WBIF vs. KMID ETF Comparison
Comparison of WBI Large Cap Tactical Value Shares (WBIF) to Virtus KAR Mid-Cap ETF (KMID)
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
$29.59
Average Daily Volume
1,646
44
KMID
Virtus KAR Mid-Cap ETF
KMID Description
The fund advisor pursues long-term capital appreciation in the medium capitalization sector while seeking less market risk than the Russell Midcap® Index. The fund advisor invests in medium market capitalization companies believed by Kayne Anderson Rudnick Investment Management, LLC, the fund"s sub-adviser, to be undervalued relative to their future growth potential. The fund is non-diversified.Grade (RS Rating)
Last Trade
$25.25
Average Daily Volume
13,160
25
Performance
| Period | WBIF | KMID |
|---|---|---|
| 30 Days | 0.27% | 0.78% |
| 60 Days | 2.21% | |
| 90 Days | 3.45% | |
| 12 Months | 12.16% |
WBIF Overweight 41 Positions Relative to KMID
| Symbol | Grade | Weight | |
|---|---|---|---|
| EME | B | 4.41% | |
| CI | D | 4.2% | |
| V | A | 4.17% | |
| AMAT | F | 4.05% | |
| ACN | C | 4.03% | |
| PRU | A | 4.0% | |
| CMS | C | 3.96% | |
| MCK | A | 3.91% | |
| UNM | A | 3.69% | |
| VOYA | A | 3.23% | |
| RGA | A | 3.08% | |
| OXY | D | 2.86% | |
| PM | A | 2.13% | |
| MMC | C | 2.12% | |
| MLI | B | 1.74% | |
| ADP | B | 1.56% | |
| AXP | B | 1.52% | |
| NXST | D | 1.49% | |
| LRCX | F | 1.42% | |
| PAYX | B | 1.41% | |
| PRI | A | 1.37% | |
| G | A | 1.34% | |
| TXRH | B | 1.31% | |
| CASY | B | 1.31% | |
| RMD | C | 1.3% | |
| FLTR | A | 0.75% | |
| AGZD | A | 0.74% | |
| FALN | A | 0.74% | |
| SYF | B | 0.72% | |
| ALSN | A | 0.68% | |
| FTSL | A | 0.68% | |
| EQH | B | 0.61% | |
| CBT | C | 0.57% | |
| DOX | D | 0.57% | |
| DCI | B | 0.56% | |
| THG | A | 0.56% | |
| TOL | B | 0.54% | |
| GL | B | 0.54% | |
| ALLE | D | 0.53% | |
| STIP | C | 0.53% | |
| BKLN | A | 0.31% |
WBIF Underweight 22 Positions Relative to KMID
| Symbol | Grade | Weight | |
|---|---|---|---|
| TDY | B | -4.11% | |
| HEI | A | -4.06% | |
| EFX | F | -3.98% | |
| LII | A | -3.97% | |
| WST | C | -3.92% | |
| POOL | D | -3.92% | |
| ROST | D | -3.88% | |
| ODFL | B | -3.82% | |
| DPZ | C | -3.82% | |
| PNR | A | -3.68% | |
| VRSK | B | -3.63% | |
| WAB | B | -3.57% | |
| BRO | B | -3.55% | |
| NDSN | C | -3.5% | |
| ROL | A | -3.42% | |
| FICO | A | -3.28% | |
| BSY | D | -3.25% | |
| LPLA | A | -3.1% | |
| MSCI | A | -2.94% | |
| ALGN | C | -2.92% | |
| FDS | A | -2.64% | |
| MPWR | F | -2.35% |
WBIF: Top Represented Industries & Keywords
KMID: Top Represented Industries & Keywords
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