>> if you were playing, would you rather, i would rather own the s&p 500, the spy, than the xlu, becauson that differentiator between the yield is that exciting here. and i think the xlu is a very narrow trade and obviously a little bit crowded right here >> the bottom line, as you said, the gains are capped, but you've also combined your risk, and that's the real story. >> correct. >>> moving on from what's hot to what's not. why utilities have been on fire, housing stocks have lagged the market this year, but our resident chart master sees opportunities in the charts for 2015. that must mean we're going to carter braxton worth over at the telestraiter. >> something that's lagged, so we think that's the opportunity. let's look at charts and try to figure it out together. year-to-date, we know, s&p, and of course, a very important part of the economy, housing stocks have made no progress. in fact, take a look at the same comparative chart, going back over the last year and a half. basically, nothing's happened. we've been stalled, even as stocks have gone higher and higher and higher. 26%