LBO vs. RSHO ETF Comparison
Comparison of WHITEWOLF Publicly Listed Private Equity ETF (LBO) to Tema American Reshoring ETF (RSHO)
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
$33.51
Average Daily Volume
1,350
35
RSHO
Tema American Reshoring ETF
RSHO Description
Under normal circumstances, the fund seeks to achieve its investment objective by investing at least 80% of its net assets, which include borrowings for investment purposes, common and preferred stocks of publicly listed companies domiciled in the United States that are directly or indirectly economically tied to the rebuilding, bringing back of overseas economic activity, and revitalization of the American (i.e., United States) industrial base ("reshoring companies"). The fund is non-diversified.Grade (RS Rating)
Last Trade
$40.59
Average Daily Volume
26,895
25
Performance
| Period | LBO | RSHO |
|---|---|---|
| 30 Days | 1.60% | 3.80% |
| 60 Days | 8.87% | 6.83% |
| 90 Days | 17.02% | 10.44% |
| 12 Months | 38.34% |
0 Overlapping Holdings
| Symbol | Grade | Weight in LBO | Weight in RSHO | Overlap |
|---|
LBO Overweight 35 Positions Relative to RSHO
| 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 25 Positions Relative to RSHO
| Symbol | Grade | Weight | |
|---|---|---|---|
| AIT | B | -6.45% | |
| ETN | B | -5.4% | |
| PRIM | A | -5.22% | |
| ROK | B | -5.16% | |
| CLH | C | -4.7% | |
| IR | B | -4.5% | |
| FAST | B | -4.4% | |
| PH | B | -3.85% | |
| VMC | B | -3.85% | |
| FLR | B | -3.43% | |
| CAT | C | -3.26% | |
| FSS | B | -3.22% | |
| HRI | C | -3.14% | |
| WCC | B | -2.92% | |
| EMR | A | -2.87% | |
| ABBV | F | -2.87% | |
| ATI | C | -2.86% | |
| LIN | D | -2.75% | |
| DHR | D | -2.4% | |
| ALLE | D | -2.4% | |
| UNP | D | -2.2% | |
| APG | C | -2.04% | |
| TEX | D | -2.0% | |
| TKR | F | -1.81% | |
| TSM | C | -1.34% |
LBO: Top Represented Industries & Keywords
RSHO: Top Represented Industries & Keywords
Compare ETFs
