WBIL vs. EQTY ETF Comparison
Comparison of WBI Large Cap Tactical Select Shares (WBIL) to Kovitz Core Equity ETF (EQTY)
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
$35.98
Average Daily Volume
1,625
44
EQTY
Kovitz Core Equity ETF
EQTY Description
The Kovitz Core Equity ETF seeks long-term capital appreciation. Through our fundamental, research-driven process, we strive to build diversified portfolios of equity investments through the purchase of competitively advantaged and financially strong companies at prices substantially less than our estimate of their intrinsic values.Grade (RS Rating)
Last Trade
$23.74
Average Daily Volume
36,792
38
Performance
| Period | WBIL | EQTY |
|---|---|---|
| 30 Days | 1.96% | 0.08% |
| 60 Days | 5.13% | 3.80% |
| 90 Days | 6.21% | 7.00% |
| 12 Months | 21.54% | 27.85% |
WBIL Overweight 36 Positions Relative to EQTY
| Symbol | Grade | Weight | |
|---|---|---|---|
| AMP | A | 4.99% | |
| MRVL | B | 4.78% | |
| CRWD | B | 4.74% | |
| LULU | C | 4.2% | |
| PINS | F | 3.9% | |
| UBER | F | 3.79% | |
| EA | A | 3.74% | |
| NVDA | B | 3.63% | |
| BX | A | 2.33% | |
| FICO | A | 2.28% | |
| INTU | B | 2.16% | |
| BR | A | 2.14% | |
| PWR | A | 2.12% | |
| COST | B | 1.99% | |
| QCOM | F | 1.99% | |
| RMD | C | 1.97% | |
| ABBV | F | 1.94% | |
| URI | B | 1.91% | |
| LRCX | F | 1.86% | |
| TYL | B | 1.8% | |
| SBUX | A | 1.78% | |
| MELI | D | 1.7% | |
| FAST | B | 1.08% | |
| GWW | B | 1.07% | |
| NFLX | A | 1.04% | |
| PAYX | B | 1.04% | |
| PH | B | 1.02% | |
| TJX | A | 0.93% | |
| TT | A | 0.87% | |
| SPOT | A | 0.86% | |
| AGZD | A | 0.74% | |
| FLTR | A | 0.73% | |
| FALN | A | 0.72% | |
| FTSL | A | 0.67% | |
| STIP | C | 0.52% | |
| BKLN | A | 0.32% |
WBIL Underweight 30 Positions Relative to EQTY
| Symbol | Grade | Weight | |
|---|---|---|---|
| GOOG | B | -4.14% | |
| BDX | F | -3.98% | |
| KEYS | C | -3.93% | |
| V | A | -3.77% | |
| J | D | -3.58% | |
| ICE | C | -3.4% | |
| KMX | B | -3.36% | |
| LOW | A | -3.16% | |
| BRK.A | A | -3.16% | |
| PCAR | B | -3.13% | |
| AXP | B | -3.02% | |
| ORCL | A | -2.96% | |
| AON | A | -2.92% | |
| JPM | A | -2.57% | |
| PPG | D | -2.36% | |
| MSI | A | -2.08% | |
| DLTR | F | -1.86% | |
| ADI | D | -1.73% | |
| DEO | F | -1.72% | |
| AMAT | F | -1.67% | |
| HAS | D | -1.07% | |
| AMD | F | -0.94% | |
| HAYW | A | -0.65% | |
| GOOGL | B | -0.49% | |
| MSFT | D | -0.24% | |
| SYK | A | -0.13% | |
| GGG | A | -0.1% | |
| VRSK | B | -0.08% | |
| ABT | A | -0.06% | |
| EFX | F | -0.06% |
WBIL: Top Represented Industries & Keywords
EQTY: Top Represented Industries & Keywords
Compare ETFs
