WBIL vs. INFO ETF Comparison
Comparison of WBI Large Cap Tactical Select Shares (WBIL) to Harbor PanAgora Dynamic Large Cap Core ETF (INFO)
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
$37.05
Average Daily Volume
1,621
Number of Holdings
*
40
* may have additional holdings in another (foreign) market
INFO
Harbor PanAgora Dynamic Large Cap Core ETF
INFO Description
INFO aims to generate alpha consistently within the large-cap US market. Portfolio construction utilizes a bottom-up investment strategy integrating fundamental analysis with quantitative techniques and risk management tools. The subadvisor employs a proprietary alpha modeling framework to identify companies with strong financial and operational health, aiming for above-market returns relative to the S&P 500 Index. The strategy incorporates uncorrelated alpha factors, such as value, momentum, and quality. Additionally, ESG attributes are also evaluated to enhance the overall alpha scores. Security weighting is determined using a proprietary optimization technique, balancing alpha generation with risk metrics like tracking err, market risk, and concentration risk.Grade (RS Rating)
Last Trade
$20.71
Average Daily Volume
785
Number of Holdings
*
116
* may have additional holdings in another (foreign) market
Performance
| Period | WBIL | INFO |
|---|---|---|
| 30 Days | 6.43% | 1.88% |
| 60 Days | 8.70% | |
| 90 Days | 8.92% | |
| 12 Months | 24.08% |
12 Overlapping Holdings
| Symbol | Grade | Weight in WBIL | Weight in INFO | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 4.79% | 6.96% | 4.79% | |
| AMZN | C | 3.08% | 4.08% | 3.08% | |
| COST | B | 1.94% | 0.89% | 0.89% | |
| CRM | B | 4.06% | 1.54% | 1.54% | |
| INTU | C | 2.15% | 0.81% | 0.81% | |
| META | D | 0.91% | 3.01% | 0.91% | |
| NFLX | A | 1.11% | 1.13% | 1.11% | |
| NVDA | C | 3.46% | 7.25% | 3.46% | |
| PH | A | 1.02% | 0.13% | 0.13% | |
| TJX | A | 0.95% | 1.04% | 0.95% | |
| TT | A | 0.87% | 0.95% | 0.87% | |
| UBER | D | 3.66% | 0.34% | 0.34% |
WBIL Overweight 28 Positions Relative to INFO
| Symbol | Grade | Weight | |
|---|---|---|---|
| SCHW | B | 5.19% | |
| CRWD | B | 4.95% | |
| EA | A | 4.94% | |
| AMP | A | 4.93% | |
| MRVL | B | 4.54% | |
| FI | A | 4.35% | |
| LULU | C | 4.23% | |
| TPL | A | 4.13% | |
| URI | B | 3.61% | |
| CPAY | A | 3.21% | |
| BX | A | 2.73% | |
| FICO | B | 2.23% | |
| BR | A | 2.17% | |
| PWR | A | 2.11% | |
| RMD | C | 1.88% | |
| SBUX | A | 1.84% | |
| PANW | C | 1.75% | |
| TYL | B | 1.74% | |
| EME | C | 1.46% | |
| FAST | B | 1.06% | |
| PAYX | C | 1.0% | |
| SPOT | B | 0.98% | |
| AGZD | A | 0.74% | |
| FLTR | A | 0.73% | |
| FALN | B | 0.72% | |
| FTSL | B | 0.67% | |
| STIP | C | 0.52% | |
| BKLN | A | 0.32% |
WBIL Underweight 104 Positions Relative to INFO
| Symbol | Grade | Weight | |
|---|---|---|---|
| MSFT | F | -6.1% | |
| GOOGL | C | -3.86% | |
| JPM | A | -1.87% | |
| MA | C | -1.61% | |
| TSLA | B | -1.38% | |
| AVGO | D | -1.22% | |
| WMT | A | -1.22% | |
| NOW | A | -1.2% | |
| XOM | B | -1.16% | |
| V | A | -1.13% | |
| MRK | F | -1.12% | |
| WFC | A | -1.12% | |
| GE | D | -1.1% | |
| GM | B | -1.02% | |
