LBO vs. DALT ETF Comparison
Comparison of WHITEWOLF Publicly Listed Private Equity ETF (LBO) to Anfield Capital Diversified Alternatives ETF (DALT)
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
$28.90
Average Daily Volume
469
10
DALT
Anfield Capital Diversified Alternatives ETF
DALT Description
The investment seeks to provide capital growth and income. The fund is an actively managed exchange traded fund (ETF) that is a fund of funds. It seeks to achieve its investment objective by investing primarily in alternative asset classes and securities that represent sectors, market segments or asset classes that do not represent the general investment universe. The fund will implement this strategy primarily through investments in unaffiliated ETFs, closed-end funds (CEFs), business development companies (BDCs) and real estate investment trusts (REITs).Grade (RS Rating)
Last Trade
$8.90
Average Daily Volume
27,821
10
Performance
Period | LBO | DALT |
---|---|---|
30 Days | 0.63% | -0.39% |
60 Days | 2.88% | 2.68% |
90 Days | 6.42% | 4.27% |
12 Months | 10.53% |
1 Overlapping Holdings
Symbol | Grade | Weight in LBO | Weight in DALT | Overlap | |
---|---|---|---|---|---|
ARCC | A | 7.75% | 5.1% | 5.1% |
LBO: Top Represented Industries & Keywords
DALT: Top Represented Industries & Keywords