PGRO vs. WBIL ETF Comparison
Comparison of Putnam Focused Large Cap Growth ETF (PGRO) to WBI Large Cap Tactical Select Shares (WBIL)
PGRO
Putnam Focused Large Cap Growth ETF
PGRO Description
The investment seeks capital appreciation. The fund invests mainly in common stocks of large U.S. companies, with a focus on growth stocks. Under normal circumstances, it invests at least 80% of the fundâs net assets in companies of a size similar to those in the Russell 1000 Growth Index. The fundâs investment manager, Putnam Investment Management, LLC (Putnam Management) may consider, among other factors, a companyâs valuation, financial strength, growth potential, competitive position in its industry, projected future earnings, cash flows and dividends when deciding whether to buy or sell investments. It is non-diversified.
Grade (RS Rating)
Last Trade
$37.79
Average Daily Volume
4,000
32
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
$37.05
Average Daily Volume
1,621
40
Performance
Period | PGRO | WBIL |
---|---|---|
30 Days | 3.67% | 6.43% |
60 Days | 5.17% | 8.70% |
90 Days | 7.43% | 8.92% |
12 Months | 35.58% | 24.08% |
10 Overlapping Holdings
PGRO Overweight 22 Positions Relative to WBIL
PGRO Underweight 30 Positions Relative to WBIL
Symbol | Grade | Weight | |
---|---|---|---|
SCHW | B | -5.19% | |
CRWD | B | -4.95% | |
EA | A | -4.94% | |
AMP | A | -4.93% | |
MRVL | B | -4.54% | |
FI | A | -4.35% | |
LULU | C | -4.23% | |
TPL | A | -4.13% | |
URI | B | -3.61% | |
CPAY | A | -3.21% | |
BX | A | -2.73% | |
FICO | B | -2.23% | |
BR | A | -2.17% | |
INTU | C | -2.15% | |
PWR | A | -2.11% | |
RMD | C | -1.88% | |
SBUX | A | -1.84% | |
PANW | C | -1.75% | |
TYL | B | -1.74% | |
EME | C | -1.46% | |
FAST | B | -1.06% | |
PH | A | -1.02% | |
PAYX | C | -1.0% | |
TJX | A | -0.95% | |
AGZD | A | -0.74% | |
FLTR | A | -0.73% | |
FALN | B | -0.72% | |
FTSL | B | -0.67% | |
STIP | C | -0.52% | |
BKLN | A | -0.32% |
PGRO: Top Represented Industries & Keywords
WBIL: Top Represented Industries & Keywords