FMCX vs. WBIL ETF Comparison
Comparison of FMC Excelsior Focus Equity ETF (FMCX) to WBI Large Cap Tactical Select Shares (WBIL)
FMCX
FMC Excelsior Focus Equity ETF
FMCX Description
The fund is an actively managed exchange-traded fund (?ETF?) that, during normal market conditions, seeks to invest in approximately 25-30 U.S. exchange-traded common stocks of companies that are listed on U.S. national securities exchanges and trade contemporaneously with the shares of the fund. The fund adviser may also hold concentrated positions in common stocks, although the fund?s guidelines provide that no single investment should generally be more than 10% of the fund?s portfolio at acquisition. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$28.06
Average Daily Volume
849
52
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
$33.17
Average Daily Volume
1,904
32
Performance
Period | FMCX | WBIL |
---|---|---|
30 Days | -1.88% | -3.95% |
60 Days | -0.88% | -3.12% |
90 Days | 2.83% | 4.38% |
12 Months | 21.37% | 20.55% |
1 Overlapping Holdings
Symbol | Grade | Weight in FMCX | Weight in WBIL | Overlap | |
---|---|---|---|---|---|
CL | A | 0.85% | 3.94% | 0.85% |
FMCX Overweight 51 Positions Relative to WBIL
Symbol | Grade | Weight | |
---|---|---|---|
AAPL | B | 6.93% | |
UNH | C | 6.84% | |
KKR | C | 6.14% | |
IAC | C | 5.35% | |
AMZN | A | 5.01% | |
GDDY | A | 4.98% | |
MSFT | C | 4.79% | |
LBRDK | F | 4.24% | |
LSXMK | F | 4.22% | |
GGG | D | 3.98% | |
PYPL | B | 3.9% | |
MTCH | F | 3.18% | |
LSXMA | F | 1.79% | |
GOOGL | B | 1.77% | |
LBRDA | F | 1.74% | |
PG | A | 1.3% | |
PM | B | 1.21% | |
YUM | C | 1.18% | |
CMCSA | F | 1.13% | |
MCD | F | 1.12% | |
AMGN | B | 1.11% | |
KEYS | D | 1.06% | |
VUSB | A | 0.92% | |
ICSH | A | 0.92% | |
GILD | F | 0.87% | |
MO | A | 0.84% | |
ENTG | D | 0.82% | |
ARWR | F | 0.72% | |
NKE | D | 0.68% | |
HON | D | 0.6% | |
DHR | D | 0.55% | |
GOOG | B | 0.5% | |
BAX | F | 0.47% | |
YUMC | F | 0.42% | |
MUSA | D | 0.4% | |
SPGI | C | 0.37% | |
MTX | A | 0.33% | |
KEX | B | 0.33% | |
EQR | A | 0.3% | |
JPM | B | 0.3% | |
MUR | B | 0.25% | |
V | D | 0.21% | |
FWONK | B | 0.21% | |
BKNG | C | 0.19% | |
FLWS | F | 0.15% | |
GD | A | 0.13% | |
BATRK | C | 0.11% | |
PNR | C | 0.1% | |
FWONA | B | 0.05% | |
VMEO | F | 0.03% | |
BATRA | D | 0.02% |
FMCX Underweight 31 Positions Relative to WBIL
Symbol | Grade | Weight | |
---|---|---|---|
PGR | A | -4.75% | |
CI | C | -4.63% | |
RGA | A | -4.53% | |
AXP | B | -4.32% | |
ADP | D | -4.19% | |
SCI | D | -4.13% | |
ACGL | A | -4.09% | |
TGT | D | -3.99% | |
AME | D | -3.92% | |
OTIS | D | -3.9% | |
KR | B | -3.88% | |
APO | C | -3.83% | |
HRB | C | -3.61% | |
ELV | B | -2.15% | |
CARR | A | -1.93% | |
PANW | B | -1.89% | |
VST | A | -1.88% | |
VRSK | C | -1.87% | |
TW | A | -1.84% | |
ADBE | D | -1.76% | |
INTU | D | -1.74% | |
QCOM | A | -1.72% | |
BR | C | -1.71% | |
DECK | D | -1.68% | |
BX | D | -1.66% | |
FAST | D | -1.64% | |
LRCX | D | -1.63% | |
MOH | F | -1.62% | |
MPC | D | -1.5% | |
SIGI | F | -1.2% | |
AL | A | -1.19% |
FMCX: Top Represented Industries & Keywords
WBIL: Top Represented Industries & Keywords