LBO vs. SCHJ ETF Comparison
Comparison of WHITEWOLF Publicly Listed Private Equity ETF (LBO) to HCM Defender 500 Index ETF (SCHJ)
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
$29.14
Average Daily Volume
501
Number of Holdings
*
10
* may have additional holdings in another (foreign) market
SCHJ
HCM Defender 500 Index ETF
SCHJ Description
The investment seeks to track as closely as possible, before fees and expenses, the total return of the Bloomberg Barclays US 1-5 Year Corporate Bond Index. To pursue its goal, the fund generally invests in securities that are included in the index. The index measures the performance of U.S. investment grade, taxable corporate bonds with maturities greater than or equal to one year and less than five years that have $300 million or more of outstanding face value. It is the fund's policy that under normal circumstances it will invest at least 90% of its net assets in securities included in the index.Grade (RS Rating)
Last Trade
$48.05
Average Daily Volume
48,949
Number of Holdings
*
437
* may have additional holdings in another (foreign) market
Performance
| Period | LBO | SCHJ |
|---|---|---|
| 30 Days | 1.82% | 0.80% |
| 60 Days | 4.07% | 0.14% |
| 90 Days | 6.57% | 0.56% |
| 12 Months | 4.05% |
LBO Underweight 434 Positions Relative to SCHJ
| Symbol | Grade | Weight | |
|---|---|---|---|
| HPQ | C | -0.1% | |
| CARR | A | -0.1% | |
| MDT | C | -0.1% | |
| BIIB | C | -0.1% | |
| COP | D | -0.09% | |
| BABA | B | -0.09% | |
| DD | A | -0.09% | |
| V | C | -0.09% | |
| TAP | D | -0.08% | |
| OTIS | C | -0.07% | |
| KLAC | A | -0.07% | |
| CME | D | -0.07% | |
| BLK | C | -0.07% | |
| STLA | D | -0.07% | |
| GILD | F | -0.07% | |
| NI | A | -0.06% | |
| WBA | F | -0.06% | |
| TMUS | B | -0.06% | |
| ORCL | D | -0.06% | |
| CHTR | F | -0.06% | |
| ETN | B | -0.05% | |
| KO | A | -0.05% | |
| RF | B | -0.05% | |
| MCHP | C | -0.05% | |
| SJM | D | -0.05% | |
| EMN | A | -0.05% | |
| ADP | C | -0.05% | |
| SF | A | -0.05% | |
| HRL | B | -0.05% | |
| ATO | C | -0.05% | |
| VRSK | A | -0.05% | |
| TGT | D | -0.05% | |
| BDX | F | -0.05% | |
| BERY | C | -0.05% | |
| SYF | B | -0.05% | |
| DLTR | D | -0.05% | |
| MRK | B | -0.05% | |
| GS | A | -0.05% | |
| MSFT | C | -0.05% | |
| ITW | D | -0.04% | |
| SPGI | B | -0.04% | |
| UHS | C | -0.04% | |
| DXC | F | -0.04% | |
| AMAT | C | -0.04% | |
| NTRS | B | -0.04% | |
| CMA | B | -0.04% | |
| BHP | D | -0.04% | |
| PPL | A | -0.04% | |
| FDX | C | -0.04% | |
| MLM | C | -0.04% | |
| WLK | B | -0.04% | |
| JBHT | D | -0.04% | |
| DOW | B | -0.04% | |
| VFC | F | -0.04% | |
| PH | A | -0.04% | |
| MA | D | -0.04% | |
| HON | C | -0.04% | |
| MOS | F | -0.04% | |
| RPRX | F | -0.04% | |
| FOXA | B | -0.04% | |
| JEF | A | -0.04% | |
| GSK | A | -0.04% | |
| NOC | C | -0.04% | |
| LUV | D | -0.04% | |
| DIS | D | -0.04% | |
| SBUX | F | -0.04% | |
| AXP | A | -0.04% | |
| HCA | C | -0.04% | |
| AIG | A | -0.04% | |
| AMZN | B | -0.04% | |
| AAPL | B | -0.04% | |
| DELL | B | -0.04% | |
| AMCR | A | -0.03% | |
