LDSF vs. WBIF ETF Comparison
Comparison of First Trust Low Duration Strategic Focus ETF (LDSF) to WBI Large Cap Tactical Value Shares (WBIF)
LDSF
First Trust Low Duration Strategic Focus ETF
LDSF Description
The investment seeks to generate current income, with a secondary objective of preservation of capital. Under normal market conditions, the fund seeks to achieve its investment objectives by investing at least 80% of its net assets (including investment borrowings) in a portfolio of U.S.-listed exchange-traded funds ("ETFs") that principally invest in income-generating securities that provide it with a duration of three years or less. A significant portion of the ETFs in which the fund invests may be advised by First Trust. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$18.89
Average Daily Volume
48,787
7
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
$29.59
Average Daily Volume
1,646
44
Performance
| Period | LDSF | WBIF |
|---|---|---|
| 30 Days | -0.57% | 0.27% |
| 60 Days | -1.03% | 2.21% |
| 90 Days | 0.22% | 3.45% |
| 12 Months | 6.92% | 12.16% |
1 Overlapping Holdings
| Symbol | Grade | Weight in LDSF | Weight in WBIF | Overlap | |
|---|---|---|---|---|---|
| FTSL | A | 3.01% | 0.68% | 0.68% |
LDSF Underweight 43 Positions Relative to WBIF
| Symbol | Grade | Weight | |
|---|---|---|---|
| WRB | A | -4.61% | |
| EME | B | -4.41% | |
| CI | D | -4.2% | |
| V | A | -4.17% | |
| AMAT | F | -4.05% | |
| ACN | C | -4.03% | |
| PRU | A | -4.0% | |
| CMS | C | -3.96% | |
| MCK | A | -3.91% | |
| UNM | A | -3.69% | |
| VOYA | A | -3.23% | |
| RGA | A | -3.08% | |
| OXY | D | -2.86% | |
| PM | A | -2.13% | |
| MMC | C | -2.12% | |
| MLI | B | -1.74% | |
| ADP | B | -1.56% | |
| AXP | B | -1.52% | |
| NXST | D | -1.49% | |
| AME | A | -1.42% | |
| LRCX | F | -1.42% | |
| PAYX | B | -1.41% | |
| PRI | A | -1.37% | |
| G | A | -1.34% | |
| TXRH | B | -1.31% | |
| CASY | B | -1.31% | |
| BR | A | -1.31% | |
| RMD | C | -1.3% | |
| FLTR | A | -0.75% | |
| AGZD | A | -0.74% | |
| FALN | A | -0.74% | |
| SYF | B | -0.72% | |
| ALSN | A | -0.68% | |
| EQH | B | -0.61% | |
| CBT | C | -0.57% | |
| DOX | D | -0.57% | |
| DCI | B | -0.56% | |
| THG | A | -0.56% | |
| TOL | B | -0.54% | |
| GL | B | -0.54% | |
| ALLE | D | -0.53% | |
| STIP | C | -0.53% | |
| BKLN | A | -0.31% |
LDSF: Top Represented Industries & Keywords
WBIF: Top Represented Industries & Keywords
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