WBIG vs. FBCV ETF Comparison
Comparison of WBI Large Cap Tactical Yield Shares (WBIG) to Fidelity Blue Chip Value ETF (FBCV)
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
$23.86
Average Daily Volume
3,603
34
FBCV
Fidelity Blue Chip Value ETF
FBCV Description
The investment seeks long-term growth of capital. Normally the fund invests at least 80% of assets in blue chip companies (companies that, in Fidelity Management & Research Company LLC's (FMR) view, are well-known, well-established and well-capitalized), which generally have large or medium market capitalizations. It invests in companies that manager believes are undervalued in the marketplace in relation to factors such as assets, sales, earnings, growth potential, or cash flow, or in relation to securities of other companies in the same industry (stocks of these companies are often called "value" stocks). The fund is non-diversified.Grade (RS Rating)
Last Trade
$30.03
Average Daily Volume
17,033
77
Performance
| Period | WBIG | FBCV |
|---|---|---|
| 30 Days | -4.70% | -2.41% |
| 60 Days | -2.11% | 0.48% |
| 90 Days | 1.58% | 3.06% |
| 12 Months | 12.21% | 13.16% |
WBIG Overweight 28 Positions Relative to FBCV
| Symbol | Grade | Weight | |
|---|---|---|---|
| BIL | A | 10.03% | |
| RGA | A | 4.44% | |
| AXP | B | 4.38% | |
| TW | B | 4.26% | |
| CHD | B | 4.08% | |
| MA | D | 4.02% | |
| ADP | D | 3.99% | |
| DHI | D | 3.97% | |
| OTIS | D | 3.91% | |
| KR | C | 2.71% | |
| TGT | D | 2.16% | |
| PM | A | 2.13% | |
| KMB | A | 2.13% | |
| UGI | C | 2.12% | |
| OMF | A | 2.11% | |
| MO | A | 2.1% | |
| OKE | C | 2.05% | |
| T | C | 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% | |
| GILD | F | 1.91% | |
| IBM | D | 1.8% | |
| WHR | F | 1.74% | |
| AOS | D | 1.62% |
WBIG Underweight 71 Positions Relative to FBCV
| Symbol | Grade | Weight | |
|---|---|---|---|
| BRK.A | D | -4.5% | |
| XOM | B | -4.35% | |
| JPM | B | -3.82% | |
| CMCSA | F | -3.3% | |
| TRV | C | -2.88% | |
| CNC | C | -2.66% | |
| BAC | B | -2.59% | |
| DIS | C | -2.54% | |
| PCG | A | -2.26% | |
| WFC | B | -2.23% | |
| BLK | D | -1.93% | |
| MDLZ | D | -1.93% | |
| JNJ | F | -1.79% | |
| CB | C | -1.73% | |
| UNH | C | -1.71% | |
| KVUE | D | -1.66% | |
| CEG | A | -1.64% | |
| AZN | A | -1.58% | |
| NOC | B | -1.56% | |
| DE | B | -1.46% | |
| ELV | B | -1.42% | |
| SRE | B | -1.25% | |
| CTSH | F | -1.25% | |
| KO | A | -1.24% | |
| SNY | C | -1.23% | |
| WTW | D | -1.23% | |
| EIX | A | -1.23% | |
| DOX | F | -1.21% | |
| USFD | C | -1.08% | |
| ROST | D | -1.04% | |
| PNC | A | -0.97% | |
| D | A | -0.97% | |
| LMT | B | -0.92% | |
| LHX | A | -0.9% | |
| SO | A | -0.87% | |
| PNR | C | -0.83% | |
| CCEP | A | -0.81% | |
| CF | F | -0.77% | |
| OXY | C | -0.73% | |
| HLN | C | -0.72% | |
| MU | B | -0.72% | |
| KDP | A | -0.71% | |
| DEO | F | -0.71% | |
| LW | D | -0.7% | |
| TSN | A | -0.69% | |
| OVV | B | -0.68% | |
| AMG | C | -0.67% | |
| CCI | D | -0.67% | |
| CLX | F | -0.64% | |
| MTB | A | -0.63% | |
| BJ | C | -0.61% | |
| MMS | C | -0.6% | |
| USB | C | -0.57% | |
| NTRS | C | -0.56% | |
| UL | A | -0.56% | |
| EQNR | C | -0.55% | |
| NGG | B | -0.53% | |
| CCK | C | -0.53% | |
| NEE | B | -0.46% | |
| OTEX | F | -0.46% | |
| AR | A | -0.45% | |
| ETN | A | -0.44% | |
| AES | B | -0.44% | |
| NXPI | A | -0.24% | |
| NEM | B | -0.22% | |
| RRX | D | -0.22% | |
| CFR | C | -0.21% | |
| TEL | C | -0.2% | |
| AVGO | D | -0.2% | |
| COP | C | -0.15% | |
| OSK | D | -0.14% |
WBIG: Top Represented Industries & Keywords
FBCV: Top Represented Industries & Keywords
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