WBIL vs. OSCV ETF Comparison
Comparison of WBI Large Cap Tactical Select Shares (WBIL) to Opus Small Cap Value Plus ETF (OSCV)
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
$32.75
Average Daily Volume
2,629
33
OSCV
Opus Small Cap Value Plus ETF
OSCV Description
The investment seeks capital appreciation. The fund is an actively-managed exchange-traded fund ("ETF") that invests under normal circumstances at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of small-capitalization U.S. companies. The fund's sub-adviser defines a small-capitalization company as an issuer whose market capitalization at the time of purchase is in the range of those found in the Russell 2000® Index. The fund will primarily invest in common stocks and real estate investment trusts ("REITs").Grade (RS Rating)
Last Trade
$34.08
Average Daily Volume
54,325
70
Performance
| Period | WBIL | OSCV |
|---|---|---|
| 30 Days | -4.60% | -3.22% |
| 60 Days | 0.68% | -0.02% |
| 90 Days | 4.93% | 3.84% |
| 12 Months | 18.05% | 11.89% |
0 Overlapping Holdings
| Symbol | Grade | Weight in WBIL | Weight in OSCV | Overlap |
|---|
WBIL Overweight 33 Positions Relative to OSCV
| Symbol | Grade | Weight | |
|---|---|---|---|
| SJNK | B | 10.0% | |
| GRMN | B | 5.06% | |
| META | B | 4.86% | |
| MAR | C | 4.81% | |
| WRB | C | 4.74% | |
| CI | A | 4.45% | |
| ADP | C | 4.07% | |
| NFLX | B | 4.06% | |
| HCA | C | 4.04% | |
| OTIS | B | 4.03% | |
| KKR | C | 3.97% | |
| SYK | C | 3.88% | |
| NXPI | D | 3.83% | |
| UHS | C | 2.86% | |
| CAT | A | 2.59% | |
| ELV | A | 2.02% | |
| PANW | B | 1.77% | |
| QCOM | B | 1.76% | |
| VRSK | D | 1.76% | |
| LRCX | B | 1.75% | |
| ADBE | D | 1.74% | |
| TW | C | 1.74% | |
| CARR | D | 1.72% | |
| MPC | A | 1.71% | |
| MOH | C | 1.7% | |
| BR | C | 1.7% | |
| INTU | C | 1.7% | |
| BX | C | 1.68% | |
| RNR | B | 1.67% | |
| VST | A | 1.65% | |
| DECK | D | 1.65% | |
| FAST | C | 1.64% | |
| HAL | A | 1.59% |
WBIL Underweight 70 Positions Relative to OSCV
| Symbol | Grade | Weight | |
|---|---|---|---|
| ENSG | C | -2.79% | |
| CHE | C | -2.5% | |
| LECO | C | -2.42% | |
| KBH | D | -2.35% | |
| CASY | A | -2.29% | |
| VVV | C | -2.28% | |
| CHRD | A | -2.17% | |
| TTEK | A | -2.16% | |
| TXRH | A | -2.12% | |
| NOG | A | -2.07% | |
| OC | A | -1.89% | |
| KAI | D | -1.87% | |
| PRI | D | -1.85% | |
| UFPI | C | -1.82% | |
| ICFI | C | -1.73% | |
| THG | B | -1.71% | |
| FIX | B | -1.68% | |
| CODI | C | -1.67% | |
| ACA | D | -1.62% | |
| KFRC | D | -1.55% | |
| EHC | A | -1.53% | |
| HP | A | -1.5% | |
| GNTX | C | -1.48% | |
| EGP | F | -1.46% | |
| OTTR | B | -1.42% | |
| CW | A | -1.39% | |
| SPNS | B | -1.31% | |
| ATR | B | -1.31% | |
| SBCF | D | -1.31% | |
| MUSA | A | -1.28% | |
| GGG | C | -1.26% | |
| CWT | D | -1.25% | |
| POOL | D | -1.23% | |
| LKFN | B | -1.21% | |
| EPRT | A | -1.21% | |
| EFSC | B | -1.2% | |
| BYD | C | -1.19% | |
| LSTR | D | -1.15% | |
| CIVI | A | -1.14% | |
| GPK | A | -1.13% | |
| GABC | B | -1.1% | |
| ASH | A | -1.1% | |
| HOMB | B | -1.09% | |
| SYBT | B | -1.09% | |
| HCKT | D | -1.08% | |
| EVTC | D | -1.04% | |
| TRNO | D | -1.04% | |
| CPA | B | -1.02% | |
| OSBC | A | -1.02% | |
| NJR | A | -1.02% | |
| WTBA | D | -1.01% | |
| HIFS | B | -0.97% | |
| LADR | C | -0.97% | |
| KRP | A | -0.96% | |
| SCI | C | -0.94% | |
| AMH | C | -0.93% | |
| BRKR | D | -0.93% | |
| MSM | D | -0.87% | |
| KMPR | B | -0.85% | |
| RICK | F | -0.85% | |
| DOX | D | -0.82% | |
| ADC | B | -0.79% | |
| NSA | B | -0.75% | |
| FELE | B | -0.74% | |
| APLE | D | -0.73% | |
| VAC | B | -0.72% | |
| WASH | B | -0.7% | |
| FCPT | D | -0.63% | |
| AUDC | D | -0.49% | |
| CHCT | D | -0.41% |
WBIL: Top Represented Industries & Keywords
OSCV: Top Represented Industries & Keywords
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