WBIG vs. SHRY ETF Comparison
Comparison of WBI Large Cap Tactical Yield Shares (WBIG) to First Trust Bloomberg Shareholder Yield ETF (SHRY)
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
$24.82
Average Daily Volume
2,177
31
SHRY
First Trust Bloomberg Shareholder Yield ETF
SHRY Description
The fund will normally invest at least 90% of its net assets in the securities that comprise the index. The index is designed to select dividend-paying securities issued by large capitalization U.S. companies.Grade (RS Rating)
Last Trade
$41.29
Average Daily Volume
1,320
50
Performance
| Period | WBIG | SHRY |
|---|---|---|
| 30 Days | 3.00% | 1.36% |
| 60 Days | 8.23% | 7.84% |
| 90 Days | 3.84% | 8.96% |
| 12 Months | 17.37% |
WBIG Overweight 22 Positions Relative to SHRY
WBIG Underweight 41 Positions Relative to SHRY
| Symbol | Grade | Weight | |
|---|---|---|---|
| MO | D | -5.15% | |
| CMCSA | B | -4.64% | |
| HPQ | B | -3.42% | |
| HIG | A | -3.39% | |
| LOW | C | -3.33% | |
| GIS | C | -3.1% | |
| AFL | A | -3.02% | |
| MET | A | -2.88% | |
| LMT | A | -2.67% | |
| KR | C | -2.66% | |
| EOG | B | -2.44% | |
| KMI | A | -2.43% | |
| CME | A | -2.41% | |
| SBUX | B | -2.4% | |
| HCA | C | -2.26% | |
| ITW | C | -2.11% | |
| MCD | A | -2.1% | |
| CHTR | D | -2.09% | |
| AON | A | -2.08% | |
| KMB | D | -2.06% | |
| CSX | D | -2.04% | |
| MDT | C | -2.03% | |
| HD | A | -1.93% | |
| PG | D | -1.88% | |
| UNP | F | -1.87% | |
| TEL | D | -1.83% | |
| SHW | C | -1.81% | |
| MCHP | F | -1.73% | |
| ABT | C | -1.65% | |
| CL | D | -1.57% | |
| MCK | F | -1.52% | |
| CB | A | -1.47% | |
| SLB | D | -1.43% | |
| V | B | -1.37% | |
| MRK | F | -1.36% | |
| MA | A | -1.18% | |
| ACN | B | -0.84% | |
| KLAC | B | -0.81% | |
| GOOGL | B | -0.74% | |
| AMAT | C | -0.62% | |
| META | A | -0.55% |
WBIG: Top Represented Industries & Keywords
SHRY: Top Represented Industries & Keywords
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