WHITEWOLF Publicly Listed Private Equity ETF (LBO) belongs to the Financials Equities category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with LBO. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to LBO
LBO charges 0.70% annually. There are 31 ETFs in the Financials Equities category with lower expense ratios, going as low as 0.08%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity MSCI Financials Index ETF | 0.08% | 2.21B | Oct 2013 | LBO vs FNCL | |
| State Street Financial Select Sector SPDR ETF | 0.08% | 49.47B | Dec 1998 | LBO vs XLF | |
| Vanguard Financials ETF | 0.10% | 13.70B | Jan 2004 | LBO vs VFH | |
| Gabelli Financial Services Opportunities ETF | 0.10% | 50.20M | May 2022 | LBO vs GABF | |
| Portfolio Building Block European Banks Index ETF | 0.13% | 22.30M | Nov 2025 | LBO vs PBEU |
Best Risk-Adjusted Alternatives to LBO
LBO has a PortfoliosLab risk / return rank of 4. There are 29 ETFs in the Financials Equities category with higher risk-adjusted ranks, going as high as 68.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Themes Global Systemically Important Banks ETF | 68 | 26.29M | Dec 2023 | LBO vs GSIB | |
| Invesco KBW Bank ETF | 45 | 5.32B | Nov 2011 | LBO vs KBWB | |
| Invesco Bloomberg Financial Data Providers ETF | 33 | 51.11M | Nov 2011 | LBO vs FDIQ | |
| iShares MSCI Europe Financials ETF | 32 | 3.64B | Jan 2010 | LBO vs EUFN | |
| First Trust Nasdaq Bank ETF | 30 | 286.76M | Sep 2016 | LBO vs FTXO |
Top Performing LBO Alternatives (YTD)
LBO is at -14.28% YTD. There are 39 ETFs in the Financials Equities category with higher YTD returns, going as high as 9.75%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Themes Global Systemically Important Banks ETF | 9.75% | 26.29M | Dec 2023 | LBO vs GSIB | |
| Invesco Bloomberg Financial Data Providers ETF | 9.72% | 51.11M | Nov 2011 | LBO vs FDIQ | |
| First Trust NASDAQ ABA Community Bank Index Fund | 8.16% | 77.97M | Jun 2009 | LBO vs QABA | |
| Portfolio Building Block European Banks Index ETF | 6.67% | 22.30M | Nov 2025 | LBO vs PBEU | |
| SPDR S&P Regional Banking ETF | 5.35% | 3.91B | Jun 2006 | LBO vs KRE |
Lowest Volatility Alternatives to LBO
LBO has 21.56% 1-year volatility. There are 32 ETFs in the Financials Equities category with lower 1-year volatility, going as low as 7.78%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| RiverNorth Enhanced Pre-Merger SPAC ETF | 7.78% | 6.34M | Jul 2022 | LBO vs SPCZ | |
| iShares Global Financials ETF | 13.67% | 542.62M | Nov 2001 | LBO vs IXG | |
| iShares MSCI Kuwait ETF | 13.84% | 70.21M | Sep 2020 | LBO vs KWT | |
| iShares U.S. Financials ETF | 14.34% | 3.50B | May 2000 | LBO vs IYF | |
| State Street Financial Select Sector SPDR ETF | 14.41% | 49.47B | Dec 1998 | LBO vs XLF |
Lowest Drawdown Alternatives to LBO
LBO has a 1-year max drawdown of -29.19%. There are 34 ETFs in the Financials Equities category with shallower 1-year drawdowns, going as shallow as -3.82%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| RiverNorth Enhanced Pre-Merger SPAC ETF | -3.82% | 6.34M | Jul 2022 | LBO vs SPCZ | |
| iShares U.S. Insurance ETF | -7.62% | 359.47M | May 2006 | LBO vs IAK | |
| Invesco KBW Property & Casualty Insurance ETF | -9.56% | 242.19M | Dec 2010 | LBO vs KBWP | |
| Invesco S&P SmallCap Financials ETF | -9.91% | 24.48M | Apr 2010 | LBO vs PSCF | |
| Invesco Bloomberg Financial Data Providers ETF | -11.13% | 51.11M | Nov 2011 | LBO vs FDIQ |
Often Compared With LBO
Investors most often compare LBO with RSBY, HGER, BOXX. These 19 comparison targets span 12 categories, based on PortfoliosLab usage data.
Compare LBO with Any Fund or Stock
Compare LBO with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LBO with funds that move differently
WHITEWOLF Publicly Listed Private Equity ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LBO.
Explore LBO Diversifiers