LBO vs. JMID ETF Comparison
Comparison of WHITEWOLF Publicly Listed Private Equity ETF (LBO) to Janus Henderson Mid Cap Growth Alpha ETF (JMID)
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
$34.00
Average Daily Volume
1,354
35
JMID
Janus Henderson Mid Cap Growth Alpha ETF
JMID Description
JMID is designed to capitalize on mid-cap growth opportunities within the US market. The portfolio is constructed using a proprietary quantitative model that integrates fundamental research. Security selection focuses on identifying stocks expected to outperform, based on an analysis of various combinations and weightings. The objective is to generate alpha, or returns above the benchmark index, by analyzing key growth factors. Additionally, it employs portfolio optimization techniques to maintain alignment with the benchmark's risk profile. The fund may engage in active and frequent trading.Grade (RS Rating)
Last Trade
$29.07
Average Daily Volume
2,689
78
Performance
| Period | LBO | JMID |
|---|---|---|
| 30 Days | 4.04% | 10.70% |
| 60 Days | 10.46% | 14.72% |
| 90 Days | 17.24% | |
| 12 Months |
1 Overlapping Holdings
| Symbol | Grade | Weight in LBO | Weight in JMID | Overlap | |
|---|---|---|---|---|---|
| ARES | A | 5.23% | 2.06% | 2.06% |
LBO Overweight 34 Positions Relative to JMID
| Symbol | Grade | Weight | |
|---|---|---|---|
| KKR | A | 8.25% | |
| ARCC | A | 6.95% | |
| FSK | A | 6.75% | |
| TPG | A | 6.64% | |
| OWL | A | 6.37% | |
| BX | A | 6.26% | |
| APO | B | 6.11% | |
| BXSL | A | 6.1% | |
| CG | B | 5.12% | |
| HTGC | D | 4.76% | |
| HLNE | B | 3.14% | |
| GBDC | D | 3.07% | |
| PSEC | D | 2.42% | |
| CSWC | D | 2.31% | |
| GSBD | F | 2.08% | |
| BBDC | A | 1.83% | |
| BCSF | C | 1.67% | |
| TRIN | A | 1.43% | |
| NMFC | D | 1.33% | |
| STEP | C | 1.21% | |
| PFLT | D | 1.14% | |
| CODI | B | 1.09% | |
| TCPC | C | 1.07% | |
| CGBD | C | 0.82% | |
| CION | C | 0.74% | |
| TSLX | C | 0.44% | |
| GCMG | B | 0.22% | |
| SCM | B | 0.2% | |
| PNNT | C | 0.2% | |
| FDUS | A | 0.16% | |
| GAIN | B | 0.14% | |
| SAR | A | 0.14% | |
| PX | A | 0.14% | |
| TPVG | B | 0.14% |
LBO Underweight 77 Positions Relative to JMID
| Symbol | Grade | Weight | |
|---|---|---|---|
| PLTR | B | -3.96% | |
| APP | B | -3.36% | |
| AMP | A | -3.08% | |
| GWW | B | -2.97% | |
| COR | B | -2.74% | |
| IT | C | -2.72% | |
| CPAY | A | -2.55% | |
| ALL | A | -2.4% | |
| EME | A | -2.37% | |
| GDDY | A | -2.35% | |
| NU | C | -2.16% | |
| FAST | B | -2.15% | |
| VRT | B | -2.12% | |
| NTAP | C | -2.08% | |
| EXPE | B | -1.98% | |
| SPG | A | -1.86% | |
| COIN | C | -1.84% | |
| FIX | A | -1.81% | |
| CLX | A | -1.73% | |
| BR | A | -1.7% | |
| MANH | D | -1.69% | |
| POOL | C | -1.66% | |
| CSL | C | -1.6% | |
| VEEV | C | -1.59% | |
| VRSK | A | -1.49% | |
| LNG | A | -1.46% | |
| DECK | A | -1.35% | |
| EXP | B | -1.34% | |
| TPL | A | -1.34% | |
| NRG | B | -1.29% | |
| DOCU | B | -1.26% | |
| JBL | C | -1.2% | |
| LAMR | C | -1.2% | |
| DVA | C | -1.17% | |
| LPX | B | -1.03% | |
| ALNY | D | -1.02% | |
| DXCM | C | -1.01% | |
| WAT | C | -1.01% | |
| BLDR | D | -1.01% | |
| ZBRA | B | -0.99% | |
| DT | D | -0.98% | |
| UI | B | -0.95% | |
| TPX | B | -0.91% | |
| PODD | C | -0.89% | |
| RBLX | C | -0.89% | |
| PEGA | B | -0.88% | |
| EXEL | B | -0.87% | |
| VLTO | C | -0.87% | |
| WSM | C | -0.81% | |
| PCTY | C | -0.78% | |
| SYY | D | -0.76% | |
| RMD | C | -0.75% | |
| TDC | D | -0.74% | |
| HRB | D | -0.74% | |
| NTNX | B | -0.73% | |
| MDB | B | -0.71% | |
| BSY | F | -0.66% | |
| GNRC | C | -0.63% | |
| KNSL | B | -0.54% | |
| NXST | C | -0.52% | |
| HWM | A | -0.52% | |
| MEDP | D | -0.52% | |
| PAYC | B | -0.48% | |
| CACC | D | -0.48% | |
| PPC | C | -0.48% | |
| XP | F | -0.47% | |
| DOCS | C | -0.44% | |
| APPF | B | -0.43% | |
| LOPE | C | -0.41% | |
| TTEK | F | -0.4% | |
| CVNA | B | -0.38% | |
| RNG | C | -0.38% | |
| CROX | D | -0.37% | |
| ENPH | F | -0.32% | |
| CELH | F | -0.28% | |
| FTRE | D | -0.24% | |
| TKO | A | -0.18% |
LBO: Top Represented Industries & Keywords
JMID: Top Represented Industries & Keywords
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