SHRY vs. WBIG ETF Comparison
Comparison of First Trust Bloomberg Shareholder Yield ETF (SHRY) to WBI Large Cap Tactical Yield Shares (WBIG)
SHRY
First Trust Bloomberg Shareholder Yield ETF
SHRY Description
The fund will normally invest at least 90% of its net assets in the securities that comprise the index. The index is designed to select dividend-paying securities issued by large capitalization U.S. companies.
Grade (RS Rating)
Last Trade
$37.77
Average Daily Volume
1,086
Number of Holdings
*
51
* may have additional holdings in another (foreign) market
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
$24.26
Average Daily Volume
2,974
Number of Holdings
*
34
* may have additional holdings in another (foreign) market
Performance
Period | SHRY | WBIG |
---|---|---|
30 Days | 0.47% | -2.70% |
60 Days | -1.44% | |
90 Days | 3.26% | |
12 Months | 13.37% |
SHRY Overweight 44 Positions Relative to WBIG
Symbol | Grade | Weight | |
---|---|---|---|
DELL | B | 3.79% | |
EOG | B | 3.58% | |
AMP | C | 3.56% | |
DOW | C | 3.35% | |
PRU | A | 3.28% | |
AFL | A | 3.28% | |
CMCSA | D | 3.23% | |
MET | C | 3.23% | |
LMT | A | 3.01% | |
JNJ | F | 2.94% | |
CSX | D | 2.28% | |
MCK | B | 2.22% | |
MMM | B | 2.07% | |
LOW | D | 1.86% | |
CHTR | F | 1.85% | |
CME | C | 1.84% | |
GD | A | 1.8% | |
UPS | D | 1.78% | |
CL | A | 1.75% | |
CB | C | 1.64% | |
CAT | D | 1.62% | |
HD | D | 1.6% | |
MAR | D | 1.58% | |
AAPL | B | 1.54% | |
AON | F | 1.5% | |
HCA | D | 1.43% | |
ABT | F | 1.42% | |
KO | A | 1.36% | |
UNP | C | 1.34% | |
LRCX | D | 1.25% | |
QCOM | B | 1.21% | |
COST | B | 1.21% | |
SHW | D | 1.19% | |
V | C | 1.19% | |
KLAC | A | 1.15% | |
SLB | F | 1.13% | |
GOOGL | B | 1.09% | |
BLK | D | 1.0% | |
MCD | F | 0.92% | |
BX | D | 0.87% | |
AMAT | C | 0.79% | |
ACN | D | 0.67% | |
MRK | B | 0.52% | |
SOLV | C | 0.35% |
SHRY Underweight 27 Positions Relative to WBIG
Symbol | Grade | Weight | |
---|---|---|---|
BIL | A | -10.03% | |
RGA | A | -4.44% | |
AXP | A | -4.38% | |
TW | A | -4.26% | |
CHD | A | -4.08% | |
CI | D | -4.04% | |
HRB | B | -4.03% | |
DHI | D | -3.97% | |
OTIS | D | -3.91% | |
KR | B | -2.71% | |
TGT | D | -2.16% | |
PM | A | -2.13% | |
KMB | B | -2.13% | |
UGI | B | -2.12% | |
OMF | B | -2.11% | |
OKE | B | -2.05% | |
T | B | -2.03% | |
CHRD | B | -1.97% | |
KNTK | A | -1.97% | |
LYB | C | -1.96% | |
CSCO | D | -1.94% | |
GILD | F | -1.91% | |
CVS | F | -1.89% | |
IBM | D | -1.8% | |
BMY | F | -1.77% | |
WHR | F | -1.74% | |
AOS | C | -1.62% |
SHRY: Top Represented Industries & Keywords
Industries:
Insurance - Life
Asset Management
Semiconductor Equipment & Materials
Aerospace & Defense
Computer Systems
Credit Services
Drug Manufacturers - Major
Home Improvement Stores
Household & Personal Products
Pay TV
Railroads
Beverages - Soft Drinks
Business Services
Chemicals
Consumer Electronics
Discount Stores
Diversified Industrials
Farm & Construction Equipment
Financial Data & Stock Exchanges
Health Information Services
Keywords:
S&P 500
Nasdaq 100
Dow Jones Component
Insurance
Disability
Cloud Computing
Computing
Integrated Circuits
Life Insurance
Payment Solutions
Pharmaceutical Products
Advisory Services
Alcohol
Crude Oil
E Commerce
Electronics
Financial Products
Freight Transport
Health Care Products
Health Insurance
WBIG: Top Represented Industries & Keywords
Industries:
Credit Services
Household & Personal Products
Drug Manufacturers - Major
Health Care Plans
Oil & Gas Midstream
Tobacco
Business Services
Capital Markets
Communication Equipment
Computer Systems
Discount Stores
Diversified Industrials
Grocery Stores
Home Furnishings & Fixtures
Information Technology Services
Insurance - Life
Insurance - Reinsurance
Oil & Gas E&P
Packaged Foods
Personal Services