HRTS vs. WBIL ETF Comparison
Comparison of Tema Cardiovascular and Metabolic ETF (HRTS) to WBI Large Cap Tactical Select Shares (WBIL)
HRTS
Tema Cardiovascular and Metabolic ETF
HRTS Description
Under normal circumstances, the fund seeks to achieve its investment objective by investing at least 80% of its net assets, which include borrowings for investment purposes, in publicly listed companies that derive at least 50% of revenues from products or services related to the treatment of cardiovascular diseases and/or metabolic diseases, as defined by the Centers for Diseases Control and Preventions. The fund advisor generally is expected to consist of more than 15 companies but not more than 100 companies. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$33.47
Average Daily Volume
23,011
8
WBIL
WBI Large Cap Tactical Select Shares
WBIL 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 financial condition and prospects for ongoing financial stability, and up to 20% of its net assets in other tactical investment opportunities.Grade (RS Rating)
Last Trade
$33.97
Average Daily Volume
897
26
Performance
| Period | HRTS | WBIL |
|---|---|---|
| 30 Days | -5.29% | -1.44% |
| 60 Days | -0.95% | 4.28% |
| 90 Days | 1.42% | 1.48% |
| 12 Months | 18.71% |
1 Overlapping Holdings
| Symbol | Grade | Weight in HRTS | Weight in WBIL | Overlap | |
|---|---|---|---|---|---|
| ALNY | B | 5.3% | 4.64% | 4.64% |
HRTS Underweight 25 Positions Relative to WBIL
| Symbol | Grade | Weight | |
|---|---|---|---|
| BX | C | -5.04% | |
| ADP | A | -5.01% | |
| PGR | C | -4.84% | |
| LII | C | -4.72% | |
| WRB | B | -4.66% | |
| MSI | A | -4.59% | |
| MELI | C | -4.57% | |
| TMUS | A | -4.49% | |
| CI | C | -4.37% | |
| SHW | B | -4.16% | |
| CDW | D | -4.07% | |
| ZTS | B | -3.97% | |
| PANW | D | -3.96% | |
| AAPL | C | -3.93% | |
| BDX | B | -3.88% | |
| DECK | C | -3.85% | |
| PEP | D | -3.81% | |
| INTU | F | -3.77% | |
| ADBE | F | -3.59% | |
| THG | A | -3.55% | |
| QCOM | D | -3.16% | |
| LRCX | F | -2.82% | |
| ACGL | A | -1.87% | |
| YUMC | C | -1.06% | |
| DHI | B | -0.89% |
HRTS: Top Represented Industries & Keywords
WBIL: Top Represented Industries & Keywords
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