SPVU vs. WBIF ETF Comparison
Comparison of PowerShares S&P 500 Value Portfolio (SPVU) to WBI Large Cap Tactical Value Shares (WBIF)
SPVU
PowerShares S&P 500 Value Portfolio
SPVU Description
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the S&P 500 Enhanced Value Index. The fund generally will invest at least 90% of its total assets in common stocks that comprise the underlying index. The underlying index is designed to track the performance of approximately 100 stocks in the S&P 500 Index that have the highest "value score," which the index provider calculates based on fundamental ratios of a company's stock. A value stock tends to trade at a lower price relative to such fundamentals and thus may be considered undervalued by investors. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$49.24
Average Daily Volume
12,009
98
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
$30.09
Average Daily Volume
1,697
33
Performance
| Period | SPVU | WBIF |
|---|---|---|
| 30 Days | 4.37% | 4.25% |
| 60 Days | 3.59% | 0.54% |
| 90 Days | 8.45% | 4.96% |
| 12 Months | 30.35% | 13.70% |
SPVU Overweight 94 Positions Relative to WBIF
| Symbol | Grade | Weight | |
|---|---|---|---|
| JPM | A | 5.41% | |
| BAC | B | 5.33% | |
| WFC | A | 5.14% | |
| XOM | B | 5.06% | |
| BRK.A | C | 4.98% | |
| CVX | C | 4.92% | |
| VZ | C | 3.68% | |
| C | A | 3.35% | |
| GS | A | 2.62% | |
| GM | B | 2.55% | |
| CVS | F | 2.32% | |
| MPC | D | 2.28% | |
| VLO | D | 2.08% | |
| PSX | D | 2.07% | |
| MCK | B | 1.58% | |
| COF | B | 1.4% | |
| TFC | A | 1.33% | |
| AIG | C | 1.3% | |
| CNC | B | 1.22% | |
| PNC | A | 1.22% | |
| EMR | B | 1.2% | |
| USB | C | 1.19% | |
| FDX | D | 0.99% | |
| BK | A | 0.97% | |
| ADM | D | 0.95% | |
| DAL | B | 0.94% | |
| KR | D | 0.92% | |
| NUE | D | 0.87% | |
| DD | B | 0.84% | |
| LEN | B | 0.83% | |
| PRU | A | 0.82% | |
| DHI | C | 0.82% | |
| FANG | C | 0.68% | |
| DOW | B | 0.67% | |
| CMI | B | 0.66% | |
| MTB | B | 0.65% | |
| UAL | C | 0.63% | |
| KHC | D | 0.62% | |
| DVN | D | 0.61% | |
| HIG | B | 0.59% | |
| DFS | C | 0.59% | |
| BG | D | 0.58% | |
| ED | B | 0.55% | |
| HPE | C | 0.54% | |
| STT | B | 0.54% | |
| PHM | A | 0.54% | |
| FITB | A | 0.52% | |
| LYB | D | 0.49% | |
| HBAN | A | 0.49% | |
| SYF | C | 0.48% | |
| CFG | B | 0.46% | |
| RF | B | 0.46% | |
| STLD | D | 0.45% | |
| VTRS | D | 0.44% | |
| TSN | B | 0.43% | |
| APTV | D | 0.43% | |
| CTRA | C | 0.41% | |
| EG | D | 0.4% | |
| BAX | F | 0.39% | |
| EQT | C | 0.39% | |
| ALB | D | 0.38% | |
| CINF | D | 0.36% | |
| ES | C | 0.35% | |
| MRO | D | 0.35% | |
| L | C | 0.34% | |
| PFG | B | 0.33% | |
| CE | D | 0.32% | |
| BBY | D | 0.32% | |
| KEY | B | 0.3% | |
| LUV | F | 0.3% | |
| KMX | D | 0.28% | |
| MOS | F | 0.28% | |
| WBA | F | 0.27% | |
| CAG | C | 0.27% | |
| CF | F | 0.27% | |
| IP | B | 0.25% | |
| BWA | C | 0.25% | |
| AAL | C | 0.24% | |
| LKQ | F | 0.21% | |
| EVRG | C | 0.21% | |
| TAP | F | 0.2% | |
| EMN | B | 0.19% | |
| TPR | D | 0.17% | |
| FOXA | C | 0.17% | |
| CMA | B | 0.17% | |
| AIZ | D | 0.16% | |
| APA | F | 0.16% | |
| IVZ | C | 0.16% | |
| HII | D | 0.15% | |
| PARA | D | 0.14% | |
| PNW | C | 0.14% | |
| CZR | F | 0.14% | |
| BEN | F | 0.13% | |
| MHK | C | 0.1% |
SPVU Underweight 29 Positions Relative to WBIF
| Symbol | Grade | Weight | |
|---|---|---|---|
| USHY | A | -8.4% | |
| MO | A | -5.02% | |
| KNTK | B | -4.9% | |
| TW | B | -4.62% | |
| VST | B | -4.51% | |
| HRB | B | -4.15% | |
| CHD | B | -4.08% | |
| KMB | C | -3.96% | |
| SHW | D | -3.96% | |
| BR | C | -3.95% | |
| MA | D | -3.89% | |
| GIS | C | -3.87% | |
| PANW | C | -2.51% | |
| GRMN | A | -2.38% | |
| AXP | B | -2.36% | |
| CARR | B | -2.3% | |
| NXPI | A | -2.21% | |
| RGA | A | -2.16% | |
| EBAY | B | -2.1% | |
| UNM | B | -2.01% | |
| DKS | D | -2.0% | |
| MAR | D | -1.91% | |
| WRB | D | -1.86% | |
| HAL | F | -1.86% | |
| SLB | F | -1.81% | |
| CNA | C | -1.81% | |
| PCAR | D | -1.8% | |
| BCC | C | -1.76% | |
| SYY | D | -0.83% |
SPVU: Top Represented Industries & Keywords
WBIF: Top Represented Industries & Keywords
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