LBO vs. FTRI ETF Comparison
Comparison of WHITEWOLF Publicly Listed Private Equity ETF (LBO) to First Trust Indxx Global Natural Resources Income ETF (FTRI)
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
$29.37
Average Daily Volume
539
10
FTRI
First Trust Indxx Global Natural Resources Income ETF
FTRI Description
The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an equity index called the Indxx Global Natural Resources Income Index. The fund will normally invest at least 90% of its net assets (including investment borrowings) in common stocks and/or depositary receipts that comprise the index. The index is a 50-stock free float adjusted market capitalization weighted index designed to measure the market performance of the 50 highest dividend yielding companies involved in the upstream segment of the natural resources sector. The fund is non-diversified.Grade (RS Rating)
Last Trade
$13.78
Average Daily Volume
63,354
19
Performance
| Period | LBO | FTRI |
|---|---|---|
| 30 Days | 3.11% | 3.68% |
| 60 Days | 2.81% | 3.58% |
| 90 Days | 5.05% | 10.03% |
| 12 Months | 21.78% |
0 Overlapping Holdings
| Symbol | Grade | Weight in LBO | Weight in FTRI | Overlap |
|---|
LBO Underweight 19 Positions Relative to FTRI
LBO: Top Represented Industries & Keywords
FTRI: Top Represented Industries & Keywords
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