WIORX
Wilshire Income Opportunities Invest
1W: -0.5%
1M: -3.0%
3M: -3.7%
YTD: -5.2%
1Y: -5.3%
3Y: +10.8%
5Y: -3.2%
$8.62
+0.00 (+0.00%)
Weekly Expected Move ±0.6%
$9
$9
$9
$9
$9
Similar ETFs
20 peers by holdings overlap (1648 holdings)
JHPI
John Hancock Investments - Preferred Income ETF
18.0%
Shared7 holdings
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FLC
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DFP
Flaherty & Crumrine Dynamic Preferred and Income Fund Inc.
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FFC
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PFO
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11.1%
Shared5 holdings
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PFD
Flaherty & Crumrine Preferred Income Fund Inc.
11.0%
Shared5 holdings
Total70
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FINS
Angel Oak Financial Strategies Income Term Trust
9.5%
Shared6 holdings
Total42
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HPS
John Hancock Preferred Income Fund III
9.0%
Shared8 holdings
Total79
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HPF
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Shared8 holdings
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HPI
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Shared8 holdings
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HTD
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Shared8 holdings
Total80
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VRPS.L
Invesco Variable Rate Preferred Shares UCITS ETF
4.4%
Shared4 holdings
Total—
AUM$23M
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VPAC.L
Invesco Variable Rate Preferred Shares UCITS ETF
4.4%
Shared4 holdings
Total—
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VRP
Invesco Variable Rate Preferred ETF
4.2%
Shared4 holdings
Total79
AUM$2.9B
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PDT
John Hancock Premium Dividend Fund
4.1%
Shared5 holdings
Total85
AUM$579M
Price$11.78
PFLD
AAM Low Duration Preferred and Income Securities ETF
3.4%
Shared4 holdings
Total120
AUM$413M
Price$19.19
PFF
iShares Preferred and Income Securities ETF
2.3%
Shared7 holdings
Total438
AUM$12.8B
Price$29.56
ZUP.TO
BMO US Preferred Share Index ETF
2.2%
Shared3 holdings
Total—
AUM$44M
Price$19.06
ZUP-U.TO
ETF
2.2%
Shared3 holdings
Total—
AUM—
Price—
PRFD.L
Invesco Preferred Shares UCITS ETF
1.5%
Shared4 holdings
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Fundamentals Comparison
| ETF | AUM | Holdings | Top 10 Wt | P/E | P/B | P/S | ROE | Net Margin | Div Yield | Rev Growth | EPS Growth | IS Score | Piotroski |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WIORX | $170M | 8 | 0.9% | 27.0 | 0.7 | 3.6 | 2.6% | 13.4% | 3.88% | —% | —% | 33.4 | 3.3 |
| JHPI | $116M | 106 | 8.4% | 12.6 | 1.1 | 1.9 | 2.8% | 4.5% | 5.89% | +27.1% | +53.2% | 45.9 | 5.7 |
| FLC | $164M | 68 | 16.6% | 14.7 | 1.8 | 2.2 | 9.3% | 14.8% | 4.46% | +18.7% | +53.5% | 41.0 | 5.8 |
| DFP | $392M | 70 | 17.4% | 15.1 | 2.1 | 2.3 | 10.8% | 15.0% | 4.28% | +19.8% | +55.4% | 40.2 | 5.9 |
| FFC | $720M | 72 | 17.2% | 14.9 | 1.9 | 2.2 | 9.4% | 14.8% | 4.82% | +19.2% | +51.3% | 41.6 | 5.8 |
| PFO | $113M | 69 | 18.3% | 14.9 | 1.9 | 2.2 | 9.7% | 14.9% | 4.33% | +18.7% | +53.3% | 41.4 | 5.9 |
| PFD | $137M | 70 | 17.3% | 14.8 | 2.0 | 2.2 | 10.3% | 15.0% | 4.11% | +18.1% | +53.2% | 41.7 | 5.9 |
| FINS | $300M | 42 | 14.9% | 9.9 | 0.5 | 2.1 | 6.5% | 21.0% | 4.37% | +41.8% | +50.8% | 42.1 | 4.8 |
| HPS | $390M | 79 | 20.1% | 12.7 | 1.4 | 1.9 | 8.6% | 13.5% | 4.07% | +18.1% | +37.5% | 41.8 | 5.8 |
| HPF | $296M | 81 | 19.6% | 12.6 | 0.4 | 1.9 | 2.9% | 13.4% | 4.55% | +16.9% | +40.4% | 41.5 | 5.8 |
| HPI | $379M | 81 | 19.8% | 12.7 | 0.5 | 1.9 | 3.4% | 13.3% | 4.51% | +16.8% | +40.4% | 41.4 | 5.8 |