LBO vs. PFFA ETF Comparison
Comparison of WHITEWOLF Publicly Listed Private Equity ETF (LBO) to Virtus InfraCap U.S. Preferred Stock ETF (PFFA)
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
PFFA
Virtus InfraCap U.S. Preferred Stock ETF
PFFA Description
The investment seeks current income and, secondarily, capital appreciation. Under normal market conditions, the fund will invest not less than 80% of its net assets (plus the amount of any borrowings for investment purposes) in U.S. preferred stock, and in derivatives and other instruments that have economic characteristics similar to such investments. The Sub-Adviser actively manages the fund's assets pursuant to a variety of quantitative, qualitative and relative valuation factors. The fund is non-diversified.Grade (RS Rating)
Last Trade
$22.81
Average Daily Volume
454,078
21
Performance
| Period | LBO | PFFA |
|---|---|---|
| 30 Days | 8.82% | 4.40% |
| 60 Days | 16.29% | 9.73% |
| 90 Days | 9.33% | 7.22% |
| 12 Months | 33.25% |
0 Overlapping Holdings
| Symbol | Grade | Weight in LBO | Weight in PFFA | Overlap |
|---|
LBO Underweight 21 Positions Relative to PFFA
| Symbol | Grade | Weight | |
|---|---|---|---|
| SLMBP | D | -3.4% | |
| NYMTN | A | -2.38% | |
| VLYPP | B | -1.83% | |
| NYMTM | B | -1.53% | |
| UGI | C | -1.18% | |
| CTDD | C | -0.96% | |
| UZE | B | -0.7% | |
| HTIBP | B | -0.59% | |
| VLYPO | A | -0.37% | |
| LBRDP | B | -0.16% | |
| NEE | C | -0.13% | |
| OXLCO | B | -0.12% | |
| ATLCP | B | -0.07% | |
| OZKAP | A | -0.04% | |
| XOMAP | A | -0.03% | |
| WTFCP | A | -0.03% | |
| DCOMP | C | -0.02% | |
| LANDO | A | -0.02% | |
| NYMTL | B | -0.01% | |
| ESGRP | F | -0.0% | |
| SREA | A | -0.0% |
LBO: Top Represented Industries & Keywords
PFFA: Top Represented Industries & Keywords
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