MCDS vs. WBIL ETF Comparison
Comparison of JPMorgan Fundamental Data Science Mid Core ETF (MCDS) to WBI Large Cap Tactical Select Shares (WBIL)
MCDS
JPMorgan Fundamental Data Science Mid Core ETF
MCDS Description
Under normal circumstances, the fund invests at least 80% of its assets in equity securities of mid cap companies. Many of the equity securities in the fund's portfolio are securities of companies in the financials, industrials and consumer discretionary sectors. In managing the fund, the adviser employs a fundamental data science enabled investment approach that combines research, data insights, and risk management.
Grade (RS Rating)
Last Trade
$55.29
Average Daily Volume
75
9
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 | MCDS | WBIL |
|---|---|---|
| 30 Days | 3.21% | -0.20% |
| 60 Days | 1.33% | |
| 90 Days | 1.99% | |
| 12 Months | 17.77% |
1 Overlapping Holdings
| Symbol | Grade | Weight in MCDS | Weight in WBIL | Overlap | |
|---|---|---|---|---|---|
| ACGL | B | 1.43% | 1.87% | 1.43% |
MCDS Underweight 25 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% | |
| YUMC | C | -1.06% | |
| DHI | C | -0.89% |
MCDS: Top Represented Industries & Keywords
WBIL: Top Represented Industries & Keywords
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