WBIG vs. PUI ETF Comparison
Comparison of WBI Large Cap Tactical Yield Shares (WBIG) to PowerShares Dynamic Utilities (PUI)
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
$24.70
Average Daily Volume
2,064
31
PUI
PowerShares Dynamic Utilities
PUI Description
The PowerShares Dynamic Utilities Portfolio (Fund) is based on the Dynamic Utilities IntellidexSM Index (Intellidex Index). The Fund will normally invest at least 90% of its total assets in common stocks that comprise the Index. The Intellidex Index thoroughly evaluates companies based on a variety of investment merit criteria, including: price momentum, earnings momentum, quality, management action, and value. The Underlying Intellidex Index is comprised of common stocks of 60 US utilities companies. These companies are principally engaged in providing either energy, water, natural gas or telecommunications services. The Fund and the Index are rebalanced and reconstituted quarterly in February, May, August and November.Grade (RS Rating)
Last Trade
$40.48
Average Daily Volume
12,947
34
Performance
| Period | WBIG | PUI |
|---|---|---|
| 30 Days | 1.81% | 6.62% |
| 60 Days | 4.95% | 10.23% |
| 90 Days | 3.23% | 17.15% |
| 12 Months | 16.29% | 43.50% |
WBIG Overweight 28 Positions Relative to PUI
| Symbol | Grade | Weight | |
|---|---|---|---|
| ADP | A | 4.92% | |
| YUMC | B | 4.86% | |
| BMY | B | 4.5% | |
| WRB | B | 4.5% | |
| RGA | C | 4.47% | |
| WHR | B | 4.33% | |
| FANG | D | 4.01% | |
| TMUS | A | 4.0% | |
| ROST | C | 3.99% | |
| GWW | A | 3.91% | |
| BDX | B | 3.88% | |
| KNTK | B | 3.81% | |
| BX | C | 3.66% | |
| CWEN | C | 3.21% | |
| CI | D | 3.12% | |
| CDW | D | 3.09% | |
| DECK | B | 2.94% | |
| AAPL | C | 2.94% | |
| PANW | D | 2.9% | |
| INTU | F | 2.78% | |
| ADBE | F | 2.61% | |
| QCOM | D | 2.45% | |
| LRCX | D | 2.28% | |
| IBM | B | 1.84% | |
| NXST | D | 1.17% | |
| CHRD | F | 1.13% | |
| TRV | C | 1.02% | |
| CHRW | A | 0.88% |
WBIG Underweight 31 Positions Relative to PUI
| Symbol | Grade | Weight | |
|---|---|---|---|
| VST | A | -3.96% | |
| CEG | B | -3.9% | |
| OKE | B | -3.76% | |
| NRG | A | -3.5% | |
| DUK | A | -3.48% | |
| NI | A | -3.42% | |
| WEC | A | -3.23% | |
| PCG | B | -3.22% | |
| SRE | A | -3.2% | |
| XEL | A | -3.11% | |
| AWK | B | -3.1% | |
| FYBR | C | -3.1% | |
| T | A | -3.07% | |
| CMS | A | -2.98% | |
| LNT | A | -2.88% | |
| EVRG | C | -2.77% | |
| PNW | A | -2.75% | |
| PEG | A | -2.73% | |
| EIX | A | -2.66% | |
| ES | C | -2.63% | |
| AEP | C | -2.62% | |
| FE | B | -2.61% | |
| ED | A | -2.54% | |
| NJR | C | -2.39% | |
| IDA | C | -2.39% | |
| NFG | A | -2.34% | |
| MDU | C | -2.29% | |
| AES | B | -2.23% | |
| CNP | B | -2.19% | |
| EQT | B | -2.02% | |
| OTTR | F | -1.87% |
WBIG: Top Represented Industries & Keywords
PUI: Top Represented Industries & Keywords
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