WBIG vs. RSPD ETF Comparison
Comparison of WBI Large Cap Tactical Yield Shares (WBIG) to Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD)
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
RSPD
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD Description
The fund generally will invest at least 90% of its total assets in securities that comprise the underlying index. The underlying index is composed of all of the components of the S&P 500® Consumer Discretionary Index, an index that contains the common stocks of all companies included in the S&P 500® Index that are classified as members of the consumer discretionary sector, as defined according to the Global Industry Classification Standard (GICS).Grade (RS Rating)
Last Trade
$47.19
Average Daily Volume
46,447
10
Performance
Period | WBIG | RSPD |
---|---|---|
30 Days | -5.03% | -5.28% |
60 Days | -2.22% | -4.45% |
90 Days | 1.20% | -0.19% |
12 Months | 11.22% | 11.93% |
0 Overlapping Holdings
Symbol | Grade | Weight in WBIG | Weight in RSPD | Overlap |
---|
WBIG Overweight 34 Positions Relative to RSPD
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: Top Represented Industries & Keywords
RSPD: Top Represented Industries & Keywords