FFTY vs. WBIF ETF Comparison
Comparison of Innovator IBD 50 Fund ETF (FFTY) to WBI Large Cap Tactical Value Shares (WBIF)
FFTY
Innovator IBD 50 Fund ETF
FFTY Description
The investment seeks long-term capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets (plus borrowings for investment purposes) in companies included in the IBD® 50 Index. It is actively managed. Under normal circumstances, the fund will invest in a portfolio of U.S.-listed, exchange-traded equities. FFTY picks 50 leading growth companies that trade on US exchanges, potentially including ADRs. After screening out securities with extreme recent price movements, the universe is ranked by a composite of 11 different fundamental and technical metrics. The top 50 stocks are weighted in tiers, with more weight given to higher-ranking companies. Components of the index are reviewed on a weekly basis. Based on market-wide technical signals, FFTY may substitute half of its equity portfolio with Treasury bills. The index will remain half equity, half T-bills until a reversal signal occurs. Its worth noting that the funds high-turnover strategy could lead to poor tracking and/or taxable capital gains payouts.
Grade (RS Rating)
Last Trade
$26.98
Average Daily Volume
54,602
50
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
$28.83
Average Daily Volume
1,170
62
Performance
Period | FFTY | WBIF |
---|---|---|
30 Days | 1.50% | -1.15% |
60 Days | 3.89% | -1.44% |
90 Days | 9.81% | 2.24% |
12 Months | 28.55% | 11.03% |
FFTY Overweight 48 Positions Relative to WBIF
Symbol | Grade | Weight | |
---|---|---|---|
HIMS | B | 3.77% | |
POWL | A | 3.6% | |
NVDA | B | 3.59% | |
VRT | B | 3.58% | |
STRL | B | 3.57% | |
PLTR | B | 3.47% | |
ATAT | B | 3.46% | |
DOCS | A | 3.28% | |
ARM | B | 3.22% | |
CLS | A | 3.21% | |
YOU | A | 3.09% | |
NTRA | B | 3.05% | |
BWIN | C | 3.0% | |
ANET | B | 3.0% | |
HROW | C | 2.95% | |
DUOL | A | 2.92% | |
BGNE | C | 2.79% | |
ADMA | B | 2.77% | |
IOT | C | 2.07% | |
MNDY | A | 2.05% | |
CWAN | B | 2.03% | |
RCL | B | 2.01% | |
FTAI | A | 2.01% | |
RYAN | C | 1.99% | |
LNTH | C | 1.99% | |
IBKR | A | 1.99% | |
AXON | B | 1.99% | |
ONON | D | 1.92% | |
AFRM | A | 1.12% | |
TT | C | 1.0% | |
MELI | A | 1.0% | |
VITL | C | 0.99% | |
TW | B | 0.99% | |
NOW | A | 0.99% | |
FOUR | B | 0.99% | |
TVTX | B | 0.98% | |
HWM | B | 0.97% | |
NFLX | A | 0.96% | |
PACS | A | 0.51% | |
KVYO | A | 0.51% | |
FTNT | B | 0.51% | |
ALNY | C | 0.51% | |
AGX | A | 0.5% | |
DY | C | 0.49% | |
DECK | B | 0.49% | |
AMSC | A | 0.49% | |
TOST | A | 0.48% | |
ZETA | C | 0.46% |
FFTY Underweight 60 Positions Relative to WBIF
Symbol | Grade | Weight | |
---|---|---|---|
BDX | C | -4.77% | |
WRB | C | -4.7% | |
CI | D | -4.29% | |
PRU | B | -4.15% | |
DTE | C | -3.71% | |
UNM | A | -3.47% | |
VOYA | B | -3.33% | |
RGA | C | -3.05% | |
CMS | C | -3.05% | |
PM | A | -2.33% | |
MLI | A | -1.55% | |
MCK | C | -1.52% | |
CSL | C | -1.52% | |
ADP | A | -1.52% | |
V | A | -1.51% | |
AXP | A | -1.48% | |
SLB | F | -1.42% | |
PAYX | B | -1.4% | |
MPC | F | -1.37% | |
NXST | A | -1.37% | |
BYD | A | -1.36% | |
LEN | D | -1.36% | |
DHI | D | -1.36% | |
PHM | D | -1.35% | |
LRCX | F | -1.34% | |
PRI | B | -1.34% | |
OC | B | -1.33% | |
BR | C | -1.32% | |
EXP | B | -1.29% | |
AME | A | -1.28% | |
RMD | A | -1.27% | |
CASY | A | -1.27% | |
KBR | B | -1.26% | |
G | C | -1.26% | |
R | A | -1.25% | |
TXRH | A | -1.23% | |
HRB | D | -1.15% | |
LPX | D | -1.14% | |
FLTR | A | -0.77% | |
FALN | C | -0.76% | |
AGZD | A | -0.76% | |
DFS | A | -0.75% | |
FTSL | A | -0.7% | |
SYF | B | -0.63% | |
EQH | B | -0.59% | |
ALSN | A | -0.58% | |
ALLE | C | -0.58% | |
DOX | B | -0.57% | |
THG | B | -0.56% | |
GL | C | -0.56% | |
CBT | B | -0.55% | |
STIP | B | -0.55% | |
EG | F | -0.55% | |
DCI | B | -0.55% | |
TOL | C | -0.53% | |
IPG | F | -0.53% | |
TTC | F | -0.52% | |
AVY | D | -0.52% | |
NOV | F | -0.5% | |
BKLN | A | -0.32% |
FFTY: Top Represented Industries & Keywords
WBIF: Top Represented Industries & Keywords