WBIG vs. UTES ETF Comparison
Comparison of WBI Large Cap Tactical Yield Shares (WBIG) to Reaves Utilities ETF (UTES)
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
$24.70
Average Daily Volume
2,064
31
UTES
Reaves Utilities ETF
UTES Description
ETFis Series Trust I - Reaves Utilities ETF is an exchange traded fund launched and managed by Virtus ETF Advisers LLC. The fund is co-managed by W. H. Reaves & Co., Inc. It invests in public equity markets of the United States. The fund invests in stocks of companies operating in the utilities sector. It invests in dividend yielding stocks of companies across all market capitalization. The fund employs fundamental analysis with a bottom-up stock picking approach with a focus on factors such as conservative capital structures, solid balance sheets, history of and/or potential for growing earnings and raising dividends, lower-than-market levels of volatility, correlation or similar characteristics earnings and cash flow potential, dividend prospects and tax treatment of dividends, strength of business franchises and estimates of net asset value to create its portfolio. ETFis Series Trust I - Reaves Utilities ETF is domiciled in the United States.Grade (RS Rating)
Last Trade
$64.88
Average Daily Volume
41,774
16
Performance
Period | WBIG | UTES |
---|---|---|
30 Days | 1.81% | 13.47% |
60 Days | 4.95% | 21.25% |
90 Days | 3.23% | 23.84% |
12 Months | 16.29% | 65.09% |
WBIG Overweight 29 Positions Relative to UTES
Symbol | Grade | Weight | |
---|---|---|---|
ADP | A | 4.92% | |
YUMC | B | 4.86% | |
BMY | B | 4.5% | |
WRB | B | 4.5% | |
RGA | C | 4.47% | |
WHR | B | 4.33% | |
FANG | D | 4.01% | |
TMUS | A | 4.0% | |
ROST | C | 3.99% | |
GWW | A | 3.91% | |
BDX | B | 3.88% | |
SO | A | 3.84% | |
KNTK | B | 3.81% | |
BX | C | 3.66% | |
CWEN | C | 3.21% | |
CI | D | 3.12% | |
CDW | D | 3.09% | |
DECK | B | 2.94% | |
AAPL | C | 2.94% | |
PANW | D | 2.9% | |
INTU | F | 2.78% | |
ADBE | F | 2.61% | |
QCOM | D | 2.45% | |
LRCX | D | 2.28% | |
IBM | B | 1.84% | |
NXST | D | 1.17% | |
CHRD | F | 1.13% | |
TRV | C | 1.02% | |
CHRW | A | 0.88% |
WBIG: Top Represented Industries & Keywords
UTES: Top Represented Industries & Keywords