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
$29.42
Average Daily Volume
2,504
30
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
$33.13
Average Daily Volume
1,219
35
Performance
| Period | NEWZ | LBO |
|---|---|---|
| 30 Days | 3.22% | 4.47% |
| 60 Days | 8.50% | 11.34% |
| 90 Days | 10.70% | 16.99% |
| 12 Months |
1 Overlapping Holdings
| Symbol | Grade | Weight in NEWZ | Weight in LBO | Overlap | |
|---|---|---|---|---|---|
| KKR | B | 3.48% | 7.83% | 3.48% |
NEWZ Overweight 29 Positions Relative to LBO
| Symbol | Grade | Weight | |
|---|---|---|---|
| TT | A | 4.03% | |
| ANET | C | 4.0% | |
| MSI | B | 3.59% | |
| APH | B | 3.57% | |
| UTHR | B | 3.52% | |
| NTAP | D | 3.52% | |
| PCTY | A | 3.48% | |
| CLH | B | 3.42% | |
| PAYX | B | 3.4% | |
| CORT | B | 3.39% | |
| COR | A | 3.34% | |
| TXRH | A | 3.34% | |
| GRMN | A | 3.33% | |
| FTNT | B | 3.33% | |
| ACN | C | 3.32% | |
| TSM | C | 3.32% | |
| ERIE | F | 3.3% | |
| CHKP | D | 3.29% | |
| BR | A | 3.29% | |
| BOOT | D | 3.28% | |
| ISRG | A | 3.25% | |
| RMD | C | 3.21% | |
| JKHY | C | 3.09% | |
| BAH | C | 3.05% | |
| ORCL | A | 2.98% | |
| DGX | A | 2.97% | |
| SHOP | A | 2.93% | |
| BRO | A | 2.84% | |
| BMI | B | 2.77% |
NEWZ Underweight 34 Positions Relative to LBO
| Symbol | Grade | Weight | |
|---|---|---|---|
| ARCC | B | -7.09% | |
| FSK | A | -6.82% | |
| BXSL | B | -6.33% | |
| TPG | B | -6.25% | |
| OWL | B | -6.22% | |
| BX | A | -6.15% | |
| APO | B | -5.82% | |
| ARES | B | -5.28% | |
| CG | C | -5.07% | |
| HTGC | C | -4.81% | |
| GBDC | B | -3.14% | |
| PSEC | F | -3.04% | |
| HLNE | B | -3.01% | |
| CSWC | D | -2.38% | |
| GSBD | F | -2.2% | |
| BBDC | B | -1.88% | |
| BCSF | A | -1.72% | |
| TRIN | A | -1.43% | |
| NMFC | D | -1.31% | |
| PFLT | D | -1.18% | |
| STEP | B | -1.11% | |
| CODI | B | -1.04% | |
| TCPC | C | -1.02% | |
| CGBD | D | -0.88% | |
| CION | D | -0.79% | |
| TSLX | C | -0.46% | |
| GCMG | C | -0.23% | |
| PNNT | B | -0.21% | |
| SCM | C | -0.21% | |
| FDUS | A | -0.16% | |
| PX | B | -0.14% | |
| SAR | A | -0.14% | |
| GAIN | B | -0.14% | |
| TPVG | C | -0.12% |
NEWZ: Top Represented Industries & Keywords
LBO: Top Represented Industries & Keywords
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