WBIF vs. IAK ETF Comparison
Comparison of WBI Large Cap Tactical Value Shares (WBIF) to iShares U.S. Insurance ETF (IAK)
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
$29.72
Average Daily Volume
1,680
44
IAK
iShares U.S. Insurance ETF
IAK Description
The investment seeks to track the investment results of an index composed of U.S. equities in the insurance sector. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Dow Jones U.S. Select Insurance Index (the "underlying index"), which measures the performance of the insurance sector of the U.S. equity market. The underlying index may include large-, mid- or small-capitalization companies, and components primarily include financial and insurance companies. The fund is non-diversified.Grade (RS Rating)
Last Trade
$133.21
Average Daily Volume
68,067
52
Performance
| Period | WBIF | IAK |
|---|---|---|
| 30 Days | 0.30% | 0.76% |
| 60 Days | 2.16% | 3.14% |
| 90 Days | 4.01% | 9.09% |
| 12 Months | 13.19% | 39.56% |
WBIF Overweight 38 Positions Relative to IAK
| Symbol | Grade | Weight | |
|---|---|---|---|
| EME | B | 4.41% | |
| CI | D | 4.2% | |
| V | A | 4.17% | |
| AMAT | F | 4.05% | |
| ACN | C | 4.03% | |
| CMS | C | 3.96% | |
| MCK | A | 3.91% | |
| VOYA | A | 3.23% | |
| RGA | A | 3.08% | |
| OXY | F | 2.86% | |
| PM | A | 2.13% | |
| MMC | C | 2.12% | |
| MLI | B | 1.74% | |
| ADP | B | 1.56% | |
| AXP | A | 1.52% | |
| NXST | D | 1.49% | |
| AME | A | 1.42% | |
| LRCX | F | 1.42% | |
| PAYX | B | 1.41% | |
| G | A | 1.34% | |
| TXRH | A | 1.31% | |
| CASY | B | 1.31% | |
| BR | A | 1.31% | |
| RMD | C | 1.3% | |
| FLTR | A | 0.75% | |
| AGZD | A | 0.74% | |
| FALN | A | 0.74% | |
| SYF | A | 0.72% | |
| ALSN | B | 0.68% | |
| FTSL | A | 0.68% | |
| EQH | B | 0.61% | |
| CBT | C | 0.57% | |
| DOX | D | 0.57% | |
| DCI | B | 0.56% | |
| TOL | B | 0.54% | |
| ALLE | D | 0.53% | |
| STIP | C | 0.53% | |
| BKLN | A | 0.31% |
WBIF Underweight 46 Positions Relative to IAK
| Symbol | Grade | Weight | |
|---|---|---|---|
| PGR | B | -16.35% | |
| CB | C | -11.69% | |
| TRV | A | -6.34% | |
| AFL | C | -6.0% | |
| MET | A | -4.7% | |
| ALL | A | -4.52% | |
| AIG | B | -4.47% | |
| HIG | C | -4.02% | |
| ACGL | C | -3.88% | |
| CINF | A | -2.76% | |
| MKL | A | -2.61% | |
| PFG | C | -2.17% | |
| FNF | C | -1.82% | |
| L | A | -1.78% | |
| AIZ | A | -1.32% | |
| KNSL | C | -1.24% | |
| AFG | A | -1.21% | |
| ERIE | F | -1.2% | |
| ORI | A | -1.05% | |
| RLI | A | -0.87% | |
| FAF | C | -0.79% | |
| AXS | A | -0.78% | |
| SIGI | A | -0.72% | |
| LNC | A | -0.6% | |
| WTM | A | -0.58% | |
| AGO | A | -0.54% | |
| KMPR | A | -0.51% | |
| CNO | A | -0.49% | |
| BHF | A | -0.37% | |
| OSCR | F | -0.36% | |
| GNW | A | -0.35% | |
| PLMR | A | -0.33% | |
| STC | A | -0.24% | |
| MCY | A | -0.24% | |
| TRUP | A | -0.21% | |
| LMND | A | -0.21% | |
| HMN | A | -0.2% | |
| SKWD | A | -0.2% | |
| EIG | A | -0.16% | |
| SAFT | A | -0.16% | |
| CNA | C | -0.14% | |
| AMSF | A | -0.14% | |
| PRA | A | -0.1% | |
| AMBC | C | -0.08% | |
| UFCS | A | -0.06% | |
| JRVR | F | -0.03% |
WBIF: Top Represented Industries & Keywords
IAK: Top Represented Industries & Keywords
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