XPND vs. WBIL ETF Comparison
Comparison of First Trust Expanded Technology ETF (XPND) to WBI Large Cap Tactical Select Shares (WBIL)
XPND
First Trust Expanded Technology ETF
XPND Description
The investment seeks to provide long-term capital appreciation. The fund will invest at least 80% of its net assets in the common stocks of companies identified by it?s investment advisor as either information technology companies or consumer discretionary and communication services companies whose operations are principally derived from and/or dependent upon technology (such companies are collectively referred to herein as ?Expanded Technology Companies?). The fund?s investments will be concentrated (i.e., invest more than 25% of fund assets) in the industries or group of industries comprising the information technology sector. It is non-diversified.
Grade (RS Rating)
Last Trade
$28.05
Average Daily Volume
2,798
48
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
$34.16
Average Daily Volume
680
26
Performance
Period | XPND | WBIL |
---|---|---|
30 Days | 1.04% | 1.92% |
60 Days | 1.62% | 2.57% |
90 Days | -1.87% | 0.66% |
12 Months | 33.53% | 14.70% |
10 Overlapping Holdings
XPND Overweight 38 Positions Relative to WBIL
Symbol | Grade | Weight | |
---|---|---|---|
ORCL | B | 5.15% | |
V | A | 4.65% | |
MSFT | C | 4.61% | |
MA | A | 4.59% | |
AVGO | C | 4.55% | |
CRM | D | 4.51% | |
NVDA | D | 4.5% | |
GOOGL | D | 4.27% | |
IBM | A | 3.71% | |
NOW | B | 3.47% | |
TXN | D | 3.4% | |
AMAT | D | 2.87% | |
ANET | C | 2.12% | |
KLAC | D | 1.88% | |
APH | D | 1.45% | |
PYPL | B | 1.37% | |
WDAY | D | 1.26% | |
MRVL | C | 1.22% | |
CRWD | D | 1.2% | |
ADSK | B | 1.06% | |
CHTR | D | 0.92% | |
APP | B | 0.28% | |
IT | B | 0.26% | |
OMC | B | 0.25% | |
TDY | B | 0.25% | |
TYL | B | 0.25% | |
MANH | A | 0.25% | |
WMG | D | 0.25% | |
FOXA | C | 0.24% | |
BSY | D | 0.24% | |
PTC | D | 0.24% | |
EA | C | 0.24% | |
MPWR | C | 0.24% | |
NTAP | D | 0.24% | |
CPAY | C | 0.24% | |
SWKS | F | 0.23% | |
TER | D | 0.23% | |
HPE | F | 0.22% |
XPND: Top Represented Industries & Keywords
WBIL: Top Represented Industries & Keywords