DJD vs. WBIF ETF Comparison
Comparison of Guggenheim Dow Jones Industrial Average Dividend ETF (DJD) to WBI Large Cap Tactical Value Shares (WBIF)
DJD
Guggenheim Dow Jones Industrial Average Dividend ETF
DJD Description
The investment seeks investment results that correspond generally to the performance, before the fund's fees and expenses, of an equity index called the Dow Jones Industrial Average Yield Weighted (the "index"). The fund will invest at least 80% of its total assets in common stocks that comprise the index. The index is designed to provide exposure to high-yielding equity securities of companies included in the Dow Jones Industrial Average™, which is a price-weighted index of 30 U.S. blue-chip companies that meet certain size, listing and liquidity requirements. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$51.67
Average Daily Volume
16,654
28
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
$28.86
Average Daily Volume
810
24
Performance
| Period | DJD | WBIF |
|---|---|---|
| 30 Days | 3.10% | 0.34% |
| 60 Days | 6.14% | -0.52% |
| 90 Days | 9.07% | -2.20% |
| 12 Months | 24.78% | 5.84% |
DJD Overweight 25 Positions Relative to WBIF
| Symbol | Grade | Weight | |
|---|---|---|---|
| MMM | B | 12.39% | |
| VZ | B | 9.92% | |
| DOW | D | 5.98% | |
| CVX | D | 5.36% | |
| AMGN | B | 5.33% | |
| IBM | B | 5.21% | |
| KO | B | 5.2% | |
| GS | D | 4.66% | |
| CSCO | B | 4.46% | |
| JNJ | B | 4.09% | |
| PG | C | 3.45% | |
| JPM | D | 3.33% | |
| HD | B | 3.19% | |
| MCD | C | 3.07% | |
| MRK | D | 3.04% | |
| HON | D | 2.98% | |
| WMT | B | 2.53% | |
| UNH | C | 2.53% | |
| CAT | C | 2.1% | |
| AXP | B | 1.68% | |
| NKE | D | 1.52% | |
| MSFT | C | 1.02% | |
| V | B | 1.01% | |
| DIS | D | 0.88% | |
| INTC | F | 0.69% |
DJD Underweight 21 Positions Relative to WBIF
DJD: Top Represented Industries & Keywords
WBIF: Top Represented Industries & Keywords
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