DFHY vs. WBIG ETF Comparison
Comparison of TrimTabs Donoghue Forlines Tactical High Yield ETF (DFHY) to WBI Large Cap Tactical Yield Shares (WBIG)
DFHY
TrimTabs Donoghue Forlines Tactical High Yield ETF
DFHY Description
The investment seeks to provide investment results that closely correspond, before fees and expenses, to the performance of the TrimTabs Donoghue Forlines Tactical High Yield Index. To pursue its investment objective, the fund invests, under normal market circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in component securities of the index. The index is designed to track the performance of a strategy that seeks to provide risk-managed exposure to exchange-traded funds (ETFs) that investment primarily in high yield debt instruments.
Grade (RS Rating)
Last Trade
$21.26
Average Daily Volume
2,734
9
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
$25.07
Average Daily Volume
2,792
39
Performance
Period | DFHY | WBIG |
---|---|---|
30 Days | -0.90% | 1.72% |
60 Days | -1.43% | 3.17% |
90 Days | -0.07% | 4.28% |
12 Months | 9.24% | 15.59% |
1 Overlapping Holdings
Symbol | Grade | Weight in DFHY | Weight in WBIG | Overlap | |
---|---|---|---|---|---|
FALN | A | 1.31% | 2.1% | 1.31% |
DFHY Underweight 38 Positions Relative to WBIG
Symbol | Grade | Weight | |
---|---|---|---|
BMY | B | -4.9% | |
WRB | A | -4.68% | |
CHRD | D | -4.66% | |
F | C | -4.61% | |
T | A | -4.56% | |
TROW | B | -4.54% | |
BDX | F | -4.53% | |
NEU | D | -3.99% | |
PR | B | -3.93% | |
JEPQ | A | -3.75% | |
MMC | B | -3.72% | |
KHC | F | -3.36% | |
UHS | D | -2.12% | |
AGZD | A | -2.12% | |
FLTR | A | -2.11% | |
FTSL | A | -1.93% | |
STIP | C | -1.52% | |
UNM | A | -1.45% | |
GILD | C | -1.43% | |
TSN | B | -1.39% | |
MDT | D | -1.27% | |
RGA | A | -1.25% | |
CINF | A | -1.24% | |
HPE | B | -1.2% | |
CI | D | -1.17% | |
RTX | D | -1.14% | |
FANG | C | -1.14% | |
SYY | D | -1.09% | |
OKE | A | -0.94% | |
BKLN | A | -0.9% | |
MCK | A | -0.72% | |
V | A | -0.63% | |
AME | A | -0.62% | |
AXP | A | -0.59% | |
PAYX | B | -0.55% | |
BR | A | -0.54% | |
PH | A | -0.53% | |
RMD | C | -0.49% |
DFHY: Top Represented Industries & Keywords
WBIG: Top Represented Industries & Keywords