UTES vs. WBIF ETF Comparison
Comparison of Reaves Utilities ETF (UTES) to WBI Large Cap Tactical Value Shares (WBIF)
UTES
Reaves Utilities ETF
UTES Description
ETFis Series Trust I - Reaves Utilities ETF is an exchange traded fund launched and managed by Virtus ETF Advisers LLC. The fund is co-managed by W. H. Reaves & Co., Inc. It invests in public equity markets of the United States. The fund invests in stocks of companies operating in the utilities sector. It invests in dividend yielding stocks of companies across all market capitalization. The fund employs fundamental analysis with a bottom-up stock picking approach with a focus on factors such as conservative capital structures, solid balance sheets, history of and/or potential for growing earnings and raising dividends, lower-than-market levels of volatility, correlation or similar characteristics earnings and cash flow potential, dividend prospects and tax treatment of dividends, strength of business franchises and estimates of net asset value to create its portfolio. ETFis Series Trust I - Reaves Utilities ETF is domiciled in the United States.
Grade (RS Rating)
Last Trade
$62.64
Average Daily Volume
65,264
17
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
$28.83
Average Daily Volume
1,170
62
Performance
| Period | UTES | WBIF |
|---|---|---|
| 30 Days | -3.45% | -1.15% |
| 60 Days | 9.55% | -1.44% |
| 90 Days | 17.07% | 2.24% |
| 12 Months | 47.28% | 11.03% |
UTES Underweight 60 Positions Relative to WBIF
| Symbol | Grade | Weight | |
|---|---|---|---|
| BDX | C | -4.77% | |
| WRB | C | -4.7% | |
| CI | D | -4.29% | |
| PRU | B | -4.15% | |
| UNM | A | -3.47% | |
| VOYA | B | -3.33% | |
| FIX | B | -3.3% | |
| RGA | C | -3.05% | |
| PM | A | -2.33% | |
| EME | A | -2.22% | |
| MLI | A | -1.55% | |
| MCK | C | -1.52% | |
| CSL | C | -1.52% | |
| ADP | A | -1.52% | |
| V | A | -1.51% | |
| AXP | A | -1.48% | |
| SLB | F | -1.42% | |
| PAYX | B | -1.4% | |
| MPC | F | -1.37% | |
| NXST | A | -1.37% | |
| BYD | A | -1.36% | |
| LEN | D | -1.36% | |
| DHI | D | -1.36% | |
| PHM | D | -1.35% | |
| LRCX | F | -1.34% | |
| PRI | B | -1.34% | |
| OC | B | -1.33% | |
| BR | C | -1.32% | |
| EXP | B | -1.29% | |
| AME | A | -1.28% | |
| RMD | A | -1.27% | |
| CASY | A | -1.27% | |
| KBR | B | -1.26% | |
| G | C | -1.26% | |
| R | A | -1.25% | |
| TXRH | A | -1.23% | |
| HRB | D | -1.15% | |
| LPX | D | -1.14% | |
| FLTR | A | -0.77% | |
| FALN | C | -0.76% | |
| AGZD | A | -0.76% | |
| DFS | A | -0.75% | |
| FTSL | A | -0.7% | |
| SYF | B | -0.63% | |
| EQH | B | -0.59% | |
| ALSN | A | -0.58% | |
| ALLE | C | -0.58% | |
| DOX | B | -0.57% | |
| THG | B | -0.56% | |
| GL | C | -0.56% | |
| CBT | B | -0.55% | |
| STIP | B | -0.55% | |
| EG | F | -0.55% | |
| DCI | B | -0.55% | |
| TOL | C | -0.53% | |
| IPG | F | -0.53% | |
| TTC | F | -0.52% | |
| AVY | D | -0.52% | |
| NOV | F | -0.5% | |
| BKLN | A | -0.32% |
UTES: Top Represented Industries & Keywords
WBIF: Top Represented Industries & Keywords
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