LBO vs. IYK ETF Comparison
Comparison of WHITEWOLF Publicly Listed Private Equity ETF (LBO) to iShares U.S. Consumer Goods ETF (IYK)
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
463
10
IYK
iShares U.S. Consumer Goods ETF
IYK Description
The investment seeks to track the investment results of an index composed of U.S. equities in the consumer goods sector. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Dow Jones U.S. Consumer Goods Index (the "underlying index"), which measures the performance of the consumer goods sector of the U.S. equity market. The fund is non-diversified.Grade (RS Rating)
Last Trade
$67.06
Average Daily Volume
98,756
53
Performance
| Period | LBO | IYK |
|---|---|---|
| 30 Days | 0.08% | 2.23% |
| 60 Days | 2.88% | 2.49% |
| 90 Days | 5.72% | 3.89% |
| 12 Months | 0.69% |
0 Overlapping Holdings
| Symbol | Grade | Weight in LBO | Weight in IYK | Overlap |
|---|
LBO Underweight 53 Positions Relative to IYK
| Symbol | Grade | Weight | |
|---|---|---|---|
| PG | A | -17.39% | |
| PEP | B | -10.93% | |
| KO | A | -10.92% | |
| PM | A | -6.86% | |
| MDLZ | B | -4.33% | |
| MO | A | -3.59% | |
| CL | A | -3.5% | |
| MCK | B | -3.24% | |
| CVS | F | -3.19% | |
| KMB | B | -2.14% | |
| STZ | D | -1.9% | |
| CTVA | B | -1.87% | |
| GIS | C | -1.86% | |
| MNST | D | -1.84% | |
| COR | D | -1.75% | |
| SYY | D | -1.72% | |
| KR | B | -1.67% | |
| KVUE | C | -1.54% | |
| KDP | B | -1.49% | |
| ADM | C | -1.47% | |
| KHC | C | -1.37% | |
| HSY | B | -1.36% | |
| CHD | A | -1.2% | |
| MKC | B | -0.88% | |
| CLX | F | -0.8% | |
| TSN | B | -0.79% | |
| K | B | -0.74% | |
| BG | B | -0.68% | |
| CAG | B | -0.68% | |
| WBA | F | -0.58% | |
| LW | F | -0.57% | |
| CASY | A | -0.55% | |
| USFD | C | -0.54% | |
| SJM | F | -0.54% | |
| CELH | D | -0.5% | |
| PFGC | D | -0.49% | |
| HRL | B | -0.48% | |
| TAP | F | -0.47% | |
| CPB | B | -0.41% | |
| ACI | D | -0.4% | |
| INGR | A | -0.35% | |
| DAR | D | -0.31% | |
| POST | B | -0.25% | |
| FRPT | B | -0.22% | |
| FLO | B | -0.22% | |
| SPB | C | -0.12% | |
| SAM | D | -0.12% | |
| GO | F | -0.11% | |
| PPC | A | -0.07% | |
| KLG | B | -0.07% | |
| REYN | C | -0.07% | |
| SEB | C | -0.03% | |
| OLPX | F | -0.01% |
LBO: Top Represented Industries & Keywords
IYK: Top Represented Industries & Keywords
Compare ETFs
