LBO vs. YLDE ETF Comparison
Comparison of WHITEWOLF Publicly Listed Private Equity ETF (LBO) to ClearBridge Dividend Strategy ESG ETF (YLDE)
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
$28.99
Average Daily Volume
187
10
YLDE
ClearBridge Dividend Strategy ESG ETF
YLDE Description
The investment seeks dividend income, growth of dividend income and long-term capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets, plus borrowings for investment purposes, if any, in dividend-paying stocks or other instruments with similar economic characteristics that offer the potential for income growth and capital appreciation over time and that meet its financial and environmental, social and governance (ESG) criteria. The fund may also invest in companies that the subadviser believes are making substantial progress toward becoming a leader in ESG policies.Grade (RS Rating)
Last Trade
$47.16
Average Daily Volume
2,024
53
Performance
| Period | LBO | YLDE |
|---|---|---|
| 30 Days | -1.28% | 1.19% |
| 60 Days | 1.79% | 3.28% |
| 90 Days | 2.08% | 2.13% |
| 12 Months | 12.48% |
1 Overlapping Holdings
| Symbol | Grade | Weight in LBO | Weight in YLDE | Overlap | |
|---|---|---|---|---|---|
| APO | A | 4.91% | 3.47% | 3.47% |
LBO Underweight 52 Positions Relative to YLDE
| Symbol | Grade | Weight | |
|---|---|---|---|
| MSFT | A | -4.46% | |
| WMB | A | -3.9% | |
| SRE | B | -3.16% | |
| JPM | A | -3.08% | |
| CMCSA | D | -2.94% | |
| BDX | F | -2.85% | |
| AVGO | B | -2.78% | |
| V | D | -2.66% | |
| LIN | C | -2.64% | |
| TRV | D | -2.46% | |
| TMUS | B | -2.39% | |
| MRK | C | -2.34% | |
| VMC | D | -2.25% | |
| ORCL | A | -2.22% | |
| AAPL | A | -2.17% | |
| KO | B | -2.09% | |
| KMI | A | -1.96% | |
| AVB | B | -1.91% | |
| AMT | B | -1.83% | |
| SAP | A | -1.81% | |
| UNP | D | -1.75% | |
| PG | C | -1.74% | |
| WM | B | -1.67% | |
| HON | B | -1.65% | |
| COF | C | -1.57% | |
| HD | C | -1.56% | |
| UNH | D | -1.47% | |
| APD | D | -1.46% | |
| MET | D | -1.41% | |
| JNJ | F | -1.33% | |
| PPG | D | -1.32% | |
| AZN | C | -1.26% | |
| HLN | B | -1.23% | |
| EQT | D | -1.07% | |
| PNC | C | -1.07% | |
| CSCO | D | -1.06% | |
| EIX | D | -1.06% | |
| PSA | B | -1.05% | |
| FCX | C | -1.04% | |
| SBUX | F | -1.01% | |
| DTE | D | -1.0% | |
| NUE | D | -0.98% | |
| AIG | C | -0.97% | |
| GILD | C | -0.94% | |
| KVUE | F | -0.92% | |
| INTC | D | -0.89% | |
| UPS | F | -0.88% | |
| DIS | F | -0.86% | |
| GOOGL | A | -0.85% | |
| MDLZ | D | -0.73% | |
| TXN | B | -0.71% | |
| GM | B | -0.7% |
LBO: Top Represented Industries & Keywords
YLDE: Top Represented Industries & Keywords
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