FDFF vs LBO

AFDFF

BLBO

Measures won3–1FDFF wins · of 6 · 5Y

$10,000 · 5Y$11,430IGV

Lowest cost0.38%IGV · $38 on $10k

Most income6.05%LBO · $605 on $10k

Smallest drop−18.1%FDFF · worst fall in 1Y

Held in common0.0%FDFF and LBO

Fidelity Disruptive Finance ETF · $44MWHITEWOLF Publicly Listed Private Equity ETF · $7M

+15.1%3 years · per year$15,266 · […][…]

[…]5 years · per year[…]

0.50%Expense ratio$50 · $653 on $10k · lower wins6.53%

0.94%12-mo yield$94 · $605 on $10k6.05%

Cards for this view

FDFF

Fidelity Disruptive Finance

[…]

LBO

WHITEWOLF Publicly Listed Private Equity

[…]

MeasureFDFFLBO

Fee0.50%6.53%

Cost on $10k a year$50$653

Yield0.94%6.05%

5 years, per year[…][…]

3 years, per year+15.1%[…]

Worst drop · 1Y−18.1%−25.1%

Volatility · 1Y19.7%

#
1	IGV	iShares Expanded Tech-Software Sector ETFRead Desk	0.38%	0.02%	−1.1%	−5.1%	−8.3%	+12.8%	+2.7%	−33.2%	$12.9B
2	AFDFF	Fidelity Disruptive Finance ETFRead Desk	0.50%	0.94%	+0.2%	+5.0%	+7.7%	+15.1%	new	−18.1%	$44M
3	BLBO	WHITEWOLF Publicly Listed Private Equity ETFRead Desk	6.53%	6.05%	+0.2%	−6.5%	−2.1%	new	new	−25.1%	$7M

#
1	IGV	iShares Expanded Tech-Software Sector ETFRead Desk	0.38%	0.02%	−1.1%	−5.1%	−8.3%	+12.8%	+2.7%	−33.2%	$12.9B
2	AFDFF	Fidelity Disruptive Finance ETFRead Desk	0.50%	0.94%	+0.2%	+5.0%	+7.7%	+15.1%	new	−18.1%	$44M
3	BLBO	WHITEWOLF Publicly Listed Private Equity ETFRead Desk	6.53%	6.05%	+0.2%	−6.5%	−2.1%	new	new	−25.1%	$7M

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