MEDX vs. WBIY ETF Comparison
Comparison of Horizon Kinetics Medical ETF (MEDX) to WBI Power Factor High Dividend ETF (WBIY)
MEDX
Horizon Kinetics Medical ETF
MEDX Description
The fund is an actively-managed exchange-traded fund ("ETF") that pursues its investment objective by investing, under normal circumstances, at least 80% of its net assets plus any borrowings for investment purposes in common stocks, convertible securities, warrants and other equity securities having the characteristics of common stocks of U.S. and foreign companies engaged in medical research, pharmaceutical and medical technology industries and related technology industries. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$28.75
Average Daily Volume
769
10
WBIY
WBI Power Factor High Dividend ETF
WBIY Description
The investment seeks long term-capital appreciation while also seeking to protect principal during unfavorable market conditions. The fund will seek to achieve its investment objective by using a broad and flexible investment strategy and may invest directly in different types of instruments, such as: stocks and bonds issued by public and private companies and bonds issued by governments and governmental agencies ("Direct Investments"); and shares of funds that invest directly in such instruments. It is non-diversified.Grade (RS Rating)
Last Trade
$29.95
Average Daily Volume
4,938
50
Performance
| Period | MEDX | WBIY |
|---|---|---|
| 30 Days | 2.95% | 3.60% |
| 60 Days | -2.29% | 3.83% |
| 90 Days | -1.67% | 7.80% |
| 12 Months | -9.42% | 24.72% |
1 Overlapping Holdings
| Symbol | Grade | Weight in MEDX | Weight in WBIY | Overlap | |
|---|---|---|---|---|---|
| BMY | F | 4.71% | 4.34% | 4.34% |
MEDX Underweight 49 Positions Relative to WBIY
| Symbol | Grade | Weight | |
|---|---|---|---|
| MO | A | -5.18% | |
| D | B | -5.1% | |
| T | B | -5.01% | |
| DOW | B | -4.91% | |
| KMI | A | -4.89% | |
| KSS | C | -4.87% | |
| OKE | A | -4.8% | |
| VZ | C | -4.79% | |
| LYB | C | -4.76% | |
| F | D | -4.64% | |
| CAG | C | -4.62% | |
| BBY | D | -4.55% | |
| WHR | F | -4.35% | |
| CFG | A | -2.65% | |
| KEY | B | -2.53% | |
| KHC | D | -2.13% | |
| RF | B | -2.06% | |
| OGN | B | -1.57% | |
| CBRL | F | -1.53% | |
| COLB | C | -1.11% | |
| BKH | B | -1.08% | |
| HESM | B | -1.06% | |
| WU | D | -0.96% | |
| VLY | C | -0.95% | |
| JXN | B | -0.92% | |
| CVI | F | -0.89% | |
| PRU | A | -0.87% | |
| HBAN | A | -0.84% | |
| USB | D | -0.83% | |
| OMF | C | -0.82% | |
| CWEN | B | -0.82% | |
| TNL | C | -0.81% | |
| FITB | B | -0.81% | |
| SNV | A | -0.8% | |
| ZION | B | -0.77% | |
| PNC | A | -0.76% | |
| FNF | B | -0.72% | |
| ASB | A | -0.53% | |
| FIBK | C | -0.48% | |
| NWN | C | -0.47% | |
| VIRT | A | -0.36% | |
| FULT | B | -0.33% | |
| CVBF | C | -0.29% | |
| BRY | D | -0.22% | |
| PFS | C | -0.2% | |
| SFNC | D | -0.17% | |
| SASR | C | -0.14% | |
| HOPE | C | -0.13% | |
| EGBN | F | -0.12% |
MEDX: Top Represented Industries & Keywords
WBIY: Top Represented Industries & Keywords
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