WBIG vs. ERTH ETF Comparison
Comparison of WBI Large Cap Tactical Yield Shares (WBIG) to Invesco MSCI Sustainable Future ETF (ERTH)
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
$24.07
Average Daily Volume
3,789
34
ERTH
Invesco MSCI Sustainable Future ETF
ERTH Description
The Invesco MSCI Sustainable Future ETF (Fund) is based on the MSCI Global Environment Select Index (Index). The Fund will generally invest at least 90% of its total assets in securities that comprise the Index. The Index is comprised of companies that focus on offering products or services that contribute to a more environmentally sustainable economy by making a more efficient use of global resources. The Index is designed to maximize exposure to six Environmental Impact Themes: alternative energy, energy efficiency, green building, sustainable water, pollution prevention and control, and sustainable agriculture. The Fund and the Index are rebalanced quarterly.Grade (RS Rating)
Last Trade
$39.69
Average Daily Volume
19,555
41
Performance
| Period | WBIG | ERTH |
|---|---|---|
| 30 Days | -4.15% | -4.21% |
| 60 Days | -0.11% | -3.92% |
| 90 Days | 2.31% | -4.20% |
| 12 Months | 11.39% | -12.02% |
0 Overlapping Holdings
| Symbol | Grade | Weight in WBIG | Weight in ERTH | Overlap |
|---|
WBIG Overweight 34 Positions Relative to ERTH
| Symbol | Grade | Weight | |
|---|---|---|---|
| SJNK | B | 10.22% | |
| MSFT | C | 4.85% | |
| WRB | D | 4.71% | |
| MAR | C | 4.54% | |
| QCOM | C | 4.27% | |
| TW | C | 4.27% | |
| OTIS | C | 4.03% | |
| AXP | A | 4.02% | |
| HRB | D | 4.01% | |
| NXPI | C | 3.65% | |
| ADP | B | 3.26% | |
| AMAT | C | 2.05% | |
| PM | A | 2.04% | |
| PG | A | 2.03% | |
| GIS | A | 2.02% | |
| OMF | A | 2.0% | |
| MO | A | 1.99% | |
| OKE | A | 1.98% | |
| KMB | A | 1.98% | |
| UGI | A | 1.97% | |
| CVS | D | 1.96% | |
| IBM | D | 1.96% | |
| T | C | 1.96% | |
| CSCO | D | 1.96% | |
| PFG | C | 1.95% | |
| KNTK | A | 1.95% | |
| GILD | F | 1.93% | |
| LYB | C | 1.93% | |
| BMY | F | 1.93% | |
| HPQ | D | 1.92% | |
| CHRD | A | 1.92% | |
| WHR | F | 1.88% | |
| AOS | B | 1.67% | |
| META | D | 1.09% |
WBIG Underweight 41 Positions Relative to ERTH
| Symbol | Grade | Weight | |
|---|---|---|---|
| DLR | B | -5.45% | |
| FSLR | B | -4.54% | |
| ENPH | F | -3.83% | |
| TSLA | D | -3.78% | |
| LI | F | -3.6% | |
| WMS | C | -2.8% | |
| DAR | C | -1.73% | |
| RIVN | F | -1.49% | |
| MTH | B | -1.42% | |
| NIO | F | -1.39% | |
| BMI | A | -1.36% | |
| KBH | C | -1.29% | |
| VNO | C | -1.13% | |
| WFG | C | -1.1% | |
| XPEV | F | -0.97% | |
| ORA | D | -0.95% | |
| CUZ | B | -0.89% | |
| SEDG | F | -0.78% | |
| NEP | D | -0.67% | |
| DEI | B | -0.59% | |
| RUN | F | -0.56% | |
| LCID | F | -0.55% | |
| ARRY | D | -0.45% | |
| SHLS | F | -0.37% | |
| PLUG | F | -0.34% | |
| AAT | B | -0.3% | |
| PGRE | B | -0.21% | |
| REX | A | -0.19% | |
| BZH | D | -0.19% | |
| BDN | A | -0.19% | |
| ERII | D | -0.17% | |
| RENB | F | -0.11% | |
| CHPT | F | -0.11% | |
| TUYA | F | -0.1% | |
| RDUS | D | -0.09% | |
| MERC | A | -0.08% | |
| AMPS | F | -0.07% | |
| STEM | F | -0.06% | |
| MNTK | F | -0.05% | |
| SPWR | F | -0.04% | |
| LEV | F | -0.03% |
WBIG: Top Represented Industries & Keywords
ERTH: Top Represented Industries & Keywords
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