MBOX vs. WBIF ETF Comparison
Comparison of Freedom Day Dividend ETF (MBOX) to WBI Large Cap Tactical Value Shares (WBIF)
MBOX
Freedom Day Dividend ETF
MBOX Description
The investment seeks dividend growth. The fund is an actively-managed exchange-traded fund (ETF) that seeks to achieve its investment objective by investing in equity securities that the Sub-Adviser (Freedom Day Solutions, LLC) believes have the potential to provide rising dividend income streams to the fund over time. Under normal circumstances, it will invest at least 80% of its net assets, plus borrowings for investment purposes, in dividend-paying securities. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$33.98
Average Daily Volume
5,800
48
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
$29.40
Average Daily Volume
1,099
69
Performance
Period | MBOX | WBIF |
---|---|---|
30 Days | 1.71% | 2.05% |
60 Days | 8.05% | 7.25% |
90 Days | 6.85% | 1.34% |
12 Months | 36.35% | 13.13% |
MBOX Overweight 42 Positions Relative to WBIF
Symbol | Grade | Weight | |
---|---|---|---|
LLY | D | 3.32% | |
CARR | A | 2.48% | |
PGR | B | 2.31% | |
AVGO | B | 2.3% | |
EOG | B | 2.29% | |
NSA | D | 2.26% | |
JEF | A | 2.22% | |
FNF | C | 2.21% | |
JPM | C | 2.2% | |
KBH | D | 2.15% | |
HD | A | 2.13% | |
TSCO | A | 2.09% | |
ET | A | 2.07% | |
EPD | A | 2.06% | |
CINF | A | 2.05% | |
UNH | B | 2.02% | |
RSG | D | 2.02% | |
DELL | C | 2.0% | |
ABBV | C | 2.0% | |
MSFT | D | 1.98% | |
GRMN | D | 1.97% | |
BPOP | D | 1.96% | |
WSO | C | 1.94% | |
INGR | B | 1.94% | |
ACN | B | 1.94% | |
MDLZ | D | 1.92% | |
MS | A | 1.91% | |
PLD | D | 1.9% | |
MATX | C | 1.89% | |
DE | C | 1.89% | |
AMGN | D | 1.87% | |
KLAC | B | 1.86% | |
PEP | F | 1.85% | |
HSY | D | 1.84% | |
KR | C | 1.81% | |
LOGI | D | 1.81% | |
ASML | F | 1.73% | |
AGM | D | 1.73% | |
WSM | C | 1.71% | |
MCHP | F | 1.54% | |
LYB | B | 1.39% | |
CQP | D | 1.35% |
MBOX Underweight 63 Positions Relative to WBIF
Symbol | Grade | Weight | |
---|---|---|---|
BDX | C | -3.27% | |
DTE | B | -3.26% | |
UNM | A | -3.21% | |
VOYA | A | -3.21% | |
WRB | C | -3.2% | |
FIX | A | -3.12% | |
RGA | B | -3.09% | |
UHS | D | -3.05% | |
PRU | B | -2.99% | |
CMS | A | -2.98% | |
OXY | D | -2.89% | |
LRCX | D | -1.52% | |
AMAT | C | -1.5% | |
LEN | C | -1.48% | |
MCK | F | -1.48% | |
AXP | A | -1.48% | |
V | B | -1.47% | |
CSL | A | -1.47% | |
PHM | C | -1.45% | |
DHI | C | -1.44% | |
SLB | D | -1.43% | |
ADP | A | -1.43% | |
BYD | B | -1.39% | |
PAG | D | -1.37% | |
AME | C | -1.33% | |
PAYX | B | -1.32% | |
EXP | C | -1.29% | |
BR | B | -1.29% | |
PRI | A | -1.28% | |
RMD | C | -1.28% | |
G | A | -1.27% | |
R | C | -1.26% | |
HRB | C | -1.22% | |
LPX | C | -1.22% | |
CASY | D | -1.22% | |
TXRH | A | -1.2% | |
KBR | A | -1.2% | |
FLTR | A | -0.77% | |
FALN | B | -0.77% | |
AGZD | A | -0.76% | |
DFS | A | -0.72% | |
FTSL | A | -0.7% | |
SYF | A | -0.57% | |
EG | A | -0.57% | |
ALSN | A | -0.57% | |
DOX | B | -0.56% | |
IPG | D | -0.56% | |
TOL | C | -0.56% | |
AVY | D | -0.56% | |
NEU | F | -0.55% | |
EQH | B | -0.55% | |
STIP | B | -0.55% | |
ALLE | A | -0.55% | |
TTC | F | -0.55% | |
GPI | C | -0.55% | |
DCI | B | -0.55% | |
CBT | B | -0.55% | |
SCI | D | -0.54% | |
THG | A | -0.54% | |
NOV | F | -0.53% | |
GL | C | -0.53% | |
AOS | C | -0.43% | |
BKLN | A | -0.32% |
MBOX: Top Represented Industries & Keywords
WBIF: Top Represented Industries & Keywords