WBIG vs. STNC ETF Comparison
Comparison of WBI Large Cap Tactical Yield Shares (WBIG) to Stance Equity ESG Large Cap Core ETF (STNC)
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
$24.43
Average Daily Volume
1,578
30
STNC
Stance Equity ESG Large Cap Core ETF
STNC Description
The Fund is an actively managed exchange-traded fund (“ETF”) that will invest, under normal circumstances at least 80% of the value of its net assets (plus the amount of any borrowings for investment purposes) in exchange-traded equity securities of U.S. large capitalization issuers that meet environmental, social, and governance (“ESG”) standards, as determined and in the sole discretion of Stance Capital, LLC. The Fund currently considers companies within the Russell 1000® Index and S&P 500® Index to be large capitalization issuers.Grade (RS Rating)
Last Trade
$30.42
Average Daily Volume
8,640
33
Performance
Period | WBIG | STNC |
---|---|---|
30 Days | 2.91% | 2.70% |
60 Days | 0.80% | 2.01% |
90 Days | 1.11% | 2.61% |
12 Months | 8.97% | 16.29% |
WBIG Overweight 25 Positions Relative to STNC
Symbol | Grade | Weight | |
---|---|---|---|
ADP | A | 5.08% | |
PM | B | 4.67% | |
REYN | C | 4.24% | |
ROST | C | 4.03% | |
TMUS | A | 3.99% | |
SO | A | 3.91% | |
BDX | D | 3.9% | |
YUMC | D | 3.85% | |
GWW | B | 3.78% | |
KNTK | A | 3.77% | |
BX | A | 3.48% | |
DTE | A | 3.37% | |
CWEN | A | 3.08% | |
ADBE | D | 3.0% | |
CDW | D | 2.98% | |
PANW | C | 2.98% | |
DECK | C | 2.89% | |
INTU | C | 2.87% | |
QCOM | D | 2.42% | |
PG | A | 2.23% | |
LRCX | F | 2.1% | |
IBM | A | 1.76% | |
ATO | A | 1.5% | |
BMY | C | 0.9% | |
CHRW | C | 0.83% |
WBIG Underweight 28 Positions Relative to STNC
Symbol | Grade | Weight | |
---|---|---|---|
TJX | B | -4.06% | |
REGN | C | -4.01% | |
CMG | C | -3.85% | |
MSFT | C | -3.77% | |
ABBV | B | -3.63% | |
NDAQ | B | -3.49% | |
TSN | C | -3.48% | |
COF | D | -3.46% | |
MCD | B | -3.44% | |
PAYX | B | -3.42% | |
EMR | D | -3.41% | |
AOS | D | -3.35% | |
CSX | D | -3.33% | |
SYY | C | -3.33% | |
MA | A | -3.31% | |
CTSH | B | -3.29% | |
DIS | D | -2.9% | |
HLT | B | -2.89% | |
SBUX | C | -2.71% | |
ACN | C | -2.44% | |
NKE | D | -1.57% | |
SHW | A | -1.48% | |
CTAS | B | -1.14% | |
NEM | B | -1.13% | |
HD | B | -1.05% | |
C | D | -0.32% | |
BK | A | -0.3% | |
AMD | D | -0.29% |
WBIG: Top Represented Industries & Keywords
STNC: Top Represented Industries & Keywords