WBIF vs. USSE ETF Comparison
Comparison of WBI Large Cap Tactical Value Shares (WBIF) to Segall Bryant & Hamill Select Equity ETF (USSE)
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
$29.65
Average Daily Volume
1,655
43
USSE
Segall Bryant & Hamill Select Equity ETF
USSE Description
Under normal circumstances, the fund will invest at least 80% of its net assets, plus any borrowings for investment purposes, in securities of companies whose stock is traded on U.S. markets, including depositary receipts (ADRs) or shares issued by companies incorporated outside of the United States. The fund is non-diversified.Grade (RS Rating)
Last Trade
$32.41
Average Daily Volume
35,857
20
Performance
Period | WBIF | USSE |
---|---|---|
30 Days | -0.06% | 3.41% |
60 Days | 2.03% | 4.85% |
90 Days | 2.58% | 6.96% |
12 Months | 11.21% | 28.30% |
WBIF Overweight 40 Positions Relative to USSE
Symbol | Grade | Weight | |
---|---|---|---|
WRB | B | 4.74% | |
UHS | D | 4.68% | |
FIX | A | 4.58% | |
KBH | D | 4.54% | |
NXST | C | 4.43% | |
CI | D | 4.26% | |
DKS | D | 4.24% | |
PRU | B | 4.14% | |
ACN | C | 3.98% | |
UNM | A | 3.93% | |
MCK | A | 3.93% | |
AMAT | F | 3.55% | |
VOYA | B | 3.26% | |
OXY | F | 2.81% | |
PHM | D | 2.6% | |
MMC | D | 2.12% | |
CF | A | 1.86% | |
ADP | B | 1.53% | |
AXP | B | 1.53% | |
AME | A | 1.46% | |
G | B | 1.44% | |
PRI | A | 1.42% | |
PAYX | B | 1.39% | |
BR | B | 1.36% | |
TXRH | B | 1.33% | |
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% | |
STIP | A | 0.54% | |
TOL | B | 0.54% | |
ALLE | D | 0.53% | |
CBT | C | 0.53% | |
DOX | D | 0.52% | |
BKLN | A | 0.32% |
WBIF: Top Represented Industries & Keywords
USSE: Top Represented Industries & Keywords