WBIG vs. FBT ETF Comparison
Comparison of WBI Large Cap Tactical Yield Shares (WBIG) to First Trust Amex Biotech Index Fund (FBT)
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
$25.07
Average Daily Volume
2,792
39
FBT
First Trust Amex Biotech Index Fund
FBT Description
The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an equity index called the NYSE Arca Biotechnology Index(SM). The fund will normally invest at least 90% of its net assets plus the amount of any borrowings for investment purposes in common stocks that comprise the index. The index is an equal-dollar weighted index designed to measure the performance of a cross section of companies in the biotechnology industry that are primarily involved in the use of biological processes to develop products or provide services. The fund is non-diversified.Grade (RS Rating)
Last Trade
$166.46
Average Daily Volume
33,658
30
Performance
| Period | WBIG | FBT |
|---|---|---|
| 30 Days | 1.72% | -2.65% |
| 60 Days | 3.17% | -3.12% |
| 90 Days | 4.28% | -2.31% |
| 12 Months | 15.59% | 18.61% |
1 Overlapping Holdings
| Symbol | Grade | Weight in WBIG | Weight in FBT | Overlap | |
|---|---|---|---|---|---|
| GILD | C | 1.43% | 3.66% | 1.43% |
WBIG Overweight 38 Positions Relative to FBT
| 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 | D | 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 | A | 2.1% | |
| FTSL | A | 1.93% | |
| STIP | C | 1.52% | |
| UNM | A | 1.45% | |
| TSN | B | 1.39% | |
| MDT | D | 1.27% | |
| RGA | A | 1.25% | |
| CINF | A | 1.24% | |
| HPE | B | 1.2% | |
| CI | D | 1.17% | |
| RTX | D | 1.14% | |
| FANG | C | 1.14% | |
| SYY | D | 1.09% | |
| OKE | A | 0.94% | |
| BKLN | A | 0.9% | |
| MCK | A | 0.72% | |
| V | A | 0.63% | |
| AME | A | 0.62% | |
| AXP | A | 0.59% | |
| PAYX | B | 0.55% | |
| BR | A | 0.54% | |
| PH | A | 0.53% | |
| RMD | C | 0.49% |
WBIG Underweight 29 Positions Relative to FBT
| Symbol | Grade | Weight | |
|---|---|---|---|
| EXEL | B | -4.51% | |
| CORT | B | -4.07% | |
| INCY | C | -3.97% | |
| NTRA | A | -3.92% | |
| ITCI | C | -3.9% | |
| ACAD | C | -3.85% | |
| ARGX | B | -3.74% | |
| UTHR | C | -3.64% | |
| CPRX | C | -3.62% | |
| NBIX | C | -3.59% | |
| WAT | C | -3.55% | |
| RGEN | D | -3.46% | |
| HALO | F | -3.44% | |
| VRTX | D | -3.39% | |
| ALKS | C | -3.31% | |
| ILMN | C | -3.3% | |
| BMRN | F | -3.15% | |
| ALNY | D | -3.06% | |
| GMAB | F | -3.04% | |
| AMGN | F | -3.04% | |
| SRPT | F | -2.96% | |
| BIIB | F | -2.95% | |
| BNTX | C | -2.9% | |
| MTD | F | -2.88% | |
| BRKR | D | -2.85% | |
| BGNE | D | -2.76% | |
| REGN | F | -2.6% | |
| EXAS | D | -2.42% | |
| MRNA | F | -2.3% |
WBIG: Top Represented Industries & Keywords
FBT: Top Represented Industries & Keywords
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