WBIG vs. IPDP ETF Comparison
Comparison of WBI Large Cap Tactical Yield Shares (WBIG) to Dividend Performers ETF (IPDP)
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
$23.99
Average Daily Volume
3,419
29
IPDP
Dividend Performers ETF
IPDP Description
The investment seeks to provide income; the secondary objective is capital appreciation. The fund’s investment strategy is twofold: (1) investing in dividend paying U.S. equity securities, and (2) credit spread options on an S&P 500 ETF or Index. It may also invest in equity real estate investment trusts (“REITs”). A credit spread is an options strategy that involves the purchase of one option and a sale of another option in the same class and with the same expiration but different strike prices.Grade (RS Rating)
Last Trade
$18.15
Average Daily Volume
2,110
49
Performance
| Period | WBIG | IPDP |
|---|---|---|
| 30 Days | -0.49% | 0.25% |
| 60 Days | 0.07% | 1.65% |
| 90 Days | -3.42% | -1.12% |
| 12 Months | 5.56% | 20.30% |
WBIG Overweight 25 Positions Relative to IPDP
| Symbol | Grade | Weight | |
|---|---|---|---|
| USHY | A | 9.71% | |
| JHG | B | 4.54% | |
| TW | C | 4.49% | |
| LRCX | B | 4.37% | |
| TJX | A | 4.35% | |
| PANW | B | 4.3% | |
| PRU | B | 4.24% | |
| KBH | D | 3.99% | |
| CHD | C | 3.98% | |
| DECK | C | 3.96% | |
| AMAT | B | 3.9% | |
| HAS | D | 3.32% | |
| HCA | C | 2.88% | |
| T | B | 2.24% | |
| BR | B | 2.19% | |
| KMB | B | 2.19% | |
| PG | C | 2.15% | |
| KNTK | B | 2.08% | |
| OKE | B | 2.05% | |
| OMF | D | 2.0% | |
| PFG | D | 1.96% | |
| GIS | D | 1.85% | |
| CSL | C | 1.84% | |
| UHS | C | 1.6% | |
| INTU | A | 1.08% |
WBIG Underweight 45 Positions Relative to IPDP
| Symbol | Grade | Weight | |
|---|---|---|---|
| AVGO | B | -2.31% | |
| MCK | B | -2.16% | |
| KLAC | B | -2.14% | |
| ABM | B | -2.13% | |
| HPQ | C | -2.13% | |
| MSI | B | -2.11% | |
| HD | C | -2.09% | |
| CAH | D | -2.09% | |
| ECL | B | -2.08% | |
| SYK | B | -2.06% | |
| CTAS | A | -2.05% | |
| HNI | C | -2.03% | |
| CSCO | D | -2.03% | |
| TT | B | -2.03% | |
| APH | B | -2.03% | |
| HIG | C | -2.03% | |
| ABT | D | -2.02% | |
| MRK | C | -2.01% | |
| ACN | D | -2.0% | |
| BRO | B | -2.0% | |
| APOG | D | -1.99% | |
| TROW | C | -1.99% | |
| AMP | B | -1.99% | |
| BRC | B | -1.98% | |
| ELV | C | -1.98% | |
| CSX | D | -1.97% | |
| RGA | C | -1.97% | |
| AIT | C | -1.96% | |
| AOS | D | -1.95% | |
| TRV | D | -1.94% | |
| DOV | D | -1.93% | |
| DCI | D | -1.93% | |
| JNJ | F | -1.92% | |
| UPS | D | -1.91% | |
| SEIC | D | -1.91% | |
| GWW | C | -1.9% | |
| SNA | F | -1.9% | |
| UNH | D | -1.89% | |
| ETN | C | -1.89% | |
| IEX | D | -1.86% | |
| GPC | D | -1.86% | |
| NSP | F | -1.8% | |
| WTS | D | -1.74% | |
| A | D | -1.73% | |
| LECO | F | -1.67% |
WBIG: Top Represented Industries & Keywords
IPDP: Top Represented Industries & Keywords
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