NEWZ vs. LBO ETF Comparison

Comparison of StockSnips AI-Powered Sentiment US All Cap ETF (NEWZ) to WHITEWOLF Publicly Listed Private Equity ETF (LBO)

NEWZ

StockSnips AI-Powered Sentiment US All Cap ETF

NEWZ Description

NEWZ navigates market complexities through a proprietary news media sentiment signal which combines AI and NLP technologies. This signal is generated from textual sources, such as news articles, blogs, and SEC filings, processed using advanced machine learning algorithms. These algorithms sift through vast amounts of data to assess investor sentiment and identify stocks with the most positive news coverage. The process begins by screening US-listed equity securities based on capitalization, volatility, ROE, news coverage volume, and inclusion in Zacks sector and industry classifications. Selections are made based on the sentiment signal, which also integrates a sentiment momentum signal indicating shifts in investor sentiment over time. After the screening, the portfolio typically comprises the top 30 to 50 stocks, all equally weighted. Throughout this process, the fund prioritizes reliability, gathering information from reputable news outlets such as Zacks, Motley Fool, and CNBC. The fund is rebalanced and reconstituted monthly.

Grade (RS Rating)

Last Trade

$27.76

Average Daily Volume

2,213

Number of Holdings ^*

10

* may have additional holdings in another (foreign) market

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

$31.16

Average Daily Volume

128

Number of Holdings ^*

10

* may have additional holdings in another (foreign) market

Performance

Period	NEWZ	LBO
30 Days	1.37%	7.79%
60 Days	4.72%	3.54%
90 Days	5.47%	6.97%
12 Months

1 Overlapping Holdings

	Symbol	Grade	Weight in NEWZ	Weight in LBO	Overlap
	KKR	A	3.65%	7.42%	3.65%

NEWZ Overweight 9 Positions Relative to LBO

	Symbol	Grade	Weight
	BMI	B	4.13%
	UHS	B	4.01%
	TT	A	3.86%
	MANH	A	3.81%
	NOW	A	3.71%
	NMIH	C	3.69%
	NTAP	D	3.61%
	MSI	B	3.53%
	KLAC	D	3.45%

NEWZ Underweight 9 Positions Relative to LBO

	Symbol	Grade	Weight
	ARCC	B	-7.57%
	FSK	A	-7.24%
	BXSL	C	-6.63%
	TPG	B	-5.52%
	BX	B	-5.49%
	OWL	C	-5.48%
	HTGC	D	-5.13%
	ARES	A	-5.0%
	APO	B	-4.81%

NEWZ: Top Represented Industries & Keywords

Industries: Software - Application Asset Management Communication Equipment Data Storage Insurance - Property & Casualty Medical Care Scientific & Technical Instruments Semiconductor Equipment & Materials Specialty Industrial Machinery

Keywords: S&P 500 Computing Gas Utilities IBD 50 Lifecycle Management Network Infrastructure Ventilating Acute Care Acute Care Hospitals Air Conditioning Air Conditioning Systems Airport Animation Asset Management Backup Software Bar Code Behavioral Health Services Beverage Certification Solutions Change Management

LBO: Top Represented Industries & Keywords

Industries: Asset Management Specialty Finance

Keywords: Private Equity Leveraged Buyout Real Estate Funds Venture Capital Blackstone Consumer Products Credit Debt Financing Direct Lending Gcm Grosvenor Hedge Funds Mezzanine Capital Oil And Gas Private Equity Fund Refinancing S&P 500 Special Situation Advanced Materials Advisory Services Airport