WBAT vs. XTN ETF Comparison
Comparison of WisdomTree Battery Value Chain and Innovation Fund (WBAT) to SPDR S&P Transportation ETF (XTN)
WBAT
WisdomTree Battery Value Chain and Innovation Fund
WBAT Description
WisdomTree Battery Value Chain and Innovation Fund is an exchange traded fund launched by WisdomTree Investments, Inc. The fund is co-managed by Mellon Investments Corporation and WisdomTree Asset Management, Inc. It invests in public equity markets of global region. The fund invests in stocks of companies operating across battery and energy storage solutions and innovation sectors. It invests in growth and value stocks of companies across diversified market capitalization. It seeks to track the performance of the WisdomTree Battery Value Chain and Innovation Index, by using representative sampling technique. WisdomTree Battery Value Chain and Innovation Fund is domiciled in the United States.
Grade (RS Rating)
Last Trade
$27.68
Average Daily Volume
2,141
23
XTN
SPDR S&P Transportation ETF
XTN Description
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of an index derived from the transportation segment of a U.S. total market composite index. In seeking to track the performance of the S&P Transportation Select Industry Index (the "index"), the fund employs a replication strategy. It generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index represents the transportation industry group of the S&P Total Market Index ("S&P TMI"). The fund is non-diversified.Grade (RS Rating)
Last Trade
$90.49
Average Daily Volume
27,490
42
Performance
Period | WBAT | XTN |
---|---|---|
30 Days | 1.03% | 6.28% |
60 Days | 10.60% | 13.85% |
90 Days | 9.18% | 17.14% |
12 Months | -4.87% | 23.43% |
1 Overlapping Holdings
Symbol | Grade | Weight in WBAT | Weight in XTN | Overlap | |
---|---|---|---|---|---|
JOBY | B | 3.26% | 2.48% | 2.48% |
WBAT Overweight 22 Positions Relative to XTN
WBAT Underweight 41 Positions Relative to XTN
Symbol | Grade | Weight | |
---|---|---|---|
UAL | A | -4.14% | |
LYFT | C | -3.6% | |
DAL | A | -3.27% | |
SKYW | B | -3.23% | |
CAR | C | -3.18% | |
XPO | B | -3.1% | |
AAL | B | -3.04% | |
ALK | A | -2.89% | |
SAIA | C | -2.86% | |
MATX | B | -2.83% | |
JBLU | F | -2.73% | |
R | B | -2.73% | |
GXO | B | -2.68% | |
ODFL | B | -2.64% | |
LUV | B | -2.58% | |
CHRW | B | -2.54% | |
KEX | B | -2.49% | |
JBHT | C | -2.49% | |
ARCB | C | -2.45% | |
SNDR | B | -2.45% | |
WERN | B | -2.45% | |
NSC | B | -2.45% | |
RXO | C | -2.44% | |
CSX | C | -2.42% | |
KNX | B | -2.41% | |
UPS | C | -2.38% | |
LSTR | D | -2.34% | |
FDX | B | -2.33% | |
EXPD | D | -2.28% | |
UBER | F | -2.25% | |
HUBG | A | -2.21% | |
UNP | D | -2.16% | |
ALGT | C | -2.12% | |
GNK | D | -1.2% | |
FWRD | D | -1.17% | |
SNCY | C | -1.14% | |
ATSG | A | -1.07% | |
HTZ | C | -0.97% | |
MRTN | C | -0.79% | |
UHAL | D | -0.66% | |
HTLD | B | -0.49% |
WBAT: Top Represented Industries & Keywords
XTN: Top Represented Industries & Keywords