STNC vs. WBIF ETF Comparison

Comparison of Stance Equity ESG Large Cap Core ETF (STNC) to WBI Large Cap Tactical Value Shares (WBIF)
STNC

Stance Equity ESG Large Cap Core ETF

STNC Description

The Fund is an actively managed exchange-traded fund (“ETF”) that will invest, under normal circumstances at least 80% of the value of its net assets (plus the amount of any borrowings for investment purposes) in exchange-traded equity securities of U.S. large capitalization issuers that meet environmental, social, and governance (“ESG”) standards, as determined and in the sole discretion of Stance Capital, LLC. The Fund currently considers companies within the Russell 1000® Index and S&P 500® Index to be large capitalization issuers.

Grade (RS Rating)

Last Trade

$31.42

Average Daily Volume

5,180

Number of Holdings *

45

* may have additional holdings in another (foreign) market
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

$29.80

Average Daily Volume

1,696

Number of Holdings *

44

* may have additional holdings in another (foreign) market
Performance
Period STNC WBIF
30 Days -0.59% 1.10%
60 Days 4.19% 2.69%
90 Days 6.09% 4.30%
12 Months 20.73% 13.04%
4 Overlapping Holdings
Symbol Grade Weight in STNC Weight in WBIF Overlap
ACN B 1.54% 4.03% 1.54%
AMAT F 2.07% 4.05% 2.07%
PRU B 2.93% 4.0% 2.93%
SYF B 2.37% 0.72% 0.72%
STNC Overweight 41 Positions Relative to WBIF
Symbol Grade Weight
EBAY C 3.59%
MMM C 3.57%
BK B 3.48%
T A 3.33%
AKAM F 3.2%
KR A 3.19%
SYY D 3.18%
HIG C 3.16%
IEX B 3.13%
WAB B 3.12%
BSX A 3.12%
AAPL C 3.06%
COR B 2.95%
HPQ B 2.93%
CVS F 2.91%
RJF A 2.87%
CMG B 2.69%
MSFT C 2.66%
HD B 2.53%
GS B 2.43%
AZO B 2.37%
CTLT D 2.29%
PTC B 2.21%
LOW B 2.17%
AMP A 1.96%
AOS F 1.89%
DXCM C 1.7%
ITW B 1.69%
COF B 1.63%
GWW B 1.43%
WFC A 1.4%
XYL F 1.39%
AVGO C 1.23%
ORLY A 1.22%
MAR A 1.16%
ORCL A 1.06%
GOOGL C 0.92%
TFC B 0.59%
MRNA F 0.46%
DAL A 0.41%
FCX F 0.39%
STNC Underweight 40 Positions Relative to WBIF
Symbol Grade Weight
WRB B -4.61%
EME B -4.41%
CI D -4.2%
V A -4.17%
CMS D -3.96%
MCK B -3.91%
UNM A -3.69%
VOYA B -3.23%
RGA A -3.08%
OXY F -2.86%
PM B -2.13%
MMC D -2.12%
MLI B -1.74%
ADP A -1.56%
AXP B -1.52%
NXST C -1.49%
AME A -1.42%
LRCX F -1.42%
PAYX B -1.41%
PRI B -1.37%
G B -1.34%
TXRH A -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%
ALSN B -0.68%
FTSL A -0.68%
EQH B -0.61%
CBT C -0.57%
DOX C -0.57%
DCI A -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%
Compare ETFs