WBIL vs. RULE ETF Comparison
Comparison of WBI Large Cap Tactical Select Shares (WBIL) to Adaptive Core ETF (RULE)
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
$34.23
Average Daily Volume
970
24
RULE
Adaptive Core ETF
RULE Description
Adaptive Core ETF seeks current income. The fund invests in individual equity securities without regard to market capitalization and ETFs that invest in equity securities of any market capitalization including convertible equity securities and fixed income ETFs. The fund’s portfolio may hold securities from issuers of any market capitalization, credit quality, maturity, or country. Fixed income securities may include securities with credit quality below investment grade (commonly referred to as “junk bond” credit quality).Grade (RS Rating)
Last Trade
$21.87
Average Daily Volume
12,842
34
Performance
| Period | WBIL | RULE |
|---|---|---|
| 30 Days | 1.05% | 1.48% |
| 60 Days | 8.04% | 6.96% |
| 90 Days | 2.17% | -0.23% |
| 12 Months | 20.79% | 20.08% |
WBIL Overweight 21 Positions Relative to RULE
WBIL Underweight 31 Positions Relative to RULE
| Symbol | Grade | Weight | |
|---|---|---|---|
| BIL | B | -4.39% | |
| JPST | C | -4.38% | |
| VEEV | C | -3.37% | |
| ISRG | C | -3.2% | |
| NOW | B | -3.15% | |
| CRM | B | -3.13% | |
| META | A | -3.11% | |
| SPHQ | B | -3.1% | |
| SPGI | C | -3.04% | |
| BRO | A | -3.03% | |
| XLG | A | -3.03% | |
| FCNCA | D | -2.98% | |
| BLDR | C | -2.95% | |
| BAX | D | -2.89% | |
| IWF | B | -2.87% | |
| COST | C | -2.86% | |
| CAH | B | -2.83% | |
| AON | A | -2.82% | |
| REGN | D | -2.79% | |
| RMD | C | -2.76% | |
| BK | A | -2.69% | |
| VRSK | D | -2.63% | |
| MSFT | D | -2.63% | |
| CPAY | A | -2.61% | |
| IRM | B | -2.6% | |
| URI | C | -2.56% | |
| WMT | A | -2.4% | |
| NFLX | A | -2.38% | |
| DASH | A | -2.31% | |
| FTNT | A | -2.3% | |
| GPN | F | -2.27% |
WBIL: Top Represented Industries & Keywords
RULE: Top Represented Industries & Keywords
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