LBO vs. DIVY ETF Comparison
Comparison of WHITEWOLF Publicly Listed Private Equity ETF (LBO) to Sound Equity Income ETF (DIVY)
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
$30.77
Average Daily Volume
181
10
DIVY
Sound Equity Income ETF
DIVY Description
The investment seeks to produce long-term capital appreciation. The fund's principal investment strategy is designed to provide exposure to the aggregate value of ordinary dividends expected to be paid on a portfolio of large capitalization equity securities listed for trading in the U.S. (Large Cap Securities). The fund may use a variety of investment strategies to achieve this objective. Under normal circumstances, it generally invests in a combination of dividend swaps, dividend futures and forwards on indexes of Large Cap Securities (Large Cap Securities Indexes). The fund is non-diversified.Grade (RS Rating)
Last Trade
$27.11
Average Daily Volume
5,110
8
Performance
| Period | LBO | DIVY |
|---|---|---|
| 30 Days | 5.49% | 1.98% |
| 60 Days | 1.87% | 3.84% |
| 90 Days | 7.83% | 8.58% |
| 12 Months | 11.03% |
0 Overlapping Holdings
| Symbol | Grade | Weight in LBO | Weight in DIVY | Overlap |
|---|
LBO: Top Represented Industries & Keywords
DIVY: Top Represented Industries & Keywords
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