LBO vs. XJH ETF Comparison
Comparison of WHITEWOLF Publicly Listed Private Equity ETF (LBO) to iShares ESG Screened S&P Mid-Cap ETF (XJH)
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
$29.23
Average Daily Volume
491
Number of Holdings
*
10
* may have additional holdings in another (foreign) market
XJH
iShares ESG Screened S&P Mid-Cap ETF
XJH Description
The investment seeks to track the investment results of an index composed of mid-capitalization U.S. equities while applying screens for company involvement in controversies and controversial business activities. The fund seeks to track the investment results of the S&P MidCap 400 Sustainability Screened Index, which measures the performance of the mid-capitalization sector of the U.S. equity market while excluding companies involved in controversial business activities and controversies, as determined by S&P Dow Jones Indices LLC. BFA uses a representative sampling indexing strategy to manage the fund. It is non-diversified.Grade (RS Rating)
Last Trade
$41.03
Average Daily Volume
32,902
Number of Holdings
*
357
* may have additional holdings in another (foreign) market
Performance
| Period | LBO | XJH |
|---|---|---|
| 30 Days | 5.76% | 6.32% |
| 60 Days | 6.05% | 3.17% |
| 90 Days | 5.96% | 5.64% |
| 12 Months | 25.92% |
1 Overlapping Holdings
| Symbol | Grade | Weight in LBO | Weight in XJH | Overlap | |
|---|---|---|---|---|---|
| CG | D | 5.24% | 0.39% | 0.39% |
LBO Underweight 356 Positions Relative to XJH
| Symbol | Grade | Weight | |
|---|---|---|---|
| WSM | B | -0.84% | |
| CSL | B | -0.83% | |
| GDDY | A | -0.76% | |
| EME | A | -0.74% | |
| RS | D | -0.71% | |
| PSTG | A | -0.67% | |
| OC | B | -0.67% | |
| WSO | B | -0.63% | |
| LII | B | -0.63% | |
| RPM | C | -0.61% | |
| NBIX | B | -0.61% | |
| RGA | A | -0.6% | |
| GGG | D | -0.59% | |
| ACM | D | -0.59% | |
| TOL | A | -0.58% | |
| XPO | D | -0.57% | |
| IBKR | B | -0.57% | |
| NVT | A | -0.57% | |
| LECO | D | -0.57% | |
| MANH | D | -0.56% | |
| BLD | C | -0.55% | |
| THC | A | -0.54% | |
| WPC | C | -0.54% | |
| UTHR | B | -0.54% | |
| FND | C | -0.53% | |
| SWAV | A | -0.53% | |
| GLPI | C | -0.53% | |
| ELS | D | -0.53% | |
| USFD | B | -0.52% | |
| FNF | B | -0.52% | |
| BURL | D | -0.51% | |
| WING | C | -0.5% | |
| RNR | D | -0.5% | |
| FIX | B | -0.49% | |
| CELH | C | -0.49% | |
| TTEK | B | -0.48% | |
| WMS | B | -0.48% | |
| DT | D | -0.48% | |
| TXRH | B | -0.47% | |
| ALLY | B | -0.47% | |
| EWBC | B | -0.47% | |
| RRX | D | -0.47% | |
| SAIA | F | -0.46% | |
| CLH | B | -0.46% | |
| SCI | D | -0.45% | |
