WBIG vs. BAMY ETF Comparison
Comparison of WBI Large Cap Tactical Yield Shares (WBIG) to Brookstone Yield ETF (BAMY)
WBIG
WBI Large Cap Tactical Yield Shares
WBIG 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 dividend-paying 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 attractive dividend payment prospects, and up to 20% of its net assets in other tactical investment opportunities.
Grade (RS Rating)
Last Trade
$25.28
Average Daily Volume
2,759
39
BAMY
Brookstone Yield ETF
BAMY Description
The fund is an actively managed fund of funds that invests in a combination of income producing investment vehicles including dividend paying stocks, preferred stocks, junk bonds and fixed income securities through underlying funds, including closed end funds, and unaffiliated exchange traded funds ("ETFs") purchased in the secondary market, and including ETFs that may use put and call options.Grade (RS Rating)
Last Trade
$27.36
Average Daily Volume
4,361
5
Performance
Period | WBIG | BAMY |
---|---|---|
30 Days | 2.76% | 1.75% |
60 Days | 3.44% | 2.67% |
90 Days | 5.15% | 2.29% |
12 Months | 16.56% | 11.48% |
WBIG Overweight 37 Positions Relative to BAMY
Symbol | Grade | Weight | |
---|---|---|---|
BMY | B | 4.9% | |
WRB | A | 4.68% | |
CHRD | D | 4.66% | |
F | C | 4.61% | |
T | A | 4.56% | |
TROW | B | 4.54% | |
BDX | F | 4.53% | |
NEU | C | 3.99% | |
PR | B | 3.93% | |
MMC | B | 3.72% | |
KHC | F | 3.36% | |
UHS | D | 2.12% | |
AGZD | A | 2.12% | |
FLTR | A | 2.11% | |
FALN | B | 2.1% | |
FTSL | B | 1.93% | |
STIP | C | 1.52% | |
UNM | A | 1.45% | |
GILD | C | 1.43% | |
TSN | B | 1.39% | |
MDT | D | 1.27% | |
RGA | A | 1.25% | |
CINF | A | 1.24% | |
HPE | B | 1.2% | |
CI | F | 1.17% | |
RTX | C | 1.14% | |
FANG | D | 1.14% | |
SYY | B | 1.09% | |
OKE | A | 0.94% | |
MCK | B | 0.72% | |
V | A | 0.63% | |
AME | A | 0.62% | |
AXP | A | 0.59% | |
PAYX | C | 0.55% | |
BR | A | 0.54% | |
PH | A | 0.53% | |
RMD | C | 0.49% |
WBIG: Top Represented Industries & Keywords
BAMY: Top Represented Industries & Keywords