| SYF | B | -1.01% | |
| BRK.A | B | -0.99% | |
| BKR | B | -0.97% | |
| MSI | B | -0.95% | |
| LMT | D | -0.94% | |
| JNJ | D | -0.94% | |
| MCK | B | -0.94% | |
| AMAT | F | -0.93% | |
| LLY | F | -0.91% | |
| QCOM | F | -0.89% | |
| CI | F | -0.88% | |
| LRCX | F | -0.87% | |
| SPG | B | -0.86% | |
| CMCSA | B | -0.86% | |
| ETR | B | -0.85% | |
| ALL | A | -0.83% | |
| MSCI | C | -0.82% | |
| ANET | C | -0.82% | |
| MMC | B | -0.81% | |
| HIG | B | -0.79% | |
| LDOS | C | -0.78% | |
| EXC | C | -0.76% | |
| EQR | B | -0.76% | |
| CTVA | C | -0.76% | |
| PEP | F | -0.76% | |
| NRG | B | -0.74% | |
| CBOE | B | -0.73% | |
| A | D | -0.73% | |
| HOLX | D | -0.73% | |
| MAS | D | -0.72% | |
| SPGI | C | -0.69% | |
| EQIX | A | -0.69% | |
| TGT | F | -0.68% | |
| NTAP | C | -0.68% | |
| FTV | C | -0.64% | |
| BMY | B | -0.64% | |
| MDLZ | F | -0.62% | |
| VRSK | A | -0.61% | |
| MPC | D | -0.61% | |
| ECL | D | -0.57% | |
| AXP | A | -0.56% | |
| INVH | D | -0.56% | |
| CL | D | -0.55% | |
| KR | B | -0.52% | |
| MTD | D | -0.48% | |
| BK | A | -0.48% | |
| AVY | D | -0.46% | |
| GDDY | A | -0.43% | |
| PYPL | B | -0.43% | |
| DD | D | -0.42% | |
| WDAY | B | -0.42% | |
| CNC | D | -0.41% | |
| ROST | C | -0.41% | |
| DASH | A | -0.4% | |
| SSNC | B | -0.37% | |
| MELI | D | -0.36% | |
| NEE | D | -0.36% | |
| INGR | B | -0.35% | |
| FTI | A | -0.35% | |
| VEEV | C | -0.35% | |
| PG | A | -0.35% | |
| RPM | A | -0.34% | |
| UNH | C | -0.34% | |
| ALNY | D | -0.3% | |
| ILMN | D | -0.3% | |
| ATR | B | -0.3% | |
| WAB | B | -0.27% | |
| CBSH | A | -0.25% | |
| UNM | A | -0.25% | |
| EBAY | D | -0.25% | |
| MU | D | -0.23% | |
| DHI | D | -0.22% | |
| SNOW | C | -0.22% | |
| AXS | A | -0.2% | |
| MKC | D | -0.2% | |
| AMD | F | -0.19% | |
| QRVO | F | -0.19% | |
| NOV | C | -0.19% | |
| DTE | C | -0.18% | |
| NXPI | D | -0.17% | |
| EOG | A | -0.16% | |
| DUK | C | -0.13% | |
| MTG | C | -0.13% | |
| NOC | D | -0.1% | |
| THC | D | -0.09% | |
| AMT | D | -0.08% | |
| HD | A | -0.08% | |
| EQH | B | -0.07% | |
| TOL | B | -0.06% | |
| HLT | A | -0.05% |
WBIL: Top Represented Industries & Keywords
Industries:
Software - Application
Business Services
Apparel Stores
Asset Management
Engineering & Construction
Internet Content & Information
Semiconductors
Software - Infrastructure
Capital Markets
Consumer Electronics
Discount Stores
Diversified Industrials
Electronic Gaming & Multimedia
Industrial Distribution
Media - Diversified
Medical Instruments & Supplies
Real Estate - General
Rental & Leasing Services
Restaurants
Specialty Industrial Machinery
INFO: Top Represented Industries & Keywords
Industries:
Semiconductors
Software - Application
Credit Services
Drug Manufacturers - Major
Diagnostics & Research
Discount Stores
Health Care Plans
Insurance - Diversified
Internet Content & Information
Oil & Gas Equipment & Services
Specialty Retail
Utilities - Regulated Electric
Aerospace & Defense
Apparel Stores
Auto Manufacturers
Banks - Global
Capital Markets
Household & Personal Products
Insurance - Property & Casualty
Packaged Foods
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