WBIF vs. SDVY ETF Comparison
Comparison of WBI Large Cap Tactical Value Shares (WBIF) to First Trust SMID Cap Rising Dividend Achievers ETF (SDVY)
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
$29.55
Average Daily Volume
1,102
25
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY Description
The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an index called the Nasdaq US Small Mid Cap Rising Dividend AchieversTM Index (the index). The fund will normally invest at least 90% of its net assets (including investment borrowings) in common stocks that comprise the index. The index is designed to provide access to a diversified portfolio of 100 small and mid cap companies with a history of raising their dividends and exhibit the characteristics to continue to do so in the future.Grade (RS Rating)
Last Trade
$35.31
Average Daily Volume
1,129,477
100
Performance
| Period | WBIF | SDVY |
|---|---|---|
| 30 Days | 2.79% | 11.05% |
| 60 Days | -1.25% | 7.24% |
| 90 Days | 2.78% | 10.35% |
| 12 Months | 2.53% | 23.64% |
WBIF Overweight 21 Positions Relative to SDVY
WBIF Underweight 96 Positions Relative to SDVY
| Symbol | Grade | Weight | |
|---|---|---|---|
| IBP | B | -1.18% | |
| EBC | B | -1.17% | |
| ZION | B | -1.17% | |
| SNV | B | -1.16% | |
| IBOC | B | -1.16% | |
| FBP | B | -1.15% | |
| CCS | B | -1.15% | |
| CFG | B | -1.15% | |
| WHD | B | -1.14% | |
| CALM | A | -1.14% | |
| TEX | C | -1.14% | |
| EWBC | B | -1.14% | |
| MLI | B | -1.14% | |
| CADE | B | -1.13% | |
| RF | C | -1.11% | |
| BPOP | B | -1.11% | |
| HBAN | B | -1.11% | |
| RDN | B | -1.1% | |
| OZK | C | -1.1% | |
| MTH | B | -1.1% | |
| JXN | B | -1.09% | |
| WTFC | C | -1.08% | |
| FITB | A | -1.08% | |
| KBH | B | -1.08% | |
| PRDO | B | -1.07% | |
| MTG | B | -1.06% | |
| SXC | A | -1.06% | |
| TOL | B | -1.06% | |
| PHM | B | -1.05% | |
| SYF | B | -1.05% | |
| MCRI | B | -1.04% | |
| BCC | C | -1.04% | |
| WTTR | A | -1.03% | |
| ETH | D | -1.03% | |
| LECO | D | -1.03% | |
| CMA | B | -1.03% | |
| ESNT | B | -1.02% | |
| WGO | D | -1.02% | |
| CMC | B | -1.02% | |
| SLM | C | -1.02% | |
| BKE | B | -1.01% | |
| UFPI | B | -1.01% | |
| ALLY | A | -1.01% | |
| RS | C | -1.01% | |
| ITT | B | -1.0% | |
| GRMN | C | -1.0% | |
| TPL | A | -1.0% | |
| AESI | D | -1.0% | |
| SSTK | C | -1.0% | |
| CR | A | -1.0% | |
| PHIN | B | -1.0% | |
| SLVM | B | -1.0% | |
| G | C | -0.99% | |
| UNM | A | -0.98% | |
| LEA | D | -0.98% | |
| GGG | C | -0.98% | |
| NSP | D | -0.98% | |
| LSTR | B | -0.97% | |
| CINF | A | -0.97% | |
| MGY | A | -0.97% | |
| SNA | B | -0.96% | |
| OMC | A | -0.96% | |
| BEN | D | -0.96% | |
| IPG | C | -0.96% | |
| VSH | C | -0.96% | |
| J | C | -0.96% | |
| EQH | B | -0.95% | |
| CRC | C | -0.95% | |
| STLD | C | -0.94% | |
| WMS | B | -0.94% | |
| EDR | A | -0.94% | |
| AGCO | F | -0.94% | |
| WSM | C | -0.93% | |
| IEX | D | -0.93% | |
| MATX | B | -0.93% | |
| EG | B | -0.92% | |
| CF | D | -0.92% | |
| AMKR | D | -0.92% | |
| OC | B | -0.92% | |
| KTB | B | -0.92% | |
| EXPD | B | -0.91% | |
| SHOO | B | -0.91% | |
| AOS | C | -0.91% | |
| AFG | B | -0.91% | |
| NTAP | B | -0.91% | |
| WLK | D | -0.89% | |
| SM | D | -0.88% | |
| CHK | F | -0.87% | |
| DINO | F | -0.87% | |
| FIX | C | -0.87% | |
| EME | C | -0.86% | |
| RHI | F | -0.86% | |
| CRI | F | -0.85% | |
| RL | D | -0.82% | |
| DELL | F | -0.72% | |
| HVT | D | -0.49% |
WBIF: Top Represented Industries & Keywords
SDVY: Top Represented Industries & Keywords
Compare ETFs
