IYLD vs. WBIL ETF Comparison
Comparison of iShares Morningstar Multi-Asset Income ETF (IYLD) to WBI Large Cap Tactical Select Shares (WBIL)
IYLD
iShares Morningstar Multi-Asset Income ETF
IYLD Description
The investment seeks to track the investment results of the Morningstar® Multi-Asset High Income IndexSM. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The index is broadly diversified and seeks to deliver high current income while maintaining long-term capital appreciation. The fund is a fund-of-funds and invests primarily in the securities of the underlying funds that themselves seek investment results corresponding to their own underlying indexes.
Grade (RS Rating)
Last Trade
$20.72
Average Daily Volume
14,338
11
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
$33.99
Average Daily Volume
694
26
Performance
| Period | IYLD | WBIL |
|---|---|---|
| 30 Days | 1.80% | -0.20% |
| 60 Days | 4.08% | 1.33% |
| 90 Days | 6.01% | 1.99% |
| 12 Months | 15.66% | 17.77% |
0 Overlapping Holdings
| Symbol | Grade | Weight in IYLD | Weight in WBIL | Overlap |
|---|
IYLD Underweight 26 Positions Relative to WBIL
| Symbol | Grade | Weight | |
|---|---|---|---|
| BX | C | -5.04% | |
| ADP | C | -5.01% | |
| PGR | C | -4.84% | |
| LII | C | -4.72% | |
| WRB | D | -4.66% | |
| ALNY | C | -4.64% | |
| MSI | B | -4.59% | |
| MELI | C | -4.57% | |
| TMUS | B | -4.49% | |
| CI | C | -4.37% | |
| SHW | B | -4.16% | |
| CDW | D | -4.07% | |
| ZTS | B | -3.97% | |
| PANW | D | -3.96% | |
| AAPL | C | -3.93% | |
| BDX | D | -3.88% | |
| DECK | C | -3.85% | |
| PEP | D | -3.81% | |
| INTU | D | -3.77% | |
| ADBE | F | -3.59% | |
| THG | C | -3.55% | |
| QCOM | D | -3.16% | |
| LRCX | D | -2.82% | |
| ACGL | B | -1.87% | |
| YUMC | C | -1.06% | |
| DHI | C | -0.89% |
IYLD: Top Represented Industries & Keywords
WBIL: Top Represented Industries & Keywords
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