WBIL vs. IPDP ETF Comparison
Comparison of WBI Large Cap Tactical Select Shares (WBIL) to Dividend Performers ETF (IPDP)
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
IPDP
Dividend Performers ETF
IPDP Description
The investment seeks to provide income; the secondary objective is capital appreciation. The fund’s investment strategy is twofold: (1) investing in dividend paying U.S. equity securities, and (2) credit spread options on an S&P 500 ETF or Index. It may also invest in equity real estate investment trusts (“REITs”). A credit spread is an options strategy that involves the purchase of one option and a sale of another option in the same class and with the same expiration but different strike prices.Grade (RS Rating)
Last Trade
$18.42
Average Daily Volume
1,561
49
Performance
| Period | WBIL | IPDP |
|---|---|---|
| 30 Days | -1.15% | 2.21% |
| 60 Days | -0.07% | 1.72% |
| 90 Days | 3.90% | 6.69% |
| 12 Months | 21.90% | 30.59% |
WBIL Overweight 27 Positions Relative to IPDP
| Symbol | Grade | Weight | |
|---|---|---|---|
| PGR | A | 4.75% | |
| CI | D | 4.63% | |
| AXP | A | 4.32% | |
| SCI | D | 4.13% | |
| ACGL | A | 4.09% | |
| TGT | D | 3.99% | |
| CL | A | 3.94% | |
| AME | D | 3.92% | |
| OTIS | C | 3.9% | |
| KR | C | 3.88% | |
| APO | C | 3.83% | |
| HRB | A | 3.61% | |
| CARR | A | 1.93% | |
| PANW | B | 1.89% | |
| VST | B | 1.88% | |
| VRSK | A | 1.87% | |
| TW | B | 1.84% | |
| ADBE | D | 1.76% | |
| INTU | D | 1.74% | |
| BR | D | 1.71% | |
| DECK | D | 1.68% | |
| BX | C | 1.66% | |
| LRCX | D | 1.63% | |
| MOH | D | 1.62% | |
| MPC | D | 1.5% | |
| SIGI | F | 1.2% | |
| AL | C | 1.19% |
WBIL Underweight 44 Positions Relative to IPDP
| Symbol | Grade | Weight | |
|---|---|---|---|
| TT | A | -2.52% | |
| ETN | B | -2.5% | |
| APOG | A | -2.47% | |
| APH | A | -2.42% | |
| AVGO | C | -2.35% | |
| DOV | A | -2.34% | |
| HIG | B | -2.31% | |
| TRV | D | -2.26% | |
| KLAC | A | -2.23% | |
| A | B | -2.2% | |
| DCI | A | -2.19% | |
| CTAS | A | -2.18% | |
| ITT | A | -2.16% | |
| MCK | A | -2.14% | |
| GWW | D | -2.1% | |
| GPC | C | -2.07% | |
| SEIC | D | -2.06% | |
| SYK | D | -2.04% | |
| SHW | D | -2.04% | |
| AIT | C | -2.03% | |
| BRC | B | -2.0% | |
| AOS | C | -1.98% | |
| ABM | B | -1.97% | |
| HD | D | -1.96% | |
| MSI | A | -1.92% | |
| CSX | D | -1.92% | |
| ABT | F | -1.91% | |
| HI | F | -1.87% | |
| WTS | B | -1.87% | |
| PAYX | C | -1.86% | |
| JNJ | D | -1.85% | |
| MMC | B | -1.83% | |
| UPS | D | -1.8% | |
| ROK | D | -1.79% | |
| CAH | F | -1.79% | |
| SNA | D | -1.77% | |
| CSCO | D | -1.77% | |
| CHE | D | -1.75% | |
| NSP | C | -1.71% | |
| ACN | D | -1.66% | |
| UNH | B | -1.63% | |
| AAPL | B | -1.62% | |
| GL | F | -1.23% | |
| HUM | D | -1.11% |
WBIL: Top Represented Industries & Keywords
IPDP: Top Represented Industries & Keywords
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