WBIL vs. DIVY ETF Comparison
Comparison of WBI Large Cap Tactical Select Shares (WBIL) to Sound Equity Income ETF (DIVY)
WBIL
WBI Large Cap Tactical Select Shares
WBIL 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 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 an attractive financial condition and prospects for ongoing financial stability, and up to 20% of its net assets in other tactical investment opportunities.
Grade (RS Rating)
Last Trade
$33.71
Average Daily Volume
1,536
32
DIVY
Sound Equity Income ETF
DIVY Description
The investment seeks to produce long-term capital appreciation. The fund's principal investment strategy is designed to provide exposure to the aggregate value of ordinary dividends expected to be paid on a portfolio of large capitalization equity securities listed for trading in the U.S. (Large Cap Securities). The fund may use a variety of investment strategies to achieve this objective. Under normal circumstances, it generally invests in a combination of dividend swaps, dividend futures and forwards on indexes of Large Cap Securities (Large Cap Securities Indexes). The fund is non-diversified.Grade (RS Rating)
Last Trade
$26.33
Average Daily Volume
4,499
8
Performance
| Period | WBIL | DIVY |
|---|---|---|
| 30 Days | -1.15% | 1.39% |
| 60 Days | -0.07% | 1.49% |
| 90 Days | 3.90% | 3.78% |
| 12 Months | 21.90% | 8.77% |
0 Overlapping Holdings
| Symbol | Grade | Weight in WBIL | Weight in DIVY | Overlap |
|---|
WBIL Overweight 32 Positions Relative to DIVY
| Symbol | Grade | Weight | |
|---|---|---|---|
| PGR | A | 4.75% | |
| CI | D | 4.63% | |
| RGA | A | 4.53% | |
| AXP | A | 4.32% | |
| ADP | D | 4.19% | |
| SCI | D | 4.13% | |
| ACGL | A | 4.09% | |
| TGT | D | 3.99% | |
| CL | A | 3.94% | |
| AME | D | 3.92% | |
| OTIS | D | 3.9% | |
| KR | B | 3.88% | |
| APO | C | 3.83% | |
| HRB | B | 3.61% | |
| ELV | A | 2.15% | |
| CARR | A | 1.93% | |
| PANW | B | 1.89% | |
| VST | B | 1.88% | |
| VRSK | B | 1.87% | |
| TW | A | 1.84% | |
| ADBE | D | 1.76% | |
| INTU | D | 1.74% | |
| QCOM | B | 1.72% | |
| BR | D | 1.71% | |
| DECK | D | 1.68% | |
| BX | D | 1.66% | |
| FAST | D | 1.64% | |
| LRCX | D | 1.63% | |
| MOH | D | 1.62% | |
| MPC | D | 1.5% | |
| SIGI | F | 1.2% | |
| AL | B | 1.19% |
WBIL: Top Represented Industries & Keywords
DIVY: Top Represented Industries & Keywords
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