| TPR | D | -0.03% | |
| FAF | D | -0.03% | |
| KEYS | D | -0.03% | |
| VMC | B | -0.03% | |
| HP | F | -0.03% | |
| THG | A | -0.03% | |
| DLR | D | -0.03% | |
| EA | F | -0.03% | |
| BWA | B | -0.03% | |
| PHM | B | -0.03% | |
| IFF | A | -0.03% | |
| SWKS | F | -0.03% | |
| EMR | B | -0.03% | |
| EQR | A | -0.03% | |
| KMPR | B | -0.03% | |
| HAS | C | -0.03% | |
| CLX | D | -0.03% | |
| MAIN | C | -0.03% | |
| TEL | A | -0.03% | |
| RL | D | -0.03% | |
| GP | F | -0.03% | |
| ORI | A | -0.03% | |
| TME | B | -0.03% | |
| GWW | D | -0.03% | |
| FTNT | F | -0.03% | |
| BC | D | -0.03% | |
| LII | B | -0.03% | |
| JBL | D | -0.03% | |
| ED | A | -0.03% | |
| SNX | A | -0.03% | |
| AN | B | -0.03% | |
| LDOS | A | -0.03% | |
| MHK | C | -0.03% | |
| WB | C | -0.03% | |
| BAX | F | -0.03% | |
| CE | D | -0.03% | |
| FRT | C | -0.03% | |
| OPI | D | -0.03% | |
| FTV | D | -0.03% | |
| JD | B | -0.03% | |
| MSI | A | -0.03% | |
| AWH | F | -0.03% | |
| JCI | B | -0.03% | |
| IP | B | -0.03% | |
| PVH | D | -0.03% | |
| JHG | A | -0.03% | |
| VNT | D | -0.03% | |
| BKU | B | -0.03% | |
| VRSN | F | -0.03% | |
| CNO | A | -0.03% | |
| KEY | B | -0.03% | |
| ALL | B | -0.03% | |
| SWK | D | -0.03% | |
| DG | D | -0.03% | |
| LHX | A | -0.03% | |
| MKC | B | -0.03% | |
| DGX | B | -0.03% | |
| FANG | B | -0.03% | |
| EBAY | D | -0.03% | |
| EVRG | B | -0.03% | |
| AVT | A | -0.03% | |
| ALLY | B | -0.03% | |
| MDLZ | B | -0.03% | |
| HAL | F | -0.03% | |
| PXD | B | -0.03% | |
| TT | A | -0.03% | |
| MPC | D | -0.03% | |
| TMO | B | -0.03% | |
| VLO | D | -0.03% | |
| WMB | A | -0.03% | |
| LVS | D | -0.03% | |
| MU | B | -0.03% | |
| EPD | B | -0.03% | |
| EXC | B | -0.03% | |
| NVDA | B | -0.03% | |
| FIS | A | -0.03% | |
| PFE | C | -0.03% | |
| GOOGL | B | -0.03% | |
| PYPL | C | -0.03% | |
| BIDU | C | -0.03% | |
| USB | D | -0.03% | |
| CSCO | D | -0.03% | |
| HPE | D | -0.03% | |
| GE | C | -0.03% | |
| IBM | D | -0.03% | |
| WMT | B | -0.03% | |
| XOM | B | -0.03% | |
| C | A | -0.03% | |
| ABBV | D | -0.03% | |
| HSBC | C | -0.03% | |
| MS | A | -0.03% | |
| BAC | A | -0.03% | |
| TSLX | A | -0.02% | |
| TCPC | C | -0.02% | |
| FNB | A | -0.02% | |
| VLY | D | -0.02% | |
| SNV | A | -0.02% | |
| WAL | B | -0.02% | |
| ALLE | D | -0.02% | |
| ADI | A | -0.02% | |
| AIZ | D | -0.02% | |
| APD | C | -0.02% | |
| DOV | A | -0.02% | |
| LEG | F | -0.02% | |
| RGA | A | -0.02% | |
| KSS | F | -0.02% | |
| SBRA | B | -0.02% | |
| OCSL | D | -0.02% | |
| EQH | A | -0.02% | |
| GXO | C | -0.02% | |
| NEU | D | -0.02% | |
| BCSF | A | -0.02% | |
| CTVA | B | -0.02% | |
| PSEC | D | -0.02% | |
| AGO | D | -0.02% | |
| RNR | D | -0.02% | |
| HES | B | -0.02% | |
| TRMB | D | -0.02% | |
| ADM | C | -0.02% | |
| KRC | D | -0.02% | |
| TKR | B | -0.02% | |
| OC | A | -0.02% | |
| ADSK | D | -0.02% | |
| JNPR | D | -0.02% | |
| RS | D | -0.02% | |
| PNW | B | -0.02% | |
| ILMN | F | -0.02% | |
| G | D | -0.02% | |
| HRB | A | -0.02% | |
| RPM | D | -0.02% | |
| EL | F | -0.02% | |
| GBDC | C | -0.02% | |
