WBIL vs. LDSF ETF Comparison
Comparison of WBI Large Cap Tactical Select Shares (WBIL) to First Trust Low Duration Strategic Focus ETF (LDSF)
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
$36.67
Average Daily Volume
1,629
40
LDSF
First Trust Low Duration Strategic Focus ETF
LDSF Description
The investment seeks to generate current income, with a secondary objective of preservation of capital. Under normal market conditions, the fund seeks to achieve its investment objectives by investing at least 80% of its net assets (including investment borrowings) in a portfolio of U.S.-listed exchange-traded funds ("ETFs") that principally invest in income-generating securities that provide it with a duration of three years or less. A significant portion of the ETFs in which the fund invests may be advised by First Trust. The fund is non-diversified.Grade (RS Rating)
Last Trade
$18.81
Average Daily Volume
24,122
7
Performance
| Period | WBIL | LDSF |
|---|---|---|
| 30 Days | 4.39% | -0.63% |
| 60 Days | 8.01% | -1.44% |
| 90 Days | 7.81% | -0.36% |
| 12 Months | 22.81% | 6.31% |
1 Overlapping Holdings
| Symbol | Grade | Weight in WBIL | Weight in LDSF | Overlap | |
|---|---|---|---|---|---|
| FTSL | A | 0.67% | 3.01% | 0.67% |
WBIL Overweight 39 Positions Relative to LDSF
| Symbol | Grade | Weight | |
|---|---|---|---|
| SCHW | B | 5.19% | |
| CRWD | B | 4.95% | |
| EA | A | 4.94% | |
| AMP | A | 4.93% | |
| AAPL | C | 4.79% | |
| MRVL | B | 4.54% | |
| FI | A | 4.35% | |
| LULU | C | 4.23% | |
| TPL | A | 4.13% | |
| CRM | B | 4.06% | |
| UBER | F | 3.66% | |
| URI | C | 3.61% | |
| NVDA | B | 3.46% | |
| CPAY | A | 3.21% | |
| AMZN | C | 3.08% | |
| BX | A | 2.73% | |
| FICO | B | 2.23% | |
| BR | A | 2.17% | |
| INTU | B | 2.15% | |
| PWR | A | 2.11% | |
| COST | A | 1.94% | |
| RMD | C | 1.88% | |
| SBUX | A | 1.84% | |
| PANW | B | 1.75% | |
| TYL | B | 1.74% | |
| EME | A | 1.46% | |
| NFLX | A | 1.11% | |
| FAST | B | 1.06% | |
| PH | A | 1.02% | |
| PAYX | B | 1.0% | |
| SPOT | B | 0.98% | |
| TJX | A | 0.95% | |
| META | D | 0.91% | |
| TT | A | 0.87% | |
| AGZD | A | 0.74% | |
| FLTR | A | 0.73% | |
| FALN | A | 0.72% | |
| STIP | C | 0.52% | |
| BKLN | A | 0.32% |
WBIL: Top Represented Industries & Keywords
LDSF: Top Represented Industries & Keywords
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