FXH vs. WBIF ETF Comparison
Comparison of First Trust Health Care AlphaDEX (FXH) to WBI Large Cap Tactical Value Shares (WBIF)
FXH
First Trust Health Care AlphaDEX
FXH Description
The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an equity index called the StrataQuant(R) Health Care Index. The fund will normally invest at least 90% of its net assets in common stocks that comprise the index. The index is a modified equal-dollar weighted index designed by NYSE Euronext to objectively identify and select stocks from the Russell 1000(R) Index in the health care sector that may generate positive alpha relative to traditional passive-style indices through the use of the AlphaDEX(R) selection methodology. It is non-diversified.
Grade (RS Rating)
Last Trade
$106.70
Average Daily Volume
29,960
77
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
$29.65
Average Daily Volume
1,655
43
Performance
Period | FXH | WBIF |
---|---|---|
30 Days | -3.49% | -0.06% |
60 Days | -5.10% | 2.03% |
90 Days | -5.05% | 2.58% |
12 Months | 12.46% | 11.21% |
FXH Overweight 74 Positions Relative to WBIF
Symbol | Grade | Weight | |
---|---|---|---|
DOCS | C | 2.73% | |
NTRA | A | 2.72% | |
PINC | B | 2.6% | |
PODD | B | 2.56% | |
JAZZ | C | 2.55% | |
UTHR | C | 2.46% | |
EXEL | B | 2.31% | |
ROIV | D | 2.3% | |
THC | C | 2.23% | |
DVA | C | 2.15% | |
ALNY | D | 2.14% | |
RARE | F | 1.96% | |
HCA | F | 1.94% | |
CAH | B | 1.88% | |
ISRG | A | 1.87% | |
VTRS | A | 1.86% | |
CNC | F | 1.78% | |
UNH | C | 1.74% | |
ZBH | C | 1.73% | |
DGX | A | 1.73% | |
CRL | D | 1.71% | |
ITCI | B | 1.64% | |
INCY | C | 1.61% | |
RPRX | F | 1.55% | |
HUM | D | 1.53% | |
MOH | F | 1.52% | |
GEHC | D | 1.51% | |
BIIB | F | 1.46% | |
ENOV | C | 1.45% | |
EHC | B | 1.43% | |
PRGO | C | 1.41% | |
OGN | F | 1.37% | |
EW | C | 1.37% | |
ELV | F | 1.34% | |
MDT | D | 1.31% | |
HOLX | D | 1.3% | |
CHE | F | 1.28% | |
JNJ | D | 1.28% | |
HSIC | C | 1.25% | |
LLY | F | 1.22% | |
INSP | F | 1.12% | |
REGN | F | 1.02% | |
EXAS | D | 1.02% | |
WST | D | 0.96% | |
SYK | A | 0.91% | |
LH | B | 0.91% | |
WAT | C | 0.9% | |
VRTX | D | 0.89% | |
ABT | A | 0.86% | |
BDX | F | 0.81% | |
AMED | F | 0.8% | |
AMGN | D | 0.79% | |
ZTS | D | 0.77% | |
A | F | 0.75% | |
ABBV | F | 0.74% | |
TMO | F | 0.74% | |
IQV | F | 0.73% | |
BRKR | F | 0.68% | |
TFX | F | 0.66% | |
MASI | B | 0.51% | |
PEN | B | 0.51% | |
VEEV | C | 0.47% | |
MEDP | D | 0.43% | |
RCM | A | 0.43% | |
BMRN | F | 0.4% | |
TECH | F | 0.39% | |
RVTY | D | 0.39% | |
STE | D | 0.39% | |
DHR | D | 0.37% | |
ALGN | D | 0.37% | |
BAX | F | 0.36% | |
AVTR | F | 0.35% | |
XRAY | D | 0.28% | |
TXG | F | 0.27% |
FXH Underweight 40 Positions Relative to WBIF
Symbol | Grade | Weight | |
---|---|---|---|
WRB | B | -4.74% | |
FIX | A | -4.58% | |
KBH | D | -4.54% | |
NXST | C | -4.43% | |
V | A | -4.26% | |
DKS | D | -4.24% | |
PRU | B | -4.14% | |
ACN | C | -3.98% | |
UNM | A | -3.93% | |
MCK | A | -3.93% | |
AMAT | F | -3.55% | |
RGA | B | -3.26% | |
VOYA | B | -3.26% | |
OXY | F | -2.81% | |
PHM | D | -2.6% | |
MMC | D | -2.12% | |
CF | A | -1.86% | |
ADP | B | -1.53% | |
AXP | B | -1.53% | |
AME | A | -1.46% | |
G | B | -1.44% | |
PRI | A | -1.42% | |
PAYX | B | -1.39% | |
BR | B | -1.36% | |
TXRH | B | -1.33% | |
CASY | A | -1.28% | |
FLTR | A | -0.76% | |
FALN | A | -0.75% | |
AGZD | A | -0.75% | |
FTSL | A | -0.69% | |
ALSN | B | -0.67% | |
THG | A | -0.59% | |
DCI | B | -0.56% | |
GL | C | -0.55% | |
STIP | A | -0.54% | |
TOL | B | -0.54% | |
ALLE | D | -0.53% | |
CBT | C | -0.53% | |
DOX | D | -0.52% | |
BKLN | A | -0.32% |
FXH: Top Represented Industries & Keywords
WBIF: Top Represented Industries & Keywords