LBO vs. IYZ ETF Comparison
Comparison of WHITEWOLF Publicly Listed Private Equity ETF (LBO) to iShares U.S. Telecommunications ETF (IYZ)
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
$28.48
Average Daily Volume
521
10
IYZ
iShares U.S. Telecommunications ETF
IYZ Description
The investment seeks to track the investment results of an index composed of U.S. equities in the telecommunications 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. Select Telecommunications Index (the "underlying index"), which measures the performance of the telecommunications sector of the U.S. equity market. The fund is non-diversified.Grade (RS Rating)
Last Trade
$20.74
Average Daily Volume
534,415
19
Performance
| Period | LBO | IYZ |
|---|---|---|
| 30 Days | -0.29% | -3.98% |
| 60 Days | 1.88% | -5.91% |
| 90 Days | 6.39% | -10.08% |
| 12 Months | -2.92% |
0 Overlapping Holdings
| Symbol | Grade | Weight in LBO | Weight in IYZ | Overlap |
|---|
LBO Underweight 19 Positions Relative to IYZ
LBO: Top Represented Industries & Keywords
IYZ: Top Represented Industries & Keywords
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