WBIF vs. ITDC ETF Comparison
Comparison of WBI Large Cap Tactical Value Shares (WBIF) to iShares LifePath Target Date 2035 ETF (ITDC)
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
$30.07
Average Daily Volume
1,654
43
ITDC
iShares LifePath Target Date 2035 ETF
ITDC Description
iShares® LifePath® Target Date 2035 ETF seeks to provide retirement outcomes through exposure to a broad portfolio of ETFs which adjusts its allocation as it approaches its target date.Grade (RS Rating)
Last Trade
$30.80
Average Daily Volume
9,361
13
Performance
| Period | WBIF | ITDC |
|---|---|---|
| 30 Days | 2.86% | 0.02% |
| 60 Days | 3.49% | 0.12% |
| 90 Days | 3.85% | 1.19% |
| 12 Months | 12.70% | 18.24% |
1 Overlapping Holdings
| Symbol | Grade | Weight in WBIF | Weight in ITDC | Overlap | |
|---|---|---|---|---|---|
| STIP | C | 0.54% | 0.7% | 0.54% |
WBIF Overweight 42 Positions Relative to ITDC
| 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% | |
| DKS | D | 4.24% | |
| 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% | |
| PRI | B | 1.42% | |
| PAYX | B | 1.39% | |
| BR | A | 1.36% | |
| TXRH | B | 1.33% | |
| 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% | |
| TOL | B | 0.54% | |
| ALLE | C | 0.53% | |
| CBT | D | 0.53% | |
| DOX | D | 0.52% | |
| BKLN | A | 0.32% |
WBIF: Top Represented Industries & Keywords
ITDC: Top Represented Industries & Keywords
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