WBIF vs. FDHT ETF Comparison
Comparison of WBI Large Cap Tactical Value Shares (WBIF) to Fidelity Digital Health ETF (FDHT)
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
$29.17
Average Daily Volume
1,492
25
FDHT
Fidelity Digital Health ETF
FDHT Description
The fund seeks to provide investment returns that correspond, before fees and expenses, generally to the performance of the Fidelity Digital Health Index. Normally investing at least 80% of assets in securities included in the Fidelity Digital Health Index and in depositary receipts representing securities included in the index. The Fidelity Digital Health Index is designed to reflect the performance of a global universe of companies across the market capitalization spectrum providing healthcare records management, connected healthcare devices, surgical robotics, telemedicine, and other technology-enabled healthcare products and services.Grade (RS Rating)
Last Trade
$18.46
Average Daily Volume
1,999
29
Performance
| Period | WBIF | FDHT |
|---|---|---|
| 30 Days | -1.01% | -2.30% |
| 60 Days | -1.85% | -1.02% |
| 90 Days | -0.65% | 0.06% |
| 12 Months | 0.84% | -7.84% |
0 Overlapping Holdings
| Symbol | Grade | Weight in WBIF | Weight in FDHT | Overlap |
|---|
WBIF Overweight 25 Positions Relative to FDHT
| Symbol | Grade | Weight | |
|---|---|---|---|
| LRCX | C | 5.67% | |
| USHY | A | 5.08% | |
| TW | D | 4.49% | |
| INTU | C | 4.39% | |
| BR | B | 4.29% | |
| AAPL | B | 4.21% | |
| UHS | B | 4.2% | |
| RGA | A | 4.16% | |
| CRBG | C | 4.12% | |
| BX | B | 4.11% | |
| CHD | D | 4.08% | |
| CSL | B | 3.97% | |
| ADP | F | 3.96% | |
| VOYA | D | 3.92% | |
| HIG | C | 3.91% | |
| PAYX | F | 3.84% | |
| DKS | C | 3.77% | |
| PHM | C | 3.75% | |
| META | C | 3.73% | |
| DECK | D | 3.7% | |
| QCOM | C | 3.6% | |
| PANW | C | 3.16% | |
| V | F | 2.57% | |
| AFL | A | 1.04% | |
| RJF | D | 0.95% |
WBIF Underweight 29 Positions Relative to FDHT
| Symbol | Grade | Weight | |
|---|---|---|---|
| ISRG | B | -4.96% | |
| VEEV | D | -4.54% | |
| DXCM | D | -4.5% | |
| RMD | D | -4.24% | |
| PODD | C | -3.75% | |
| MMS | B | -2.6% | |
| MASI | F | -2.44% | |
| IRTC | D | -2.32% | |
| CTSH | C | -2.29% | |
| AXNX | B | -2.29% | |
| INSP | F | -2.22% | |
| HIMS | C | -2.18% | |
| DOCS | C | -2.17% | |
| CI | D | -2.13% | |
| CRVL | B | -2.12% | |
| IQV | D | -2.07% | |
| PINC | F | -1.94% | |
| EVH | F | -1.76% | |
| RCM | D | -1.76% | |
| ASTH | B | -1.75% | |
| TNDM | C | -1.72% | |
| PHR | F | -1.6% | |
| TDOC | F | -1.59% | |
| OMCL | F | -1.45% | |
| GDRX | C | -1.22% | |
| HCAT | F | -1.01% | |
| DH | F | -0.98% | |
| NVRO | F | -0.95% | |
| ACCD | F | -0.62% |
WBIF: Top Represented Industries & Keywords
FDHT: Top Represented Industries & Keywords
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