WBIF vs. SOXX ETF Comparison
Comparison of WBI Large Cap Tactical Value Shares (WBIF) to iShares PHLX SOX Semiconductor Sector Index Fund (SOXX)
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
$29.16
Average Daily Volume
1,052
69
SOXX
iShares PHLX SOX Semiconductor Sector Index Fund
SOXX Description
The iShares PHLX SOX Semiconductor Sector Index Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of U.S.-listed semiconductor stocks as represented by the PHLX Semiconductor Sector IndexGrade (RS Rating)
Last Trade
$227.15
Average Daily Volume
4,374,938
24
Performance
| Period | WBIF | SOXX |
|---|---|---|
| 30 Days | -0.28% | -1.49% |
| 60 Days | 3.44% | 10.10% |
| 90 Days | 0.79% | -10.44% |
| 12 Months | 12.47% | 47.01% |
WBIF Overweight 67 Positions Relative to SOXX
| Symbol | Grade | Weight | |
|---|---|---|---|
| BDX | B | 3.27% | |
| DTE | A | 3.26% | |
| UNM | A | 3.21% | |
| VOYA | A | 3.21% | |
| WRB | B | 3.2% | |
| CI | D | 3.16% | |
| FIX | A | 3.12% | |
| RGA | C | 3.09% | |
| UHS | D | 3.05% | |
| PRU | C | 2.99% | |
| CMS | A | 2.98% | |
| OXY | F | 2.89% | |
| LEN | B | 1.48% | |
| MCK | F | 1.48% | |
| AXP | A | 1.48% | |
| V | C | 1.47% | |
| CSL | A | 1.47% | |
| MPC | F | 1.46% | |
| PHM | A | 1.45% | |
| DHI | C | 1.44% | |
| SLB | D | 1.43% | |
| ADP | A | 1.43% | |
| BYD | C | 1.39% | |
| MLI | C | 1.38% | |
| PAG | D | 1.37% | |
| NXST | D | 1.35% | |
| AME | D | 1.33% | |
| PAYX | A | 1.32% | |
| DKS | D | 1.31% | |
| EXP | C | 1.29% | |
| BR | B | 1.29% | |
| PRI | A | 1.28% | |
| RMD | C | 1.28% | |
| OC | C | 1.28% | |
| G | A | 1.27% | |
| R | C | 1.26% | |
| HRB | C | 1.22% | |
| LPX | A | 1.22% | |
| CASY | D | 1.22% | |
| TXRH | A | 1.2% | |
| KBR | C | 1.2% | |
| FLTR | A | 0.77% | |
| FALN | A | 0.77% | |
| AGZD | B | 0.76% | |
| DFS | C | 0.72% | |
| FTSL | A | 0.7% | |
| SYF | B | 0.57% | |
| EG | B | 0.57% | |
| ALSN | A | 0.57% | |
| DOX | B | 0.56% | |
| IPG | C | 0.56% | |
| TOL | A | 0.56% | |
| AVY | C | 0.56% | |
| NEU | F | 0.55% | |
| EQH | C | 0.55% | |
| STIP | A | 0.55% | |
| ALLE | A | 0.55% | |
| TTC | D | 0.55% | |
| GPI | C | 0.55% | |
| DCI | B | 0.55% | |
| CBT | B | 0.55% | |
| SCI | C | 0.54% | |
| THG | C | 0.54% | |
| NOV | F | 0.53% | |
| GL | C | 0.53% | |
| AOS | B | 0.43% | |
| BKLN | A | 0.32% |
WBIF Underweight 22 Positions Relative to SOXX
| Symbol | Grade | Weight | |
|---|---|---|---|
| AVGO | C | -8.72% | |
| AMD | D | -8.65% | |
| NVDA | C | -8.22% | |
| TXN | C | -6.06% | |
| QCOM | D | -6.04% | |
| INTC | D | -4.2% | |
| MPWR | B | -3.96% | |
| MU | D | -3.96% | |
| ADI | C | -3.93% | |
| MCHP | F | -3.83% | |
| KLAC | B | -3.81% | |
| MRVL | C | -3.79% | |
| NXPI | F | -3.7% | |
| ON | F | -3.07% | |
| TER | C | -2.14% | |
| ENTG | D | -1.72% | |
| SWKS | F | -1.6% | |
| ONTO | B | -1.0% | |
| QRVO | F | -0.99% | |
| OLED | C | -0.96% | |
| MKSI | F | -0.75% | |
| LSCC | D | -0.73% |
WBIF: Top Represented Industries & Keywords
SOXX: Top Represented Industries & Keywords
Compare ETFs
