WBIG vs. BCHP ETF Comparison
Comparison of WBI Large Cap Tactical Yield Shares (WBIG) to Principal Focused Blue Chip ETF (BCHP)
WBIG
WBI Large Cap Tactical Yield Shares
WBIG 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 dividend-paying 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 attractive dividend payment prospects, and up to 20% of its net assets in other tactical investment opportunities.
Grade (RS Rating)
Last Trade
$25.28
Average Daily Volume
2,759
39
BCHP
Principal Focused Blue Chip ETF
BCHP Description
Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies with large market capitalizations at the time of purchase that, in the opinion of Principal Global Investors, LLC ("PGI"), the fund"s investment advisor, display characteristics of a "blue chip" company. Blue chip companies are firms that, in PGI"s view, are well established in their industries and have the potential for growth of capital and an expectation for above-average earnings. The fund is non-diversified.Grade (RS Rating)
Last Trade
$34.14
Average Daily Volume
5,829
22
Performance
| Period | WBIG | BCHP |
|---|---|---|
| 30 Days | 2.76% | 4.02% |
| 60 Days | 3.44% | 2.86% |
| 90 Days | 5.15% | 6.47% |
| 12 Months | 16.56% | 24.29% |
1 Overlapping Holdings
| Symbol | Grade | Weight in WBIG | Weight in BCHP | Overlap | |
|---|---|---|---|---|---|
| V | A | 0.63% | 4.79% | 0.63% |
WBIG Overweight 38 Positions Relative to BCHP
| Symbol | Grade | Weight | |
|---|---|---|---|
| BMY | B | 4.9% | |
| WRB | A | 4.68% | |
| CHRD | D | 4.66% | |
| F | C | 4.61% | |
| T | A | 4.56% | |
| TROW | B | 4.54% | |
| BDX | F | 4.53% | |
| NEU | C | 3.99% | |
| PR | B | 3.93% | |
| JEPQ | A | 3.75% | |
| MMC | B | 3.72% | |
| KHC | F | 3.36% | |
| UHS | D | 2.12% | |
| AGZD | A | 2.12% | |
| FLTR | A | 2.11% | |
| FALN | B | 2.1% | |
| FTSL | B | 1.93% | |
| STIP | C | 1.52% | |
| UNM | A | 1.45% | |
| GILD | C | 1.43% | |
| TSN | B | 1.39% | |
| MDT | D | 1.27% | |
| RGA | A | 1.25% | |
| CINF | A | 1.24% | |
| HPE | B | 1.2% | |
| CI | F | 1.17% | |
| RTX | C | 1.14% | |
| FANG | D | 1.14% | |
| SYY | B | 1.09% | |
| OKE | A | 0.94% | |
| BKLN | A | 0.9% | |
| MCK | B | 0.72% | |
| AME | A | 0.62% | |
| AXP | A | 0.59% | |
| PAYX | C | 0.55% | |
| BR | A | 0.54% | |
| PH | A | 0.53% | |
| RMD | C | 0.49% |
WBIG Underweight 21 Positions Relative to BCHP
| Symbol | Grade | Weight | |
|---|---|---|---|
| MSFT | F | -13.49% | |
| AMZN | C | -11.66% | |
| GOOG | C | -11.03% | |
| MA | C | -7.07% | |
| TDG | D | -4.9% | |
| PGR | A | -4.88% | |
| DHR | F | -4.47% | |
| INTU | C | -3.69% | |
| ADBE | C | -3.24% | |
| NFLX | A | -3.18% | |
| HLT | A | -3.0% | |
| CSGP | D | -2.67% | |
| ROP | B | -2.57% | |
| ORLY | B | -2.39% | |
| ZTS | D | -2.35% | |
| TMO | F | -2.27% | |
| SCHW | B | -2.13% | |
| CPRT | A | -2.07% | |
| CDNS | B | -1.91% | |
| AMT | D | -1.0% | |
| APH | A | -0.0% |
WBIG: Top Represented Industries & Keywords
BCHP: Top Represented Industries & Keywords
Compare ETFs
