WBIL vs. BCUS ETF Comparison
Comparison of WBI Large Cap Tactical Select Shares (WBIL) to Bancreek U.S. Large Cap ETF (BCUS)
WBIL
WBI Large Cap Tactical Select Shares
WBIL 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 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 an attractive financial condition and prospects for ongoing financial stability, and up to 20% of its net assets in other tactical investment opportunities.
Grade (RS Rating)
Last Trade
$34.06
Average Daily Volume
931
26
BCUS
Bancreek U.S. Large Cap ETF
BCUS Description
The fund is an actively managed exchange-traded fund ("ETF") that invests in equity securities consisting primarily of common and preferred stock and securities convertible into common stock. Under normal circumstances, the fund invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in securities of U.S.-listed large capitalization companies.Grade (RS Rating)
Last Trade
$30.48
Average Daily Volume
22,370
10
Performance
Period | WBIL | BCUS |
---|---|---|
30 Days | -1.16% | 0.36% |
60 Days | 4.56% | 4.95% |
90 Days | 1.76% | 6.56% |
12 Months | 20.22% |
1 Overlapping Holdings
Symbol | Grade | Weight in WBIL | Weight in BCUS | Overlap | |
---|---|---|---|---|---|
AAPL | C | 3.93% | 3.85% | 3.85% |
WBIL Overweight 25 Positions Relative to BCUS
Symbol | Grade | Weight | |
---|---|---|---|
BX | C | 5.04% | |
ADP | A | 5.01% | |
PGR | C | 4.84% | |
LII | C | 4.72% | |
WRB | B | 4.66% | |
ALNY | C | 4.64% | |
MSI | A | 4.59% | |
MELI | C | 4.57% | |
TMUS | A | 4.49% | |
CI | D | 4.37% | |
SHW | B | 4.16% | |
CDW | D | 4.07% | |
ZTS | C | 3.97% | |
PANW | D | 3.96% | |
BDX | B | 3.88% | |
DECK | B | 3.85% | |
PEP | D | 3.81% | |
INTU | F | 3.77% | |
ADBE | F | 3.59% | |
THG | C | 3.55% | |
QCOM | D | 3.16% | |
LRCX | D | 2.82% | |
ACGL | A | 1.87% | |
YUMC | B | 1.06% | |
DHI | C | 0.89% |
WBIL: Top Represented Industries & Keywords
BCUS: Top Represented Industries & Keywords