BUFD vs. WBIG ETF Comparison

Comparison of FT CBOE Vest Fund of Deep Buffer ETFs (BUFD) to WBI Large Cap Tactical Yield Shares (WBIG)
BUFD

FT CBOE Vest Fund of Deep Buffer ETFs

BUFD Description

The investment seeks to provide investors with capital appreciation. The fund seeks to achieve its investment objective by providing investors with U.S. large-cap equity market exposure while attempting to limit downside risk through a laddered portfolio of four FT Cboe Vest U.S. Equity Deep Buffer ETFs. The term laddered portfolio refers to the fund's investment in multiple Underlying ETFs that have target outcome period expiration dates which occur on a rolling, or periodic, basis. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$25.50

Average Daily Volume

187,847

Number of Holdings *

10

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

WBI Large Cap Tactical Yield Shares

WBIG 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 dividend-paying 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 attractive dividend payment prospects, and up to 20% of its net assets in other tactical investment opportunities.

Grade (RS Rating)

Last Trade

$25.58

Average Daily Volume

2,881

Number of Holdings *

67

* may have additional holdings in another (foreign) market
Performance
Period BUFD WBIG
30 Days 1.19% 5.01%
60 Days 1.94% 4.54%
90 Days 2.91% 5.98%
12 Months 15.07% 17.73%
0 Overlapping Holdings
Symbol Grade Weight in BUFD Weight in WBIG Overlap
BUFD Overweight 10 Positions Relative to WBIG
Symbol Grade Weight
DNOV A 8.36%
DMAR A 8.36%
DFEB A 8.36%
DJAN A 8.35%
DDEC A 8.35%
DMAY A 8.35%
DJUN A 8.35%
DAPR A 8.34%
DJUL A 8.34%
DAUG A 8.33%
BUFD Underweight 67 Positions Relative to WBIG
Symbol Grade Weight
JEPQ A -3.74%
VZ B -2.35%
UGI A -2.34%
PFE D -2.34%
KHC D -2.33%
IPG C -2.29%
UPS C -2.29%
NXST C -2.27%
FMC D -2.27%
F C -2.25%
TROW A -2.2%
PM B -2.19%
BBY D -2.16%
FLTR A -2.13%
PR C -2.13%
AGZD B -2.13%
GIS D -2.12%
FALN A -2.11%
OKE C -2.1%
KMB C -2.09%
FTSL B -1.94%
SJM D -1.74%
STIP B -1.53%
IBKR B -1.29%
CI D -1.26%
UHS D -1.25%
PAG B -1.23%
VOYA B -1.23%
KBH C -1.22%
BYD B -1.21%
CMS C -1.21%
PRU A -1.18%
WRB A -1.15%
MAR A -1.14%
PHM C -1.14%
FIX A -1.12%
IBM C -1.05%
GILD B -1.03%
PEP F -1.03%
CLX C -1.02%
OMC C -1.01%
NEM F -1.0%
SLB C -1.0%
HPE B -0.99%
PPG D -0.98%
MDT D -0.98%
SYY C -0.96%
BKLN A -0.9%
TGT F -0.8%
MCK C -0.57%
AXP A -0.57%
RMD C -0.57%
ACN B -0.57%
LRCX F -0.56%
AMAT F -0.56%
STZ D -0.56%
LEN C -0.56%
MCD D -0.56%
AME A -0.56%
CSL B -0.55%
CBOE B -0.52%
KLAC F -0.51%
TSN B -0.51%
HIG B -0.51%
PAYX B -0.51%
ADP B -0.51%
V A -0.5%

BUFD: Top Represented Industries & Keywords

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