WBIF vs. FLCC ETF Comparison
Comparison of WBI Large Cap Tactical Value Shares (WBIF) to Federated Hermes ETF Trust Federated Hermes MDT Large Cap Core ETF (FLCC)
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
$29.16
Average Daily Volume
1,052
69
FLCC
Federated Hermes ETF Trust Federated Hermes MDT Large Cap Core ETF
FLCC Description
The fund seeks to achieve its objective by investing primarily in the common stock of large-cap U.S. companies. It will invest its assets so that at least 80% of its net assets (plus any borrowings for investment purposes) are invested in large-cap companies. The fund manager actively trades its portfolio securities in an attempt to achieve its investment objective.Grade (RS Rating)
Last Trade
$26.68
Average Daily Volume
450
10
Performance
| Period | WBIF | FLCC |
|---|---|---|
| 30 Days | -0.28% | 2.28% |
| 60 Days | 3.44% | 7.99% |
| 90 Days | 0.79% | |
| 12 Months | 12.47% |
1 Overlapping Holdings
| Symbol | Grade | Weight in WBIF | Weight in FLCC | Overlap | |
|---|---|---|---|---|---|
| PRU | C | 2.99% | 2.15% | 2.15% |
WBIF Overweight 68 Positions Relative to FLCC
| Symbol | Grade | Weight | |
|---|---|---|---|
| BDX | B | 3.27% | |
| DTE | A | 3.26% | |
| UNM | A | 3.21% | |
| VOYA | A | 3.21% | |
| WRB | B | 3.2% | |
| CI | D | 3.16% | |
| FIX | A | 3.12% | |
| RGA | C | 3.09% | |
| UHS | D | 3.05% | |
| CMS | A | 2.98% | |
| OXY | F | 2.89% | |
| LRCX | D | 1.52% | |
| AMAT | B | 1.5% | |
| LEN | B | 1.48% | |
| MCK | F | 1.48% | |
| AXP | A | 1.48% | |
| V | C | 1.47% | |
| CSL | A | 1.47% | |
| MPC | F | 1.46% | |
| PHM | A | 1.45% | |
| DHI | C | 1.44% | |
| SLB | D | 1.43% | |
| ADP | A | 1.43% | |
| BYD | C | 1.39% | |
| MLI | C | 1.38% | |
| PAG | D | 1.37% | |
| NXST | D | 1.35% | |
| AME | D | 1.33% | |
| PAYX | A | 1.32% | |
| DKS | D | 1.31% | |
| EXP | C | 1.29% | |
| BR | B | 1.29% | |
| PRI | A | 1.28% | |
| RMD | C | 1.28% | |
| OC | C | 1.28% | |
| G | A | 1.27% | |
| R | C | 1.26% | |
| HRB | C | 1.22% | |
| LPX | A | 1.22% | |
| CASY | D | 1.22% | |
| TXRH | A | 1.2% | |
| KBR | C | 1.2% | |
| FLTR | A | 0.77% | |
| FALN | A | 0.77% | |
| AGZD | B | 0.76% | |
| DFS | C | 0.72% | |
| FTSL | A | 0.7% | |
| SYF | B | 0.57% | |
| EG | B | 0.57% | |
| ALSN | A | 0.57% | |
| DOX | B | 0.56% | |
| IPG | C | 0.56% | |
| TOL | A | 0.56% | |
| AVY | C | 0.56% | |
| NEU | F | 0.55% | |
| EQH | C | 0.55% | |
| STIP | A | 0.55% | |
| ALLE | A | 0.55% | |
| TTC | D | 0.55% | |
| GPI | C | 0.55% | |
| DCI | B | 0.55% | |
| CBT | B | 0.55% | |
| SCI | C | 0.54% | |
| THG | C | 0.54% | |
| NOV | F | 0.53% | |
| GL | C | 0.53% | |
| AOS | B | 0.43% | |
| BKLN | A | 0.32% |
WBIF: Top Represented Industries & Keywords
FLCC: Top Represented Industries & Keywords
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