| FHN | A | -0.02% | |
| CF | F | -0.02% | |
| STLD | D | -0.02% | |
| DAL | A | -0.02% | |
| LLY | C | -0.02% | |
| LNC | B | -0.02% | |
| LNT | B | -0.02% | |
| HOG | D | -0.02% | |
| UNM | B | -0.02% | |
| PKG | D | -0.02% | |
| HUBB | C | -0.02% | |
| LAZ | D | -0.02% | |
| BR | D | -0.02% | |
| GSBD | A | -0.02% | |
| TDY | D | -0.02% | |
| BKH | B | -0.02% | |
| VOYA | B | -0.02% | |
| SLG | B | -0.02% | |
| PFG | C | -0.02% | |
| NUE | D | -0.02% | |
| WPC | B | -0.02% | |
| WM | A | -0.02% | |
| MRVL | D | -0.02% | |
| ROK | D | -0.02% | |
| INTU | D | -0.02% | |
| BG | B | -0.02% | |
| NTAP | B | -0.02% | |
| L | A | -0.02% | |
| KR | C | -0.02% | |
| SHW | D | -0.02% | |
| AON | D | -0.02% | |
| KMB | B | -0.02% | |
| A | B | -0.02% | |
| HII | D | -0.02% | |
| MCO | A | -0.02% | |
| LYB | C | -0.02% | |
| H | D | -0.02% | |
| ARE | D | -0.02% | |
| DHI | D | -0.02% | |
| CNP | B | -0.02% | |
| CNA | B | -0.02% | |
| NNN | A | -0.02% | |
| UAL | B | -0.02% | |
| EQIX | D | -0.02% | |
| WEC | B | -0.02% | |
| AWK | B | -0.02% | |
| R | A | -0.02% | |
| DVN | C | -0.02% | |
| TJX | C | -0.02% | |
| CAH | F | -0.02% | |
| HBAN | A | -0.02% | |
| SRE | A | -0.02% | |
| XEL | C | -0.02% | |
| MMM | A | -0.02% | |
| WAB | A | -0.02% | |
| SITC | D | -0.02% | |
| ORLY | D | -0.02% | |
| CFG | A | -0.02% | |
| NDAQ | C | -0.02% | |
| LEN | C | -0.02% | |
| EXPE | F | -0.02% | |
| BKNG | B | -0.02% | |
| PEG | A | -0.02% | |
| D | A | -0.02% | |
| ABT | F | -0.02% | |
| AMP | A | -0.02% | |
| LH | D | -0.02% | |
| SYK | D | -0.02% | |
| ROST | D | -0.02% | |
| AGR | B | -0.02% | |
| PM | A | -0.02% | |
| K | B | -0.02% | |
| ETR | A | -0.02% | |
| CNHI | D | -0.02% | |
| MET | B | -0.02% | |
| NXPI | A | -0.02% | |
| SPG | D | -0.02% | |
| HST | D | -0.02% | |
| GLPI | D | -0.02% | |
| STZ | C | -0.02% | |
| CRM | D | -0.02% | |
| MO | A | -0.02% | |
| GPN | F | -0.02% | |
| CAT | C | -0.02% | |
| CM | C | -0.02% | |
| TSN | C | -0.02% | |
| QCOM | A | -0.02% | |
| DUK | A | -0.02% | |
| ICE | D | -0.02% | |
| AL | C | -0.02% | |
| SYY | D | -0.02% | |
| UPS | D | -0.02% | |
| MMC | B | -0.02% | |
| SLB | D | -0.02% | |
| GD | A | -0.02% | |
| RTX | A | -0.02% | |
| VOD | D | -0.02% | |
| PG | A | -0.02% | |
| AVGO | C | -0.02% | |
| KDP | A | -0.02% | |
| PNC | A | -0.02% | |
| MAR | D | -0.02% | |
| EOG | C | -0.02% | |
| BXP | D | -0.02% | |
| AER | A | -0.02% | |
| BNS | D | -0.02% | |
| DB | B | -0.02% | |
| OMC | A | -0.02% | |
| PEP | B | -0.02% | |
| ZTS | D | -0.02% | |
| CB | C | -0.02% | |
| PCG | B | -0.02% | |
| TFC | A | -0.02% | |
| LMT | A | -0.02% | |
| DFS | C | -0.02% | |
| VZ | C | -0.02% | |
| BMY | F | -0.02% | |
| JNJ | D | -0.02% | |
| RY | A | -0.02% | |
| CI | D | -0.02% | |
| MUFG | C | -0.02% | |
| CVX | A | -0.02% | |
| NWG | A | -0.02% | |
| INTC | F | -0.02% | |
| WFC | A | -0.02% | |
| JPM | A | -0.02% | |
| CHD | A | -0.01% | |
| NEM | B | -0.01% | |
| BEN | D | -0.01% | |
| VNO | F | -0.01% | |
| FE | A | -0.01% | |
| BRO | B | -0.01% | |
| ALB | C | -0.01% | |
