WBIG vs. RDVY ETF Comparison
Comparison of WBI Large Cap Tactical Yield Shares (WBIG) to First Trust NASDAQ Rising Dividend Achievers ETF (RDVY)
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
$24.58
Average Daily Volume
3,415
33
RDVY
First Trust NASDAQ Rising Dividend Achievers ETF
RDVY Description
The investment seeks investment results that correspond generally to the price and yield (before the fees and expenses) of the NASDAQ US Rising Dividend Achievers Index. The fund will normally invest at least 90% of its net assets (plus the amount of any borrowings for investment purposes) in securities that comprise the index. The index is composed of the securities of 50 companies with a history of raising their dividends and exhibit the characteristics to continue to do so in the future. The index is designed to provide access to a diversified portfolio of small, mid and large capitalization income producing securities. The fund is non-diversified.Grade (RS Rating)
Last Trade
$55.79
Average Daily Volume
665,091
50
Performance
| Period | WBIG | RDVY |
|---|---|---|
| 30 Days | 2.81% | 5.15% |
| 60 Days | -0.69% | 2.44% |
| 90 Days | 4.63% | 7.64% |
| 12 Months | 13.43% | 26.38% |
WBIG Overweight 29 Positions Relative to RDVY
| Symbol | Grade | Weight | |
|---|---|---|---|
| RGA | A | 4.72% | |
| TW | B | 4.59% | |
| HRB | B | 4.17% | |
| CHD | B | 4.03% | |
| MMC | A | 3.99% | |
| ADP | B | 3.97% | |
| CI | D | 3.88% | |
| KR | D | 2.7% | |
| BR | C | 2.2% | |
| PM | B | 2.17% | |
| OMF | C | 2.15% | |
| KMB | C | 2.14% | |
| PG | A | 2.11% | |
| MO | A | 2.08% | |
| T | B | 2.03% | |
| PFG | B | 2.03% | |
| GIS | C | 2.01% | |
| UGI | C | 2.01% | |
| OKE | B | 1.97% | |
| HPQ | C | 1.96% | |
| KNTK | B | 1.93% | |
| LYB | D | 1.92% | |
| CHRD | C | 1.91% | |
| GILD | F | 1.9% | |
| IBM | D | 1.81% | |
| BMY | F | 1.74% | |
| WHR | F | 1.71% | |
| AOS | D | 1.64% | |
| CVS | F | 1.57% |
WBIG Underweight 46 Positions Relative to RDVY
| Symbol | Grade | Weight | |
|---|---|---|---|
| JXN | B | -2.32% | |
| GRMN | A | -2.27% | |
| EQH | A | -2.2% | |
| SYF | C | -2.19% | |
| MLI | C | -2.19% | |
| WSM | C | -2.15% | |
| QCOM | B | -2.15% | |
| FITB | B | -2.13% | |
| MGY | C | -2.12% | |
| CHK | B | -2.11% | |
| MTB | B | -2.1% | |
| EOG | C | -2.1% | |
| BAC | B | -2.1% | |
| COF | C | -2.09% | |
| AMAT | B | -2.08% | |
| AAPL | C | -2.08% | |
| SLM | D | -2.08% | |
| XOM | B | -2.07% | |
| KLAC | B | -2.07% | |
| RF | B | -2.06% | |
| DFS | C | -2.06% | |
| ELV | A | -2.04% | |
| LEN | B | -2.03% | |
| EWBC | B | -2.03% | |
| LRCX | D | -2.01% | |
| JPM | A | -1.99% | |
| OMC | B | -1.99% | |
| HIG | A | -1.98% | |
| AFL | A | -1.98% | |
| MTG | C | -1.97% | |
| RDN | C | -1.97% | |
| MSFT | B | -1.96% | |
| CB | A | -1.94% | |
| CRC | F | -1.93% | |
| STLD | D | -1.9% | |
| V | B | -1.9% | |
| SNA | D | -1.88% | |
| IPG | D | -1.88% | |
| NKE | F | -1.85% | |
| RS | D | -1.8% | |
| NUE | D | -1.79% | |
| CF | F | -1.76% | |
| PCAR | D | -1.75% | |
| CTSH | F | -1.74% | |
| ODFL | F | -1.69% | |
| ACN | F | -1.61% |
WBIG: Top Represented Industries & Keywords
RDVY: Top Represented Industries & Keywords
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