WBIL vs. KONG ETF Comparison
Comparison of WBI Large Cap Tactical Select Shares (WBIL) to Formidable Fortress ETF (KONG)
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
$37.05
Average Daily Volume
1,621
40
KONG
Formidable Fortress ETF
KONG Description
The investment seeks long-term capital appreciation. Under normal market conditions, the fund seeks to meet its investment objective by investing in large- and mid-cap equity securities, including common stocks, related depository receipts, real estate investment trusts (REITs), and other equity investments or ownership interests in business enterprises. It invests predominantly in common stocks of large- and mid-cap companies (the "Investable Universe"). The fund's derivative investments may include, among other instruments: (i) options; (ii) volatility-linked ETFs; and (iii) volatility-linked exchange-traded notes (ETNs). It is non-diversified.Grade (RS Rating)
Last Trade
$30.78
Average Daily Volume
2,568
33
Performance
| Period | WBIL | KONG |
|---|---|---|
| 30 Days | 6.43% | 4.39% |
| 60 Days | 8.70% | 5.75% |
| 90 Days | 8.92% | 9.18% |
| 12 Months | 24.08% | 22.10% |
WBIL Overweight 35 Positions Relative to KONG
| Symbol | Grade | Weight | |
|---|---|---|---|
| SCHW | B | 5.19% | |
| CRWD | B | 4.95% | |
| EA | A | 4.94% | |
| AMP | A | 4.93% | |
| AAPL | C | 4.79% | |
| MRVL | B | 4.54% | |
| FI | A | 4.35% | |
| LULU | C | 4.23% | |
| CRM | B | 4.06% | |
| UBER | D | 3.66% | |
| URI | B | 3.61% | |
| CPAY | A | 3.21% | |
| AMZN | C | 3.08% | |
| BX | A | 2.73% | |
| FICO | B | 2.23% | |
| BR | A | 2.17% | |
| INTU | C | 2.15% | |
| PWR | A | 2.11% | |
| COST | B | 1.94% | |
| RMD | C | 1.88% | |
| SBUX | A | 1.84% | |
| PANW | C | 1.75% | |
| TYL | B | 1.74% | |
| NFLX | A | 1.11% | |
| PH | A | 1.02% | |
| PAYX | C | 1.0% | |
| SPOT | B | 0.98% | |
| TJX | A | 0.95% | |
| TT | A | 0.87% | |
| AGZD | A | 0.74% | |
| FLTR | A | 0.73% | |
| FALN | B | 0.72% | |
| FTSL | B | 0.67% | |
| STIP | C | 0.52% | |
| BKLN | A | 0.32% |
WBIL Underweight 28 Positions Relative to KONG
| Symbol | Grade | Weight | |
|---|---|---|---|
| MKTX | D | -3.61% | |
| IBKR | A | -3.54% | |
| FFIV | B | -3.52% | |
| SNA | A | -3.25% | |
| UTHR | C | -3.25% | |
| ADBE | C | -3.24% | |
| GOOG | C | -3.2% | |
| SPGI | C | -3.18% | |
| CTSH | B | -3.17% | |
| WST | C | -3.01% | |
| DOX | D | -2.99% | |
| GGG | B | -2.99% | |
| GLPI | C | -2.99% | |
| SNPS | B | -2.94% | |
| RS | B | -2.94% | |
| ADM | D | -2.93% | |
| REGN | F | -2.92% | |
| MNST | C | -2.92% | |
| PSA | D | -2.89% | |
| JKHY | D | -2.85% | |
| CHE | D | -2.79% | |
| JNJ | D | -2.76% | |
| VRTX | F | -2.68% | |
| MSFT | F | -2.63% | |
| GNTX | C | -2.4% | |
| CTRA | B | -2.4% | |
| ADP | B | -2.32% | |
| ERIE | D | -2.11% |
WBIL: Top Represented Industries & Keywords
KONG: Top Represented Industries & Keywords
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