WBIL vs. SIMS ETF Comparison
Comparison of WBI Large Cap Tactical Select Shares (WBIL) to SPDR S&P Kensho Intelligent Structures ETF (SIMS)
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
$33.96
Average Daily Volume
1,666
32
SIMS
SPDR S&P Kensho Intelligent Structures ETF
SIMS Description
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P Kensho Intelligent Infrastructure Index. Under normal market conditions, the fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index is comprised of U.S.-listed equity securities (including depositary receipts) of companies domiciled across developed and emerging markets worldwide which are included in the Intelligent Infrastructure sector as determined by a classification standard produced by the index provider. The fund is non-diversified.Grade (RS Rating)
Last Trade
$35.06
Average Daily Volume
5,344
43
Performance
| Period | WBIL | SIMS |
|---|---|---|
| 30 Days | 2.57% | 10.14% |
| 60 Days | 0.13% | 5.56% |
| 90 Days | 4.41% | 3.07% |
| 12 Months | 20.66% | 6.39% |
WBIL Overweight 30 Positions Relative to SIMS
| Symbol | Grade | Weight | |
|---|---|---|---|
| USHY | A | 9.86% | |
| PGR | C | 4.75% | |
| RGA | A | 4.74% | |
| SPOT | C | 4.71% | |
| AXP | A | 4.31% | |
| ACGL | A | 4.12% | |
| ADP | B | 4.09% | |
| AEP | A | 3.99% | |
| CL | B | 3.97% | |
| APO | B | 3.96% | |
| SCI | D | 3.86% | |
| KR | D | 3.85% | |
| MMC | A | 3.81% | |
| HRB | B | 3.67% | |
| ELV | A | 2.16% | |
| PANW | C | 1.98% | |
| VST | B | 1.97% | |
| VRSK | A | 1.96% | |
| TW | B | 1.92% | |
| ADBE | F | 1.82% | |
| INTU | B | 1.78% | |
| BR | C | 1.75% | |
| DECK | C | 1.74% | |
| BX | C | 1.69% | |
| LRCX | D | 1.69% | |
| MOH | F | 1.64% | |
| FAST | D | 1.57% | |
| MPC | D | 1.5% | |
| AL | C | 1.11% | |
| VOYA | B | 1.07% |
WBIL Underweight 41 Positions Relative to SIMS
| Symbol | Grade | Weight | |
|---|---|---|---|
| ITRI | B | -3.68% | |
| AYI | C | -3.4% | |
| XYL | A | -3.22% | |
| TTEK | A | -3.16% | |
| BMI | B | -3.11% | |
| REZI | C | -3.09% | |
| PNR | B | -3.01% | |
| ALRM | D | -2.93% | |
| JCI | B | -2.92% | |
| PSN | D | -2.92% | |
| SLAB | D | -2.82% | |
| ADTN | D | -2.79% | |
| GNRC | C | -2.79% | |
| AY | B | -2.64% | |
| BLNK | C | -2.54% | |
| CNM | B | -2.48% | |
| HON | B | -2.47% | |
| DOOR | A | -2.26% | |
| MWA | B | -2.19% | |
| CHPT | D | -2.17% | |
| BE | C | -2.11% | |
| GTLS | C | -2.05% | |
| EMR | B | -2.02% | |
| ERII | F | -1.86% | |
| TEL | B | -1.76% | |
| BP | D | -1.69% | |
| AME | D | -1.67% | |
| LOGI | C | -1.6% | |
| ON | D | -1.54% | |
| ROP | C | -1.51% | |
| BIDU | D | -1.49% | |
| NVEE | F | -1.46% | |
| STM | F | -1.37% | |
| SHLS | F | -1.25% | |
| STEM | F | -1.06% | |
| CWCO | D | -1.06% | |
| ROKU | F | -0.94% | |
| MVIS | F | -0.5% | |
| REKR | F | -0.4% | |
| WBX | D | -0.26% | |
| LUNA | F | -0.11% |
WBIL: Top Represented Industries & Keywords
SIMS: Top Represented Industries & Keywords
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