WBIG vs. YLDE ETF Comparison
Comparison of WBI Large Cap Tactical Yield Shares (WBIG) to ClearBridge Dividend Strategy ESG ETF (YLDE)
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
$25.59
Average Daily Volume
2,849
67
YLDE
ClearBridge Dividend Strategy ESG ETF
YLDE Description
The investment seeks dividend income, growth of dividend income and long-term capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets, plus borrowings for investment purposes, if any, in dividend-paying stocks or other instruments with similar economic characteristics that offer the potential for income growth and capital appreciation over time and that meet its financial and environmental, social and governance (ESG) criteria. The fund may also invest in companies that the subadviser believes are making substantial progress toward becoming a leader in ESG policies.Grade (RS Rating)
Last Trade
$53.26
Average Daily Volume
2,882
50
Performance
| Period | WBIG | YLDE |
|---|---|---|
| 30 Days | 5.04% | 4.38% |
| 60 Days | 4.06% | 5.91% |
| 90 Days | 6.49% | 8.70% |
| 12 Months | 18.21% | 25.46% |
WBIG Overweight 63 Positions Relative to YLDE
| Symbol | Grade | Weight | |
|---|---|---|---|
| JEPQ | A | 3.74% | |
| VZ | B | 2.35% | |
| UGI | A | 2.34% | |
| PFE | D | 2.34% | |
| KHC | D | 2.33% | |
| IPG | C | 2.29% | |
| NXST | C | 2.27% | |
| FMC | D | 2.27% | |
| F | C | 2.25% | |
| TROW | A | 2.2% | |
| PM | A | 2.19% | |
| BBY | D | 2.16% | |
| FLTR | A | 2.13% | |
| PR | B | 2.13% | |
| AGZD | B | 2.13% | |
| GIS | D | 2.12% | |
| FALN | A | 2.11% | |
| OKE | B | 2.1% | |
| KMB | C | 2.09% | |
| FTSL | B | 1.94% | |
| SJM | C | 1.74% | |
| STIP | B | 1.53% | |
| IBKR | A | 1.29% | |
| CI | D | 1.26% | |
| UHS | D | 1.25% | |
| PAG | B | 1.23% | |
| VOYA | B | 1.23% | |
| KBH | C | 1.22% | |
| BYD | B | 1.21% | |
| CMS | B | 1.21% | |
| PRU | A | 1.18% | |
| WRB | A | 1.15% | |
| MAR | A | 1.14% | |
| PHM | D | 1.14% | |
| FIX | A | 1.12% | |
| IBM | C | 1.05% | |
| PEP | F | 1.03% | |
| CLX | C | 1.02% | |
| OMC | C | 1.01% | |
| NEM | F | 1.0% | |
| SLB | C | 1.0% | |
| HPE | B | 0.99% | |
| MDT | D | 0.98% | |
| SYY | C | 0.96% | |
| BKLN | A | 0.9% | |
| TGT | F | 0.8% | |
| MCK | B | 0.57% | |
| AXP | A | 0.57% | |
| RMD | C | 0.57% | |
| ACN | B | 0.57% | |
| LRCX | D | 0.56% | |
| AMAT | F | 0.56% | |
| STZ | F | 0.56% | |
| LEN | D | 0.56% | |
| MCD | D | 0.56% | |
| AME | A | 0.56% | |
| CSL | B | 0.55% | |
| CBOE | B | 0.52% | |
| KLAC | D | 0.51% | |
| TSN | B | 0.51% | |
| HIG | A | 0.51% | |
| PAYX | B | 0.51% | |
| ADP | A | 0.51% |
WBIG Underweight 46 Positions Relative to YLDE
| Symbol | Grade | Weight | |
|---|---|---|---|
| WMB | B | -4.25% | |
| MSFT | C | -3.69% | |
| SRE | B | -3.56% | |
| JPM | B | -3.36% | |
| APO | A | -3.25% | |
| CMCSA | C | -2.98% | |
| BDX | F | -2.95% | |
| TMUS | A | -2.85% | |
| TRV | B | -2.74% | |
| AVGO | D | -2.57% | |
| KMI | B | -2.51% | |
| LIN | D | -2.43% | |
| ORCL | B | -2.41% | |
| VMC | B | -2.3% | |
| AAPL | A | -2.1% | |
| COF | B | -2.06% | |
| MET | A | -1.99% | |
| AVB | A | -1.91% | |
| GOOGL | C | -1.88% | |
| KO | D | -1.84% | |
| HLN | D | -1.73% | |
| AMT | D | -1.68% | |
| UNP | C | -1.64% | |
| UNH | B | -1.64% | |
| PG | A | -1.61% | |
| HON | B | -1.58% | |
| MRK | D | -1.57% | |
| WM | A | -1.55% | |
| SAP | B | -1.54% | |
| EQT | B | -1.51% | |
| HD | B | -1.48% | |
| APD | A | -1.46% | |
| EIX | A | -1.44% | |
| PNC | A | -1.3% | |
| JNJ | D | -1.26% | |
| DTE | C | -1.25% | |
| CSCO | A | -1.15% | |
| SBUX | B | -1.14% | |
| AZN | D | -1.09% | |
| PSA | C | -1.02% | |
| FCX | F | -0.96% | |
| AIG | B | -0.87% | |
| DIS | B | -0.86% | |
| NUE | D | -0.85% | |
| GM | C | -0.76% | |
| TXN | D | -0.65% |
WBIG: Top Represented Industries & Keywords
YLDE: Top Represented Industries & Keywords
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