BUFR vs. WBIG ETF Comparison
Comparison of First Trust CBOE Vest Fund of Buffer ETFs (BUFR) to WBI Large Cap Tactical Yield Shares (WBIG)
BUFR
First Trust CBOE Vest Fund of Buffer ETFs
BUFR Description
The investment seeks to provide investors with capital appreciation. The fund seeks to achieve its investment objective by providing investors with U.S. large-cap equity market exposure while limiting downside risk through a laddered portfolio of four FT Cboe Vest U.S. Equity Buffer ETFs. Under normal market conditions, it will invest substantially all of its assets in the Underlying ETFs, which seek to provide investors with returns that match the price return of the SPDR S&P 500 ETF Trust (SPY), up to a predetermined upside cap, while providing a buffer against the first 10% of SPY losses, over a defined one-year period. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$30.55
Average Daily Volume
966,415
10
WBIG
WBI Large Cap Tactical Yield Shares
WBIG 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 dividend-paying 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 attractive dividend payment prospects, and up to 20% of its net assets in other tactical investment opportunities.Grade (RS Rating)
Last Trade
$25.58
Average Daily Volume
2,881
67
Performance
| Period | BUFR | WBIG |
|---|---|---|
| 30 Days | 1.77% | 5.01% |
| 60 Days | 2.35% | 4.54% |
| 90 Days | 3.59% | 5.98% |
| 12 Months | 18.78% | 17.73% |
0 Overlapping Holdings
| Symbol | Grade | Weight in BUFR | Weight in WBIG | Overlap |
|---|
BUFR Underweight 67 Positions Relative to WBIG
| Symbol | Grade | Weight | |
|---|---|---|---|
| JEPQ | A | -3.74% | |
| VZ | B | -2.35% | |
| UGI | A | -2.34% | |
| PFE | D | -2.34% | |
| KHC | D | -2.33% | |
| IPG | C | -2.29% | |
| UPS | C | -2.29% | |
| NXST | C | -2.27% | |
| FMC | D | -2.27% | |
| F | C | -2.25% | |
| TROW | A | -2.2% | |
| PM | B | -2.19% | |
| BBY | D | -2.16% | |
| FLTR | A | -2.13% | |
| PR | C | -2.13% | |
| AGZD | B | -2.13% | |
| GIS | D | -2.12% | |
| FALN | A | -2.11% | |
| OKE | C | -2.1% | |
| KMB | C | -2.09% | |
| FTSL | B | -1.94% | |
| SJM | D | -1.74% | |
| STIP | B | -1.53% | |
| IBKR | B | -1.29% | |
| CI | D | -1.26% | |
| UHS | D | -1.25% | |
| PAG | B | -1.23% | |
| VOYA | B | -1.23% | |
| KBH | C | -1.22% | |
| BYD | B | -1.21% | |
| CMS | C | -1.21% | |
| PRU | A | -1.18% | |
| WRB | A | -1.15% | |
| MAR | A | -1.14% | |
| PHM | C | -1.14% | |
| FIX | A | -1.12% | |
| IBM | C | -1.05% | |
| GILD | B | -1.03% | |
| PEP | F | -1.03% | |
| CLX | C | -1.02% | |
| OMC | C | -1.01% | |
| NEM | F | -1.0% | |
| SLB | C | -1.0% | |
| HPE | B | -0.99% | |
| PPG | D | -0.98% | |
| MDT | D | -0.98% | |
| SYY | C | -0.96% | |
| BKLN | A | -0.9% | |
| TGT | F | -0.8% | |
| MCK | C | -0.57% | |
| AXP | A | -0.57% | |
| RMD | C | -0.57% | |
| ACN | B | -0.57% | |
| LRCX | F | -0.56% | |
| AMAT | F | -0.56% | |
| STZ | D | -0.56% | |
| LEN | C | -0.56% | |
| MCD | D | -0.56% | |
| AME | A | -0.56% | |
| CSL | B | -0.55% | |
| CBOE | B | -0.52% | |
| KLAC | F | -0.51% | |
| TSN | B | -0.51% | |
| HIG | B | -0.51% | |
| PAYX | B | -0.51% | |
| ADP | B | -0.51% | |
| V | A | -0.5% |
BUFR: Top Represented Industries & Keywords
WBIG: Top Represented Industries & Keywords
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