NBCT vs. WBIF ETF Comparison
Comparison of Neuberger Berman Carbon Transition Infrastructure ETF (NBCT) to WBI Large Cap Tactical Value Shares (WBIF)
NBCT
Neuberger Berman Carbon Transition Infrastructure ETF
NBCT Description
Under normal market conditions, the fund invests at least 80% of its net assets (plus borrowing for investment purposes) in equity securities of carbon transition companies and infrastructure companies. It invests a significant portion of its assets in carbon transition companies, which the Managers consider to be those companies that have, or in the Portfolio Managers" view, are reasonably expected to have, at least 20% of their assets or revenue, committed to or derived from infrastructure that will facilitate global decarbonization and/or the reduction of other greenhouse gas emissions.
Grade (RS Rating)
Last Trade
$30.66
Average Daily Volume
13,227
23
WBIF
WBI Large Cap Tactical Value Shares
WBIF 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 discount in a company's intrinsic value relative to its market price, and up to 20% of its net assets in other tactical investment opportunities.Grade (RS Rating)
Last Trade
$30.23
Average Daily Volume
1,654
43
Performance
| Period | NBCT | WBIF |
|---|---|---|
| 30 Days | -0.15% | 2.86% |
| 60 Days | 4.26% | 3.49% |
| 90 Days | 11.35% | 3.85% |
| 12 Months | 42.98% | 12.70% |
1 Overlapping Holdings
| Symbol | Grade | Weight in NBCT | Weight in WBIF | Overlap | |
|---|---|---|---|---|---|
| OXY | D | 2.86% | 2.81% | 2.81% |
NBCT Overweight 22 Positions Relative to WBIF
NBCT Underweight 42 Positions Relative to WBIF
| Symbol | Grade | Weight | |
|---|---|---|---|
| WRB | A | -4.74% | |
| UHS | D | -4.68% | |
| FIX | A | -4.58% | |
| KBH | D | -4.54% | |
| NXST | C | -4.43% | |
| V | A | -4.26% | |
| CI | D | -4.26% | |
| DKS | D | -4.24% | |
| PRU | A | -4.14% | |
| ACN | B | -3.98% | |
| UNM | A | -3.93% | |
| MCK | A | -3.93% | |
| AMAT | F | -3.55% | |
| RGA | A | -3.26% | |
| VOYA | B | -3.26% | |
| PHM | D | -2.6% | |
| MMC | B | -2.12% | |
| CF | A | -1.86% | |
| ADP | A | -1.53% | |
| AXP | A | -1.53% | |
| AME | A | -1.46% | |
| G | B | -1.44% | |
| PRI | B | -1.42% | |
| PAYX | B | -1.39% | |
| BR | A | -1.36% | |
| TXRH | B | -1.33% | |
| CASY | A | -1.28% | |
| RMD | C | -1.23% | |
| FLTR | A | -0.76% | |
| FALN | A | -0.75% | |
| AGZD | A | -0.75% | |
| FTSL | A | -0.69% | |
| ALSN | B | -0.67% | |
| THG | A | -0.59% | |
| DCI | B | -0.56% | |
| GL | C | -0.55% | |
| STIP | C | -0.54% | |
| TOL | B | -0.54% | |
| ALLE | C | -0.53% | |
| CBT | D | -0.53% | |
| DOX | D | -0.52% | |
| BKLN | A | -0.32% |
NBCT: Top Represented Industries & Keywords
WBIF: Top Represented Industries & Keywords
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