WBIF vs. RSPF ETF Comparison
Comparison of WBI Large Cap Tactical Value Shares (WBIF) to Invesco S&P 500 Equal Weight Financial ETF (RSPF)
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
RSPF
Invesco S&P 500 Equal Weight Financial ETF
RSPF Description
The fund generally will invest at least 90% of its total assets in securities that comprise the underlying index. The underlying index is composed of all of the components of the S&P 500® Financials Index, an index that contains the common stocks of all companies included in the S&P 500® Index that are classified as members of the financials sector, as defined according to the Global Industry Classification Standard (GICS).Grade (RS Rating)
Last Trade
$76.95
Average Daily Volume
13,068
72
Performance
| Period | WBIF | RSPF |
|---|---|---|
| 30 Days | 3.91% | 7.46% |
| 60 Days | 3.66% | 11.41% |
| 90 Days | 4.44% | 14.49% |
| 12 Months | 13.34% | 45.37% |
WBIF Overweight 37 Positions Relative to RSPF
| Symbol | Grade | Weight | |
|---|---|---|---|
| UHS | D | 4.68% | |
| FIX | A | 4.58% | |
| KBH | D | 4.54% | |
| NXST | C | 4.43% | |
| CI | F | 4.26% | |
| DKS | C | 4.24% | |
| ACN | C | 3.98% | |
| UNM | A | 3.93% | |
| MCK | B | 3.93% | |
| AMAT | F | 3.55% | |
| RGA | A | 3.26% | |
| VOYA | B | 3.26% | |
| OXY | D | 2.81% | |
| PHM | D | 2.6% | |
| CF | B | 1.86% | |
| ADP | B | 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% | |
| 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 66 Positions Relative to RSPF
| Symbol | Grade | Weight | |
|---|---|---|---|
| SYF | B | -1.72% | |
| WFC | A | -1.72% | |
| RJF | A | -1.69% | |
| MS | A | -1.68% | |
| DFS | B | -1.65% | |
| COF | B | -1.64% | |
| SCHW | B | -1.61% | |
| AMP | A | -1.59% | |
| MTB | A | -1.57% | |
| PYPL | B | -1.53% | |
| KKR | A | -1.53% | |
| GS | A | -1.53% | |
| HBAN | A | -1.52% | |
| NTRS | A | -1.5% | |
| CPAY | A | -1.5% | |
| FI | A | -1.5% | |
| RF | A | -1.49% | |
| BX | A | -1.49% | |
| BLK | C | -1.48% | |
| BAC | A | -1.48% | |
| KEY | B | -1.48% | |
| JPM | A | -1.47% | |
| C | A | -1.47% | |
| PNC | B | -1.46% | |
| CFG | B | -1.45% | |
| TROW | B | -1.43% | |
| USB | A | -1.41% | |
| BK | A | -1.41% | |
| STT | A | -1.41% | |
| FITB | A | -1.4% | |
| FDS | B | -1.39% | |
| AIZ | A | -1.39% | |
| TFC | A | -1.38% | |
| IVZ | B | -1.38% | |
| CINF | A | -1.37% | |
| AON | A | -1.35% | |
| WTW | B | -1.35% | |
| BEN | C | -1.35% | |
| MET | A | -1.35% | |
| MSCI | C | -1.34% | |
| TRV | B | -1.34% | |
| NDAQ | A | -1.33% | |
| MA | C | -1.32% | |
| L | A | -1.32% | |
| BRO | B | -1.32% | |
| PFG | D | -1.32% | |
| GPN | B | -1.31% | |
| FIS | C | -1.31% | |
| BRK.A | B | -1.3% | |
| AIG | B | -1.29% | |
| ALL | A | -1.29% | |
| CME | A | -1.28% | |
| MKTX | D | -1.28% | |
| HIG | B | -1.26% | |
| AFL | B | -1.26% | |
| MCO | B | -1.26% | |
| PGR | A | -1.25% | |
| AJG | B | -1.24% | |
| CB | C | -1.24% | |
| JKHY | D | -1.22% | |
| SPGI | C | -1.22% | |
| ICE | C | -1.21% | |
| EG | C | -1.19% | |
| CBOE | B | -1.18% | |
| ACGL | D | -1.11% | |
| ERIE | D | -0.97% |
WBIF: Top Represented Industries & Keywords
RSPF: Top Represented Industries & Keywords
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