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ETFs

WBI BullBear Value 3000 ETF

WBIF
$--
Today’s Change
-- (--)

Snapshot
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Inception Date
Aug 27 2014
Expense Ratio
1.39%
Type
Global Equities
Fund Owner
WBI Shares
Volume (1m avg. daily)
$70,388
AUM
$37,720,530
Associated Index
None
Inverse/Leveraged
No
Passive/Active
Active
Fractionable on Composer
No
Prospectus
View

Top 10 Holdings

n/a
Cash & Other
48.54%
LEA
Lear Corp.
4.43%
TXRH
Texas Roadhouse Inc
4.18%
HCA
HCA Healthcare Inc
4.04%
APH
Amphenol Corp. - Ordinary Shares - Class A
4.02%
ADI
Analog Devices Inc.
4.02%
MCHP
Microchip Technology, Inc.
4.01%
KLAC
KLA Corp.
4.00%
LEN
Lennar Corp. - Ordinary Shares - Class A
2.91%
SO
Southern Company
2.85%
Invest with WBIF

What is WBIF?

The WBI BullBear Value 3000 ETF (Ticker: WBIF) seeks to provide investors with a wealth-building investment strategy that targets an optimal blend of bear market capital preservation and bull market return. The Fund is actively managed in an effort to provide long-term capital appreciation, while protecting capital during unfavorable market periods. WBIF typically invests in large cap securities with consistent fundamentals and strong value characteristics. The Fund may also invest in cash or cash equivalents as part of its investment process.

ETFs related toWBIF

ETFs correlated to WBIF include DFLV, CVLC, RDVI

WBIF
WBI Investments Inc - WBI BullBear Value 3000 ETF
DFLV
Dimensional ETF Trust - Dimensional US Large Cap Value ETF
CVLC
Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
RDVI
First Trust Exchange-Traded Fund IV - FT Cboe Vest Rising Dividend Achievers Target Income ETF
DFSU
Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
SMOT
VanEck ETF Trust - VanEck Morningstar SMID Moat ETF

What is ETF correlation?

Correlation is a measure of the strength of the relationship between two ETFs. It quantifies the degree to which prices of the two ETFs typically move together.

Here, correlation is measured over the past year with the Pearson correlation coefficient (Pearon’s r), which ranges from -1 to 1.

Using ETF correlations in portfolio and strategy construction

ETF correlations can help you create investing strategies and portfolios. Use them to:

  • •Build a diversified portfolio from uncorrelated or inversely correlated ETFs with the aim of minimizing portfolio risk.
  • •Compare correlated or related ETFs to find one with a lower expense ratio or higher trading volume.
  • •Create an investing strategy that hedges an ETF with an uncorrelated or inversely correlated ETF.

FAQ

WBIF is a Global Equities ETF. The WBI BullBear Value 3000 ETF (Ticker: WBIF) seeks to provide investors with a wealth-building investment strategy that targets an optimal blend of bear market capital preservation and bull market return. The Fund is actively managed in an effort to provide long-term capital appreciation, while protecting capital during unfavorable market periods. WBIF typically invests in large cap securities with consistent fundamentals and strong value characteristics. The Fund may also invest in cash or cash equivalents as part of its investment process.

Yes, WBIF is actively managed. In an actively managed fund, the fund manager makes decisions about how funds are invested. A passively managed fund typically tries to track or follow a market index.

No, WBIF is not passively managed. It is actively managed. A passively managed fund typically tries to track or follow a market index. In an actively managed fund, the fund manager makes decisions about how funds are invested.

The 1-month return on WBIF is -0.053%. This is the percent change in the value of WBIF over the most recent 1-month period. The 3-month return on WBIF is -0.0634%. This is the percent change in the value of WBIF over the most recent 3-month period.

The standard deviation of WBIF for the past year is 0.1275%. Standard deviation is the typical amount that the daily returns vary from the mean of the returns over the time period, standardized to a period of a year.

ETFs similar to WBIF include ARKK, TAN, and EFG.

ETFs correlated to WBIF include DFLV, CVLC, and RDVI.

ETFs that are inversely correlated to WBIF include DOG, DXD, and SDOW.

Disclaimers

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We show information directly obtained from our data provider, Xignite. Data shown here is provided by Xignite, an unaffiliated third party. Composer believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate.

**

We show information based on calculations performed by Composer using data from our provider. Information provided here is based on calculations performed by Composer using data sourced from Xignite, an unaffiliated third party. Composer believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.