WBIG vs. SPHD ETF Comparison
Comparison of WBI Large Cap Tactical Yield Shares (WBIG) to PowerShares S&P 500 High Dividend Portfolio (SPHD)
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
$24.68
Average Daily Volume
2,041
31
SPHD
PowerShares S&P 500 High Dividend Portfolio
SPHD Description
The PowerShares S&P 500® High Dividend Portfolio (the “Fund”) seeks investment results that generally correspond (before fees and expenses) to the price and yield of the S&P 500 Low Volatility High Dividend Index (the “Underlying Index”). The Fund generally will invest at least 90% of its total assets in common stocks that comprise the Underlying Index. Standard & Poor’s® compiles, maintains and calculates the Underlying Index, which is composed of 50 securities traded on the S&P 500 Index that historically have provided high dividend yields and low volatility. The Fund and the Index are rebalanced and reconstituted semi-annually, in January and JulyGrade (RS Rating)
Last Trade
$50.33
Average Daily Volume
911,486
50
Performance
| Period | WBIG | SPHD |
|---|---|---|
| 30 Days | 1.86% | 2.45% |
| 60 Days | 4.99% | 6.94% |
| 90 Days | 3.27% | 15.76% |
| 12 Months | 14.89% | 37.15% |
WBIG Overweight 29 Positions Relative to SPHD
| Symbol | Grade | Weight | |
|---|---|---|---|
| ADP | A | 4.92% | |
| YUMC | C | 4.86% | |
| WRB | B | 4.5% | |
| RGA | C | 4.47% | |
| DTE | A | 4.46% | |
| WHR | C | 4.33% | |
| FANG | F | 4.01% | |
| TMUS | A | 4.0% | |
| ROST | C | 3.99% | |
| GWW | A | 3.91% | |
| BDX | B | 3.88% | |
| SO | A | 3.84% | |
| KNTK | C | 3.81% | |
| BX | C | 3.66% | |
| CWEN | A | 3.21% | |
| CI | C | 3.12% | |
| CDW | D | 3.09% | |
| DECK | C | 2.94% | |
| AAPL | C | 2.94% | |
| PANW | D | 2.9% | |
| INTU | F | 2.78% | |
| ADBE | F | 2.61% | |
| QCOM | D | 2.45% | |
| LRCX | F | 2.28% | |
| ATO | A | 1.49% | |
| NXST | D | 1.17% | |
| CHRD | F | 1.13% | |
| TRV | C | 1.02% | |
| CHRW | A | 0.88% |
WBIG Underweight 48 Positions Relative to SPHD
| Symbol | Grade | Weight | |
|---|---|---|---|
| VZ | A | -2.9% | |
| MO | B | -2.84% | |
| CCI | A | -2.83% | |
| T | A | -2.65% | |
| VICI | C | -2.54% | |
| D | A | -2.39% | |
| KMI | A | -2.36% | |
| O | A | -2.34% | |
| PFE | D | -2.3% | |
| AMCR | A | -2.29% | |
| SPG | A | -2.28% | |
| KVUE | C | -2.25% | |
| K | B | -2.23% | |
| PM | B | -2.22% | |
| DOW | B | -2.18% | |
| LYB | D | -2.15% | |
| CAG | B | -2.14% | |
| KHC | B | -2.12% | |
| EVRG | B | -2.11% | |
| ES | A | -2.1% | |
| OKE | C | -2.09% | |
| GILD | A | -2.01% | |
| UPS | D | -1.98% | |
| ETR | A | -1.96% | |
| PNW | A | -1.94% | |
| EIX | A | -1.93% | |
| EXC | A | -1.89% | |
| WEC | A | -1.88% | |
| IPG | C | -1.88% | |
| FE | A | -1.86% | |
| FRT | B | -1.84% | |
| WMB | A | -1.84% | |
| HST | D | -1.83% | |
| VTRS | D | -1.78% | |
| DUK | B | -1.75% | |
| PRU | C | -1.71% | |
| GIS | B | -1.69% | |
| DRI | C | -1.65% | |
| SJM | B | -1.61% | |
| MDT | A | -1.57% | |
| ABBV | A | -1.56% | |
| EMN | B | -1.53% | |
| CVX | D | -1.51% | |
| CSCO | A | -1.49% | |
| HRL | F | -1.47% | |
| OMC | A | -1.41% | |
| JNJ | C | -1.36% | |
| XOM | B | -1.32% |
WBIG: Top Represented Industries & Keywords
SPHD: Top Represented Industries & Keywords
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