KIE vs. LBO ETF Comparison
Comparison of SPDR S&P Insurance ETF (KIE) to WHITEWOLF Publicly Listed Private Equity ETF (LBO)
KIE
SPDR S&P Insurance ETF
KIE Description
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of an index that tracks the performance of publicly traded companies in the insurance industry. In seeking to track the performance of the S&P Insurance Select Industry Index (the "index"), the fund employs a replication strategy. It generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index represents the insurance industry group of the S&P Total Market Index ("S&P TMI"). The fund is non-diversified.
Grade (RS Rating)
Last Trade
$60.36
Average Daily Volume
1,053,719
50
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
$34.00
Average Daily Volume
1,354
35
Performance
| Period | KIE | LBO |
|---|---|---|
| 30 Days | 5.16% | 4.04% |
| 60 Days | 7.23% | 10.46% |
| 90 Days | 9.79% | 17.24% |
| 12 Months | 36.80% |
0 Overlapping Holdings
| Symbol | Grade | Weight in KIE | Weight in LBO | Overlap |
|---|
KIE Overweight 50 Positions Relative to LBO
| Symbol | Grade | Weight | |
|---|---|---|---|
| GSHD | A | 2.49% | |
| UNM | A | 2.45% | |
| BHF | C | 2.23% | |
| LNC | C | 2.21% | |
| KMPR | A | 2.2% | |
| CNO | B | 2.2% | |
| PRI | B | 2.17% | |
| RLI | A | 2.15% | |
| AGO | B | 2.13% | |
| AIZ | A | 2.09% | |
| WTM | A | 2.08% | |
| THG | A | 2.07% | |
| RYAN | A | 2.06% | |
| CINF | A | 2.05% | |
| AXS | A | 2.04% | |
| MKL | A | 2.04% | |
| SIGI | C | 2.03% | |
| PRU | A | 2.02% | |
| AON | A | 2.02% | |
| WTW | B | 2.02% | |
| MET | A | 2.02% | |
| GNW | A | 2.02% | |
| TRV | B | 2.01% | |
| RGA | A | 2.0% | |
| ORI | A | 1.99% | |
| PFG | D | 1.98% | |
| BRO | B | 1.98% | |
| L | A | 1.97% | |
| AFG | A | 1.97% | |
| GL | C | 1.96% | |
| ALL | A | 1.94% | |
| AIG | B | 1.93% | |
| WRB | A | 1.91% | |
| KNSL | B | 1.9% | |
| PGR | A | 1.88% | |
| FNF | B | 1.88% | |
| ESGR | B | 1.88% | |
| HIG | B | 1.88% | |
| AFL | B | 1.88% | |
| AJG | A | 1.85% | |
| CB | C | 1.85% | |
| RNR | C | 1.85% | |
| FAF | A | 1.82% | |
| MMC | B | 1.8% | |
| EG | C | 1.78% | |
| PLMR | A | 1.75% | |
| ACGL | C | 1.66% | |
| ERIE | D | 1.45% | |
| STC | B | 1.38% | |
| OSCR | D | 1.33% |
KIE Underweight 35 Positions Relative to LBO
| Symbol | Grade | Weight | |
|---|---|---|---|
| KKR | A | -8.25% | |
| ARCC | A | -6.95% | |
| FSK | A | -6.75% | |
| TPG | A | -6.64% | |
| OWL | A | -6.37% | |
| BX | A | -6.26% | |
| APO | B | -6.11% | |
| BXSL | A | -6.1% | |
| ARES | A | -5.23% | |
| CG | B | -5.12% | |
| HTGC | D | -4.76% | |
| HLNE | B | -3.14% | |
| GBDC | D | -3.07% | |
| PSEC | D | -2.42% | |
| CSWC | D | -2.31% | |
| GSBD | F | -2.08% | |
| BBDC | A | -1.83% | |
| BCSF | C | -1.67% | |
| TRIN | A | -1.43% | |
| NMFC | D | -1.33% | |
| STEP | C | -1.21% | |
| PFLT | D | -1.14% | |
| CODI | B | -1.09% | |
| TCPC | C | -1.07% | |
| CGBD | C | -0.82% | |
| CION | C | -0.74% | |
| TSLX | C | -0.44% | |
| GCMG | B | -0.22% | |
| SCM | B | -0.2% | |
| PNNT | C | -0.2% | |
| FDUS | A | -0.16% | |
| GAIN | B | -0.14% | |
| SAR | A | -0.14% | |
| PX | A | -0.14% | |
| TPVG | B | -0.14% |
KIE: Top Represented Industries & Keywords
LBO: Top Represented Industries & Keywords
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