MEDI vs. WBIG ETF Comparison
Comparison of Harbor Health Care ETF (MEDI) to WBI Large Cap Tactical Yield Shares (WBIG)
MEDI
Harbor Health Care ETF
MEDI Description
Harbor Health Care ETF is an exchange traded fund launched and managed by Harbor Capital Advisors, Inc. It is co-managed by Westfield Capital Management Company, L.P. The fund invests in public equity markets of the United States. The fund invests in stocks of companies operating across health care sectors. It invests in growth and value stocks of companies across diversified market capitalization. It employs fundamental analysis with bottom-up stock picking approach to create its portfolio. Harbor Health Care ETF is domiciled in the United States.
Grade (RS Rating)
Last Trade
$25.53
Average Daily Volume
1,267
33
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
$25.07
Average Daily Volume
2,792
39
Performance
Period | MEDI | WBIG |
---|---|---|
30 Days | -6.47% | 1.72% |
60 Days | -9.85% | 3.17% |
90 Days | -7.28% | 4.28% |
12 Months | 13.73% | 15.59% |
0 Overlapping Holdings
Symbol | Grade | Weight in MEDI | Weight in WBIG | Overlap |
---|
MEDI Overweight 33 Positions Relative to WBIG
Symbol | Grade | Weight | |
---|---|---|---|
ASND | F | 17.04% | |
LEGN | D | 7.7% | |
LLY | F | 6.62% | |
UNH | B | 5.13% | |
PCVX | D | 4.48% | |
PFE | F | 4.46% | |
MASI | B | 4.07% | |
LNTH | D | 3.99% | |
OPCH | D | 3.56% | |
DXCM | C | 3.39% | |
PODD | C | 3.3% | |
ABBV | F | 3.29% | |
NVO | F | 3.21% | |
BCYC | F | 2.52% | |
HAE | C | 2.26% | |
ICLR | D | 1.85% | |
BIO | C | 1.81% | |
ARGX | B | 1.79% | |
VRTX | D | 1.78% | |
GKOS | B | 1.73% | |
RCKT | F | 1.54% | |
ITCI | C | 1.51% | |
GEHC | D | 1.48% | |
ILMN | C | 1.31% | |
BSX | A | 1.21% | |
IRTC | C | 1.08% | |
CYTK | F | 0.8% | |
OSCR | D | 0.72% | |
ETNB | C | 0.72% | |
MRUS | F | 0.71% | |
PRCT | B | 0.56% | |
INVA | D | 0.45% | |
VKTX | F | 0.25% |
MEDI Underweight 39 Positions Relative to WBIG
Symbol | Grade | Weight | |
---|---|---|---|
BMY | B | -4.9% | |
WRB | A | -4.68% | |
CHRD | D | -4.66% | |
F | C | -4.61% | |
T | A | -4.56% | |
TROW | B | -4.54% | |
BDX | F | -4.53% | |
NEU | D | -3.99% | |
PR | B | -3.93% | |
JEPQ | A | -3.75% | |
MMC | B | -3.72% | |
KHC | F | -3.36% | |
UHS | D | -2.12% | |
AGZD | A | -2.12% | |
FLTR | A | -2.11% | |
FALN | A | -2.1% | |
FTSL | A | -1.93% | |
STIP | C | -1.52% | |
UNM | A | -1.45% | |
GILD | C | -1.43% | |
TSN | B | -1.39% | |
MDT | D | -1.27% | |
RGA | A | -1.25% | |
CINF | A | -1.24% | |
HPE | B | -1.2% | |
CI | D | -1.17% | |
RTX | D | -1.14% | |
FANG | C | -1.14% | |
SYY | D | -1.09% | |
OKE | A | -0.94% | |
BKLN | A | -0.9% | |
MCK | A | -0.72% | |
V | A | -0.63% | |
AME | A | -0.62% | |
AXP | A | -0.59% | |
PAYX | B | -0.55% | |
BR | A | -0.54% | |
PH | A | -0.53% | |
RMD | C | -0.49% |
MEDI: Top Represented Industries & Keywords
WBIG: Top Represented Industries & Keywords