WBIG vs. PYZ ETF Comparison
Comparison of WBI Large Cap Tactical Yield Shares (WBIG) to PowerShares Dynamic Basic Materials (PYZ)
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
$24.26
Average Daily Volume
2,352
44
PYZ
PowerShares Dynamic Basic Materials
PYZ Description
The PowerShares Dynamic Basic Materials Sector Portfolio (Fund) is based on the Dynamic Basic Materials Sector 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 stocks of 60 US basic materials companies. These are companies that are principally engaged in the business of producing raw materials, including paper or wood products, chemicals, construction materials, and mining and metals. The Fund and the Index are rebalanced and reconstituted quarterly in February, May, August and November.Grade (RS Rating)
Last Trade
$93.24
Average Daily Volume
2,549
47
Performance
| Period | WBIG | PYZ |
|---|---|---|
| 30 Days | -2.11% | -1.43% |
| 60 Days | 1.49% | 7.76% |
| 90 Days | 4.67% | 7.86% |
| 12 Months | 14.09% | 22.08% |
1 Overlapping Holdings
| Symbol | Grade | Weight in WBIG | Weight in PYZ | Overlap | |
|---|---|---|---|---|---|
| NEU | F | 3.94% | 1.06% | 1.06% |
WBIG Overweight 43 Positions Relative to PYZ
| Symbol | Grade | Weight | |
|---|---|---|---|
| CHRD | F | 4.66% | |
| WRB | D | 4.6% | |
| T | B | 4.6% | |
| PRU | C | 4.59% | |
| BMY | A | 4.51% | |
| TROW | A | 4.37% | |
| BDX | D | 4.31% | |
| AFL | D | 4.02% | |
| FLTR | A | 3.69% | |
| AGZD | A | 3.67% | |
| FALN | C | 3.63% | |
| UGI | D | 3.56% | |
| FTSL | A | 3.33% | |
| STIP | C | 2.65% | |
| PM | B | 2.57% | |
| DTE | C | 2.34% | |
| BKLN | A | 1.56% | |
| GILD | A | 1.39% | |
| UNM | A | 1.35% | |
| MDT | C | 1.34% | |
| TSN | D | 1.32% | |
| JNJ | D | 1.32% | |
| VOYA | B | 1.29% | |
| PEP | D | 1.29% | |
| CINF | B | 1.2% | |
| RGA | D | 1.19% | |
| HPE | A | 1.14% | |
| RTX | C | 1.14% | |
| CMS | C | 1.14% | |
| CI | F | 1.12% | |
| SYY | C | 1.08% | |
| OKE | A | 0.85% | |
| V | A | 0.6% | |
| MCK | C | 0.58% | |
| AXP | B | 0.57% | |
| AME | A | 0.55% | |
| LRCX | F | 0.54% | |
| PAYX | B | 0.54% | |
| DHI | D | 0.51% | |
| RMD | B | 0.51% | |
| BR | C | 0.51% | |
| PH | A | 0.48% | |
| DFS | A | 0.47% |
WBIG Underweight 46 Positions Relative to PYZ
| Symbol | Grade | Weight | |
|---|---|---|---|
| CRS | B | -4.41% | |
| RPM | B | -4.22% | |
| ATI | F | -4.03% | |
| LIN | D | -3.95% | |
| APD | B | -3.78% | |
| AVY | F | -3.69% | |
| RS | C | -3.28% | |
| EMN | D | -2.81% | |
| NUE | F | -2.58% | |
| CF | B | -2.57% | |
| SLVM | A | -2.47% | |
| LPX | C | -2.4% | |
| CDE | C | -2.32% | |
| UEC | B | -2.25% | |
| PCT | B | -2.21% | |
| CBT | A | -2.16% | |
| AA | B | -2.15% | |
| SUM | A | -2.11% | |
| CTVA | A | -2.1% | |
| SMG | A | -2.04% | |
| AVNT | D | -2.0% | |
| ECL | C | -2.0% | |
| NEM | D | -1.99% | |
| WLK | F | -1.94% | |
| HL | C | -1.93% | |
| IP | A | -1.93% | |
| IFF | D | -1.93% | |
| FCX | B | -1.93% | |
| VVV | D | -1.91% | |
| ESI | A | -1.87% | |
| RGLD | B | -1.82% | |
| DD | D | -1.8% | |
| LYB | F | -1.78% | |
| DOW | F | -1.7% | |
| MP | B | -1.63% | |
| CMC | B | -1.56% | |
| PRM | A | -1.47% | |
| HWKN | D | -1.42% | |
| CENX | B | -1.38% | |
| BCPC | B | -1.2% | |
| FUL | F | -1.18% | |
| MTX | B | -1.04% | |
| MTRN | D | -1.03% | |
| SXT | C | -0.97% | |
| IOSP | F | -0.95% | |
| WOR | F | -0.88% |
WBIG: Top Represented Industries & Keywords
PYZ: Top Represented Industries & Keywords
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