GMOV vs. WBIG ETF Comparison
Comparison of GMO US Value ETF (GMOV) to WBI Large Cap Tactical Yield Shares (WBIG)
GMOV
GMO US Value ETF
GMOV Description
GMOV aims for total return by investing in undervalued securities within the US stock market. The fund employs a combination of proprietary quantitative analysis and historical comparisons to evaluate stocks based on key financial indicators, such as asset valuation, cash flow, and future earnings potential. This evaluation process supports informed decisions about position sizes and sector allocations, while also integrating ESG criteria to avoid industries like cluster munitions and thermal coal. GMOV maintains a focus on US companies, ensuring at least 80% of its assets are linked to this market, which allows for potential concentration in specific sectors. To enhance liquidity, the fund can invest in the GMO US Treasury Fund and other money market instruments, enabling adjustments to market conditions.
Grade (RS Rating)
Last Trade
$26.24
Average Daily Volume
31,420
146
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
$25.28
Average Daily Volume
2,759
39
Performance
| Period | GMOV | WBIG |
|---|---|---|
| 30 Days | 2.76% | |
| 60 Days | 3.44% | |
| 90 Days | 5.15% | |
| 12 Months | 16.56% |
10 Overlapping Holdings
GMOV Overweight 136 Positions Relative to WBIG
| Symbol | Grade | Weight | |
|---|---|---|---|
| JNJ | D | 3.45% | |
| XOM | B | 3.13% | |
| JPM | A | 3.07% | |
| BAC | A | 3.0% | |
| CVX | A | 2.76% | |
| GOOGL | C | 2.65% | |
| CSCO | B | 2.63% | |
| MRK | F | 2.48% | |
| META | D | 2.43% | |
| IBM | C | 2.25% | |
| GS | A | 2.16% | |
| PFE | D | 2.1% | |
| VZ | C | 1.95% | |
| CMCSA | B | 1.9% | |
| C | A | 1.86% | |
| CMI | A | 1.41% | |
| ELV | F | 1.36% | |
| BK | A | 1.24% | |
| INTC | D | 1.2% | |
| EOG | A | 1.18% | |
| LYB | F | 1.17% | |
| CVS | D | 1.14% | |
| COF | B | 1.11% | |
| REGN | F | 1.02% | |
| SOLV | C | 1.0% | |
| MTB | A | 0.99% | |
| HIG | B | 0.97% | |
| HPQ | B | 0.97% | |
| DFS | B | 0.94% | |
| EBAY | D | 0.93% | |
| PYPL | B | 0.92% | |
| GM | B | 0.91% | |
| KR | B | 0.91% | |
| CTSH | B | 0.9% | |
| STT | A | 0.89% | |
| PCAR | B | 0.89% | |
| QCOM | F | 0.86% | |
| SYF | B | 0.84% | |
| GIS | D | 0.83% | |
| MS | A | 0.77% | |
| ADM | D | 0.76% | |
| CNC | D | 0.76% | |
| BBY | D | 0.76% | |
| SWKS | F | 0.68% | |
| HUM | C | 0.68% | |
| ZM | B | 0.67% | |
| BWA | D | 0.65% | |
| DG | F | 0.64% | |
| STLD | B | 0.64% | |
| USB | A | 0.62% | |
| MTG | C | 0.59% | |
| BG | F | 0.59% | |
| TPR | B | 0.58% | |
| TGT | F | 0.58% | |
| ALLY | C | 0.57% | |
| NUE | C | 0.56% | |
