WBIG vs. BGIG ETF Comparison
Comparison of WBI Large Cap Tactical Yield Shares (WBIG) to Bahl & Gaynor Income Growth ETF (BGIG)
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
BGIG
Bahl & Gaynor Income Growth ETF
BGIG Description
The fund is an actively managed exchange-traded fund ("ETF") that invests primarily in dividend-paying U.S.-listed equity securities of large capitalization companies, predominately those with a market capitalization greater than $7 billion.Grade (RS Rating)
Last Trade
$30.33
Average Daily Volume
8,396
48
Performance
Period | WBIG | BGIG |
---|---|---|
30 Days | 2.76% | 0.05% |
60 Days | 3.44% | 1.32% |
90 Days | 5.15% | 3.56% |
12 Months | 16.56% | 26.84% |
WBIG Overweight 35 Positions Relative to BGIG
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% | |
JEPQ | A | 3.75% | |
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% | |
FANG | D | 1.14% | |
SYY | B | 1.09% | |
BKLN | A | 0.9% | |
MCK | B | 0.72% | |
V | A | 0.63% | |
AME | A | 0.62% | |
AXP | A | 0.59% | |
BR | A | 0.54% | |
PH | A | 0.53% | |
RMD | C | 0.49% |
WBIG Underweight 44 Positions Relative to BGIG
Symbol | Grade | Weight | |
---|---|---|---|
AVGO | D | -6.42% | |
LLY | F | -4.48% | |
ABBV | D | -3.8% | |
WMB | A | -3.72% | |
MDLZ | F | -3.46% | |
MRK | F | -3.45% | |
PG | A | -3.26% | |
PEP | F | -3.25% | |
PNC | B | -3.2% | |
TRV | B | -3.12% | |
NEE | D | -3.03% | |
MCD | D | -2.94% | |
HD | A | -2.93% | |
ETN | A | -2.9% | |
SRE | A | -2.64% | |
CVX | A | -2.62% | |
JPM | A | -2.52% | |
ADP | B | -2.49% | |
TXN | C | -2.47% | |
MSFT | F | -2.15% | |
APD | A | -2.01% | |
LMT | D | -1.96% | |
O | D | -1.87% | |
PSX | C | -1.82% | |
DELL | C | -1.52% | |
GLW | B | -1.5% | |
PPL | B | -1.43% | |
ITW | B | -1.4% | |
XOM | B | -1.35% | |
KDP | D | -1.31% | |
CME | A | -1.2% | |
QCOM | F | -1.17% | |
KMI | A | -1.09% | |
SBUX | A | -1.07% | |
WEC | A | -1.06% | |
PLD | D | -1.0% | |
HPQ | B | -0.97% | |
GD | F | -0.83% | |
FAST | B | -0.72% | |
NXPI | D | -0.64% | |
JNJ | D | -0.6% | |
CSCO | B | -0.6% | |
USB | A | -0.53% | |
UPS | C | -0.51% |
WBIG: Top Represented Industries & Keywords
BGIG: Top Represented Industries & Keywords