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
$23.99
Average Daily Volume
3,419
29
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
$39.95
Average Daily Volume
904,449
75
Performance
| Period | WBIG | SPYD |
|---|---|---|
| 30 Days | -0.49% | -0.50% |
| 60 Days | 0.07% | 0.59% |
| 90 Days | -3.42% | 1.34% |
| 12 Months | 5.56% | 13.16% |
WBIG Overweight 25 Positions Relative to SPYD
| Symbol | Grade | Weight | |
|---|---|---|---|
| USHY | A | 9.71% | |
| JHG | B | 4.54% | |
| TW | C | 4.49% | |
| LRCX | B | 4.37% | |
| ADP | D | 4.36% | |
| TJX | A | 4.35% | |
| PANW | B | 4.3% | |
| MMC | B | 4.19% | |
| KBH | D | 3.99% | |
| AAPL | A | 3.98% | |
| CHD | C | 3.98% | |
| DECK | C | 3.96% | |
| AMAT | B | 3.9% | |
| QCOM | B | 3.44% | |
| HCA | C | 2.88% | |
| BR | B | 2.19% | |
| KMB | B | 2.19% | |
| PG | C | 2.15% | |
| KNTK | B | 2.08% | |
| OMF | D | 2.0% | |
| PFG | D | 1.96% | |
| GIS | D | 1.85% | |
| CSL | C | 1.84% | |
| UHS | C | 1.6% | |
| INTU | A | 1.08% |
WBIG Underweight 71 Positions Relative to SPYD
| Symbol | Grade | Weight | |
|---|---|---|---|
| IRM | B | -1.68% | |
| PEG | B | -1.62% | |
| WMB | B | -1.57% | |
| IP | C | -1.51% | |
| KMI | B | -1.48% | |
| EQR | B | -1.47% | |
| ESS | B | -1.47% | |
| C | B | -1.46% | |
| SO | B | -1.45% | |
| AEP | C | -1.45% | |
| BBY | C | -1.45% | |
| MO | A | -1.44% | |
| D | C | -1.42% | |
| CPT | B | -1.42% | |
| PNW | C | -1.41% | |
| PM | B | -1.41% | |
| EIX | C | -1.4% | |
| F | B | -1.4% | |
| UDR | B | -1.4% | |
| ETR | D | -1.39% | |
| MS | B | -1.38% | |
| ES | C | -1.36% | |
| DLR | B | -1.36% | |
| CVX | D | -1.36% | |
| K | D | -1.36% | |
| EVRG | D | -1.36% | |
| DUK | C | -1.35% | |
| VTR | A | -1.35% | |
| FE | C | -1.35% | |
| SPG | C | -1.34% | |
| EXR | B | -1.34% | |
| MAA | C | -1.33% | |
| TROW | C | -1.33% | |
| AMCR | D | -1.33% | |
| FITB | D | -1.31% | |
| MTB | C | -1.31% | |
| LYB | D | -1.3% | |
| CFG | B | -1.3% | |
| ABBV | C | -1.3% | |
| EXC | D | -1.29% | |
| PNC | C | -1.28% | |
| DOC | B | -1.27% | |
| TFC | B | -1.27% | |
| REG | B | -1.26% | |
| RF | B | -1.26% | |
| DOW | D | -1.26% | |
| VZ | B | -1.25% | |
| FRT | C | -1.25% | |
| WEC | D | -1.25% | |
| PSA | B | -1.25% | |
| HBAN | D | -1.24% | |
| PFE | C | -1.24% | |
| IBM | B | -1.24% | |
| CAG | D | -1.22% | |
| ARE | C | -1.22% | |
| O | C | -1.21% | |
| IVZ | D | -1.19% | |
| KEY | C | -1.19% | |
| KIM | B | -1.19% | |
| USB | D | -1.18% | |
| VICI | D | -1.18% | |
| CCI | D | -1.17% | |
| HST | D | -1.17% | |
| VTRS | D | -1.13% | |
| KHC | D | -1.11% | |
| UPS | D | -1.1% | |
| BXP | C | -1.1% | |
| GILD | C | -1.09% | |
| BEN | F | -1.06% | |
| BMY | F | -1.04% | |
| WBA | F | -0.69% |
WBIG: Top Represented Industries & Keywords
SPYD: Top Represented Industries & Keywords
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