Among the largest underlying components of XRT, in trading today Rite Aid Corp. ( NYSE: RAD) is up about 1.4%, SUPERVALU Inc. ( NYSE: SVU) is up about 0.5%, and GameStop Corp ( NYSE: GME) is up by about 2.1%.

FORBES: Notable ETF Inflow Detected - XRT, RAD, SVU, GME

Drugstore chains and supermarkets have underperformed, but Kroger (30, KR), Safeway (52, SWY) and Rite Aid Corp. (25, RAD) are probe positions, meaning you buy a little and then add more if GDP growth slows to a trendline of around 2.5%.

FORBES: Watch your sectors

In the latest look at stocks ordered by largest market capitalization, Russell 3000 component Rite Aid Corp. ( NYSE: RAD) was identified as having a larger market cap than Lexmark International, Inc. ( NYSE: LXK), according to The Online Investor.

FORBES: Rite Aid Corp. Larger Than Lexmark International

Rite-Aid Corp. (25, RAD) is a drug retailer with some problems -- including overzealous expansion plans and trouble allocating inventory -- but it should grow almost as fast as Walgreen and CVS Corp.

FORBES: Time to buy some also-rans