LBO vs. JHAC ETF Comparison
Comparison of WHITEWOLF Publicly Listed Private Equity ETF (LBO) to John Hancock Fundamental All Cap Core ETF (JHAC)
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
JHAC
John Hancock Fundamental All Cap Core ETF
JHAC Description
Under normal market conditions, the fund invests at least 80% of its net assets in equity securities. Market capitalizations of these companies will span the capitalization spectrum. Equity securities include exchange-traded common and preferred securities (and exchange-traded futures providing such exposure). The manager seeks to identify companies that demonstrate key growth drivers, sustainable cash flow production, and high returns on capital, sustainable competitive advantages, and strong management.Grade (RS Rating)
Last Trade
$15.09
Average Daily Volume
963
42
Performance
| Period | LBO | JHAC |
|---|---|---|
| 30 Days | 1.60% | 2.99% |
| 60 Days | 8.87% | 5.77% |
| 90 Days | 17.02% | 9.02% |
| 12 Months | 37.35% |
1 Overlapping Holdings
| Symbol | Grade | Weight in LBO | Weight in JHAC | Overlap | |
|---|---|---|---|---|---|
| KKR | B | 8.25% | 3.98% | 3.98% |
LBO Overweight 34 Positions Relative to JHAC
| Symbol | Grade | Weight | |
|---|---|---|---|
| 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 41 Positions Relative to JHAC
| Symbol | Grade | Weight | |
|---|---|---|---|
| AMZN | B | -8.21% | |
| NVDA | A | -6.24% | |
| GOOGL | B | -5.6% | |
| LEN | D | -4.86% | |
| AAPL | C | -4.24% | |
| MS | B | -3.78% | |
| LNG | A | -3.34% | |
| FHB | B | -3.28% | |
| CCI | C | -3.23% | |
| ADI | D | -3.19% | |
| CRM | B | -2.87% | |
| URI | B | -2.72% | |
| WDAY | C | -2.55% | |
| GS | B | -2.46% | |
| ORCL | A | -2.04% | |
| SPGI | D | -2.02% | |
| GPI | B | -2.01% | |
| PH | B | -2.01% | |
| HOLX | D | -1.79% | |
| TXN | C | -1.68% | |
| RRX | B | -1.62% | |
| ELV | F | -1.59% | |
| BUD | F | -1.5% | |
| ADSK | A | -1.39% | |
| ROP | C | -1.32% | |
| PII | F | -1.22% | |
| LVS | B | -1.2% | |
| AVTR | F | -1.12% | |
| AXTA | B | -1.06% | |
| MSFT | D | -1.03% | |
| NVR | D | -0.97% | |
| CARG | B | -0.94% | |
| MTN | C | -0.84% | |
| WBD | B | -0.83% | |
| TMO | D | -0.72% | |
| ELAN | D | -0.5% | |
| MRNA | F | -0.46% | |
| ST | F | -0.31% | |
| FPH | C | -0.17% | |
| AMT | D | -0.01% | |
| ALNY | D | -0.01% |
LBO: Top Represented Industries & Keywords
JHAC: Top Represented Industries & Keywords
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