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$15,259FNCL · 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%1.60%+5.4%+10.8%+24.5%+8.8%−14.8%14.7%$2.2B1.1

WHITEWOLF Publicly Listed Private Equity ETFUnsorted6.53%6.28%−9.9%−5.3%[…][…]−25.1%23.5%$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 3, 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$15,259

FNCL

LBO

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

$10,000 five years ago, dividends reinvested · they hold 4.8% in common

FNCLMeasureLBO

+5.4%Year to dateJan 1 → Nov 3−9.9%

+10.8%1 yearTotal return−5.3%

+24.5%3 years · per year$10,000 became $19,314 · […][…]

+8.8%5 years · per year$10,000 became $15,259 · […][…]

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

1.60%Trailing 12-mo yield$160 · $628 a year on $10k6.28%

−14.8%Worst dropSmaller is better−25.1%

14.7%VolatilityLower is calmer23.5%

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

5–1FNCL wins

End-of-day Nov 3, 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

36.1%in top 5

LBO

in top 543.6%

FNCLStockLBO

not top 5ARCC10.5%

not top 5APO10.2%

10.0%JPMnot top 5

8.7%BRK-Bnot top 5

not top 5ARES8.2%

7.8%Vnot top 5

not top 5KKR7.4%

not top 5BXSL7.3%

5.9%MAnot top 5

3.6%BACnot top 5

Held in common4.8%

End-of-day Nov 3, 2026 · share of each fund

FNCL vs LBO Returns, Every Period

FidelityFNCL

+10.8%

past year

LBOWHITEWOLF

−5.3%

past year

FNCLLBOFaded: behind in that period

2–0FNCL wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Sector vs Unsorted: FNCL vs LBO

YTD

FidelityFNCL

+5.4%

LBOWHITEWOLF

−9.9%

+5.4%Year to date−9.9%

−14.8%Worst drop · 1Y−25.1%

14.7%Volatility · 1Y23.5%

1.6%Yield6.3%

$2.2BAssets$6.5M

3–1FNCL wins

End-of-day Nov 3, 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 3, 2026 · fee on $10,000 a year

Yields: FNCL, LBO

6.28%highest, LBO

FundTrailing yieldYield$10k

LBO6.28%$628

FNCL1.60%$160

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$152most kept, FNCL

FNCL$160 − $8 = $152

LBO$628 − $653 = −$25

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: FNCL, LBO

Today

4.8%most shared, FNCL and LBO

FNCLLBO

FNCL—4.8%

LBO4.8%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+10.8%FNCL, at 14.7% volatility

FNCLWorst drop−14.8%14.7% vol

LBOWorst drop−25.1%23.5% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

LBOFNCL

−9.9%Year to date+5.4%

6.3%Yield1.6%

−5.3%Past year+10.8%

6.53%Fee0.08%

3–1FNCL wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026