UDI vs. WBIG ETF Comparison
Comparison of USCF Dividend Income Fund (UDI) to WBI Large Cap Tactical Yield Shares (WBIG)
UDI
USCF Dividend Income Fund
UDI Description
USCF ESG Dividend Income Fund is an exchange traded fund launched and managed by USCF Advisers LLC. It is co-managed by Miller/Howard Investments, Inc. The fund invests in the public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. It invests in growth and value stocks of companies across diversified market capitalization. It invests in stocks of companies that are deemed socially conscious in their business dealings and directly promote environmental responsibility. It employs fundamental and quantitative analysis with bottom-up stock picking approach to create its portfolio. The fund does not invest in stocks of companies operating across tobacco, firearms, controversial weapons, human rights violations or environmental abuses sectors. USCF ESG Dividend Income Fund is domiciled in the United States.
Grade (RS Rating)
Last Trade
$27.70
Average Daily Volume
20
31
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
$24.58
Average Daily Volume
3,415
34
Performance
| Period | UDI | WBIG |
|---|---|---|
| 30 Days | 7.36% | 2.81% |
| 60 Days | 3.92% | -0.69% |
| 90 Days | 7.56% | 4.63% |
| 12 Months | 16.54% | 13.43% |
UDI Overweight 29 Positions Relative to WBIG
| Symbol | Grade | Weight | |
|---|---|---|---|
| JPM | B | 5.33% | |
| JNJ | F | 4.44% | |
| KO | A | 4.42% | |
| PAYX | D | 4.23% | |
| ORI | A | 4.13% | |
| GS | A | 4.11% | |
| TXN | A | 4.03% | |
| ABBV | D | 3.75% | |
| JEF | B | 3.72% | |
| BK | A | 3.53% | |
| CMCSA | D | 3.49% | |
| MDT | D | 3.35% | |
| IPG | D | 3.23% | |
| HST | D | 3.07% | |
| EWBC | A | 2.78% | |
| MRK | B | 2.71% | |
| AVGO | C | 2.64% | |
| LAMR | B | 2.64% | |
| CME | C | 2.46% | |
| ASB | A | 2.44% | |
| BAC | B | 2.28% | |
| MSM | F | 2.26% | |
| STAG | D | 1.95% | |
| SON | C | 1.85% | |
| OMC | B | 1.84% | |
| PFE | D | 1.78% | |
| CAH | F | 1.37% | |
| CPT | B | 1.28% | |
| MAA | B | 1.2% |
UDI Underweight 32 Positions Relative to WBIG
| Symbol | Grade | Weight | |
|---|---|---|---|
| USHY | A | -9.48% | |
| RGA | A | -4.78% | |
| TW | A | -4.59% | |
| HRB | B | -4.45% | |
| AXP | A | -4.36% | |
| CHD | A | -4.01% | |
| MMC | C | -3.99% | |
| ADP | D | -3.95% | |
| DHI | D | -3.95% | |
| MA | D | -3.92% | |
| CI | D | -3.86% | |
| KR | B | -2.65% | |
| PM | A | -2.18% | |
| BR | D | -2.15% | |
| MO | A | -2.14% | |
| PG | A | -2.09% | |
| KMB | B | -2.08% | |
| HPQ | C | -2.08% | |
| OMF | B | -2.05% | |
| OKE | B | -2.03% | |
| T | B | -2.03% | |
| PFG | C | -2.03% | |
| GIS | C | -2.02% | |
| UGI | B | -2.0% | |
| KNTK | A | -1.99% | |
| LYB | C | -1.92% | |
| CHRD | B | -1.91% | |
| IBM | D | -1.76% | |
| BMY | F | -1.74% | |
| WHR | F | -1.69% | |
| AOS | C | -1.63% | |
| CVS | F | -1.54% |
UDI: Top Represented Industries & Keywords
WBIG: Top Represented Industries & Keywords
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