WBIF vs. LCLG ETF Comparison
Comparison of WBI Large Cap Tactical Value Shares (WBIF) to Logan Capital Broad Innovative Growth ETF (LCLG)
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
LCLG
Logan Capital Broad Innovative Growth ETF
LCLG Description
The investment seeks long-term capital appreciation. Under normal market conditions, the fund invests primarily in securities of companies that use innovative technologies or ideas to gain advantage over competitors. The Advisor expects to invest principally in large capitalization equity securities that are traded on U.S. securities exchanges. The fund may invest up to 20% of its total assets in securities of foreign issuers, including issuers in emerging markets.Grade (RS Rating)
Last Trade
$52.90
Average Daily Volume
575
57
Performance
| Period | WBIF | LCLG |
|---|---|---|
| 30 Days | 2.86% | 7.03% |
| 60 Days | 3.49% | 9.73% |
| 90 Days | 3.85% | 10.64% |
| 12 Months | 12.70% | 40.52% |
WBIF Overweight 40 Positions Relative to LCLG
| 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% | |
| 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% | |
| 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 54 Positions Relative to LCLG
| Symbol | Grade | Weight | |
|---|---|---|---|
| APP | B | -5.16% | |
| NFLX | A | -5.14% | |
| AAPL | C | -4.63% | |
| MA | B | -4.62% | |
| AMZN | C | -4.3% | |
| APH | A | -4.28% | |
| AVGO | D | -3.99% | |
| META | D | -3.86% | |
| KLAC | F | -3.65% | |
| CTAS | B | -2.83% | |
| URI | C | -2.58% | |
| GOOGL | C | -2.56% | |
| FAST | B | -2.32% | |
| ODFL | C | -2.16% | |
| DECK | A | -1.86% | |
| GOOG | C | -1.8% | |
| TTD | B | -1.78% | |
| COIN | C | -1.78% | |
| LAD | A | -1.76% | |
| BURL | B | -1.75% | |
| ANET | C | -1.69% | |
| WSM | C | -1.65% | |
| CPRT | B | -1.62% | |
| SHW | B | -1.58% | |
| MTD | F | -1.58% | |
| LECO | C | -1.46% | |
| EA | A | -1.32% | |
| WAT | C | -1.29% | |
| SBUX | A | -1.28% | |
| ZBRA | B | -1.2% | |
| ADBE | C | -1.1% | |
| MAR | A | -0.98% | |
| NDSN | B | -0.96% | |
| HD | B | -0.93% | |
| GPK | C | -0.9% | |
| LPLA | A | -0.87% | |
| MNST | C | -0.87% | |
| PAYC | B | -0.84% | |
| A | D | -0.82% | |
| HUBB | B | -0.8% | |
| IQV | F | -0.69% | |
| LOGI | D | -0.68% | |
| LULU | C | -0.66% | |
| ZTS | D | -0.59% | |
| TRMB | B | -0.58% | |
| ELF | C | -0.56% | |
| ETN | A | -0.53% | |
| POOL | C | -0.45% | |
| CRL | D | -0.41% | |
| NSP | F | -0.4% | |
| LW | C | -0.38% | |
| RH | C | -0.36% | |
| OMF | A | -0.35% | |
| IPGP | D | -0.25% |
WBIF: Top Represented Industries & Keywords
LCLG: Top Represented Industries & Keywords
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