IAT vs. WBIF ETF Comparison
Comparison of iShares U.S. Regional Banks ETF (IAT) to WBI Large Cap Tactical Value Shares (WBIF)
IAT
iShares U.S. Regional Banks ETF
IAT Description
The investment seeks to track the investment results of an index composed of U.S. equities in the regional banks sector. The fund generally invests at least 90% of its assets in securities of the index and in depositary receipts representing securities of the index. It seeks to track the investment results of the Dow Jones U.S. Select Regional Banks Index (the "underlying index"), which measures the performance of the regional bank sector of the U.S. equity market. The underlying index is a subset of the Dow Jones U.S. Bank Index. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$43.71
Average Daily Volume
142,060
35
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
$29.11
Average Daily Volume
1,497
25
Performance
| Period | IAT | WBIF |
|---|---|---|
| 30 Days | 7.05% | -1.78% |
| 60 Days | -0.57% | -2.05% |
| 90 Days | 4.41% | -2.17% |
| 12 Months | 25.45% | 1.25% |
0 Overlapping Holdings
| Symbol | Grade | Weight in IAT | Weight in WBIF | Overlap |
|---|
IAT Overweight 35 Positions Relative to WBIF
| Symbol | Grade | Weight | |
|---|---|---|---|
| PNC | A | 14.01% | |
| USB | C | 13.75% | |
| TFC | B | 11.6% | |
| FITB | C | 5.37% | |
| MTB | B | 4.51% | |
| FCNCA | C | 4.49% | |
| HBAN | D | 4.34% | |
| RF | B | 4.19% | |
| CFG | B | 3.77% | |
| KEY | C | 3.09% | |
| EWBC | D | 2.32% | |
| FHN | B | 1.95% | |
| WBS | D | 1.71% | |
| WAL | B | 1.6% | |
| CMA | B | 1.55% | |
| CBSH | A | 1.5% | |
| ZION | A | 1.48% | |
| BPOP | B | 1.45% | |
| CFR | D | 1.45% | |
| WTFC | B | 1.39% | |
| PNFP | C | 1.37% | |
| SNV | B | 1.36% | |
| SSB | C | 1.33% | |
| PB | C | 1.33% | |
| FNB | B | 1.12% | |
| HOMB | B | 1.02% | |
| OZK | D | 0.99% | |
| UBSI | C | 0.99% | |
| GBCI | C | 0.96% | |
| FFIN | C | 0.87% | |
| UMBF | A | 0.83% | |
| VLY | D | 0.66% | |
| NYCB | D | 0.6% | |
| BOKF | C | 0.56% | |
| TFSL | C | 0.14% |
IAT Underweight 25 Positions Relative to WBIF
| Symbol | Grade | Weight | |
|---|---|---|---|
| LRCX | A | -5.67% | |
| USHY | A | -5.08% | |
| TW | D | -4.49% | |
| INTU | C | -4.39% | |
| BR | B | -4.29% | |
| AAPL | A | -4.21% | |
| UHS | C | -4.2% | |
| RGA | B | -4.16% | |
| CRBG | B | -4.12% | |
| BX | B | -4.11% | |
| CHD | D | -4.08% | |
| CSL | C | -3.97% | |
| ADP | D | -3.96% | |
| VOYA | D | -3.92% | |
| HIG | D | -3.91% | |
| PAYX | D | -3.84% | |
| DKS | D | -3.77% | |
| PHM | D | -3.75% | |
| META | B | -3.73% | |
| DECK | D | -3.7% | |
| QCOM | B | -3.6% | |
| PANW | C | -3.16% | |
| V | D | -2.57% | |
| AFL | B | -1.04% | |
| RJF | D | -0.95% |
IAT: Top Represented Industries & Keywords
WBIF: Top Represented Industries & Keywords
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