| PDM | B | -0.01% | |
| ARW | B | -0.01% | |
| CSL | A | -0.01% | |
| OGE | A | -0.01% | |
| MAA | B | -0.01% | |
| O | B | -0.01% | |
| CSX | D | -0.01% | |
| OHI | C | -0.01% | |
| EFX | D | -0.01% | |
| RSG | B | -0.01% | |
| ROP | D | -0.01% | |
| AEP | A | -0.01% | |
| AFL | A | -0.01% | |
| CP | D | -0.01% | |
| DHR | B | -0.01% | |
| NKE | F | -0.01% | |
| WRK | A | -0.01% | |
| MTB | A | -0.01% | |
| ES | B | -0.01% | |
| PSA | C | -0.01% | |
| AVB | A | -0.01% | |
| CPB | B | -0.01% | |
| PPG | D | -0.01% | |
| HSY | B | -0.01% | |
| AMG | D | -0.01% | |
| OGS | C | -0.01% | |
| LRCX | D | -0.01% | |
| PAA | B | -0.01% | |
| APTV | C | -0.01% | |
| HUM | D | -0.01% | |
| MCK | A | -0.01% | |
| ADBE | D | -0.01% | |
| KMI | A | -0.01% | |
| VTR | B | -0.01% | |
| NFG | A | -0.01% | |
| SCHW | A | -0.01% | |
| PRU | A | -0.01% | |
| CAG | B | -0.01% | |
| GIS | B | -0.01% | |
| DTE | A | -0.01% | |
| LOW | D | -0.01% | |
| STT | B | -0.01% | |
| CCI | D | -0.01% | |
| FITB | A | -0.01% | |
| HD | D | -0.01% | |
| BK | A | -0.01% | |
| PSX | D | -0.01% | |
| UNH | B | -0.01% | |
| AMGN | B | -0.01% | |
| BMO | C | -0.01% | |
| TD | F | -0.01% | |
| AMT | D | -0.01% | |
| COF | B | -0.01% | |
| AZN | A | -0.01% | |
| MCD | D | -0.01% | |
| GM | B | -0.01% | |
| ZBH | D | -0.01% | |
| CVS | F | -0.01% | |
| T | B | -0.01% | |
| CMCSA | D | -0.01% | |
| BA | F | -0.01% | |
| FCNCA | B | -0.0% | |
| CTRA | B | -0.0% | |
| COST | A | -0.0% | |
| CMS | A | -0.0% | |
| AEE | B | -0.0% | |
| SCCO | A | -0.0% | |
| CMI | A | -0.0% | |
| PCAR | D | -0.0% | |
| KIM | B | -0.0% | |
| WHR | F | -0.0% | |
| FLEX | C | -0.0% | |
| CUBE | D | -0.0% | |
| APH | A | -0.0% | |
| AZO | D | -0.0% | |
| ESS | A | -0.0% | |
| BDN | B | -0.0% | |
| BRX | B | -0.0% | |
| NSC | D | -0.0% | |
| WU | D | -0.0% | |
| IVZ | C | -0.0% | |
| TXT | D | -0.0% | |
| TXN | A | -0.0% | |
| CL | A | -0.0% | |
| UNP | C | -0.0% | |
| LIN | D | -0.0% | |
| OKE | A | -0.0% | |
| WELL | A | -0.0% | |
| BSX | A | -0.0% | |
| EIX | A | -0.0% | |
| AES | B | -0.0% | |
| DOC | A | -0.0% | |
| MPLX | A | -0.0% | |
| DE | B | -0.0% | |
| SO | A | -0.0% | |
| NEE | B | -0.0% |
LBO: Top Represented Industries & Keywords
Industries:
Asset Management
Specialty Finance
Keywords:
Private Equity
Consumer Products
Leveraged Buyout
Venture Capital
Blackstone
Credit
Debt Financing
Direct Lending
Gcm Grosvenor
Healthcare Service
IBD 50
Mezzanine Capital
Pharmaceutical
Private Equity Firms
Real Estate Funds
Refinancing
Senior Debt
Advanced Materials
Advisory Services
Aerospace
SCHJ: Top Represented Industries & Keywords
Industries:
Utilities - Regulated Electric
Asset Management
Banks - Regional - US
Banks - Global
Drug Manufacturers - Major
Credit Services
Diversified Industrials
Semiconductors
REIT - Office
Specialty Chemicals
Business Services
Oil & Gas E&P
Utilities - Diversified
Aerospace & Defense
Capital Markets
Diagnostics & Research
Insurance - Life
Packaged Foods
REIT - Retail
Household & Personal Products
Compare ETFs
