WBIG vs. BRNY ETF Comparison
Comparison of WBI Large Cap Tactical Yield Shares (WBIG) to Burney U.S. Factor Rotation ETF (BRNY)
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
$24.06
Average Daily Volume
3,401
34
BRNY
Burney U.S. Factor Rotation ETF
BRNY Description
The fund is an actively managed exchange-traded fund ("ETF") that seeks long term growth of capital. The fund seeks to achieve its investment objective by investing, under normal circumstances, at least 80% of the fund"s net assets plus the amount of any borrowings for investment purposes in U.S. listed common stock. The fund will invest its assets in common stocks of large, mid, and small-capitalization companies.Grade (RS Rating)
Last Trade
$35.91
Average Daily Volume
4,608
10
Performance
| Period | WBIG | BRNY |
|---|---|---|
| 30 Days | -3.49% | -1.11% |
| 60 Days | -2.32% | 1.19% |
| 90 Days | 3.01% | 7.75% |
| 12 Months | 12.32% | 35.65% |
1 Overlapping Holdings
| Symbol | Grade | Weight in WBIG | Weight in BRNY | Overlap | |
|---|---|---|---|---|---|
| UGI | C | 2.12% | 4.34% | 2.12% |
WBIG Overweight 33 Positions Relative to BRNY
| Symbol | Grade | Weight | |
|---|---|---|---|
| BIL | A | 10.03% | |
| RGA | A | 4.44% | |
| AXP | B | 4.38% | |
| TW | A | 4.26% | |
| CHD | B | 4.08% | |
| CI | C | 4.04% | |
| HRB | C | 4.03% | |
| MA | D | 4.02% | |
| ADP | D | 3.99% | |
| DHI | D | 3.97% | |
| OTIS | D | 3.91% | |
| KR | B | 2.71% | |
| TGT | D | 2.16% | |
| PM | B | 2.13% | |
| KMB | B | 2.13% | |
| OMF | B | 2.11% | |
| MO | A | 2.1% | |
| PG | A | 2.07% | |
| OKE | B | 2.05% | |
| T | B | 2.03% | |
| GIS | B | 2.03% | |
| CHRD | B | 1.97% | |
| KNTK | B | 1.97% | |
| PFG | C | 1.97% | |
| LYB | D | 1.96% | |
| HPQ | D | 1.95% | |
| CSCO | F | 1.94% | |
| GILD | F | 1.91% | |
| CVS | F | 1.89% | |
| IBM | D | 1.8% | |
| BMY | F | 1.77% | |
| WHR | F | 1.74% | |
| AOS | D | 1.62% |
WBIG: Top Represented Industries & Keywords
BRNY: Top Represented Industries & Keywords
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