LBO vs FNCL

ALBO

BFNCL

Measures won1–3FNCL wins · of 6 · 5Y

$10,000 · 5Y$15,567FNCL

Lowest cost0.08%FNCL · $8 on $10k

Most income6.05%LBO · $605 on $10k

Smallest drop−14.8%FNCL · worst fall in 1Y

Held in common4.9%LBO and FNCL

LBO

FNCL

WHITEWOLF Publicly Listed Private Equity ETF · $7MFidelity MSCI Financials Index ETF · $2.3B

[…]3 years · per year[…] · $18,238+22.2%

[…]5 years · per year[…] · $15,567+9.3%

6.53%Expense ratio$653 · $8 on $10k · lower wins0.08%

6.05%12-mo yield$605 · $157 on $10k1.57%

−25.1%Worst dropSmaller wins

End-of-day Nov 10, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BFNCL	Fidelity MSCI Financials Index ETFRead Desk		0.08%	1.57%	+0.3%	+7.2%	+11.8%	+22.2%	+9.3%	−14.8%	$2.3B
2	ALBO	WHITEWOLF Publicly Listed Private Equity ETFRead Desk		6.53%	6.05%	+0.2%	−6.5%	−2.1%	new	new	−25.1%	$7M

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BFNCL	Fidelity MSCI Financials Index ETFRead Desk		0.08%	1.57%	+0.3%	+7.2%	+11.8%	+22.2%	+9.3%	−14.8%	$2.3B
2	ALBO	WHITEWOLF Publicly Listed Private Equity ETFRead Desk		6.53%	6.05%	+0.2%	−6.5%	−2.1%	new	new	−25.1%	$7M

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

LBO vs FNCL

LBO

WHITEWOLF Publicly Listed Private Equity

[…]

FNCL

Fidelity MSCI Financials Index

$15,567

MeasureLBOFNCL

Fee6.53%0.08%

Cost on $10k a year$653$8

Yield6.05%1.57%

5 years, per year[…]+9.3%

3 years, per year[…]+22.2%

Worst drop · 1Y−25.1%−14.8%

Volatility · 1Y24.2%15.4%

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LBO vs FNCL

Both

Both

$10,000 in LBO, FNCL

Overlap: LBO, FNCL

LBO vs FNCL

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Overlap: LBO, FNCL

Income After Fees on $10,000