DIVY vs. WBIF ETF Comparison
Comparison of Sound Equity Income ETF (DIVY) to WBI Large Cap Tactical Value Shares (WBIF)
DIVY
Sound Equity Income ETF
DIVY Description
The investment seeks to produce long-term capital appreciation. The fund's principal investment strategy is designed to provide exposure to the aggregate value of ordinary dividends expected to be paid on a portfolio of large capitalization equity securities listed for trading in the U.S. (Large Cap Securities). The fund may use a variety of investment strategies to achieve this objective. Under normal circumstances, it generally invests in a combination of dividend swaps, dividend futures and forwards on indexes of Large Cap Securities (Large Cap Securities Indexes). The fund is non-diversified.
Grade (RS Rating)
Last Trade
$25.13
Average Daily Volume
4,312
8
WBIF
WBI Large Cap Tactical Value Shares
WBIF 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 discount in a company's intrinsic value relative to its market price, and up to 20% of its net assets in other tactical investment opportunities.Grade (RS Rating)
Last Trade
$28.98
Average Daily Volume
1,507
25
Performance
| Period | DIVY | WBIF |
|---|---|---|
| 30 Days | -1.78% | -2.26% |
| 60 Days | -1.66% | 0.39% |
| 90 Days | -4.11% | -3.36% |
| 12 Months | 0.39% | 1.31% |
0 Overlapping Holdings
| Symbol | Grade | Weight in DIVY | Weight in WBIF | Overlap |
|---|
DIVY Underweight 25 Positions Relative to WBIF
| Symbol | Grade | Weight | |
|---|---|---|---|
| LRCX | A | -5.51% | |
| USHY | B | -5.04% | |
| TW | C | -4.44% | |
| BR | B | -4.28% | |
| UHS | B | -4.26% | |
| DKS | C | -4.24% | |
| INTU | B | -4.21% | |
| RGA | B | -4.09% | |
| BX | C | -4.09% | |
| AAPL | A | -4.02% | |
| CRBG | C | -4.0% | |
| CHD | D | -3.99% | |
| HIG | C | -3.94% | |
| FIX | C | -3.93% | |
| ADP | D | -3.93% | |
| VOYA | D | -3.9% | |
| PHM | D | -3.89% | |
| DECK | C | -3.81% | |
| PAYX | D | -3.76% | |
| META | B | -3.71% | |
| QCOM | B | -3.5% | |
| PANW | B | -2.98% | |
| V | D | -2.59% | |
| AFL | B | -1.02% | |
| RJF | D | -0.93% |
DIVY: Top Represented Industries & Keywords
WBIF: Top Represented Industries & Keywords
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