LBO vs. INKM ETF Comparison
Comparison of WHITEWOLF Publicly Listed Private Equity ETF (LBO) to SPDR SSgA Income Allocation ETF (INKM)
LBO
WHITEWOLF Publicly Listed Private Equity ETF
LBO Description
The fund is an actively managed exchange-traded fund ("ETF") that seeks to achieve its investment objective by investing, under normal circumstances, at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in securities of U.S. publicly listed private equity companies. It defines "listed private equity companies" as Leverage Finance Providers and Buyout Firms, Sponsors, and Asset Managers (collectively, "Listed Private Equity Companies") that are listed and traded on a U.S. national securities exchange. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$29.23
Average Daily Volume
486
10
INKM
SPDR SSgA Income Allocation ETF
INKM Description
The investment seeks to provide total return by focusing on investments in income and yield-generating assets. The fund invests substantially all of its assets in the SSgA Income Allocation Portfolio, a separate series of the SSgA Master Trust with an identical investment objective as the fund. As a result, the fund invests indirectly through the Portfolio. It invests the assets of the Portfolio among ETPs that provide exposure to four primary asset classes: (i) domestic and international equity securities; (ii) domestic and international investment grade and high yield debt securities; (iii) hybrid equity/debt securities; and (iv) REITs.Grade (RS Rating)
Last Trade
$31.05
Average Daily Volume
7,057
13
Performance
| Period | LBO | INKM |
|---|---|---|
| 30 Days | 0.84% | 0.05% |
| 60 Days | 3.44% | 0.37% |
| 90 Days | 6.30% | 2.33% |
| 12 Months | 7.46% |
0 Overlapping Holdings
| Symbol | Grade | Weight in LBO | Weight in INKM | Overlap |
|---|
LBO: Top Represented Industries & Keywords
INKM: Top Represented Industries & Keywords
Compare ETFs
