WBIG vs. NUMG ETF Comparison
Comparison of WBI Large Cap Tactical Yield Shares (WBIG) to NuShares ESG Mid-Cap Growth ETF (NUMG)
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
$23.78
Average Daily Volume
3,713
34
NUMG
NuShares ESG Mid-Cap Growth ETF
NUMG Description
Fund seeks to track the investments results, before fees and expenses, of the TIAA ESG USA Mid-Cap Growth Index.Grade (RS Rating)
Last Trade
$41.61
Average Daily Volume
29,332
55
Performance
Period | WBIG | NUMG |
---|---|---|
30 Days | -5.80% | -5.92% |
60 Days | -2.19% | -5.65% |
90 Days | 1.67% | -1.63% |
12 Months | 10.22% | 15.33% |
0 Overlapping Holdings
Symbol | Grade | Weight in WBIG | Weight in NUMG | Overlap |
---|
WBIG Overweight 34 Positions Relative to NUMG
Symbol | Grade | Weight | |
---|---|---|---|
SJNK | A | 10.22% | |
MSFT | C | 4.85% | |
WRB | D | 4.71% | |
MAR | D | 4.54% | |
QCOM | C | 4.27% | |
TW | B | 4.27% | |
OTIS | D | 4.03% | |
AXP | A | 4.02% | |
HRB | B | 4.01% | |
NXPI | B | 3.65% | |
ADP | B | 3.26% | |
AMAT | D | 2.05% | |
PM | A | 2.04% | |
PG | A | 2.03% | |
GIS | B | 2.02% | |
OMF | A | 2.0% | |
MO | A | 1.99% | |
OKE | B | 1.98% | |
KMB | A | 1.98% | |
UGI | A | 1.97% | |
CVS | F | 1.96% | |
IBM | D | 1.96% | |
T | B | 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 | B | 1.92% | |
WHR | F | 1.88% | |
AOS | C | 1.67% | |
META | D | 1.09% |
WBIG Underweight 55 Positions Relative to NUMG
Symbol | Grade | Weight | |
---|---|---|---|
GWW | D | -3.55% | |
PWR | A | -3.46% | |
VMC | C | -3.12% | |
IT | D | -3.12% | |
HUBS | B | -3.01% | |
WST | D | -2.91% | |
FICO | D | -2.74% | |
CBRE | D | -2.6% | |
AXON | B | -2.58% | |
PTC | D | -2.44% | |
MDB | D | -2.4% | |
LPLA | A | -2.4% | |
DECK | D | -2.37% | |
BRO | C | -2.36% | |
WSM | A | -2.32% | |
WAT | C | -2.21% | |
STX | C | -2.19% | |
TTWO | D | -2.1% | |
POOL | D | -2.02% | |
SNAP | A | -1.96% | |
LII | D | -1.95% | |
ENPH | F | -1.93% | |
DVA | A | -1.82% | |
TOST | C | -1.76% | |
ZS | F | -1.73% | |
LSCC | F | -1.71% | |
KEYS | D | -1.71% | |
BR | C | -1.67% | |
FDS | D | -1.66% | |
RBLX | D | -1.64% | |
TWLO | C | -1.62% | |
TER | A | -1.6% | |
GGG | D | -1.57% | |
PCTY | F | -1.55% | |
RGEN | F | -1.55% | |
AKAM | F | -1.46% | |
MKTX | F | -1.45% | |
DAY | F | -1.45% | |
PATH | F | -1.42% | |
ROKU | F | -1.39% | |
CFLT | F | -1.38% | |
LW | F | -1.31% | |
TTD | B | -1.31% | |
SBAC | F | -1.26% | |
VLTO | A | -1.25% | |
EG | D | -1.18% | |
MOH | F | -0.9% | |
BURL | D | -0.73% | |
ANSS | D | -0.69% | |
MTD | C | -0.42% | |
EXPD | D | -0.41% | |
CHD | A | -0.36% | |
PAYC | F | -0.28% | |
LBRDK | D | -0.06% | |
ULTA | F | -0.02% |
WBIG: Top Represented Industries & Keywords
NUMG: Top Represented Industries & Keywords