LDSF vs. WBIL ETF Comparison
Comparison of First Trust Low Duration Strategic Focus ETF (LDSF) to WBI Large Cap Tactical Select Shares (WBIL)
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
$18.90
Average Daily Volume
49,094
7
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
$35.98
Average Daily Volume
1,633
44
Performance
Period | LDSF | WBIL |
---|---|---|
30 Days | -0.41% | 2.36% |
60 Days | -0.97% | 6.11% |
90 Days | 0.20% | 6.20% |
12 Months | 7.02% | 20.90% |
1 Overlapping Holdings
Symbol | Grade | Weight in LDSF | Weight in WBIL | Overlap | |
---|---|---|---|---|---|
FTSL | A | 3.01% | 0.67% | 0.67% |
LDSF Underweight 43 Positions Relative to WBIL
Symbol | Grade | Weight | |
---|---|---|---|
AMP | A | -4.99% | |
MRVL | B | -4.78% | |
CRWD | B | -4.74% | |
SCHW | A | -4.7% | |
AAPL | C | -4.45% | |
FI | A | -4.3% | |
LULU | C | -4.2% | |
PINS | F | -3.9% | |
UBER | F | -3.79% | |
EA | A | -3.74% | |
NVDA | A | -3.63% | |
AMZN | B | -3.17% | |
CRM | B | -2.49% | |
BX | A | -2.33% | |
FICO | B | -2.28% | |
INTU | B | -2.16% | |
BR | B | -2.14% | |
PWR | A | -2.12% | |
COST | A | -1.99% | |
QCOM | F | -1.99% | |
RMD | C | -1.97% | |
ABBV | F | -1.94% | |
URI | B | -1.91% | |
LRCX | F | -1.86% | |
TYL | B | -1.8% | |
SBUX | A | -1.78% | |
PM | A | -1.75% | |
MELI | D | -1.7% | |
FAST | B | -1.08% | |
GWW | B | -1.07% | |
NFLX | A | -1.04% | |
PAYX | B | -1.04% | |
PH | B | -1.02% | |
META | C | -0.97% | |
TJX | A | -0.93% | |
TT | A | -0.87% | |
SPOT | B | -0.86% | |
ANET | C | -0.85% | |
AGZD | A | -0.74% | |
FLTR | A | -0.73% | |
FALN | A | -0.72% | |
STIP | A | -0.52% | |
BKLN | A | -0.32% |
LDSF: Top Represented Industries & Keywords
WBIL: Top Represented Industries & Keywords