WBIL vs. SDSI ETF Comparison
Comparison of WBI Large Cap Tactical Select Shares (WBIL) to American Century Short Duration Strategic Income ETF (SDSI)
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
40
SDSI
American Century Short Duration Strategic Income ETF
SDSI Description
American Century Short Duration Strategic Income ETF is an exchange traded fund launched and managed by American Century Investment Management Inc. The fund invests in public fixed income markets. The fund invests in both investment-grade and high-yield, non-money market debt securities. It invests in securities with weighted average duration of three years or shorter. American Century Short Duration Strategic Income ETF was formed on October 11, 2022 and is domiciled in the United States.Grade (RS Rating)
Last Trade
$51.04
Average Daily Volume
8,780
2
Performance
Period | WBIL | SDSI |
---|---|---|
30 Days | 6.43% | -0.16% |
60 Days | 8.70% | -0.83% |
90 Days | 8.92% | 0.28% |
12 Months | 24.08% | 6.56% |
1 Overlapping Holdings
Symbol | Grade | Weight in WBIL | Weight in SDSI | Overlap | |
---|---|---|---|---|---|
BKLN | A | 0.32% | 0.37% | 0.32% |
WBIL Overweight 39 Positions Relative to SDSI
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 | D | 3.66% | |
URI | B | 3.61% | |
NVDA | C | 3.46% | |
CPAY | A | 3.21% | |
AMZN | C | 3.08% | |
BX | A | 2.73% | |
FICO | B | 2.23% | |
BR | A | 2.17% | |
INTU | C | 2.15% | |
PWR | A | 2.11% | |
COST | B | 1.94% | |
RMD | C | 1.88% | |
SBUX | A | 1.84% | |
PANW | C | 1.75% | |
TYL | B | 1.74% | |
EME | C | 1.46% | |
NFLX | A | 1.11% | |
FAST | B | 1.06% | |
PH | A | 1.02% | |
PAYX | C | 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 | B | 0.72% | |
FTSL | B | 0.67% | |
STIP | C | 0.52% |
WBIL Underweight 1 Positions Relative to SDSI
Symbol | Grade | Weight | |
---|---|---|---|
SRLN | A | -0.37% |
WBIL: Top Represented Industries & Keywords
SDSI: Top Represented Industries & Keywords