WBIF vs. RSPN ETF Comparison
Comparison of WBI Large Cap Tactical Value Shares (WBIF) to Invesco S&P 500 Equal Weight Industrials Portfolio (RSPN)
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
$30.24
Average Daily Volume
1,622
43
RSPN
Invesco S&P 500 Equal Weight Industrials Portfolio
RSPN Description
The fund generally will invest at least 90% of its total assets in securities that comprise the underlying index. The underlying index is composed of all of the components of the S&P 500® Industrials Index, an index that contains the common stocks of all companies included in the S&P 500® Index that are classified as members of the industrials sector, as defined according to the Global Industry Classification Standard (GICS).Grade (RS Rating)
Last Trade
$54.55
Average Daily Volume
38,999
77
Performance
| Period | WBIF | RSPN |
|---|---|---|
| 30 Days | 3.91% | 5.84% |
| 60 Days | 3.66% | 8.32% |
| 90 Days | 4.44% | 12.16% |
| 12 Months | 13.34% | 37.79% |
WBIF Overweight 38 Positions Relative to RSPN
| 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 | F | 4.26% | |
| DKS | C | 4.24% | |
| PRU | A | 4.14% | |
| ACN | C | 3.98% | |
| UNM | A | 3.93% | |
| MCK | B | 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 | B | 1.86% | |
| AXP | A | 1.53% | |
| G | B | 1.44% | |
| PRI | A | 1.42% | |
| TXRH | C | 1.33% | |
| CASY | A | 1.28% | |
| RMD | C | 1.23% | |
| FLTR | A | 0.76% | |
| FALN | B | 0.75% | |
| AGZD | A | 0.75% | |
| FTSL | B | 0.69% | |
| ALSN | B | 0.67% | |
| THG | A | 0.59% | |
| DCI | B | 0.56% | |
| GL | B | 0.55% | |
| STIP | C | 0.54% | |
| TOL | B | 0.54% | |
| CBT | C | 0.53% | |
| DOX | D | 0.52% | |
| BKLN | A | 0.32% |
WBIF Underweight 72 Positions Relative to RSPN
| Symbol | Grade | Weight | |
|---|---|---|---|
| UAL | A | -2.12% | |
| AXON | A | -1.86% | |
| GEV | B | -1.7% | |
| DAL | C | -1.65% | |
| GNRC | B | -1.53% | |
| PAYC | B | -1.52% | |
| SNA | A | -1.5% | |
| EMR | A | -1.49% | |
| DAY | B | -1.48% | |
| PWR | A | -1.44% | |
| CMI | A | -1.42% | |
| J | F | -1.41% | |
| HWM | A | -1.4% | |
| PCAR | B | -1.39% | |
| GWW | B | -1.39% | |
| ETN | A | -1.38% | |
| PH | A | -1.38% | |
| FAST | B | -1.38% | |
| PNR | A | -1.37% | |
| JCI | C | -1.36% | |
| WAB | B | -1.36% | |
| URI | B | -1.35% | |
| IEX | B | -1.34% | |
| TT | A | -1.33% | |
| LUV | C | -1.33% | |
| CPRT | A | -1.33% | |
| IR | B | -1.32% | |
| HON | B | -1.32% | |
| ODFL | B | -1.31% | |
| CAT | B | -1.31% | |
| HUBB | B | -1.3% | |
| CHRW | C | -1.3% | |
| JBHT | C | -1.29% | |
| DOV | A | -1.28% | |
| ITW | B | -1.27% | |
| ROK | B | -1.27% | |
| NSC | B | -1.26% | |
| OTIS | C | -1.26% | |
| UPS | C | -1.25% | |
| LHX | C | -1.25% | |
| WM | A | -1.24% | |
| CTAS | B | -1.23% | |
| VRSK | A | -1.23% | |
| CSX | B | -1.23% | |
| FDX | B | -1.22% | |
| LDOS | C | -1.21% | |
| DE | A | -1.21% | |
| FTV | C | -1.2% | |
| RSG | A | -1.2% | |
| NDSN | B | -1.19% | |
| EXPD | D | -1.18% | |
| RTX | C | -1.18% | |
| ROL | B | -1.17% | |
| GE | D | -1.17% | |
| BLDR | D | -1.15% | |
| MMM | D | -1.15% | |
| CARR | D | -1.14% | |
| UBER | D | -1.13% | |
| MAS | D | -1.13% | |
| TXT | D | -1.12% | |
| GD | F | -1.11% | |
| NOC | D | -1.11% | |
| UNP | C | -1.11% | |
| LMT | D | -1.1% | |
| VLTO | D | -1.1% | |
| XYL | D | -1.1% | |
| TDG | D | -1.08% | |
| BA | F | -1.08% | |
| AOS | F | -1.06% | |
| SWK | D | -1.01% | |
| EFX | F | -0.94% | |
| HII | D | -0.89% |
WBIF: Top Represented Industries & Keywords
RSPN: Top Represented Industries & Keywords
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