| CCK | C | -0.43% | |
| CW | B | -0.43% | |
| ONTO | A | -0.43% | |
| CNM | A | -0.43% | |
| NLY | B | -0.43% | |
| LAMR | A | -0.43% | |
| TREX | D | -0.43% | |
| WWD | B | -0.43% | |
| ERIE | D | -0.42% | |
| LSCC | F | -0.42% | |
| BJ | B | -0.42% | |
| ATR | C | -0.41% | |
| WTRG | C | -0.41% | |
| MEDP | C | -0.4% | |
| WEX | D | -0.4% | |
| FBIN | D | -0.4% | |
| SNX | A | -0.4% | |
| CUBE | D | -0.4% | |
| CLF | F | -0.39% | |
| ALV | A | -0.39% | |
| SKX | A | -0.39% | |
| CHDN | C | -0.39% | |
| EXP | B | -0.39% | |
| KBR | C | -0.39% | |
| REXR | F | -0.39% | |
| TTC | C | -0.39% | |
| TPX | C | -0.38% | |
| RGEN | D | -0.38% | |
| WFRD | B | -0.38% | |
| JLL | A | -0.38% | |
| FHN | B | -0.38% | |
| ELF | D | -0.38% | |
| DINO | D | -0.38% | |
| VOYA | B | -0.38% | |
| DCI | B | -0.37% | |
| SF | A | -0.37% | |
| ORI | B | -0.36% | |
| CHE | F | -0.36% | |
| GPK | C | -0.36% | |
| LNW | D | -0.36% | |
| KNSL | F | -0.36% | |
| AFG | B | -0.36% | |
| WBS | D | -0.35% | |
| PEN | F | -0.35% | |
| ARMK | B | -0.35% | |
| X | D | -0.35% | |
| PRI | D | -0.35% | |
| EHC | B | -0.35% | |
| GNTX | D | -0.34% | |
| FIVE | F | -0.34% | |
| RGLD | A | -0.34% | |
| UNM | B | -0.34% | |
| JEF | A | -0.34% | |
| OSK | C | -0.33% | |
| INGR | C | -0.33% | |
| SSD | D | -0.33% | |
| KNX | F | -0.33% | |
| MKSI | C | -0.33% | |
| AXTA | C | -0.33% | |
| OHI | C | -0.33% | |
| AYI | B | -0.33% | |
| NOV | F | -0.32% | |
| EGP | D | -0.32% | |
| LEA | F | -0.32% | |
| MTN | F | -0.32% | |
| MIDD | F | -0.32% | |
| CGNX | C | -0.32% | |
| MUSA | A | -0.32% | |
| OLED | C | -0.32% | |
| FCN | B | -0.32% | |
| COHR | D | -0.32% | |
| WCC | B | -0.32% | |
| SFM | B | -0.32% | |
| CROX | B | -0.32% | |
| BRBR | C | -0.32% | |
| NNN | B | -0.32% | |
| SAIC | C | -0.31% | |
| RBC | C | -0.31% | |
| UFPI | B | -0.31% | |
| PCTY | D | -0.31% | |
| NYT | B | -0.31% | |
| CFR | D | -0.3% | |
| JAZZ | F | -0.3% | |
| BERY | D | -0.3% | |
| CIEN | C | -0.3% | |
| AGCO | D | -0.3% | |
| LAD | F | -0.3% | |
| CR | A | -0.3% | |
| EXEL | F | -0.29% | |
| AA | B | -0.29% | |
| HRB | B | -0.29% | |
| MSA | B | -0.29% | |
| HQY | D | -0.29% | |
| BRX | C | -0.29% | |
| EVR | A | -0.29% | |
| PVH | D | -0.29% | |
| ARW | C | -0.29% | |
| HLI | B | -0.29% | |
| DAR | D | -0.29% | |
| CHX | D | -0.28% | |
| WTFC | B | -0.28% | |
| BRKR | D | -0.28% | |
| KEX | B | -0.28% | |
| ESNT | C | -0.28% | |
| GTLS | C | -0.28% | |
| CMC | B | -0.28% | |
| CBSH | B | -0.28% | |
| H | D | -0.28% | |
| FLS | A | -0.27% | |
| LSTR | C | -0.27% | |
| SEIC | D | -0.27% | |
