WBIF vs. PSCU ETF Comparison
Comparison of WBI Large Cap Tactical Value Shares (WBIF) to PowerShares S&P SmallCap Utilities Portfolio (PSCU)
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
$29.05
Average Daily Volume
2,078
32
PSCU
PowerShares S&P SmallCap Utilities Portfolio
PSCU Description
The PowerShares S&P SmallCap Utilities Portfolio (Fund) is based on the S&P SmallCap 600® Capped Utilities & Telecom Services Index (Index). The Fund will normally invest at least 90% of its total assets in common stocks that comprise the Index. The Index is designed to measure the overall performance of common stocks of US utilities and telecommunication services companies. These companies are principally engaged in providing either energy, water or natural gas utilities, as well as services designed to promote or enhance the transmission of voice, data and video over various communications media, including wireline, wireless (terrestrial-based), satellite and cable. The Index is a subset of the S&P SmallCap 600® Index, which is a float-adjusted, market-capitalization-weighted index reflecting the US small-cap market. The Fund and the Index are rebalanced and reconstituted quarterly.Grade (RS Rating)
Last Trade
$50.32
Average Daily Volume
1,561
33
Performance
| Period | WBIF | PSCU |
|---|---|---|
| 30 Days | -3.76% | 0.63% |
| 60 Days | -0.09% | -0.29% |
| 90 Days | 3.45% | -3.23% |
| 12 Months | 13.67% | -5.87% |
0 Overlapping Holdings
| Symbol | Grade | Weight in WBIF | Weight in PSCU | Overlap |
|---|
WBIF Overweight 32 Positions Relative to PSCU
| Symbol | Grade | Weight | |
|---|---|---|---|
| SJNK | B | 9.24% | |
| MO | A | 4.95% | |
| KNTK | A | 4.95% | |
| TW | C | 4.32% | |
| CHD | A | 4.1% | |
| HRB | D | 4.04% | |
| HPQ | D | 3.96% | |
| NFLX | D | 3.88% | |
| BR | C | 3.87% | |
| IBM | D | 3.31% | |
| MSFT | C | 3.08% | |
| AXP | A | 2.38% | |
| GIS | A | 2.23% | |
| EBAY | A | 2.17% | |
| RGA | A | 2.04% | |
| CI | A | 2.04% | |
| F | B | 2.03% | |
| UNM | B | 2.02% | |
| GRMN | A | 2.0% | |
| WRB | D | 2.0% | |
| DKS | A | 1.99% | |
| HAL | B | 1.97% | |
| UHS | C | 1.95% | |
| MAR | C | 1.95% | |
| CARR | A | 1.95% | |
| PCAR | D | 1.93% | |
| NXPI | C | 1.9% | |
| SLB | D | 1.88% | |
| CNA | C | 1.86% | |
| BCC | D | 1.82% | |
| TGT | B | 1.57% | |
| KMB | A | 0.92% |
WBIF Underweight 33 Positions Relative to PSCU
| Symbol | Grade | Weight | |
|---|---|---|---|
| OTTR | B | -6.67% | |
| MSGS | B | -5.81% | |
| TRIP | C | -5.35% | |
| MGEE | A | -5.29% | |
| AVA | A | -5.08% | |
| CCOI | D | -5.07% | |
| YELP | B | -4.96% | |
| CWT | C | -4.96% | |
| AWR | D | -4.83% | |
| CPK | A | -4.41% | |
| CNK | B | -3.78% | |
| CARG | B | -3.58% | |
| CWEN | B | -3.4% | |
| SATS | A | -3.32% | |
| SJW | D | -3.0% | |
| TDS | C | -2.9% | |
| LUMN | F | -2.62% | |
| NWN | A | -2.6% | |
| CARS | D | -1.96% | |
| SSTK | D | -1.91% | |
| SCHL | D | -1.79% | |
| QNST | A | -1.69% | |
| MSEX | D | -1.61% | |
| UTL | C | -1.54% | |
| SHEN | F | -1.42% | |
| TTGT | F | -1.4% | |
| THRY | A | -1.33% | |
| CWEN | B | -1.33% | |
| GOGO | D | -1.0% | |
| MCS | D | -0.62% | |
| CNSL | C | -0.62% | |
| AMCX | D | -0.61% | |
| ATNI | F | -0.55% |
WBIF: Top Represented Industries & Keywords
PSCU: Top Represented Industries & Keywords
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