FIG vs. WBIF ETF Comparison
Comparison of Simplify Macro Strategy ETF (FIG) to WBI Large Cap Tactical Value Shares (WBIF)
FIG
Simplify Macro Strategy ETF
FIG Description
Fortress Investment Group LLC is a publicly owned investment manager. The firm primarily provides its services to individuals. It also provides its services to high net worth individuals. The firm invests in the fixed income, currency, equity, derivatives, and commodity markets across the globe. It also launches and manages hedge funds, real estate funds, and private equity funds. The firm also invests in private equity specializing in buyout, recapitalization, control-oriented investments in cash flow generating, asset based businesses and also acquire assets or make debt investments. For private equity, it prefers to invest in financial services (particularly loan servicing and consumer finance, real estate, transportation & energy/infrastructure, gaming, real estate, leisure, media and telecommunications, healthcare and senior living. It also invest in energy, power generation equipment?s, consumer discretionary, healthcare facilities, and independent power and renewable electricity procedures. It considers investments in North America, Caribbean and Western Europe for private equity. In distressed situations, the firm will seek to secure corporate ownership or control by working with a company's board of directors or creditor's committee. It prefer to have majority stake in companies. The firm invests in distressed and undervalued assets and tangible and intangible assets such as real estate, capital assets, natural resources, and intellectual property. The firm?s alternative investments include investment in real estate markets, and distressed real estate loan acquisitions. Fortress Investment Group LLC was founded in 1998 and is based in New York City.
Grade (RS Rating)
Last Trade
$22.46
Average Daily Volume
5,137
3
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
$30.24
Average Daily Volume
1,622
43
Performance
| Period | FIG | WBIF |
|---|---|---|
| 30 Days | 7.63% | 3.91% |
| 60 Days | 3.84% | 3.66% |
| 90 Days | 4.58% | 4.44% |
| 12 Months | 2.07% | 13.34% |
0 Overlapping Holdings
| Symbol | Grade | Weight in FIG | Weight in WBIF | Overlap |
|---|
FIG Underweight 43 Positions Relative to WBIF
| Symbol | Grade | Weight | |
|---|---|---|---|
| WRB | A | -4.74% | |
| UHS | D | -4.68% | |
| FIX | A | -4.58% | |
| KBH | D | -4.54% | |
| NXST | C | -4.43% | |
| V | A | -4.26% | |
| CI | F | -4.26% | |
| DKS | C | -4.24% | |
| PRU | A | -4.14% | |
| ACN | C | -3.98% | |
| UNM | A | -3.93% | |
| MCK | B | -3.93% | |
| AMAT | F | -3.55% | |
| RGA | A | -3.26% | |
| VOYA | B | -3.26% | |
| OXY | D | -2.81% | |
| PHM | D | -2.6% | |
| MMC | B | -2.12% | |
| CF | B | -1.86% | |
| ADP | B | -1.53% | |
| AXP | A | -1.53% | |
| AME | A | -1.46% | |
| G | B | -1.44% | |
| PRI | A | -1.42% | |
| PAYX | C | -1.39% | |
| BR | A | -1.36% | |
| TXRH | C | -1.33% | |
| CASY | A | -1.28% | |
| RMD | C | -1.23% | |
| FLTR | A | -0.76% | |
| FALN | B | -0.75% | |
| AGZD | A | -0.75% | |
| FTSL | B | -0.69% | |
| ALSN | B | -0.67% | |
| THG | A | -0.59% | |
| DCI | B | -0.56% | |
| GL | B | -0.55% | |
| STIP | C | -0.54% | |
| TOL | B | -0.54% | |
| ALLE | D | -0.53% | |
| CBT | C | -0.53% | |
| DOX | D | -0.52% | |
| BKLN | A | -0.32% |
FIG: Top Represented Industries & Keywords
WBIF: Top Represented Industries & Keywords
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