WBIF vs. PSI ETF Comparison
Comparison of WBI Large Cap Tactical Value Shares (WBIF) to PowerShares Dynamic Semiconductors (PSI)
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
$30.24
Average Daily Volume
1,622
43
PSI
PowerShares Dynamic Semiconductors
PSI Description
The PowerShares Dynamic Semiconductors Portfolio (Fund) is based on the Dynamic Semiconductor IntellidexSM Index (Intellidex Index). The Fund will normally invest at least 90% of its total assets in common stocks that comprise the Index. The Intelldiex Index is designed to provide capital appreciation by thoroughly evaluating companies based on a variety of investment merit criteria, including: price momentum, earnings momentum, quality, management action, and value. The Underlying Intellidex Index is comprised of common stocks of 30 US semiconductors companies. These are companies that are principally engaged in the manufacture of semiconductors. The Fund and the Index are rebalanced and reconstituted quarterly in February, May, August and November.Grade (RS Rating)
Last Trade
$56.40
Average Daily Volume
96,493
26
Performance
| Period | WBIF | PSI |
|---|---|---|
| 30 Days | 3.91% | 0.61% |
| 60 Days | 3.66% | 2.34% |
| 90 Days | 4.44% | -3.40% |
| 12 Months | 13.34% | 28.52% |
1 Overlapping Holdings
| Symbol | Grade | Weight in WBIF | Weight in PSI | Overlap | |
|---|---|---|---|---|---|
| AMAT | F | 3.55% | 4.6% | 3.55% |
WBIF Overweight 42 Positions Relative to PSI
| Symbol | Grade | Weight | |
|---|---|---|---|
| WRB | A | 4.74% | |
| UHS | D | 4.68% | |
| FIX | A | 4.58% | |
| KBH | D | 4.54% | |
| NXST | C | 4.43% | |
| V | A | 4.26% | |
| CI | F | 4.26% | |
| DKS | C | 4.24% | |
| PRU | A | 4.14% | |
| ACN | C | 3.98% | |
| UNM | A | 3.93% | |
| MCK | B | 3.93% | |
| RGA | A | 3.26% | |
| VOYA | B | 3.26% | |
| OXY | D | 2.81% | |
| PHM | D | 2.6% | |
| MMC | B | 2.12% | |
| CF | B | 1.86% | |
| ADP | B | 1.53% | |
| AXP | A | 1.53% | |
| AME | A | 1.46% | |
| G | B | 1.44% | |
| PRI | A | 1.42% | |
| PAYX | C | 1.39% | |
| BR | A | 1.36% | |
| TXRH | C | 1.33% | |
| CASY | A | 1.28% | |
| RMD | C | 1.23% | |
| FLTR | A | 0.76% | |
| FALN | B | 0.75% | |
| AGZD | A | 0.75% | |
| FTSL | B | 0.69% | |
| ALSN | B | 0.67% | |
| THG | A | 0.59% | |
| DCI | B | 0.56% | |
| GL | B | 0.55% | |
| STIP | C | 0.54% | |
| TOL | B | 0.54% | |
| ALLE | D | 0.53% | |
| CBT | C | 0.53% | |
| DOX | D | 0.52% | |
| BKLN | A | 0.32% |
WBIF Underweight 25 Positions Relative to PSI
| Symbol | Grade | Weight | |
|---|---|---|---|
| NVDA | C | -5.76% | |
| AVGO | D | -5.41% | |
| MU | D | -5.25% | |
| TXN | C | -5.19% | |
| QCOM | F | -4.99% | |
| ADI | D | -4.77% | |
| LRCX | F | -4.53% | |
| SMTC | B | -3.45% | |
| MTSI | B | -3.39% | |
| PI | D | -3.07% | |
| ACMR | F | -2.88% | |
| PLAB | C | -2.87% | |
| ICHR | C | -2.85% | |
| UCTT | D | -2.72% | |
| MKSI | C | -2.62% | |
| NXPI | D | -2.5% | |
| ENTG | D | -2.48% | |
| AOSL | C | -2.34% | |
| SWKS | F | -2.24% | |
| AMKR | D | -2.21% | |
| ONTO | D | -2.21% | |
| KLAC | D | -2.2% | |
| FORM | D | -2.15% | |
| CRUS | D | -2.03% | |
| MPWR | F | -1.79% |
WBIF: Top Represented Industries & Keywords
PSI: Top Represented Industries & Keywords
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