WBIF vs. JHMU ETF Comparison
Comparison of WBI Large Cap Tactical Value Shares (WBIF) to John Hancock Dynamic Municipal Bond ETF (JHMU)
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
$29.00
Average Daily Volume
1,790
33
JHMU
John Hancock Dynamic Municipal Bond ETF
JHMU Description
The fund normally invests at least 80% of its net assets (plus any borrowings for investment purposes) in securities that compose the fund's index. The index is designed to comprise securities in the utilities sector within the U.S. Universe whose market capitalizations are larger than that of the 1001st largest U.S. company at the time of reconstitution. The fund is non-diversified.Grade (RS Rating)
Last Trade
$26.81
Average Daily Volume
1,188
10
Performance
Period | WBIF | JHMU |
---|---|---|
30 Days | -4.33% | 0.15% |
60 Days | -1.90% | 0.07% |
90 Days | 2.71% | 0.49% |
12 Months | 13.62% |
0 Overlapping Holdings
Symbol | Grade | Weight in WBIF | Weight in JHMU | Overlap |
---|
WBIF Overweight 33 Positions Relative to JHMU
Symbol | Grade | Weight | |
---|---|---|---|
MO | A | 5.12% | |
KNTK | B | 4.83% | |
TW | B | 4.43% | |
CHD | B | 4.14% | |
HRB | D | 4.09% | |
KMB | A | 4.05% | |
HPQ | D | 3.99% | |
GIS | B | 3.95% | |
MA | D | 3.87% | |
BR | C | 3.87% | |
CDW | F | 3.59% | |
MSFT | C | 3.05% | |
PANW | B | 2.41% | |
AXP | B | 2.38% | |
GRMN | A | 2.33% | |
CARR | A | 2.24% | |
EBAY | C | 2.19% | |
NXPI | A | 2.18% | |
RGA | A | 2.07% | |
CI | C | 2.07% | |
UHS | C | 2.06% | |
UNM | A | 2.03% | |
DKS | B | 2.0% | |
MAR | D | 1.93% | |
F | C | 1.93% | |
WRB | D | 1.88% | |
CNA | B | 1.86% | |
HAL | F | 1.85% | |
PCAR | D | 1.83% | |
BCC | D | 1.82% | |
SLB | F | 1.8% | |
TGT | D | 1.47% | |
SYY | D | 0.81% |
WBIF: Top Represented Industries & Keywords
JHMU: Top Represented Industries & Keywords