| VTRS | A | 0.56% | |
| HRB | D | 0.55% | |
| ARW | D | 0.54% | |
| RDN | C | 0.51% | |
| AVT | C | 0.5% | |
| TAP | C | 0.5% | |
| SKX | D | 0.49% | |
| EG | C | 0.47% | |
| LEA | D | 0.46% | |
| CROX | D | 0.46% | |
| AGCO | D | 0.45% | |
| CAG | D | 0.45% | |
| INCY | C | 0.43% | |
| WHR | B | 0.43% | |
| WU | D | 0.42% | |
| PVH | C | 0.42% | |
| EXEL | B | 0.36% | |
| SIG | B | 0.35% | |
| OSK | B | 0.34% | |
| AMG | B | 0.32% | |
| AN | C | 0.32% | |
| ASO | F | 0.3% | |
| GPI | A | 0.3% | |
| FHI | A | 0.3% | |
| PG | A | 0.3% | |
| UFPI | B | 0.29% | |
| PPG | F | 0.28% | |
| UTHR | C | 0.27% | |
| PII | D | 0.27% | |
| OVV | B | 0.27% | |
| KBH | D | 0.27% | |
| INGR | B | 0.26% | |
| ACGL | D | 0.26% | |
| PHM | D | 0.25% | |
| JXN | C | 0.25% | |
| BEN | C | 0.23% | |
| ALSN | B | 0.23% | |
| MLI | C | 0.21% | |
| JHG | A | 0.21% | |
| IVZ | B | 0.21% | |
| LKQ | D | 0.2% | |
| ALL | A | 0.19% | |
| SLM | A | 0.19% | |
| APTV | D | 0.19% | |
| ALV | C | 0.18% | |
| OC | A | 0.18% | |
| OMF | A | 0.17% | |
| CMC | B | 0.16% | |
| JAZZ | B | 0.15% | |
| KMB | D | 0.14% | |
| FOXA | B | 0.14% | |
| TOL | B | 0.12% | |
| MOS | F | 0.12% | |
| RF | A | 0.12% | |
| MAN | D | 0.1% | |
| SNA | A | 0.1% | |
| FNF | B | 0.09% | |
| GHC | C | 0.09% | |
| ATKR | C | 0.09% | |
| CRI | D | 0.09% | |
| VLO | C | 0.08% | |
| SNX | C | 0.08% | |
| M | D | 0.08% | |
| RHI | B | 0.08% | |
| ATGE | B | 0.07% | |
| WBA | F | 0.07% | |
| CNH | C | 0.07% | |
| WFC | A | 0.07% | |
| LZB | B | 0.06% | |
| SEE | C | 0.06% | |
| KSS | F | 0.06% | |
| MATX | C | 0.06% | |
| FHN | A | 0.06% | |
| PINC | B | 0.06% | |
| BC | C | 0.06% | |
| TEX | D | 0.05% | |
| CNXC | F | 0.05% | |
| BCC | B | 0.05% | |
| FL | F | 0.02% | |
| WGO | C | 0.01% |
GMOV Underweight 29 Positions Relative to WBIG
| Symbol | Grade | Weight | |
|---|---|---|---|
| BMY | B | -4.9% | |
| WRB | A | -4.68% | |
| CHRD | D | -4.66% | |
| T | A | -4.56% | |
| BDX | F | -4.53% | |
| PR | B | -3.93% | |
| JEPQ | A | -3.75% | |
| MMC | B | -3.72% | |
| UHS | D | -2.12% | |
| AGZD | A | -2.12% | |
| FLTR | A | -2.11% | |
| FALN | B | -2.1% | |
| FTSL | B | -1.93% | |
| STIP | C | -1.52% | |
| GILD | C | -1.43% | |
| RGA | A | -1.25% | |
| CINF | A | -1.24% | |
| RTX | C | -1.14% | |
| FANG | D | -1.14% | |
| SYY | B | -1.09% | |
| OKE | A | -0.94% | |
| BKLN | A | -0.9% | |
| MCK | B | -0.72% | |
| V | A | -0.63% | |
| AME | A | -0.62% | |
| PAYX | C | -0.55% | |
| BR | A | -0.54% | |
| PH | A | -0.53% | |
| RMD | C | -0.49% |
GMOV: Top Represented Industries & Keywords
WBIG: Top Represented Industries & Keywords
Compare ETFs
