LBO vs. HELX ETF Comparison
Comparison of WHITEWOLF Publicly Listed Private Equity ETF (LBO) to Franklin Genomic Advancements ETF (HELX)
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
$28.47
Average Daily Volume
485
10
HELX
Franklin Genomic Advancements ETF
HELX Description
Seeks capital appreciation by investing in innovative companies related to genomic-based technologies designed to enhance the quality of life. Provides access to companies benefitting from or facilitating the use of new research including DNA sequencing, gene editing and personalized medicine Uses bottom-up fundamental research conducted by dedicated, industry-specific analysts to identify disruptive business models at the right stage for investment Actively managed by a seasoned portfolio management team that is based in Silicon Valley and has a long history of investing in the craft of innovationGrade (RS Rating)
Last Trade
$30.15
Average Daily Volume
730
54
Performance
| Period | LBO | HELX |
|---|---|---|
| 30 Days | -1.32% | -8.22% |
| 60 Days | 1.72% | -8.05% |
| 90 Days | 5.86% | 0.95% |
| 12 Months | -0.03% |
0 Overlapping Holdings
| Symbol | Grade | Weight in LBO | Weight in HELX | Overlap |
|---|
LBO Underweight 54 Positions Relative to HELX
| Symbol | Grade | Weight | |
|---|---|---|---|
| MEDP | C | -7.98% | |
| TMO | B | -4.91% | |
| VRTX | D | -4.78% | |
| REGN | C | -4.55% | |
| DHR | B | -4.25% | |
| LLY | B | -4.24% | |
| KRYS | D | -4.09% | |
| BRKR | D | -3.2% | |
| NTRA | A | -2.96% | |
| AZN | A | -2.55% | |
| CRL | D | -2.49% | |
| IONS | F | -2.33% | |
| CDNS | D | -2.22% | |
| CTVA | C | -2.22% | |
| A | C | -2.21% | |
| RCKT | F | -2.11% | |
| MRNA | A | -2.08% | |
| EXAS | F | -1.96% | |
| QGEN | D | -1.91% | |
| BNTX | F | -1.72% | |
| ICLR | D | -1.57% | |
| SRPT | B | -1.54% | |
| FDMT | D | -1.35% | |
| ALNY | F | -1.32% | |
| NTLA | D | -1.23% | |
| IQV | D | -1.21% | |
| VYGR | D | -1.11% | |
| AZTA | D | -1.08% | |
| RGEN | D | -1.05% | |
| RARE | D | -1.0% | |
| LH | F | -0.99% | |
| TECH | D | -0.87% | |
| NBIX | B | -0.81% | |
| CRSP | F | -0.8% | |
| INSM | D | -0.75% | |
| BMY | F | -0.73% | |
| TWST | C | -0.72% | |
| BIO | F | -0.64% | |
| BEAM | F | -0.62% | |
| LGND | D | -0.61% | |
| BBIO | D | -0.57% | |
| CDMO | D | -0.55% | |
| AVTR | C | -0.54% | |
| SDGR | F | -0.51% | |
| UTHR | B | -0.5% | |
| DVAX | F | -0.49% | |
| SLP | A | -0.43% | |
| RXRX | D | -0.36% | |
| ARE | D | -0.31% | |
| DOCS | F | -0.28% | |
| FTRE | C | -0.18% | |
| VCYT | F | -0.15% | |
| OLK | C | -0.12% | |
| TXG | D | -0.1% |
LBO: Top Represented Industries & Keywords
HELX: Top Represented Industries & Keywords
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