WBIG vs. KONG ETF Comparison
Comparison of WBI Large Cap Tactical Yield Shares (WBIG) to Formidable Fortress ETF (KONG)
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
KONG
Formidable Fortress ETF
KONG Description
The investment seeks long-term capital appreciation. Under normal market conditions, the fund seeks to meet its investment objective by investing in large- and mid-cap equity securities, including common stocks, related depository receipts, real estate investment trusts (REITs), and other equity investments or ownership interests in business enterprises. It invests predominantly in common stocks of large- and mid-cap companies (the "Investable Universe"). The fund's derivative investments may include, among other instruments: (i) options; (ii) volatility-linked ETFs; and (iii) volatility-linked exchange-traded notes (ETNs). It is non-diversified.Grade (RS Rating)
Last Trade
$26.56
Average Daily Volume
3,068
30
Performance
| Period | WBIG | KONG |
|---|---|---|
| 30 Days | -4.70% | -3.14% |
| 60 Days | -2.11% | -2.24% |
| 90 Days | 1.58% | 1.19% |
| 12 Months | 12.21% | 10.20% |
WBIG Overweight 32 Positions Relative to KONG
| Symbol | Grade | Weight | |
|---|---|---|---|
| BIL | A | 10.03% | |
| RGA | A | 4.44% | |
| AXP | B | 4.38% | |
| TW | B | 4.26% | |
| CHD | B | 4.08% | |
| CI | C | 4.04% | |
| HRB | D | 4.03% | |
| MA | D | 4.02% | |
| 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% | |
| PG | A | 2.07% | |
| 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% | |
| CVS | F | 1.89% | |
| IBM | D | 1.8% | |
| BMY | F | 1.77% | |
| WHR | F | 1.74% | |
| AOS | D | 1.62% |
WBIG Underweight 28 Positions Relative to KONG
| Symbol | Grade | Weight | |
|---|---|---|---|
| EME | A | -4.17% | |
| ADM | D | -3.98% | |
| TPL | B | -3.96% | |
| GNTX | D | -3.83% | |
| CHE | F | -3.58% | |
| CPT | A | -3.51% | |
| NDSN | C | -3.42% | |
| GGG | D | -3.42% | |
| SPGI | C | -3.31% | |
| CTRA | A | -3.29% | |
| JKHY | D | -3.27% | |
| IBKR | A | -3.21% | |
| JNJ | F | -3.17% | |
| UTHR | A | -3.16% | |
| RS | D | -3.14% | |
| DOX | F | -3.01% | |
| WST | F | -2.99% | |
| MNST | D | -2.97% | |
| PSA | D | -2.96% | |
| CTSH | F | -2.91% | |
| RHI | F | -2.91% | |
| GLPI | F | -2.84% | |
| VRTX | D | -2.69% | |
| REGN | B | -2.64% | |
| MKTX | F | -2.58% | |
| FAST | D | -2.39% | |
| SNA | D | -2.31% | |
| ERIE | C | -2.05% |
WBIG: Top Represented Industries & Keywords
KONG: Top Represented Industries & Keywords
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