WBIG vs. SPCX ETF Comparison
Comparison of WBI Large Cap Tactical Yield Shares (WBIG) to SPAC and New Issue ETF (SPCX)
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
SPCX
SPAC and New Issue ETF
SPCX Description
The investment seeks to provide total return. In pursuing the fund's investment objective, the fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in units and shares of Special Purpose Acquisitions Corporations (SPACs) that have a minimum capitalization of $100 million and companies that completed an initial public offering (IPO) within the last two years. It may also invest in depositary receipts for cash management purposes or due to a lack of suitable investment opportunities, the fund may hold up to 20% of its net assets in cash or similar short-term, high-quality debt securities.Grade (RS Rating)
Last Trade
$23.51
Average Daily Volume
1,227
1
Performance
| Period | WBIG | SPCX |
|---|---|---|
| 30 Days | -0.19% | 0.38% |
| 60 Days | 2.26% | 0.25% |
| 90 Days | 4.47% | -0.21% |
| 12 Months | 16.06% | 0.83% |
0 Overlapping Holdings
| Symbol | Grade | Weight in WBIG | Weight in SPCX | Overlap |
|---|
WBIG Overweight 39 Positions Relative to SPCX
| Symbol | Grade | Weight | |
|---|---|---|---|
| BMY | B | 4.9% | |
| WRB | A | 4.68% | |
| 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% | |
| UNM | A | 1.45% | |
| GILD | B | 1.43% | |
| TSN | A | 1.39% | |
| MDT | D | 1.27% | |
| RGA | A | 1.25% | |
| CINF | A | 1.24% | |
| 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 1 Positions Relative to SPCX
| Symbol | Grade | Weight | |
|---|---|---|---|
| FLD | A | -3.23% |
WBIG: Top Represented Industries & Keywords
SPCX: Top Represented Industries & Keywords
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