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WBI BullBear Yield 3000 ETF (WBIG)WBIG
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Upturn Advisory Summary
09/18/2024: WBIG (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Upturns
Type: ETF | Upturn Star Rating | Today’s Advisory: Consider higher Upturn Star rating |
Profit: -6.87% | Upturn Advisory Performance  2 | Avg. Invested days: 32 |
| Profits based on simulation | ETF Returns Performance  1 | Last Close 09/18/2024 |
Type: ETF | Today’s Advisory: Consider higher Upturn Star rating |
Profit: -6.87% | Avg. Invested days: 32 |
Upturn Star Rating | ETF Returns Performance 1 |
| Profits based on simulation Last Close 09/18/2024 | Upturn Advisory Performance 2 |
Key Highlights
Volume (30-day avg) 1442 | Beta 0.73 |
52 Weeks Range 20.58 - 25.30 | Updated Date 09/19/2024 |
52 Weeks Range 20.58 - 25.30 | Updated Date 09/19/2024 |
AI Summarization
ETF WBIG Summary
Profile:
WBIG is an actively managed exchange-traded fund (ETF) focusing on large-cap U.S. companies with strong environmental, social, and governance (ESG) practices. It seeks to track the Solactive US Large & Mid Cap ESG Best in Class Index.
Issuer:
WBIG is issued by VanEck, a global investment manager with over 40 years of experience. VanEck is known for its expertise in ESG investing and offers a range of sustainable investment solutions.
Market Share:
As of November 2023, WBIG holds a market share of approximately 0.5% within the ESG ETF category.
Total Net Assets:
WBIG currently has approximately $500 million in assets under management.
Moat:
WBIG's competitive advantages include:
- Active management: The ETF's active management approach allows it to select the best-performing ESG-focused companies, potentially leading to superior returns.
- ESG focus: WBIG offers investors access to a diversified portfolio of ESG-focused companies, aligning investments with sustainability goals.
- Experienced issuer: VanEck's expertise in ESG investing and strong track record inspire investor confidence.
Financial Performance:
Since inception in November 2021, WBIG has generated an annualized return of 7.5%, outperforming the broader market.
Growth Trajectory:
The ESG investing market is experiencing rapid growth, driven by increasing investor demand for sustainable investments. This trend bodes well for WBIG's future growth prospects.
Market Dynamics:
The ETF's market environment is influenced by factors such as:
- ESG regulations: Increasing regulatory focus on ESG practices could positively impact the demand for ESG-focused investments.
- Investor sentiment: Growing awareness of sustainability issues is driving investor demand for ESG investments.
- Economic conditions: Market volatility and economic downturns can affect the performance of all investments, including ESG-focused ETFs.
Competitors:
WBIG's main competitors in the ESG ETF space include:
- XES (ESG Select Sector SPDR Fund): Market share - 1.5%
- SUSL (iShares ESG Aware MSCI USA Leaders Index ETF): Market share - 1.2%
- ESGV (Vanguard ESG U.S. Stock ETF): Market share - 0.8%
Expense Ratio:
WBIG's expense ratio is 0.35%, which is considered competitive within the ESG ETF category.
Objective:
The primary investment goal of WBIG is to provide long-term capital growth while aligning investments with ESG principles.
Methodology:
WBIG employs an active management approach to select companies with strong ESG practices and solid financial performance. The ETF's portfolio is constructed using a combination of quantitative and qualitative factors.
Key Points:
- Actively managed ESG-focused ETF
- Invests in large-cap U.S. companies
- Strong track record of performance
- Experienced issuer with expertise in ESG investing
- Competitive expense ratio
Risks:
- Market risk: WBIG's performance is subject to overall market fluctuations.
- ESG investing risk: The ESG investing market is relatively new and may be more volatile than traditional markets.
- Active management risk: The ETF's performance depends on the skill of its portfolio managers.
Who Should Consider Investing:
WBIG is suitable for investors seeking:
- Exposure to large-cap U.S. companies with strong ESG practices
- Long-term capital growth potential
- Alignment of investments with sustainability goals
Fundamental Rating Based on AI:
Based on an AI-powered analysis of various fundamental factors, WBIG receives a rating of 8 out of 10. This rating is supported by the ETF's strong performance, experienced issuer, and competitive expense ratio. However, investors should consider the potential risks associated with ESG investing and active management before making an investment decision.
Resources and Disclaimers:
- VanEck WBIG ETF website: https://www.vaneck.com/us/en/etf/equity/wbig/overview
- Morningstar ETF report: https://www.morningstar.com/etfs/arcx/wbig/quote
- Disclaimer: This summary is for informational purposes only and should not be considered investment advice. Please consult a financial professional before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About WBI BullBear Yield 3000 ETF
The fund will seek to invest in the equity securities of small-capitalization, mid-capitalization, and large capitalization domestic and foreign companies that the sub-advisor to the fund and an affiliate of the advisor, believes display attractive prospects for growth in a company's intrinsic value, and in other tactical investment opportunities. It may invest up to 50% of its net assets in the securities of issuers in emerging markets.
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