WBIG vs. EQTY ETF Comparison
Comparison of WBI Large Cap Tactical Yield Shares (WBIG) to Kovitz Core Equity ETF (EQTY)
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
$24.22
Average Daily Volume
2,168
44
EQTY
Kovitz Core Equity ETF
EQTY Description
The Kovitz Core Equity ETF seeks long-term capital appreciation. Through our fundamental, research-driven process, we strive to build diversified portfolios of equity investments through the purchase of competitively advantaged and financially strong companies at prices substantially less than our estimate of their intrinsic values.Grade (RS Rating)
Last Trade
$23.42
Average Daily Volume
32,278
38
Performance
| Period | WBIG | EQTY |
|---|---|---|
| 30 Days | -1.79% | 1.03% |
| 60 Days | -0.01% | 3.21% |
| 90 Days | 3.07% | 9.19% |
| 12 Months | 14.51% | 30.57% |
WBIG Overweight 40 Positions Relative to EQTY
| Symbol | Grade | Weight | |
|---|---|---|---|
| CHRD | F | 4.66% | |
| WRB | C | 4.6% | |
| T | A | 4.6% | |
| PRU | B | 4.59% | |
| BMY | A | 4.51% | |
| TROW | A | 4.37% | |
| AFL | D | 4.02% | |
| NEU | D | 3.94% | |
| FLTR | A | 3.69% | |
| AGZD | A | 3.67% | |
| FALN | C | 3.63% | |
| UGI | D | 3.56% | |
| FTSL | A | 3.33% | |
| STIP | B | 2.65% | |
| DTE | C | 2.34% | |
| BKLN | A | 1.56% | |
| GILD | A | 1.39% | |
| UNM | A | 1.35% | |
| MDT | B | 1.34% | |
| TSN | D | 1.32% | |
| JNJ | D | 1.32% | |
| VOYA | B | 1.29% | |
| PEP | D | 1.29% | |
| CINF | B | 1.2% | |
| RGA | C | 1.19% | |
| HPE | A | 1.14% | |
| RTX | C | 1.14% | |
| CMS | C | 1.14% | |
| CI | D | 1.12% | |
| SYY | D | 1.08% | |
| OKE | B | 0.85% | |
| MCK | C | 0.58% | |
| AME | A | 0.55% | |
| LRCX | F | 0.54% | |
| PAYX | B | 0.54% | |
| DHI | D | 0.51% | |
| RMD | A | 0.51% | |
| BR | C | 0.51% | |
| PH | A | 0.48% | |
| DFS | A | 0.47% |
WBIG Underweight 34 Positions Relative to EQTY
| Symbol | Grade | Weight | |
|---|---|---|---|
| META | B | -5.02% | |
| AMZN | A | -4.41% | |
| SCHW | B | -4.26% | |
| GOOG | A | -4.06% | |
| KEYS | C | -4.03% | |
| J | D | -3.69% | |
| ICE | C | -3.67% | |
| CRM | A | -3.44% | |
| KMX | F | -3.22% | |
| LOW | B | -3.12% | |
| BRK.A | D | -3.12% | |
| FI | A | -3.08% | |
| PCAR | C | -2.94% | |
| AON | A | -2.92% | |
| ORCL | B | -2.79% | |
| PPG | F | -2.46% | |
| JPM | A | -2.4% | |
| DLTR | F | -2.32% | |
| AAPL | C | -1.97% | |
| MSI | B | -1.96% | |
| ADI | C | -1.95% | |
| ANET | B | -1.94% | |
| DEO | F | -1.9% | |
| AMAT | F | -1.73% | |
| AMD | F | -1.14% | |
| HAS | D | -1.13% | |
| HAYW | A | -0.65% | |
| GOOGL | A | -0.48% | |
| MSFT | D | -0.24% | |
| SYK | A | -0.13% | |
| GGG | D | -0.09% | |
| VRSK | B | -0.08% | |
| ABT | A | -0.06% | |
| EFX | D | -0.06% |
WBIG: Top Represented Industries & Keywords
EQTY: Top Represented Industries & Keywords
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