DVOL vs. WBIL ETF Comparison
Comparison of First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) to WBI Large Cap Tactical Select Shares (WBIL)
DVOL
First Trust Dorsey Wright Momentum & Low Volatility ETF
DVOL Description
The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an index called the Dorsey Wright Momentum Plus Low Volatility Index (the "index"). Under normal conditions, the fund will invest at least 90% of its net assets (including investment borrowings) in the equity securities that comprise the index. The index is a rules-based equity index designed to track the overall performance of the 50 stocks comprising the NASDAQ US Large Mid Index that exhibit the lowest levels of volatility while still maintaining high levels of "relative strength." The fund is non-diversified.
Grade (RS Rating)
Last Trade
$29.25
Average Daily Volume
4,407
48
WBIL
WBI Large Cap Tactical Select Shares
WBIL 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 financial condition and prospects for ongoing financial stability, and up to 20% of its net assets in other tactical investment opportunities.Grade (RS Rating)
Last Trade
$32.75
Average Daily Volume
2,133
33
Performance
| Period | DVOL | WBIL |
|---|---|---|
| 30 Days | -2.97% | -4.49% |
| 60 Days | -1.01% | -3.16% |
| 90 Days | 3.69% | 2.30% |
| 12 Months | 14.43% | 19.50% |
DVOL Overweight 44 Positions Relative to WBIL
| Symbol | Grade | Weight | |
|---|---|---|---|
| RSG | B | 3.47% | |
| V | D | 3.12% | |
| WMT | D | 3.1% | |
| MMC | D | 3.06% | |
| TJX | C | 2.95% | |
| MA | D | 2.8% | |
| APH | A | 2.79% | |
| MSI | B | 2.74% | |
| JPM | A | 2.71% | |
| AJG | C | 2.64% | |
| ORI | A | 2.62% | |
| WAB | A | 2.62% | |
| ITW | D | 2.56% | |
| CW | A | 2.56% | |
| TRV | C | 2.51% | |
| NDSN | C | 2.49% | |
| COST | B | 2.48% | |
| CTAS | B | 2.16% | |
| DRI | F | 2.09% | |
| IBM | D | 2.04% | |
| MCK | B | 2.01% | |
| ORLY | D | 1.82% | |
| PTC | D | 1.75% | |
| HLT | D | 1.71% | |
| AFL | A | 1.71% | |
| PRI | C | 1.48% | |
| CAH | D | 1.47% | |
| CHE | F | 1.46% | |
| RGA | A | 1.45% | |
| PCAR | D | 1.4% | |
| AIG | A | 1.38% | |
| TDG | A | 1.36% | |
| REGN | C | 1.28% | |
| GRMN | A | 1.23% | |
| CPRT | D | 1.14% | |
| GWW | D | 1.13% | |
| ENSG | D | 1.12% | |
| VMC | C | 1.08% | |
| WELL | A | 1.05% | |
| HCA | D | 1.03% | |
| OKE | B | 1.02% | |
| AOS | D | 1.01% | |
| HWM | A | 0.97% | |
| PKG | C | 0.87% |
DVOL Underweight 29 Positions Relative to WBIL
| Symbol | Grade | Weight | |
|---|---|---|---|
| BIL | A | -9.94% | |
| PGR | B | -4.72% | |
| WRB | C | -4.54% | |
| CI | B | -4.53% | |
| AXP | B | -4.43% | |
| TGT | D | -4.19% | |
| ADP | D | -4.15% | |
| SCI | D | -4.1% | |
| APO | B | -3.98% | |
| ACGL | A | -3.94% | |
| CL | A | -3.78% | |
| HRB | B | -3.6% | |
| ELV | B | -2.17% | |
| PANW | B | -1.92% | |
| TW | B | -1.81% | |
| VRSK | C | -1.78% | |
| ADBE | D | -1.78% | |
| INTU | D | -1.78% | |
| MOH | F | -1.74% | |
| BX | D | -1.73% | |
| DECK | C | -1.73% | |
| QCOM | A | -1.71% | |
| BR | C | -1.71% | |
| VST | A | -1.71% | |
| CARR | A | -1.71% | |
| MPC | B | -1.66% | |
| LRCX | D | -1.65% | |
| SIGI | F | -1.2% | |
| AL | A | -1.2% |
DVOL: Top Represented Industries & Keywords
WBIL: Top Represented Industries & Keywords
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