WBIG vs. XLY ETF Comparison
Comparison of WBI Large Cap Tactical Yield Shares (WBIG) to SPDR Select Sector Fund - Consumer Discretionary (XLY)
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
XLY
SPDR Select Sector Fund - Consumer Discretionary
XLY Description
The investment seeks investment results that, before expenses, correspond to the price and yield performance of publicly traded equity securities of companies in The Consumer Discretionary Select Sector Index. The fund employs a replication strategy. It generally invests substantially all, but at least 95%, of its total assets in the securities comprising the index. The index includes companies from the following industries: media; retail; hotels, restaurants & leisure; textiles, apparel & luxury goods; household durables; automobiles; auto components; distributors; leisure equipment & products; and diversified consumer services. The fund is non-diversified.Grade (RS Rating)
Last Trade
$189.30
Average Daily Volume
3,148,783
52
Performance
| Period | WBIG | XLY |
|---|---|---|
| 30 Days | -0.49% | 7.12% |
| 60 Days | 0.07% | 5.50% |
| 90 Days | -3.42% | 6.08% |
| 12 Months | 5.56% | 12.79% |
WBIG Overweight 26 Positions Relative to XLY
| 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% | |
| AMAT | B | 3.9% | |
| QCOM | B | 3.44% | |
| 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 Underweight 49 Positions Relative to XLY
| Symbol | Grade | Weight | |
|---|---|---|---|
| AMZN | A | -23.91% | |
| TSLA | B | -14.8% | |
| HD | C | -9.15% | |
| MCD | F | -4.42% | |
| BKNG | B | -3.72% | |
| LOW | D | -3.44% | |
| NKE | F | -3.12% | |
| SBUX | F | -2.46% | |
| CMG | D | -2.35% | |
| ABNB | B | -1.83% | |
| ORLY | C | -1.7% | |
| MAR | C | -1.59% | |
| HLT | B | -1.47% | |
| GM | B | -1.42% | |
| AZO | C | -1.4% | |
| ROST | B | -1.34% | |
| F | B | -1.31% | |
| DHI | D | -1.15% | |
| RCL | B | -1.04% | |
| YUM | D | -1.02% | |
| LEN | D | -1.0% | |
| LULU | F | -0.97% | |
| TSCO | D | -0.79% | |
| EBAY | B | -0.73% | |
| GRMN | C | -0.68% | |
| NVR | D | -0.66% | |
| PHM | D | -0.63% | |
| GPC | D | -0.52% | |
| ULTA | D | -0.51% | |
| APTV | F | -0.51% | |
| CCL | C | -0.51% | |
| DRI | D | -0.5% | |
| DPZ | D | -0.49% | |
| LVS | F | -0.44% | |
| BBY | C | -0.44% | |
| EXPE | C | -0.43% | |
| KMX | C | -0.32% | |
| POOL | F | -0.32% | |
| MGM | B | -0.3% | |
| LKQ | F | -0.3% | |
| TPR | C | -0.26% | |
| BBWI | F | -0.24% | |
| WYNN | D | -0.23% | |
| CZR | C | -0.23% | |
| NCLH | C | -0.22% | |
| BWA | F | -0.2% | |
| ETSY | F | -0.19% | |
| RL | C | -0.19% | |
| MHK | D | -0.16% |
WBIG: Top Represented Industries & Keywords
XLY: Top Represented Industries & Keywords
Compare ETFs
