LBO vs. CWS ETF Comparison
Comparison of WHITEWOLF Publicly Listed Private Equity ETF (LBO) to AdvisorShares Focused Equity ETF (CWS)
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
$28.42
Average Daily Volume
521
10
CWS
AdvisorShares Focused Equity ETF
CWS Description
The AdvisorShares Focused Equity ETF seeks long-term capital appreciation. CWS aims to achieve its investment objective by investing primarily in a focused group of U.S. exchange-listed equity securities that the portfolio manager believes have favorable fundamental attributes.Grade (RS Rating)
Last Trade
$61.46
Average Daily Volume
13,446
23
Performance
| Period | LBO | CWS |
|---|---|---|
| 30 Days | -0.29% | -1.79% |
| 60 Days | 1.88% | -1.27% |
| 90 Days | 6.39% | 1.12% |
| 12 Months | 22.89% |
0 Overlapping Holdings
| Symbol | Grade | Weight in LBO | Weight in CWS | Overlap |
|---|
LBO Underweight 23 Positions Relative to CWS
| Symbol | Grade | Weight | |
|---|---|---|---|
| APH | A | -4.69% | |
| MLR | A | -4.63% | |
| HEI | A | -4.54% | |
| SYK | D | -4.22% | |
| TMO | C | -4.15% | |
| HSY | C | -4.13% | |
| AFL | B | -4.03% | |
| SAIC | D | -4.01% | |
| ROL | B | -3.96% | |
| OTIS | D | -3.95% | |
| CE | C | -3.89% | |
| AGM | A | -3.88% | |
| FICO | D | -3.86% | |
| ICE | D | -3.84% | |
| SLGN | B | -3.83% | |
| INTU | C | -3.81% | |
| ABT | D | -3.75% | |
| MCO | C | -3.73% | |
| AWK | B | -3.72% | |
| BR | C | -3.72% | |
| MGRC | D | -3.51% | |
| FDS | D | -3.48% | |
| PII | F | -3.42% |
LBO: Top Represented Industries & Keywords
CWS: Top Represented Industries & Keywords
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