| STAG | D | -0.27% | |
| STWD | B | -0.27% | |
| PNFP | C | -0.27% | |
| GMED | B | -0.26% | |
| RMBS | D | -0.26% | |
| ST | C | -0.26% | |
| PB | C | -0.26% | |
| ACHC | F | -0.26% | |
| VNT | D | -0.26% | |
| ESAB | B | -0.26% | |
| GXO | D | -0.26% | |
| WH | F | -0.26% | |
| DBX | D | -0.26% | |
| TMHC | B | -0.26% | |
| LFUS | C | -0.26% | |
| SSB | C | -0.26% | |
| MASI | D | -0.26% | |
| FR | D | -0.26% | |
| QLYS | F | -0.26% | |
| MTZ | C | -0.26% | |
| FAF | D | -0.25% | |
| HR | C | -0.25% | |
| ADC | C | -0.25% | |
| SON | B | -0.25% | |
| SNV | B | -0.25% | |
| TKR | B | -0.25% | |
| MTG | C | -0.25% | |
| R | A | -0.25% | |
| SIGI | F | -0.25% | |
| DTM | A | -0.25% | |
| TKO | C | -0.25% | |
| ETRN | B | -0.25% | |
| WTS | B | -0.24% | |
| VVV | D | -0.24% | |
| NXST | C | -0.24% | |
| AIRC | A | -0.24% | |
| NOVT | D | -0.24% | |
| BC | D | -0.24% | |
| HXL | C | -0.24% | |
| RLI | C | -0.24% | |
| MTSI | B | -0.24% | |
| AZPN | B | -0.24% | |
| FYBR | B | -0.24% | |
| PBF | D | -0.24% | |
| CBT | B | -0.23% | |
| HALO | A | -0.23% | |
| WLK | B | -0.23% | |
| UGI | C | -0.23% | |
| M | D | -0.23% | |
| THO | F | -0.23% | |
| AMG | D | -0.23% | |
| ONB | B | -0.23% | |
| KBH | A | -0.22% | |
| MMS | B | -0.22% | |
| SLM | D | -0.22% | |
| FNB | B | -0.22% | |
| PLNT | C | -0.22% | |
| OZK | C | -0.22% | |
| VMI | C | -0.22% | |
| MDU | B | -0.22% | |
| LNTH | C | -0.22% | |
| G | C | -0.22% | |
| EEFT | C | -0.22% | |
| OPCH | F | -0.22% | |
| POST | C | -0.22% | |
| CVLT | A | -0.21% | |
| ZI | F | -0.21% | |
| HAE | B | -0.21% | |
| EXLS | C | -0.21% | |
| AM | A | -0.21% | |
| KD | A | -0.21% | |
| THG | C | -0.21% | |
| FLO | C | -0.21% | |
| DLB | C | -0.21% | |
| GATX | B | -0.2% | |
| KRG | D | -0.2% | |
| HOMB | B | -0.2% | |
| UBSI | C | -0.2% | |
| AVT | B | -0.2% | |
| GPS | D | -0.2% | |
| EXPO | C | -0.2% | |
| ASGN | C | -0.2% | |
| OLLI | D | -0.2% | |
| LPX | A | -0.2% | |
| ASH | B | -0.2% | |
| CRUS | A | -0.2% | |
| AN | C | -0.19% | |
| JHG | A | -0.19% | |
| GME | C | -0.19% | |
| CADE | B | -0.19% | |
| COTY | F | -0.19% | |
| NJR | C | -0.19% | |
| PRGO | D | -0.19% | |
| KNF | C | -0.19% | |
| HOG | D | -0.19% | |
| SWX | B | -0.19% | |
| PII | F | -0.19% | |
| CPRI | F | -0.18% | |
| HWC | B | -0.18% | |
| SRCL | F | -0.18% | |
| RH | C | -0.18% | |
| BCO | B | -0.18% | |
| VAL | B | -0.18% | |
| GBCI | C | -0.18% | |
| MSM | D | -0.18% | |
| VNO | D | -0.18% | |
| COLB | C | -0.18% | |
| MAN | C | -0.17% | |
| FFIN | B | -0.17% | |
| SLAB | D | -0.17% | |
| RYN | F | -0.17% | |
| WU | D | -0.17% | |
