CVCO+30.40%11.1%
DHR+2.30%11.1%
JPM+23.30%11.1%
LEN-26.37%11.1%
RKT-23.51%11.1%
SKY+31.83%11.1%
UWMC-56.40%11.1%
WFC+16.74%11.1%
XHB+4.41%11.1%
As of Aug 6, 2026, 4:25 AM ET
Fiscal Spend '26: Housing Affordability Constituents
Cavco Industries, Inc.CVCO | 11.1% | 3.74% | 3.15% | 0.21% | 7.44% | -0.51% | 1.81% | 11.41% | 30.40% | $4.53B |
Champion Homes, Inc.SKY | 11.1% | 10.68% | 11.67% | 8.94% | 14.51% | 7.88% | -2.48% | -3.98% | 31.83% | $5.00B |
Danaher CorporationDHR | 11.1% | 2.51% | 4.26% | 3.12% | 2.40% | -12.78% | -5.21% | -2.68% | 2.30% | $140.36B |
JPMorgan Chase & Co.JPM | 11.1% | 0.48% | 1.71% | 6.37% | 2.12% | 11.49% | 19.63% | 47.04% | 23.30% | $962.59B |
Lennar CorporationLEN | 11.1% | 0.99% | 3.83% | 0.86% | 6.72% | -14.51% | -23.15% | -23.66% | -26.37% | $21.82B |
Rocket Companies, Inc.RKT | 11.1% | -1.77% | 6.21% | -10.87% | 7.44% | -28.41% | -23.80% | 0.00% | -23.51% | $39.14B |
State Street SPDR S&P Homebuilders ETFXHB | 11.1% | 1.16% | 2.25% | -0.37% | 6.93% | 7.69% | -3.87% | 12.73% | 4.41% | $1.73B |
UWM Holdings CorporationUWMC | 11.1% | -5.64% | 0.55% | -16.36% | 1.10% | -57.99% | -58.28% | -68.22% | -56.40% | $2.79B |
Wells Fargo & CompanyWFC | 11.1% | 0.87% | 3.30% | 1.96% | 3.13% | -3.86% | 9.47% | 26.07% | 16.74% | $269.65B |
| Theme return | — | 1.45% | 4.10% | -1.86% | 4.98% | -11.20% | -11.84% | -1.36% | -0.85% | — |
| Average | 11.1% | 1.45% | 4.10% | -0.68% | 5.75% | -10.11% | -9.54% | -0.14% | 0.30% | $160.85B |
| Median | 11.1% | 0.99% | 3.30% | 0.86% | 6.72% | -3.86% | -3.87% | 0.00% | 4.41% | $21.82B |
| Std Dev | 0.0% | 4.13% | 3.08% | 7.58% | 3.91% | 20.80% | 21.62% | 30.59% | 28.31% | $295.94B |
| Min | 11.1% | -5.64% | 0.55% | -16.36% | 1.10% | -57.99% | -58.28% | -68.22% | -56.40% | $1.73B |
| Max | 11.1% | 10.68% | 11.67% | 8.94% | 14.51% | 11.49% | 19.63% | 47.04% | 31.83% | $962.59B |
| % Positive Tickers | 77.78% | 100.00% | 66.67% | 100.00% | 33.33% | 33.33% | 44.44% | 66.67% |
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About this theme
Fiscal Spend '26: Housing Affordability tracks 9 publicly listed stocks in this theme: CVCO, DHR, JPM, LEN, RKT, SKY, UWMC, WFC, XHB. See the constituent table for details.