IAT vs. WBIG ETF Comparison
Comparison of iShares U.S. Regional Banks ETF (IAT) to WBI Large Cap Tactical Yield Shares (WBIG)
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
$46.15
Average Daily Volume
330,643
34
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
$24.71
Average Daily Volume
2,041
31
Performance
| Period | IAT | WBIG |
|---|---|---|
| 30 Days | -4.36% | 1.86% |
| 60 Days | 3.91% | 4.99% |
| 90 Days | 12.36% | 3.27% |
| 12 Months | 46.88% | 14.89% |
0 Overlapping Holdings
| Symbol | Grade | Weight in IAT | Weight in WBIG | Overlap |
|---|
IAT Overweight 34 Positions Relative to WBIG
| Symbol | Grade | Weight | |
|---|---|---|---|
| PNC | C | 14.34% | |
| USB | C | 13.9% | |
| TFC | D | 10.97% | |
| FITB | C | 4.96% | |
| MTB | C | 4.62% | |
| FCNCA | D | 4.61% | |
| HBAN | C | 4.35% | |
| RF | C | 4.26% | |
| CFG | D | 3.76% | |
| KEY | C | 3.2% | |
| EWBC | D | 2.31% | |
| WAL | C | 1.93% | |
| FHN | D | 1.73% | |
| WBS | D | 1.66% | |
| CMA | C | 1.65% | |
| PNFP | D | 1.54% | |
| SSB | C | 1.52% | |
| BPOP | D | 1.47% | |
| CFR | D | 1.47% | |
| CBSH | D | 1.46% | |
| WTFC | C | 1.45% | |
| ZION | D | 1.43% | |
| PB | D | 1.39% | |
| SNV | D | 1.31% | |
| GBCI | D | 1.06% | |
| FNB | D | 1.04% | |
| UBSI | D | 1.04% | |
| HOMB | D | 1.03% | |
| FFIN | D | 0.99% | |
| UMBF | C | 0.95% | |
| OZK | F | 0.91% | |
| VLY | C | 0.78% | |
| BOKF | D | 0.48% | |
| TFSL | D | 0.14% |
IAT Underweight 31 Positions Relative to WBIG
| Symbol | Grade | Weight | |
|---|---|---|---|
| ADP | A | -4.92% | |
| YUMC | C | -4.86% | |
| BMY | B | -4.5% | |
| WRB | B | -4.5% | |
| RGA | C | -4.47% | |
| DTE | A | -4.46% | |
| WHR | C | -4.33% | |
| FANG | F | -4.01% | |
| TMUS | A | -4.0% | |
| ROST | C | -3.99% | |
| GWW | A | -3.91% | |
| BDX | B | -3.88% | |
| SO | A | -3.84% | |
| KNTK | C | -3.81% | |
| BX | C | -3.66% | |
| CWEN | A | -3.21% | |
| CI | C | -3.12% | |
| CDW | D | -3.09% | |
| DECK | C | -2.94% | |
| AAPL | C | -2.94% | |
| PANW | D | -2.9% | |
| INTU | F | -2.78% | |
| ADBE | F | -2.61% | |
| QCOM | D | -2.45% | |
| LRCX | F | -2.28% | |
| IBM | C | -1.84% | |
| ATO | A | -1.49% | |
| NXST | D | -1.17% | |
| CHRD | F | -1.13% | |
| TRV | C | -1.02% | |
| CHRW | A | -0.88% |
IAT: Top Represented Industries & Keywords
WBIG: Top Represented Industries & Keywords
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