FXG vs. WBIF ETF Comparison
Comparison of First Trust Cons. Staples AlphaDEX (FXG) to WBI Large Cap Tactical Value Shares (WBIF)
FXG
First Trust Cons. Staples AlphaDEX
FXG Description
The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an equity index called the StrataQuant(R) Consumer Staples Index. The fund will normally invest at least 90% of its net assets in common stocks that comprise the index. The index is a modified equal-dollar weighted index designed by NYSE Euronext to objectively identify and select stocks from the Russell 1000(R) Index in the consumer staples sector that may generate positive alpha relative to traditional passive-style indices through the use of the AlphaDEX(R) selection methodology. It is non-diversified.
Grade (RS Rating)
Last Trade
$68.07
Average Daily Volume
23,771
38
WBIF
WBI Large Cap Tactical Value Shares
WBIF Description
The investment seeks long-term capital appreciation and the potential for current income, while also seeking to protect principal during unfavorable market conditions. The fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in the equity securities of large capitalization domestic and foreign companies which WBI Investments, Inc., the sub-advisor to the fund and an affiliate of Millington Securities Inc., the advisor, believes display an attractive discount in a company's intrinsic value relative to its market price, and up to 20% of its net assets in other tactical investment opportunities.Grade (RS Rating)
Last Trade
$30.09
Average Daily Volume
1,697
33
Performance
| Period | FXG | WBIF |
|---|---|---|
| 30 Days | 4.67% | 4.25% |
| 60 Days | 1.85% | 0.54% |
| 90 Days | 7.69% | 4.96% |
| 12 Months | 9.22% | 13.70% |
FXG Overweight 33 Positions Relative to WBIF
| Symbol | Grade | Weight | |
|---|---|---|---|
| FRPT | B | 4.51% | |
| BG | C | 4.3% | |
| MCK | A | 4.29% | |
| INGR | B | 4.26% | |
| ADM | D | 4.14% | |
| CELH | C | 4.08% | |
| DAR | D | 4.02% | |
| CAG | C | 3.52% | |
| CPB | C | 3.49% | |
| POST | B | 3.42% | |
| KHC | D | 3.34% | |
| PFGC | C | 3.22% | |
| TAP | F | 2.94% | |
| KDP | C | 2.83% | |
| PPC | C | 2.77% | |
| LW | F | 2.74% | |
| CASY | B | 2.63% | |
| MDLZ | C | 2.59% | |
| REYN | B | 2.58% | |
| HRL | C | 2.58% | |
| CVS | F | 2.42% | |
| PG | A | 1.75% | |
| HSY | C | 1.74% | |
| CTVA | C | 1.69% | |
| USFD | B | 1.69% | |
| KR | D | 1.67% | |
| GO | F | 1.55% | |
| PM | B | 0.92% | |
| FLO | C | 0.9% | |
| KO | B | 0.88% | |
| MKC | C | 0.85% | |
| CLX | F | 0.79% | |
| SAM | F | 0.76% |
FXG Underweight 28 Positions Relative to WBIF
| Symbol | Grade | Weight | |
|---|---|---|---|
| USHY | A | -8.4% | |
| KNTK | B | -4.9% | |
| TW | B | -4.62% | |
| VST | B | -4.51% | |
| HRB | B | -4.15% | |
| HPQ | C | -4.0% | |
| SHW | D | -3.96% | |
| BR | C | -3.95% | |
| MA | D | -3.89% | |
| PANW | C | -2.51% | |
| GRMN | A | -2.38% | |
| AXP | A | -2.36% | |
| CARR | B | -2.3% | |
| NXPI | B | -2.21% | |
| RGA | A | -2.16% | |
| EBAY | C | -2.1% | |
| UHS | B | -2.02% | |
| UNM | B | -2.01% | |
| DKS | D | -2.0% | |
| CI | D | -1.97% | |
| MAR | D | -1.91% | |
| F | D | -1.89% | |
| WRB | D | -1.86% | |
| HAL | D | -1.86% | |
| SLB | F | -1.81% | |
| CNA | B | -1.81% | |
| PCAR | D | -1.8% | |
| BCC | D | -1.76% |
FXG: Top Represented Industries & Keywords
WBIF: Top Represented Industries & Keywords
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