WBIG vs. SPYD ETF Comparison
Comparison of WBI Large Cap Tactical Yield Shares (WBIG) to SPDR S&P 500 High Dividend ETF (SPYD)
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
$25.28
Average Daily Volume
2,759
39
SPYD
SPDR S&P 500 High Dividend ETF
SPYD Description
The investment seeks to track the performance of the S&P 500 High Dividend Index. Under normal market conditions, the fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index is designed to measure the performance of the top 80 dividend-paying securities listed on the S&P 500® Index, based on dividend yield. The S&P 500 Index focuses on the large capitalization U.S. equity market, including common stock and real estate investment trusts ("REITs"). The fund is non-diversified.Grade (RS Rating)
Last Trade
$46.73
Average Daily Volume
872,814
80
Performance
| Period | WBIG | SPYD |
|---|---|---|
| 30 Days | 2.76% | 2.04% |
| 60 Days | 3.44% | 2.97% |
| 90 Days | 5.15% | 5.83% |
| 12 Months | 16.56% | 36.63% |
WBIG Overweight 32 Positions Relative to SPYD
| Symbol | Grade | Weight | |
|---|---|---|---|
| WRB | A | 4.68% | |
| CHRD | D | 4.66% | |
| BDX | F | 4.53% | |
| NEU | C | 3.99% | |
| PR | B | 3.93% | |
| JEPQ | A | 3.75% | |
| MMC | B | 3.72% | |
| UHS | D | 2.12% | |
| AGZD | A | 2.12% | |
| FLTR | A | 2.11% | |
| FALN | B | 2.1% | |
| FTSL | B | 1.93% | |
| STIP | C | 1.52% | |
| UNM | A | 1.45% | |
| TSN | B | 1.39% | |
| MDT | D | 1.27% | |
| RGA | A | 1.25% | |
| CINF | A | 1.24% | |
| HPE | B | 1.2% | |
| CI | F | 1.17% | |
| RTX | C | 1.14% | |
| FANG | D | 1.14% | |
| SYY | B | 1.09% | |
| BKLN | A | 0.9% | |
| MCK | B | 0.72% | |
| V | A | 0.63% | |
| AME | A | 0.62% | |
| AXP | A | 0.59% | |
| PAYX | C | 0.55% | |
| BR | A | 0.54% | |
| PH | A | 0.53% | |
| RMD | C | 0.49% |
WBIG Underweight 73 Positions Relative to SPYD
| Symbol | Grade | Weight | |
|---|---|---|---|
| K | A | -1.61% | |
| WMB | A | -1.52% | |
| ETR | B | -1.52% | |
| KVUE | A | -1.5% | |
| MS | A | -1.5% | |
| KMI | A | -1.48% | |
| MTB | A | -1.43% | |
| IP | B | -1.42% | |
| XEL | A | -1.41% | |
| KEY | B | -1.39% | |
| SPG | B | -1.38% | |
| HBAN | A | -1.36% | |
| VTR | C | -1.36% | |
| KIM | A | -1.36% | |
| RF | A | -1.36% | |
| PNC | B | -1.34% | |
| BXP | D | -1.34% | |
| WEC | A | -1.34% | |
| PM | B | -1.32% | |
| FITB | A | -1.31% | |
| PSA | D | -1.3% | |
| EVRG | A | -1.3% | |
| REG | B | -1.3% | |
| MO | A | -1.29% | |
| USB | A | -1.28% | |
| CFG | B | -1.27% | |
| IBM | C | -1.27% | |
| PNW | B | -1.26% | |
| EIX | B | -1.26% | |
| MAA | B | -1.26% | |
| D | C | -1.26% | |
| VTRS | A | -1.25% | |
| EXC | C | -1.23% | |
| SO | D | -1.22% | |
| TFC | A | -1.22% | |
| IVZ | B | -1.22% | |
| UDR | B | -1.22% | |
| ESS | B | -1.21% | |
| BBY | D | -1.21% | |
| FRT | B | -1.21% | |
| CPT | B | -1.21% | |
| VICI | C | -1.2% | |
| HAS | D | -1.2% | |
| EQR | B | -1.2% | |
| VZ | C | -1.2% | |
| CVX | A | -1.19% | |
| UPS | C | -1.19% | |
| PRU | A | -1.18% | |
| DUK | C | -1.18% | |
| FE | C | -1.17% | |
| AMCR | D | -1.16% | |
| AEP | D | -1.16% | |
| EXR | D | -1.16% | |
| HST | C | -1.15% | |
| DOC | D | -1.15% | |
| CCI | D | -1.13% | |
| O | D | -1.13% | |
| SWK | D | -1.13% | |
| ES | D | -1.12% | |
| GIS | D | -1.1% | |
| FMC | D | -1.09% | |
| BEN | C | -1.08% | |
| ABBV | D | -1.07% | |
| ARE | D | -1.05% | |
| SJM | D | -1.05% | |
| IPG | D | -1.05% | |
| CVS | D | -1.04% | |
| CAG | D | -1.02% | |
| LYB | F | -0.99% | |
| DOW | F | -0.94% | |
| PFE | D | -0.94% | |
| AES | F | -0.92% | |
| WBA | F | -0.87% |
WBIG: Top Represented Industries & Keywords
SPYD: Top Represented Industries & Keywords
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