WBIF vs. MDCP ETF Comparison
Comparison of WBI Large Cap Tactical Value Shares (WBIF) to VictoryShares THB Mid Cap ESG ETF (MDCP)
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
$28.75
Average Daily Volume
1,307
48
MDCP
VictoryShares THB Mid Cap ESG ETF
MDCP Description
Victory Portfolios II - VictoryShares THB Mid Cap ESG ETF is an exchange traded fund launched and managed by Victory Capital Management Inc. The fund invests in public equity markets across global region. It invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of mid-cap companies, within the market capitalization range of the Russell Mid Cap Index. 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 companies operating across manufacture of complete tobacco products, cluster munitions, thermal coal and fossil fuels sectors. It employs internal, external and proprietary research to create its portfolio. Victory Portfolios II - VictoryShares THB Mid Cap ESG ETF is domiciled in the United States.Grade (RS Rating)
Last Trade
$29.28
Average Daily Volume
4,598
30
Performance
| Period | WBIF | MDCP |
|---|---|---|
| 30 Days | -2.24% | -0.21% |
| 60 Days | 0.60% | 4.37% |
| 90 Days | 3.78% | 7.38% |
| 12 Months | 10.00% | 25.00% |
WBIF Overweight 46 Positions Relative to MDCP
| Symbol | Grade | Weight | |
|---|---|---|---|
| BDX | D | 4.69% | |
| WRB | D | 4.59% | |
| DTE | C | 4.35% | |
| CI | F | 4.3% | |
| PRU | C | 4.1% | |
| V | A | 4.1% | |
| AMAT | F | 3.94% | |
| UNM | A | 3.55% | |
| VOYA | B | 3.32% | |
| RGA | D | 3.06% | |
| CMS | C | 2.98% | |
| PM | B | 2.37% | |
| ACN | C | 2.1% | |
| MLI | A | 1.58% | |
| ADP | A | 1.54% | |
| MCK | C | 1.53% | |
| BYD | A | 1.49% | |
| AXP | B | 1.49% | |
| NXST | A | 1.45% | |
| AME | A | 1.43% | |
| PAYX | B | 1.39% | |
| LRCX | F | 1.38% | |
| PRI | B | 1.36% | |
| TXRH | B | 1.32% | |
| RMD | B | 1.31% | |
| OC | B | 1.31% | |
| BR | C | 1.3% | |
| G | C | 1.27% | |
| KBR | B | 1.27% | |
| FLTR | A | 0.78% | |
| FALN | C | 0.77% | |
| AGZD | A | 0.77% | |
| FTSL | A | 0.7% | |
| ALSN | A | 0.64% | |
| SYF | B | 0.64% | |
| EQH | B | 0.6% | |
| THG | C | 0.56% | |
| DOX | B | 0.56% | |
| STIP | C | 0.55% | |
| DCI | A | 0.55% | |
| ALLE | C | 0.54% | |
| GL | C | 0.54% | |
| CBT | A | 0.54% | |
| TOL | D | 0.53% | |
| EG | F | 0.52% | |
| BKLN | A | 0.32% |
WBIF Underweight 28 Positions Relative to MDCP
| Symbol | Grade | Weight | |
|---|---|---|---|
| NVR | D | -4.49% | |
| HLI | A | -4.22% | |
| DHI | D | -4.14% | |
| WAB | A | -4.04% | |
| BRO | A | -4.02% | |
| KEYS | C | -3.98% | |
| FAST | A | -3.92% | |
| TDY | B | -3.8% | |
| CSL | D | -3.78% | |
| INGR | C | -3.73% | |
| PTC | A | -3.72% | |
| POOL | D | -3.69% | |
| CHE | F | -3.69% | |
| CACI | A | -3.67% | |
| CF | B | -3.42% | |
| NEU | F | -3.34% | |
| WST | C | -3.14% | |
| HOLX | A | -3.14% | |
| ROST | F | -3.13% | |
| HEI | D | -3.01% | |
| GGG | D | -2.93% | |
| ODFL | A | -2.61% | |
| SSD | F | -2.43% | |
| ROL | C | -2.39% | |
| LECO | C | -2.37% | |
| TTC | F | -2.22% | |
| XYL | F | -2.15% | |
| LSTR | F | -2.02% |
WBIF: Top Represented Industries & Keywords
MDCP: Top Represented Industries & Keywords
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