LBO vs. MDCP ETF Comparison
Comparison of WHITEWOLF Publicly Listed Private Equity ETF (LBO) to VictoryShares THB Mid Cap ESG ETF (MDCP)
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
$34.05
Average Daily Volume
1,350
35
MDCP
VictoryShares THB Mid Cap ESG ETF
MDCP Description
Victory Portfolios II - VictoryShares THB Mid Cap ESG ETF is an exchange traded fund launched and managed by Victory Capital Management Inc. The fund invests in public equity markets across global region. It invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of mid-cap companies, within the market capitalization range of the Russell Mid Cap Index. It invests in stocks of companies that are deemed socially conscious in their business dealings and directly promote environmental responsibility. It employs fundamental and quantitative analysis with bottom-up stock picking approach to create its portfolio. The fund does not invest in companies operating across manufacture of complete tobacco products, cluster munitions, thermal coal and fossil fuels sectors. It employs internal, external and proprietary research to create its portfolio. Victory Portfolios II - VictoryShares THB Mid Cap ESG ETF is domiciled in the United States.Grade (RS Rating)
Last Trade
$30.07
Average Daily Volume
4,636
30
Performance
| Period | LBO | MDCP |
|---|---|---|
| 30 Days | 1.60% | 1.08% |
| 60 Days | 8.87% | 3.15% |
| 90 Days | 17.02% | 5.75% |
| 12 Months | 24.80% |
0 Overlapping Holdings
| Symbol | Grade | Weight in LBO | Weight in MDCP | Overlap |
|---|
LBO Overweight 35 Positions Relative to MDCP
| Symbol | Grade | Weight | |
|---|---|---|---|
| KKR | B | 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% | |
| ARES | A | 5.23% | |
| CG | B | 5.12% | |
| HTGC | D | 4.76% | |
| HLNE | B | 3.14% | |
| GBDC | B | 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 | B | 1.21% | |
| PFLT | D | 1.14% | |
| CODI | B | 1.09% | |
| TCPC | C | 1.07% | |
| CGBD | C | 0.82% | |
| CION | D | 0.74% | |
| TSLX | C | 0.44% | |
| GCMG | A | 0.22% | |
| SCM | A | 0.2% | |
| PNNT | B | 0.2% | |
| FDUS | A | 0.16% | |
| GAIN | B | 0.14% | |
| SAR | A | 0.14% | |
| PX | A | 0.14% | |
| TPVG | C | 0.14% |
LBO Underweight 30 Positions Relative to MDCP
| Symbol | Grade | Weight | |
|---|---|---|---|
| HLI | A | -4.53% | |
| NVR | D | -4.38% | |
| BRO | B | -4.08% | |
| WAB | B | -4.06% | |
| INGR | B | -4.05% | |
| FAST | B | -4.03% | |
| CSL | C | -3.95% | |
| DHI | D | -3.94% | |
| KEYS | A | -3.83% | |
| TDY | B | -3.8% | |
| EME | A | -3.73% | |
| PTC | B | -3.65% | |
| POOL | D | -3.54% | |
| CF | A | -3.51% | |
| CASY | A | -3.4% | |
| CHE | D | -3.31% | |
| NEU | D | -3.29% | |
| HEI | A | -3.26% | |
| WST | C | -3.24% | |
| GGG | B | -3.12% | |
| CACI | D | -3.11% | |
| CBOE | C | -3.05% | |
| HOLX | D | -2.93% | |
| ODFL | B | -2.81% | |
| ROL | B | -2.46% | |
| LECO | C | -2.43% | |
| SSD | D | -2.39% | |
| CW | B | -2.15% | |
| WSO | A | -2.01% | |
| XYL | D | -1.96% |
LBO: Top Represented Industries & Keywords
MDCP: Top Represented Industries & Keywords
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