LBO vs IGV

ALBO

BIGV

Measures won3–1LBO wins · of 6 · 5Y

$10,000 · 5Y$35,624SMH · IGV $11,430

Lowest cost0.35%SMH · $35 on $10k

Most income6.05%LBO · $605 on $10k

Smallest drop−25.1%LBO · worst fall in 1Y

Held in common0.0%LBO and IGV

WHITEWOLF Publicly Listed Private Equity ETF · $7MiShares Expanded Tech-Software Sector ETF · $12.9B

[…]3 years · per year[…] · $14,345+12.8%

[…]5 years · per year[…] · $11,430+2.7%

6.53%Expense ratio$653 · $38 on $10k · lower wins0.38%

6.05%12-mo yield$605 · $2 on $10k0.02%

Cards for this view

LBO

WHITEWOLF Publicly Listed Private Equity

[…]

IGV

iShares Expanded Tech-Software Sector

$11,430

MeasureLBOIGV

Fee6.53%0.38%

Cost on $10k a year$653$38

Yield6.05%0.02%

5 years, per year[…]+2.7%

3 years, per year[…]+12.8%

Worst drop · 1Y−25.1%−33.2%

Volatility · 1Y24.2%

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	−0.8%	+34.3%	+39.4%	+48.6%	+28.9%	−33.1%	$63.5B
2	BIGV	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
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	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	−0.8%	+34.3%	+39.4%	+48.6%	+28.9%	−33.1%	$63.5B
2	BIGV	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
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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