| TEX | C | -0.17% | |
| AVNT | B | -0.17% | |
| COKE | C | -0.17% | |
| OGS | D | -0.16% | |
| BDC | B | -0.16% | |
| KRC | D | -0.16% | |
| NSP | D | -0.16% | |
| UMBF | B | -0.16% | |
| TDC | F | -0.16% | |
| IRDM | D | -0.16% | |
| ENS | C | -0.16% | |
| POWI | C | -0.16% | |
| LANC | D | -0.16% | |
| NEU | D | -0.16% | |
| SLGN | C | -0.16% | |
| LOPE | C | -0.16% | |
| BYD | F | -0.16% | |
| AMKR | C | -0.15% | |
| VLY | D | -0.15% | |
| IRT | B | -0.15% | |
| PK | D | -0.15% | |
| LIVN | B | -0.15% | |
| BHF | F | -0.15% | |
| GT | C | -0.15% | |
| WEN | D | -0.15% | |
| ORA | C | -0.15% | |
| CUZ | B | -0.15% | |
| KMPR | C | -0.15% | |
| SYNA | F | -0.15% | |
| IBOC | B | -0.14% | |
| WOLF | F | -0.14% | |
| PCH | D | -0.14% | |
| EPR | C | -0.14% | |
| VAC | D | -0.14% | |
| NVST | F | -0.14% | |
| SBRA | C | -0.14% | |
| TNL | C | -0.14% | |
| ASB | B | -0.14% | |
| BLKB | C | -0.14% | |
| SR | C | -0.14% | |
| DOCS | F | -0.13% | |
| CHH | F | -0.13% | |
| CXT | B | -0.13% | |
| SMG | D | -0.13% | |
| YETI | D | -0.13% | |
| AZTA | F | -0.13% | |
| ARWR | F | -0.13% | |
| LITE | D | -0.13% | |
| PAG | C | -0.13% | |
| HGV | D | -0.13% | |
| CNO | B | -0.13% | |
| VC | D | -0.13% | |
| NSA | C | -0.12% | |
| TGNA | C | -0.12% | |
| CNXC | D | -0.12% | |
| VSH | C | -0.12% | |
| TCBI | C | -0.12% | |
| AMED | B | -0.12% | |
| RCM | F | -0.11% | |
| CRI | F | -0.11% | |
| GO | F | -0.11% | |
| IPGP | D | -0.11% | |
| ADNT | F | -0.11% | |
| NYCB | D | -0.11% | |
| ENOV | F | -0.11% | |
| SAM | F | -0.11% | |
| FHI | D | -0.11% | |
| PGNY | F | -0.11% | |
| COLM | B | -0.11% | |
| GHC | B | -0.11% | |
| MP | C | -0.1% | |
| HELE | D | -0.1% | |
| PENN | F | -0.1% | |
| ZD | F | -0.1% | |
| NEOG | F | -0.1% | |
| CDP | B | -0.1% | |
| JWN | C | -0.09% | |
| QDEL | D | -0.09% | |
| ALGM | D | -0.09% | |
| CAR | D | -0.09% | |
| WERN | D | -0.08% | |
| LEG | F | -0.08% | |
| IART | F | -0.08% | |
| UAA | F | -0.07% | |
| GEF | F | -0.07% | |
| PPC | B | -0.06% | |
| UA | F | -0.04% | |
| HTZ | F | -0.03% |
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
XJH: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Diversified Industrials
Semiconductors
Software - Application
Business Services
Packaging & Containers
Asset Management
Biotechnology
Building Materials
REIT - Diversified
Apparel Manufacturing
Engineering & Construction
Medical Care
Packaged Foods
REIT - Industrial
Scientific & Technical Instruments
Specialty Chemicals
Specialty Retail
Auto Parts
Diagnostics & Research
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