WBIY vs. MVAL ETF Comparison
Comparison of WBI Power Factor High Dividend ETF (WBIY) to SHL Telemedicine Ltd VanEck Morningstar Wide Moat Value ETF (MVAL)
WBIY
WBI Power Factor High Dividend ETF
WBIY Description
The investment seeks long term-capital appreciation while also seeking to protect principal during unfavorable market conditions. The fund will seek to achieve its investment objective by using a broad and flexible investment strategy and may invest directly in different types of instruments, such as: stocks and bonds issued by public and private companies and bonds issued by governments and governmental agencies ("Direct Investments"); and shares of funds that invest directly in such instruments. It is non-diversified.
Grade (RS Rating)
Last Trade
$31.18
Average Daily Volume
2,130
50
MVAL
SHL Telemedicine Ltd VanEck Morningstar Wide Moat Value ETF
MVAL Description
The fund invests at least 80% of its total assets in securities that comprise the fund"s benchmark index. The index is comprised of equity securities of companies that Morningstar, Inc. determines have sustainable competitive advantages based on a proprietary methodology that considers quantitative and qualitative factors and are attractively priced and weighted according to a modified equal weighting scheme that tilts exposure in favor of pure value companies. It is non-diversified.Grade (RS Rating)
Last Trade
$33.32
Average Daily Volume
316
10
Performance
| Period | WBIY | MVAL |
|---|---|---|
| 30 Days | 2.26% | 1.07% |
| 60 Days | 5.82% | 5.87% |
| 90 Days | 10.00% | 12.44% |
| 12 Months | 28.99% |
1 Overlapping Holdings
| Symbol | Grade | Weight in WBIY | Weight in MVAL | Overlap | |
|---|---|---|---|---|---|
| MO | B | 5.01% | 4.84% | 4.84% |
WBIY Overweight 49 Positions Relative to MVAL
| Symbol | Grade | Weight | |
|---|---|---|---|
| D | A | 5.47% | |
| T | A | 5.45% | |
| VZ | A | 5.12% | |
| KMI | A | 4.89% | |
| UPS | D | 4.74% | |
| CVS | D | 4.72% | |
| LYB | D | 4.68% | |
| KHC | B | 4.53% | |
| CAG | B | 4.51% | |
| WHR | C | 4.51% | |
| KSS | D | 4.44% | |
| RF | C | 3.83% | |
| CNH | C | 3.47% | |
| IPG | C | 3.12% | |
| BEN | F | 2.16% | |
| CRI | D | 1.89% | |
| BBY | B | 1.72% | |
| HBAN | C | 1.32% | |
| CALM | A | 1.32% | |
| CFG | D | 1.24% | |
| FNF | A | 1.2% | |
| PRU | C | 1.15% | |
| COLB | C | 1.13% | |
| PNC | C | 1.12% | |
| WU | D | 1.08% | |
| ALE | A | 1.05% | |
| HESM | D | 1.03% | |
| VLY | C | 1.01% | |
| OMF | D | 0.99% | |
| VIRT | C | 0.93% | |
| GES | F | 0.92% | |
| CWEN | A | 0.88% | |
| CVI | F | 0.83% | |
| BKH | B | 0.8% | |
| TNL | B | 0.77% | |
| FULT | D | 0.72% | |
| KNTK | C | 0.65% | |
| MNRO | C | 0.62% | |
| GSL | C | 0.61% | |
| PFS | D | 0.52% | |
| DIN | D | 0.43% | |
| ASC | D | 0.41% | |
| FIBK | D | 0.4% | |
| SPTN | B | 0.27% | |
| HOPE | D | 0.25% | |
| RGP | F | 0.21% | |
| SASR | C | 0.19% | |
| SFNC | C | 0.19% | |
| BRY | F | 0.18% |
WBIY: Top Represented Industries & Keywords
MVAL: Top Represented Industries & Keywords
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