Compare · 2 funds side by side · dividends reinvested

FNCL and LBO

FNCLFidelity×LBOWHITEWOLF×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,077FNCL · best of the two

02 / 04

FNCL and LBO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fidelity MSCI Financials Index ETFSectors · Financials0.08%1.55%+8.9%+15.0%+25.2%+10.0%−14.8%15.0%$2.2B1.1

WHITEWOLF Publicly Listed Private Equity ETFUnsorted6.53%6.03%−6.1%−1.4%[…][…]−25.1%23.9%$7M1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: FNCL 2013 · LBO 2023

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity MSCI Financials Index ETF · $2.2B$16,077

FNCL

LBO

WHITEWOLF Publicly Listed Private Equity ETF · $7M[…]

$10,000 five years ago, dividends reinvested · they hold 4.7% in common

FNCLMeasureLBO

+8.9%Year to dateJan 1 → Nov 4−6.1%

+15.0%1 yearTotal return−1.4%

+25.2%3 years · per year$10,000 became $19,633 · […][…]

+10.0%5 years · per year$10,000 became $16,077 · […][…]

0.08%Expense ratio$8 · $653 a year on $10k · lower is better6.53%

1.55%Trailing 12-mo yield$155 · $603 a year on $10k6.03%

−14.8%Worst dropSmaller is better−25.1%

15.0%VolatilityLower is calmer23.9%

FNCLLBO Winner of the row, in its colourEach row: the bigger of the two fills its side

5–1FNCL wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FNCL vs LBO: Top 5 Holdings

Today

FNCL

36.0%in top 5

LBO

in top 542.8%

FNCLStockLBO

not top 5ARCC10.3%

10.0%JPMnot top 5

not top 5APO9.9%

8.8%BRK-Bnot top 5

not top 5ARES8.0%

7.8%Vnot top 5

not top 5KKR7.4%

not top 5BXSL7.2%

5.9%MAnot top 5

3.6%BACnot top 5

Held in common4.7%

End-of-day Nov 4, 2026 · share of each fund

FNCL vs LBO Returns, Every Period

FidelityFNCL

+15.0%

past year

LBOWHITEWOLF

−1.4%

past year

FNCLLBOFaded: behind in that period

2–0FNCL wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Sector vs Unsorted: FNCL vs LBO

YTD

FidelityFNCL

+8.9%

LBOWHITEWOLF

−6.1%

+8.9%Year to date−6.1%

−14.8%Worst drop · 1Y−25.1%

15.0%Volatility · 1Y23.9%

1.5%Yield6.0%

$2.2BAssets$6.5M

3–1FNCL wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FNCL, LBO

Today

0.08%lowest, FNCL

FundExpense ratioFee$10k

FNCL0.08%$8

LBO6.53%$653

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: FNCL, LBO

6.03%highest, LBO

FundTrailing yieldYield$10k

LBO6.03%$603

FNCL1.55%$155

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$147most kept, FNCL

FNCL$155 − $8 = $147

LBO$603 − $653 = −$50

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: FNCL, LBO

Today

4.7%most shared, FNCL and LBO

FNCLLBO

FNCL—4.7%

LBO4.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+15.0%FNCL, at 15.0% volatility

FNCLWorst drop−14.8%15.0% vol

LBOWorst drop−25.1%23.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

LBOFNCL

−6.1%Year to date+8.9%

6.0%Yield1.5%

−1.4%Past year+15.0%

6.53%Fee0.08%

3–1FNCL wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026