WBIG vs. USSE ETF Comparison
Comparison of WBI Large Cap Tactical Yield Shares (WBIG) to Segall Bryant & Hamill Select Equity ETF (USSE)
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
USSE
Segall Bryant & Hamill Select Equity ETF
USSE Description
Under normal circumstances, the fund will invest at least 80% of its net assets, plus any borrowings for investment purposes, in securities of companies whose stock is traded on U.S. markets, including depositary receipts (ADRs) or shares issued by companies incorporated outside of the United States. The fund is non-diversified.Grade (RS Rating)
Last Trade
$30.33
Average Daily Volume
38,785
10
Performance
| Period | WBIG | USSE |
|---|---|---|
| 30 Days | -0.49% | 3.37% |
| 60 Days | 0.07% | 6.71% |
| 90 Days | -3.42% | 7.63% |
| 12 Months | 5.56% |
1 Overlapping Holdings
| Symbol | Grade | Weight in WBIG | Weight in USSE | Overlap | |
|---|---|---|---|---|---|
| TJX | A | 4.35% | 4.45% | 4.35% |
WBIG Overweight 28 Positions Relative to USSE
| Symbol | Grade | Weight | |
|---|---|---|---|
| USHY | A | 9.71% | |
| JHG | B | 4.54% | |
| TW | C | 4.49% | |
| LRCX | B | 4.37% | |
| ADP | D | 4.36% | |
| PANW | B | 4.3% | |
| PRU | B | 4.24% | |
| 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% | |
| HAS | D | 3.32% | |
| HCA | C | 2.88% | |
| T | B | 2.24% | |
| BR | B | 2.19% | |
| KMB | B | 2.19% | |
| PG | C | 2.15% | |
| KNTK | B | 2.08% | |
| OKE | B | 2.05% | |
| 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: Top Represented Industries & Keywords
USSE: Top Represented Industries & Keywords
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