LBO vs FNCL

ALBO

BFNCL

Measures won1–3FNCL wins · of 6 · 5Y

$10,000 · 5Y$20,861VGT · FNCL $15,567

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

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%

Cards for this view

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%

#
1	VGT	Vanguard Information Technology ETFRead Desk	0.09%	0.43%	−1.3%	+17.7%	+16.7%	+28.1%	+15.8%	−17.5%	$154.5B
2	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
3	ALBO	WHITEWOLF Publicly Listed Private Equity ETFRead Desk	6.53%	6.05%	+0.2%	−6.5%	−2.1%	new	new	−25.1%	$7M

#
1	VGT	Vanguard Information Technology ETFRead Desk	0.09%	0.43%	−1.3%	+17.7%	+16.7%	+28.1%	+15.8%	−17.5%	$154.5B
2	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
3	ALBO	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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