WBIG vs. IAK ETF Comparison
Comparison of WBI Large Cap Tactical Yield Shares (WBIG) to iShares U.S. Insurance ETF (IAK)
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
$24.92
Average Daily Volume
2,809
39
IAK
iShares U.S. Insurance ETF
IAK Description
The investment seeks to track the investment results of an index composed of U.S. equities in the insurance sector. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Dow Jones U.S. Select Insurance Index (the "underlying index"), which measures the performance of the insurance sector of the U.S. equity market. The underlying index may include large-, mid- or small-capitalization companies, and components primarily include financial and insurance companies. The fund is non-diversified.Grade (RS Rating)
Last Trade
$132.34
Average Daily Volume
68,365
52
Performance
| Period | WBIG | IAK |
|---|---|---|
| 30 Days | -0.19% | 0.17% |
| 60 Days | 2.26% | 3.44% |
| 90 Days | 4.47% | 9.63% |
| 12 Months | 16.06% | 39.75% |
WBIG Overweight 36 Positions Relative to IAK
| Symbol | Grade | Weight | |
|---|---|---|---|
| BMY | B | 4.9% | |
| CHRD | D | 4.66% | |
| F | C | 4.61% | |
| T | A | 4.56% | |
| TROW | A | 4.54% | |
| BDX | F | 4.53% | |
| NEU | D | 3.99% | |
| PR | B | 3.93% | |
| JEPQ | A | 3.75% | |
| MMC | C | 3.72% | |
| KHC | F | 3.36% | |
| UHS | D | 2.12% | |
| AGZD | A | 2.12% | |
| FLTR | A | 2.11% | |
| FALN | A | 2.1% | |
| FTSL | A | 1.93% | |
| STIP | C | 1.52% | |
| GILD | B | 1.43% | |
| TSN | A | 1.39% | |
| MDT | D | 1.27% | |
| RGA | A | 1.25% | |
| HPE | B | 1.2% | |
| CI | D | 1.17% | |
| RTX | D | 1.14% | |
| FANG | C | 1.14% | |
| SYY | B | 1.09% | |
| OKE | A | 0.94% | |
| BKLN | A | 0.9% | |
| MCK | A | 0.72% | |
| V | A | 0.63% | |
| AME | A | 0.62% | |
| AXP | B | 0.59% | |
| PAYX | B | 0.55% | |
| BR | A | 0.54% | |
| PH | B | 0.53% | |
| RMD | C | 0.49% |
WBIG Underweight 49 Positions Relative to IAK
| Symbol | Grade | Weight | |
|---|---|---|---|
| PGR | B | -16.35% | |
| CB | C | -11.69% | |
| TRV | A | -6.34% | |
| AFL | C | -6.0% | |
| MET | A | -4.7% | |
| PRU | A | -4.66% | |
| ALL | A | -4.52% | |
| AIG | A | -4.47% | |
| HIG | A | -4.02% | |
| ACGL | D | -3.88% | |
| MKL | A | -2.61% | |
| PFG | A | -2.17% | |
| FNF | C | -1.82% | |
| L | A | -1.78% | |
| AIZ | A | -1.32% | |
| KNSL | B | -1.24% | |
| AFG | A | -1.21% | |
| ERIE | F | -1.2% | |
| PRI | A | -1.19% | |
| GL | B | -1.16% | |
| ORI | A | -1.05% | |
| RLI | A | -0.87% | |
| FAF | C | -0.79% | |
| AXS | A | -0.78% | |
| SIGI | B | -0.72% | |
| THG | A | -0.7% | |
| LNC | B | -0.6% | |
| WTM | A | -0.58% | |
| AGO | A | -0.54% | |
| KMPR | A | -0.51% | |
| CNO | A | -0.49% | |
| BHF | B | -0.37% | |
| OSCR | D | -0.36% | |
| GNW | A | -0.35% | |
| PLMR | A | -0.33% | |
| STC | A | -0.24% | |
| MCY | A | -0.24% | |
| TRUP | B | -0.21% | |
| LMND | A | -0.21% | |
| HMN | B | -0.2% | |
| SKWD | A | -0.2% | |
| EIG | A | -0.16% | |
| SAFT | B | -0.16% | |
| CNA | C | -0.14% | |
| AMSF | B | -0.14% | |
| PRA | B | -0.1% | |
| AMBC | C | -0.08% | |
| UFCS | A | -0.06% | |
| JRVR | F | -0.03% |
WBIG: Top Represented Industries & Keywords
IAK: Top Represented Industries & Keywords
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