LBO Among Its Peers
End-of-day Nov 12, 2026 · 1 ETFs by YTD
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WHITEWOLF[…]
| Returns | Today | 1W | 1M | 3M | YTD | 1Y | 3Y | 5Y | Max |
|---|---|---|---|---|---|---|---|---|---|
| Total return | −2.2% | +0.2% | +9.0% | −7.6% | −8.7% | −5.3% | — | — | +20.4% |
| S&P 500 · VOO | −0.3% | +3.3% | −1.6% | −2.2% | +11.9% | +12.1% | +80.1% | +73.9% | — |
$103 of every $1,000 in LBO is Apollo
| # | ||||||
|---|---|---|---|---|---|---|
| 1 | APOApollo Global Management | Financial Services | 10.34% | $1,033.94 | 5,432 | $670K |
| 2 | ARCCAres Capital | Financial Services | 10.19% | $1,018.50 | 34K | $660K |
| 3 | ARESARES Management | Financial Services | 8.33% | $833.32 | 3,901 | $540K |
| 4 | KKRKKR | Financial Services | 7.56% | $756.16 | 4,850 | $490K |
| 5 | BXSLBlackstone Secured Lending Fund | Financial Services | 7.25% | $725.30 | 20K | $470K |
| 6 | OWLBlue OWL Capital | Financial Services | 6.48% | $648.14 | 41K | $420K |
| 7 | BLKBlackrock | Financial Services | 5.56% | $555.55 | 295 | $360K |
| 8 | HTGCHercules Capital | Financial Services | 4.94% | $493.82 | 20K | $320K |
| 9 | BAMBrookfield Asset Management | Financial Services | 4.48% | $447.52 | 5,443 | $290K |
| 10 | CODICompass Diversified | Industrials | 4.01% | $401.23 | 21K | $260K |
| 11 | CGCarlyle Group /The | Financial Services | 4.01% | $401.23 | 6,356 | $260K |
| 12 | BXBlackstone | Financial Services | 3.86% | $385.80 | 2,040 | $250K |
| 13 | TPGTPG | Financial Services | 3.55% | $354.93 | 4,683 | $230K |
| 14 | BNBrookfield | Financial Services | 2.93% | $293.21 | 4,603 | $190K |
| 15 | TRINTrinity Capital | Financial Services | 2.31% | $231.48 | 8,575 | $150K |
LBO has no close peers in our data yet: […]
No peers with a full year of prices to rank against yet.
| # | Ticker | Company | Weight ▼ |
|---|---|---|---|
| 1 | APO | Apollo Global Management | 10.34% |
| 2 | ARCC | Ares Capital | 10.19% |
| 3 | ARES | ARES Management | 8.33% |
| 4 | KKR | KKR & | 7.56% |
| 5 | BXSL | Blackstone Secured Lending Fund | 7.25% |
| 6 | OWL | Blue OWL Capital | 6.48% |
| 7 | BLK | Blackrock | 5.56% |
| 8 | HTGC | Hercules Capital | 4.94% |
| 9 | BAM | Brookfield Asset Management | 4.48% |
| 10 | CODI | Compass Diversified | 4.01% |
| Fund | Sharpe | Sortino | Volatility | Max DD | Beta | Fee / $10k |
|---|---|---|---|---|---|---|
| LBO | −0.34 | −0.48 | 24.2% | −25.1% | 0.97 | $653 |
Estimated yearly cost excludes trading costs and assumes constant assets.
| Ex-date | Paid | Per share |
|---|---|---|
| Sep 28, 2026 | Sep 30, 2026 | $0.34 |
| Jun 29, 2026 | Jun 30, 2026 | $0.34 |
| Mar 30, 2026 | Mar 31, 2026 | $0.26 |
| Dec 23, 2025 | Dec 24, 2025 | $0.63 |
| Sep 29, 2025 | Sep 30, 2025 | $0.44 |
| Jun 27, 2025 | Jun 30, 2025 | $0.61 |
| Mar 28, 2025 | Mar 31, 2025 | $0.35 |
| Dec 30, 2024 | Dec 31, 2024 | $0.62 |
| Sep 27, 2024 | Sep 30, 2024 | $0.47 |
| Jun 27, 2024 | Jun 28, 2024 | $0.48 |
| Mar 26, 2024 | Mar 28, 2024 | $0.35 |
| Dec 28, 2023 | Jan 3, 2024 | $0.32 |