0.06% -0.06% -0.19% 0.23% 2.77% 3.31%
Municipal Intermediate (MUB) -0.13% -0.13% 0.90% 3.66% 3.17% 3.49%
Municipal Long (MLN) +0.26% 0.26% 1.59% 6.55% 2.10% 3.01%
Municipal High Yield (HYD) -0.08% -0.08% 0.71% 4.21% 1.70% 2.14%

Commodities

Commodities were broadly higher, with Broad Commodities (DJP) up +0.90%. The strength came from Natural Gas (UNG), which surged +3.85%, and Agriculture (DBA), up +2.09%. Gold (GLD) was quiet, finishing up +0.18%, while Silver (SLV) fell -0.57%.

Commodity (Ticker) 1-Day % Change WTD 1 Month 3 Month YTD 1 Year
Broad Commodities (DJP) +0.90% 0.90% 3.62% 9.73% 14.93% 17.08%
Energy (DBE) +0.60% 0.60% 3.11% 0.00% 3.77% 8.58%
WTI Crude Oil (USO) +0.25% 0.25% 1.44% -6.09% -3.72% 1.00%
Brent Crude Oil (BNO) +0.34% 0.34% 1.33% -4.10% -0.93% 2.10%
Natural Gas (UNG) +3.85% 3.85% 5.44% 1.03% -18.14% 10.26%
Gasoline (UGA) +1.23% 1.23% 6.67% 5.88% 5.38% 9.18%
Precious Metals (DBP) +0.06% 0.06% 2.31% 20.57% 51.41% 44.76%
Gold (GLD) +0.18% 0.18% 3.11% 19.30% 52.31% 46.07%
Silver (SLV) -0.57% -0.57% 0.55% 30.28% 66.20% 48.14%
Platinum (PPLT) -0.91% -0.91% -2.84% 18.48% 71.26% 56.97%
Palladium (PALL) -0.52% -0.52% 13.23% 18.96% 56.84% 29.13%
Industrial Metals (DBB) -0.14% -0.14% 4.58% 14.23% 16.29% 12.27%
Copper (CPER) -0.79% -0.79% -0.13% 13.46% 24.32% 14.37%
Agriculture (DBA) +2.09% 2.09% 0.94% 4.87% 1.24% 10.69%
Corn (CORN) +0.99% 0.99% 2.04% 4.66% -4.26% 0.11%
Soybeans (SOYB) +1.43% 1.43% 7.71% 10.66% 9.26% 9.16%
Wheat (WEAT) +2.12% 2.12% 4.34% 0.70% -10.17% -15.26%
Sugar (CANE) +1.29% 1.29% -10.41% -13.02% -17.59% -26.52%

Cryptocurrency

It was a sharp sell-off in the crypto space, contrasting with the gains in crypto-related equities. Solana (SOLZ) led the decline, plummeting -13.00%. Ethereum (ETHA) also saw a significant drop of -7.73%, while Bitcoin (IBIT) fell -2.84%.

Asset (Ticker) 1-Day % Change WTD 1 Month 3 Month YTD 1 Year
Solana (SOLZ) -13.00% -13.00% -30.63% -5.60%
Ethereum (ETHA) -7.73% -7.73% -20.93% 2.19% 7.12% 42.28%
Multi-Coin (NCIQ) -4.56% -4.56% -16.35% -7.01%
Bitcoin (IBIT) -2.84% -2.84% -13.29% -5.75% 14.10% 53.75%

What to Watch Today

Today, Tuesday, November 4th, all eyes are on the JOLTS Job Openings report, due out at 10:00 AM ET. This report is a key piece of the labor market puzzle for the Federal Reserve. A significantly lower-than-expected number of job openings would reinforce the narrative of a cooling economy and could increase bets on a Fed rate cut, potentially boosting both stocks and bonds. A surprisingly high number, however, might reverse yesterday’s bond rally and put pressure on equities.

For a deeper dive into the data, access today’s full Daily ETF Data Pack.

This material is for informational purposes only and should not be considered investment advice. All investments, including ETFs, involve risk, including the possible loss of principal. Investors should consider their investment objectives, risks, charges, and expenses carefully before investing.

This analysis was developed by the team at ETF Action. We leverage advanced AI tools to assist in the drafting and refinement of our content, based on our expert prompts, direction, and final review.