WBIF vs. INNO ETF Comparison
Comparison of WBI Large Cap Tactical Value Shares (WBIF) to Harbor Disruptive Innovation ETF (INNO)
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
$29.06
Average Daily Volume
1,535
25
INNO
Harbor Disruptive Innovation ETF
INNO Description
INNO invests in stocks of any size with growth potential linked to disruptive innovation. The fund aims to achieve enhanced risk-adjusted investment outcome by utilizing an active multi-manager approach in which the advisor allocates assets among subadvisors. Each subadvisor represents a strategy that targets associated disruptive companies in technology, advanced therapies, analog-to-digital transition, structural changes and secular trends, and products or services with large demand. The advisor determines and adjusts allocations based on qualitative and quantitative assessments of each strategy, as well as in combination. The fund may invest up to 25% in foreign markets, including developing countries. INNO utilizes the same investment strategy and portfolio management team as its mutual fund counterpart, Harbor Disruptive Innovation Fund.Grade (RS Rating)
Last Trade
$15.91
Average Daily Volume
1,950
60
Performance
| Period | WBIF | INNO |
|---|---|---|
| 30 Days | -2.02% | 4.06% |
| 60 Days | -0.13% | 2.75% |
| 90 Days | -3.60% | -0.41% |
| 12 Months | 2.76% | 19.39% |
WBIF Overweight 22 Positions Relative to INNO
WBIF Underweight 57 Positions Relative to INNO
| Symbol | Grade | Weight | |
|---|---|---|---|
| NVDA | B | -4.22% | |
| GOOG | A | -3.86% | |
| NOW | A | -3.51% | |
| PGR | B | -2.96% | |
| AMZN | A | -2.93% | |
| CDNS | B | -2.92% | |
| TXN | B | -2.8% | |
| DHR | D | -2.76% | |
| MELI | B | -2.74% | |
| LIN | C | -2.67% | |
| SHOP | C | -2.4% | |
| GOOGL | A | -2.27% | |
| MSFT | A | -2.25% | |
| URI | D | -2.24% | |
| DASH | C | -1.84% | |
| ASND | B | -1.83% | |
| DXCM | D | -1.72% | |
| CRM | C | -1.71% | |
| CMG | D | -1.7% | |
| AMD | B | -1.7% | |
| PCOR | C | -1.66% | |
| NET | B | -1.64% | |
| AMAT | B | -1.57% | |
| IOT | C | -1.5% | |
| TOST | B | -1.4% | |
| CGNX | B | -1.36% | |
| MRNA | D | -1.2% | |
| DDOG | B | -1.15% | |
| HUBS | C | -1.09% | |
| GTLS | D | -1.0% | |
| SNOW | D | -0.96% | |
| ICLR | B | -0.87% | |
| LSCC | D | -0.79% | |
| SMAR | B | -0.75% | |
| UBER | B | -0.75% | |
| TSM | A | -0.74% | |
| SAP | A | -0.71% | |
| S | C | -0.7% | |
| MNDY | A | -0.68% | |
| LLY | A | -0.67% | |
| BSY | D | -0.65% | |
| TEAM | C | -0.64% | |
| MDB | D | -0.58% | |
| DT | F | -0.55% | |
| RCKT | F | -0.54% | |
| SE | B | -0.51% | |
| DKNG | F | -0.49% | |
| ZS | B | -0.49% | |
| ROKU | C | -0.47% | |
| LEGN | C | -0.46% | |
| OKTA | C | -0.45% | |
| IDXX | D | -0.43% | |
| SQ | C | -0.41% | |
| PODD | C | -0.4% | |
| HUBB | C | -0.4% | |
| LNTH | C | -0.35% | |
| PCVX | B | -0.24% |
WBIF: Top Represented Industries & Keywords
INNO: Top Represented Industries & Keywords
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