SIMS vs. WBIF ETF Comparison
Comparison of SPDR S&P Kensho Intelligent Structures ETF (SIMS) to WBI Large Cap Tactical Value Shares (WBIF)
SIMS
SPDR S&P Kensho Intelligent Structures ETF
SIMS Description
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P Kensho Intelligent Infrastructure Index. Under normal market conditions, the fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index is comprised of U.S.-listed equity securities (including depositary receipts) of companies domiciled across developed and emerging markets worldwide which are included in the Intelligent Infrastructure sector as determined by a classification standard produced by the index provider. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$32.61
Average Daily Volume
4,753
43
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
$29.05
Average Daily Volume
2,078
32
Performance
| Period | SIMS | WBIF |
|---|---|---|
| 30 Days | -3.37% | -3.76% |
| 60 Days | -1.91% | -0.09% |
| 90 Days | 0.83% | 3.45% |
| 12 Months | 4.47% | 13.67% |
1 Overlapping Holdings
| Symbol | Grade | Weight in SIMS | Weight in WBIF | Overlap | |
|---|---|---|---|---|---|
| CARR | A | 2.71% | 1.95% | 1.95% |
SIMS Overweight 42 Positions Relative to WBIF
| Symbol | Grade | Weight | |
|---|---|---|---|
| AYI | C | 3.54% | |
| ITRI | A | 3.42% | |
| PSN | C | 3.29% | |
| XYL | A | 3.15% | |
| PNR | C | 3.15% | |
| JCI | A | 3.06% | |
| TTEK | A | 3.04% | |
| ALRM | D | 3.03% | |
| REZI | C | 3.02% | |
| SLAB | F | 2.89% | |
| GNRC | A | 2.8% | |
| BMI | A | 2.69% | |
| ADTN | F | 2.65% | |
| HON | D | 2.55% | |
| CNM | A | 2.51% | |
| DOOR | A | 2.46% | |
| AY | A | 2.33% | |
| QCOM | C | 2.15% | |
| EMR | C | 2.13% | |
| GTLS | A | 2.07% | |
| BLNK | F | 2.03% | |
| ERII | D | 2.0% | |
| AME | C | 1.94% | |
| MWA | A | 1.93% | |
| BP | A | 1.88% | |
| TEL | C | 1.84% | |
| BE | F | 1.82% | |
| CHPT | F | 1.81% | |
| ROP | B | 1.68% | |
| SHLS | F | 1.61% | |
| LOGI | D | 1.56% | |
| NVEE | F | 1.54% | |
| ON | D | 1.49% | |
| STM | D | 1.45% | |
| BIDU | D | 1.42% | |
| STEM | F | 1.34% | |
| ROKU | D | 0.96% | |
| CWCO | D | 0.94% | |
| MVIS | F | 0.57% | |
| REKR | F | 0.5% | |
| WBX | F | 0.25% | |
| LUNA | F | 0.12% |
SIMS Underweight 31 Positions Relative to WBIF
| Symbol | Grade | Weight | |
|---|---|---|---|
| SJNK | B | -9.24% | |
| MO | A | -4.95% | |
| KNTK | A | -4.95% | |
| TW | C | -4.32% | |
| CHD | A | -4.1% | |
| HRB | D | -4.04% | |
| HPQ | D | -3.96% | |
| NFLX | D | -3.88% | |
| BR | C | -3.87% | |
| IBM | D | -3.31% | |
| MSFT | C | -3.08% | |
| AXP | A | -2.38% | |
| GIS | A | -2.23% | |
| EBAY | A | -2.17% | |
| RGA | A | -2.04% | |
| CI | A | -2.04% | |
| F | B | -2.03% | |
| UNM | B | -2.02% | |
| GRMN | A | -2.0% | |
| WRB | D | -2.0% | |
| DKS | A | -1.99% | |
| HAL | B | -1.97% | |
| UHS | C | -1.95% | |
| MAR | C | -1.95% | |
| PCAR | D | -1.93% | |
| NXPI | C | -1.9% | |
| SLB | D | -1.88% | |
| CNA | C | -1.86% | |
| BCC | D | -1.82% | |
| TGT | B | -1.57% | |
| KMB | A | -0.92% |
SIMS: Top Represented Industries & Keywords
WBIF: Top Represented Industries & Keywords
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