WBIF vs. GDIV ETF Comparison
Comparison of WBI Large Cap Tactical Value Shares (WBIF) to Harbor Dividend Growth Leaders ETF (GDIV)
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
$30.23
Average Daily Volume
1,654
43
GDIV
Harbor Dividend Growth Leaders ETF
GDIV Description
Harbor Dividend Growth Leaders ETF is an exchange traded fund launched and managed by Harbor Capital Advisors, Inc. It is co-managed by Westfield Capital Management Company, L.P. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of large-cap companies. It invests in dividend paying stocks of companies. It employs fundamental analysis with bottom-up stock picking approach to create its portfolio. Harbor Dividend Growth Leaders ETF is domiciled in the United States.Grade (RS Rating)
Last Trade
$15.53
Average Daily Volume
35,071
45
Performance
Period | WBIF | GDIV |
---|---|---|
30 Days | 2.86% | -0.65% |
60 Days | 3.49% | 1.86% |
90 Days | 3.85% | 3.01% |
12 Months | 12.70% | 21.92% |
WBIF Overweight 40 Positions Relative to GDIV
Symbol | Grade | Weight | |
---|---|---|---|
WRB | A | 4.74% | |
UHS | D | 4.68% | |
FIX | A | 4.58% | |
KBH | D | 4.54% | |
NXST | C | 4.43% | |
V | A | 4.26% | |
CI | D | 4.26% | |
PRU | A | 4.14% | |
ACN | B | 3.98% | |
UNM | A | 3.93% | |
MCK | A | 3.93% | |
AMAT | F | 3.55% | |
RGA | A | 3.26% | |
VOYA | B | 3.26% | |
OXY | D | 2.81% | |
PHM | D | 2.6% | |
MMC | B | 2.12% | |
CF | A | 1.86% | |
ADP | A | 1.53% | |
AXP | A | 1.53% | |
AME | A | 1.46% | |
G | B | 1.44% | |
PAYX | B | 1.39% | |
BR | A | 1.36% | |
CASY | A | 1.28% | |
RMD | C | 1.23% | |
FLTR | A | 0.76% | |
FALN | A | 0.75% | |
AGZD | A | 0.75% | |
FTSL | A | 0.69% | |
ALSN | B | 0.67% | |
THG | A | 0.59% | |
DCI | B | 0.56% | |
GL | C | 0.55% | |
STIP | C | 0.54% | |
TOL | B | 0.54% | |
ALLE | C | 0.53% | |
CBT | D | 0.53% | |
DOX | D | 0.52% | |
BKLN | A | 0.32% |
WBIF Underweight 42 Positions Relative to GDIV
Symbol | Grade | Weight | |
---|---|---|---|
MSFT | D | -6.14% | |
AVGO | D | -5.36% | |
AAPL | C | -4.77% | |
AJG | A | -3.87% | |
MLI | B | -3.29% | |
CTAS | B | -2.65% | |
BAC | A | -2.59% | |
META | D | -2.48% | |
AIG | B | -2.47% | |
PFE | F | -2.47% | |
KO | D | -2.39% | |
WSO | A | -2.39% | |
AMP | A | -2.36% | |
LLY | F | -2.31% | |
WMB | A | -2.17% | |
MRK | D | -2.11% | |
NEE | C | -2.03% | |
IBM | C | -2.0% | |
ARES | A | -1.98% | |
TPR | B | -1.94% | |
ABBV | F | -1.88% | |
MCHP | F | -1.83% | |
VST | A | -1.81% | |
CDW | F | -1.78% | |
NXPI | D | -1.77% | |
CMI | A | -1.71% | |
TJX | A | -1.68% | |
TSCO | D | -1.63% | |
UNH | B | -1.58% | |
MTB | A | -1.57% | |
SNY | F | -1.49% | |
STAG | D | -1.45% | |
GPN | B | -1.43% | |
CSX | C | -1.33% | |
VMC | B | -1.32% | |
TGT | F | -1.32% | |
OWL | A | -1.3% | |
FIS | C | -1.26% | |
CEG | C | -1.25% | |
BAH | F | -1.14% | |
ROL | B | -1.03% | |
UNP | C | -0.97% |
WBIF: Top Represented Industries & Keywords
GDIV: Top Represented Industries & Keywords