LBO vs. PBJ ETF Comparison
Comparison of WHITEWOLF Publicly Listed Private Equity ETF (LBO) to PowerShares Dynamic Food & Beverage (PBJ)
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
$31.37
Average Daily Volume
172
10
PBJ
PowerShares Dynamic Food & Beverage
PBJ Description
The PowerShares Dynamic Food & Beverage Portfolio (Fund) is based on the Dynamic Food & Beverage IntellidexSM Index (Intellidex Index). The Fund will normally invest at least 90% of its total assets in common stocks that comprise the Index. The Intellidex Index is designed to provide capital appreciation by thoroughly evaluating companies based on a variety of investment merit criteria, including: price momentum, earnings momentum, quality, management action, and value. The Underlying Intellidex Index is comprised of common stocks of 30 US food and beverage companies. These are companies that are principally engaged in the manufacture, sale or distribution of sale or distribution of food and beverage products, agricultural products and products related to the development of new food technologies. The Fund and the Index are rebalanced and reconstituted quarterly in February, May, August and November.Grade (RS Rating)
Last Trade
$47.61
Average Daily Volume
9,627
29
Performance
| Period | LBO | PBJ |
|---|---|---|
| 30 Days | 8.82% | 0.41% |
| 60 Days | 16.29% | 5.82% |
| 90 Days | 9.33% | 4.41% |
| 12 Months | 17.47% |
0 Overlapping Holdings
| Symbol | Grade | Weight in LBO | Weight in PBJ | Overlap |
|---|
LBO Underweight 29 Positions Relative to PBJ
| Symbol | Grade | Weight | |
|---|---|---|---|
| KR | C | -5.23% | |
| STZ | D | -5.22% | |
| GIS | C | -5.11% | |
| CTVA | A | -5.07% | |
| KDP | C | -4.97% | |
| SYY | D | -4.96% | |
| KO | C | -4.88% | |
| KHC | F | -4.78% | |
| VITL | C | -2.96% | |
| SFM | A | -2.87% | |
| CALM | A | -2.86% | |
| PPC | C | -2.85% | |
| TAP | D | -2.84% | |
| AGRO | C | -2.82% | |
| CAG | D | -2.78% | |
| WING | C | -2.74% | |
| WMK | D | -2.72% | |
| FDP | C | -2.71% | |
| CHEF | C | -2.69% | |
| NOMD | D | -2.67% | |
| FRPT | A | -2.65% | |
| DOLE | C | -2.64% | |
| ANDE | D | -2.64% | |
| ADM | F | -2.61% | |
| COKE | C | -2.6% | |
| BG | F | -2.58% | |
| KLG | F | -2.52% | |
| IMKTA | F | -2.5% | |
| TSN | D | -2.48% |
LBO: Top Represented Industries & Keywords
PBJ: Top Represented Industries & Keywords
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