LBO vs. ACTV ETF Comparison
Comparison of WHITEWOLF Publicly Listed Private Equity ETF (LBO) to LeaderShares Activist Leaders ETF (ACTV)
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
$31.87
Average Daily Volume
636
35
ACTV
LeaderShares Activist Leaders ETF
ACTV Description
The investment seeks to generate long-term capital growth. The fund will be invested in equity securities of companies listed on a U.S. exchange with market capitalizations of at least $1 billion at the time of initial purchase. It may focus its investments in a particular sector, industry or group of industries. The fund may utilize derivatives, such as equity options and total return swap agreements, to seek to achieve its objective and for hedging purposes.Grade (RS Rating)
Last Trade
$32.20
Average Daily Volume
6,476
46
Performance
| Period | LBO | ACTV |
|---|---|---|
| 30 Days | 3.56% | -4.16% |
| 60 Days | 8.35% | -2.57% |
| 90 Days | 10.00% | -1.26% |
| 12 Months | 14.29% |
0 Overlapping Holdings
| Symbol | Grade | Weight in LBO | Weight in ACTV | Overlap |
|---|
LBO Overweight 35 Positions Relative to ACTV
| Symbol | Grade | Weight | |
|---|---|---|---|
| KKR | B | 7.66% | |
| ARCC | B | 7.07% | |
| TPG | B | 6.77% | |
| FSK | B | 6.73% | |
| OWL | B | 6.5% | |
| BXSL | B | 6.29% | |
| BX | B | 5.95% | |
| APO | B | 5.46% | |
| ARES | B | 5.3% | |
| CG | B | 5.04% | |
| HTGC | C | 4.89% | |
| GBDC | C | 3.14% | |
| PSEC | D | 3.06% | |
| HLNE | A | 2.94% | |
| CSWC | D | 2.63% | |
| GSBD | F | 2.26% | |
| BBDC | D | 1.89% | |
| BCSF | A | 1.69% | |
| TRIN | D | 1.43% | |
| NMFC | F | 1.35% | |
| PFLT | C | 1.18% | |
| STEP | B | 1.1% | |
| TCPC | F | 1.05% | |
| CODI | D | 0.99% | |
| CGBD | C | 0.88% | |
| CION | C | 0.79% | |
| TSLX | D | 0.45% | |
| GCMG | B | 0.22% | |
| PNNT | C | 0.21% | |
| SCM | B | 0.21% | |
| FDUS | C | 0.16% | |
| SAR | C | 0.14% | |
| GAIN | B | 0.14% | |
| PX | B | 0.13% | |
| TPVG | F | 0.12% |
LBO Underweight 46 Positions Relative to ACTV
| Symbol | Grade | Weight | |
|---|---|---|---|
| JHG | A | -4.25% | |
| LUV | A | -4.12% | |
| INVA | C | -4.05% | |
| IVZ | A | -4.01% | |
| BLMN | F | -3.97% | |
| SWX | C | -3.89% | |
| NSIT | F | -3.85% | |
| MTCH | C | -3.82% | |
| ALIT | F | -3.79% | |
| HHH | C | -3.78% | |
| DAN | F | -3.77% | |
| VSTS | F | -3.7% | |
| JBLU | D | -3.66% | |
| BBWI | F | -3.55% | |
| MRCY | D | -3.53% | |
| THS | F | -3.45% | |
| FTRE | F | -3.42% | |
| IRWD | F | -3.19% | |
| WOLF | D | -1.07% | |
| TDS | B | -0.84% | |
| WEN | A | -0.78% | |
| DBRG | D | -0.78% | |
| CNK | A | -0.72% | |
| BANC | B | -0.72% | |
| MDU | F | -0.72% | |
| SOLV | B | -0.72% | |
| EXPE | B | -0.72% | |
| GDDY | A | -0.7% | |
| CMG | B | -0.7% | |
| NWS | A | -0.7% | |
| RPD | C | -0.7% | |
| PCG | B | -0.69% | |
| FYBR | A | -0.68% | |
| CHEF | D | -0.67% | |
| GEN | A | -0.67% | |
| PINS | C | -0.67% | |
| CTLT | D | -0.66% | |
| UNIT | C | -0.65% | |
| VYX | F | -0.65% | |
| NATL | D | -0.64% | |
| ROG | D | -0.63% | |
| AAP | F | -0.62% | |
| KBH | D | -0.62% | |
| ETSY | D | -0.57% | |
| UPBD | D | -0.56% | |
| CVI | F | -0.53% |
LBO: Top Represented Industries & Keywords
ACTV: Top Represented Industries & Keywords
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