WBIF vs. MID ETF Comparison
Comparison of WBI Large Cap Tactical Value Shares (WBIF) to American Century Mid Cap Growth Impact ETF (MID)
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
$30.09
Average Daily Volume
1,697
33
MID
American Century Mid Cap Growth Impact ETF
MID Description
The investment seeks long-term capital growth. The fund will invest principally in exchange-traded common stocks. Under normal market conditions, the portfolio managers will invest at least 80% of the fund's assets in securities of medium capitalization companies that the portfolio managers believe will create impact by aligning with at least one of the SDGs. The fund may purchase securities of small and large capitalization companies as well. It may engage in active and frequent trading of portfolio securities to achieve its principal investment strategies. The fund is non-diversified.Grade (RS Rating)
Last Trade
$57.07
Average Daily Volume
4,675
34
Performance
| Period | WBIF | MID |
|---|---|---|
| 30 Days | 4.25% | 3.75% |
| 60 Days | 0.54% | 1.79% |
| 90 Days | 4.96% | 5.90% |
| 12 Months | 13.70% | 29.16% |
1 Overlapping Holdings
| Symbol | Grade | Weight in WBIF | Weight in MID | Overlap | |
|---|---|---|---|---|---|
| CHD | B | 4.08% | 2.89% | 2.89% |
WBIF Overweight 32 Positions Relative to MID
| Symbol | Grade | Weight | |
|---|---|---|---|
| USHY | A | 8.4% | |
| MO | A | 5.02% | |
| KNTK | B | 4.9% | |
| TW | B | 4.62% | |
| VST | B | 4.51% | |
| HRB | B | 4.15% | |
| HPQ | C | 4.0% | |
| KMB | C | 3.96% | |
| SHW | D | 3.96% | |
| BR | C | 3.95% | |
| MA | D | 3.89% | |
| GIS | C | 3.87% | |
| PANW | C | 2.51% | |
| GRMN | A | 2.38% | |
| AXP | A | 2.36% | |
| CARR | B | 2.3% | |
| NXPI | B | 2.21% | |
| RGA | A | 2.16% | |
| EBAY | C | 2.1% | |
| UHS | B | 2.02% | |
| UNM | B | 2.01% | |
| DKS | D | 2.0% | |
| CI | D | 1.97% | |
| MAR | D | 1.91% | |
| F | D | 1.89% | |
| WRB | D | 1.86% | |
| HAL | D | 1.86% | |
| SLB | F | 1.81% | |
| CNA | B | 1.81% | |
| PCAR | D | 1.8% | |
| BCC | D | 1.76% | |
| SYY | D | 0.83% |
WBIF Underweight 33 Positions Relative to MID
| Symbol | Grade | Weight | |
|---|---|---|---|
| MANH | D | -6.1% | |
| CDNS | D | -5.67% | |
| MPWR | C | -5.59% | |
| RSG | D | -4.79% | |
| VRT | C | -4.68% | |
| MSCI | F | -4.14% | |
| ESI | D | -4.01% | |
| DXCM | D | -3.98% | |
| AVNT | B | -3.83% | |
| IQV | D | -3.8% | |
| TT | B | -3.63% | |
| ABNB | D | -3.6% | |
| CMG | B | -3.58% | |
| BFAM | D | -3.43% | |
| DUOL | F | -2.94% | |
| HUBB | D | -2.81% | |
| KEYS | C | -2.78% | |
| XYL | A | -2.63% | |
| TECH | C | -2.53% | |
| J | F | -2.45% | |
| GEHC | D | -2.11% | |
| INSP | F | -1.99% | |
| ENPH | D | -1.98% | |
| NTRA | B | -1.95% | |
| EE | C | -1.93% | |
| SWAV | B | -1.64% | |
| ONON | B | -1.57% | |
| PODD | C | -1.56% | |
| ARGX | F | -1.5% | |
| EFX | D | -0.99% | |
| CNM | B | -0.98% | |
| ALNY | D | -0.89% | |
| VKTX | D | -0.75% |
WBIF: Top Represented Industries & Keywords
MID: Top Represented Industries & Keywords
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