DUSA vs. WBIG ETF Comparison
Comparison of Davis Select U.S. Equity ETF (DUSA) to WBI Large Cap Tactical Yield Shares (WBIG)
DUSA
Davis Select U.S. Equity ETF
DUSA Description
The investment seeks long-term capital growth and capital preservation. Under normal market conditions, the fund will invest at least 80% of its net assets plus any borrowings for investment purposes in equity securities issued by U.S. companies. The fund's portfolio, generally, contains between 15 and 35 companies. It may invest a portion of its assets in financial services companies. The fund may also invest in mid- and small-capitalization companies, which the manager considers to be those companies with less than $10 billion in market capitalization. It may invest up to 20% of net assets in non-U.S. companies. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$43.61
Average Daily Volume
23,291
25
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
$24.80
Average Daily Volume
2,786
39
Performance
| Period | DUSA | WBIG |
|---|---|---|
| 30 Days | 3.12% | -0.67% |
| 60 Days | 5.64% | 2.08% |
| 90 Days | 7.25% | 3.39% |
| 12 Months | 29.48% | 14.95% |
DUSA Overweight 22 Positions Relative to WBIG
DUSA Underweight 36 Positions Relative to WBIG
| Symbol | Grade | Weight | |
|---|---|---|---|
| BMY | A | -4.9% | |
| WRB | B | -4.68% | |
| CHRD | F | -4.66% | |
| F | C | -4.61% | |
| T | A | -4.56% | |
| TROW | B | -4.54% | |
| BDX | F | -4.53% | |
| NEU | D | -3.99% | |
| PR | B | -3.93% | |
| JEPQ | A | -3.75% | |
| MMC | D | -3.72% | |
| KHC | F | -3.36% | |
| UHS | D | -2.12% | |
| AGZD | A | -2.12% | |
| FLTR | A | -2.11% | |
| FALN | A | -2.1% | |
| FTSL | A | -1.93% | |
| STIP | A | -1.52% | |
| UNM | A | -1.45% | |
| GILD | C | -1.43% | |
| MDT | D | -1.27% | |
| RGA | B | -1.25% | |
| CINF | A | -1.24% | |
| HPE | B | -1.2% | |
| RTX | D | -1.14% | |
| FANG | D | -1.14% | |
| SYY | D | -1.09% | |
| OKE | A | -0.94% | |
| BKLN | A | -0.9% | |
| MCK | A | -0.72% | |
| V | A | -0.63% | |
| AME | A | -0.62% | |
| PAYX | B | -0.55% | |
| BR | B | -0.54% | |
| PH | B | -0.53% | |
| RMD | C | -0.49% |
DUSA: Top Represented Industries & Keywords
WBIG: Top Represented Industries & Keywords
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