WBIG vs. KBWP ETF Comparison
Comparison of WBI Large Cap Tactical Yield Shares (WBIG) to PowerShares KBW Property & Casualty Insurance Portfolio ETF (KBWP)
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
$23.77
Average Daily Volume
3,748
34
KBWP
PowerShares KBW Property & Casualty Insurance Portfolio ETF
KBWP Description
The PowerShares KBW Property & Casualty Insurance Portfolio (Fund) is based on the KBW Property & Casualty Index (Index). The Fund will normally invest at least 90% of its total assets in securities that comprise the Index. The Index is a modified market capitalization weighted index that seeks to reflect the performance of approximately 24 property and casualty insurance companies. The Fund and the Index are rebalanced and reconstituted quarterly.Grade (RS Rating)
Last Trade
$103.71
Average Daily Volume
22,000
24
Performance
| Period | WBIG | KBWP |
|---|---|---|
| 30 Days | -5.03% | -2.80% |
| 60 Days | -2.22% | 2.76% |
| 90 Days | 1.20% | 6.27% |
| 12 Months | 11.22% | 27.47% |
0 Overlapping Holdings
| Symbol | Grade | Weight in WBIG | Weight in KBWP | Overlap |
|---|
WBIG Overweight 34 Positions Relative to KBWP
| Symbol | Grade | Weight | |
|---|---|---|---|
| BIL | A | 10.03% | |
| RGA | A | 4.44% | |
| AXP | B | 4.38% | |
| TW | B | 4.26% | |
| CHD | B | 4.08% | |
| CI | B | 4.04% | |
| HRB | B | 4.03% | |
| MA | D | 4.02% | |
| ADP | D | 3.99% | |
| DHI | C | 3.97% | |
| OTIS | D | 3.91% | |
| KR | B | 2.71% | |
| TGT | D | 2.16% | |
| PM | A | 2.13% | |
| KMB | A | 2.13% | |
| UGI | B | 2.12% | |
| OMF | A | 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 | D | 1.97% | |
| LYB | D | 1.96% | |
| HPQ | F | 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 Underweight 24 Positions Relative to KBWP
| Symbol | Grade | Weight | |
|---|---|---|---|
| PGR | B | -8.75% | |
| ALL | B | -8.56% | |
| AIG | A | -8.01% | |
| CB | C | -7.78% | |
| TRV | C | -7.55% | |
| ACGL | A | -4.17% | |
| CINF | D | -4.13% | |
| HIG | D | -4.05% | |
| THG | B | -3.95% | |
| RNR | D | -3.93% | |
| AFG | D | -3.93% | |
| EG | D | -3.93% | |
| WRB | C | -3.88% | |
| AXS | B | -3.87% | |
| SIGI | F | -3.82% | |
| KMPR | B | -3.8% | |
| AIZ | D | -3.75% | |
| RLI | D | -3.75% | |
| MCY | A | -3.1% | |
| SPNT | D | -2.09% | |
| HMN | A | -1.51% | |
| PRA | B | -0.71% | |
| UVE | B | -0.58% | |
| JRVR | D | -0.35% |
WBIG: Top Represented Industries & Keywords
KBWP: Top Represented Industries & Keywords
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