WBIY vs. SJIM ETF Comparison

Comparison of WBI Power Factor High Dividend ETF (WBIY) to Inverse Cramer Tracker ETF (SJIM)
WBIY

WBI Power Factor High Dividend ETF

WBIY Description

The investment seeks long term-capital appreciation while also seeking to protect principal during unfavorable market conditions. The fund will seek to achieve its investment objective by using a broad and flexible investment strategy and may invest directly in different types of instruments, such as: stocks and bonds issued by public and private companies and bonds issued by governments and governmental agencies ("Direct Investments"); and shares of funds that invest directly in such instruments. It is non-diversified.

Grade (RS Rating)

Last Trade

$29.02

Average Daily Volume

11,384

Number of Holdings *

50

* may have additional holdings in another (foreign) market
SJIM

Inverse Cramer Tracker ETF

SJIM Description The fund is an actively managed exchange traded fund that seeks to achieve its investment objective by engaging in transactions designed to perform the opposite of the return of the investments recommended by television personality Jim Cramer ("Cramer").

Grade (RS Rating)

Last Trade

$19.78

Average Daily Volume

1,595

Number of Holdings *

10

* may have additional holdings in another (foreign) market
Performance
Period WBIY SJIM
30 Days -4.12% -4.11%
60 Days 1.32% -7.60%
90 Days 2.36% -7.16%
12 Months 19.52%
2 Overlapping Holdings
Symbol Grade Weight in WBIY Weight in SJIM Overlap
KEY C 2.51% 3.22% 2.51%
VZ C 4.68% 3.2% 3.2%
WBIY Overweight 48 Positions Relative to SJIM
Symbol Grade Weight
KSS F 5.06%
F D 5.01%
MO A 4.95%
D A 4.92%
T B 4.9%
OKE B 4.85%
WHR F 4.83%
KMI A 4.82%
LYB C 4.73%
BMY F 4.72%
DOW B 4.7%
CAG A 4.68%
BBY D 4.57%
CFG A 2.61%
KHC B 2.27%
RF B 2.05%
CBRL F 1.66%
OGN A 1.44%
HESM C 1.07%
COLB B 1.05%
BKH A 1.03%
CVI F 1.03%
WU C 0.98%
VLY F 0.96%
JXN A 0.86%
PRU B 0.83%
OMF A 0.83%
USB C 0.83%
HBAN A 0.82%
TNL D 0.82%
FITB A 0.78%
PNC A 0.76%
SNV C 0.74%
ZION A 0.73%
CWEN A 0.71%
FNF C 0.7%
ASB A 0.51%
NWN A 0.47%
FIBK A 0.46%
VIRT A 0.35%
CVBF D 0.29%
FULT A 0.29%
BRY B 0.25%
PFS B 0.2%
SFNC D 0.17%
EGBN F 0.14%
HOPE D 0.13%
SASR D 0.13%
WBIY Underweight 8 Positions Relative to SJIM
Symbol Grade Weight
USO B -5.1%
BITO D -5.0%
NFLX D -3.47%
AA B -3.23%
SBSW D -3.2%
CVX A -3.15%
WFC A -3.1%
LLY B -3.07%
Compare ETFs