IYF vs LBO

AIYF

BLBO

Measures won3–1IYF wins · of 6 · 5Y

$10,000 · 5Y$36,977SMH · IYF $16,290

Lowest cost0.35%SMH · $35 on $10k

Most income6.07%LBO · $607 on $10k

Smallest drop−13.9%IYF · worst fall in 1Y

Held in common7.2%IYF and LBO

iShares U.S. Financials ETF · $3.9BWHITEWOLF Publicly Listed Private Equity ETF · $7M

+23.3%3 years · per year$18,759 · […][…]

+10.3%5 years · per year$16,290 · […][…]

0.37%Expense ratio$37 · $653 on $10k · lower wins6.53%

1.43%12-mo yield$143 · $607 on $10k6.07%

Cards for this view

IYF

iShares U.S. Financials

$16,290

LBO

WHITEWOLF Publicly Listed Private Equity

[…]

MeasureIYFLBO

Fee0.37%6.53%

Cost on $10k a year$37$653

Yield1.43%6.07%

5 years, per year+10.3%[…]

3 years, per year+23.3%[…]

Worst drop · 1Y−13.9%−25.1%

Volatility · 1Y15.2%

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.22%	+4.8%	+40.8%	+41.7%	+50.8%	+29.9%	−33.1%	$63.5B
2	AIYF	iShares U.S. Financials ETFRead Desk	0.37%	1.43%	+0.5%	+6.5%	+10.7%	+23.3%	+10.3%	−13.9%	$3.9B
3	BLBO	WHITEWOLF Publicly Listed Private Equity ETFRead Desk	6.53%	6.07%	−0.3%	−6.7%	−2.4%	new	new	−25.1%	$7M

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.22%	+4.8%	+40.8%	+41.7%	+50.8%	+29.9%	−33.1%	$63.5B
2	AIYF	iShares U.S. Financials ETFRead Desk	0.37%	1.43%	+0.5%	+6.5%	+10.7%	+23.3%	+10.3%	−13.9%	$3.9B
3	BLBO	WHITEWOLF Publicly Listed Private Equity ETFRead Desk	6.53%	6.07%	−0.3%	−6.7%	−2.4%	new	new	−25.1%	$7M

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