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 33 ETFs in the Financials Equities category with lower expense ratios, going as low as 0.08%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| State Street Financial Select Sector SPDR ETF | 0.08% | 57.61B | Dec 1998 | LBO vs XLF | |
| Fidelity MSCI Financials Index ETF | 0.08% | 2.23B | Oct 2013 | LBO vs FNCL | |
| Vanguard Financials ETF | 0.09% | 13.90B | Jan 2004 | LBO vs VFH | |
| Gabelli Financial Services Opportunities ETF | 0.10% | 50.20M | May 2022 | LBO vs GABF | |
| VanEck Financials TruSector ETF | 0.10% | 593.86K | Apr 2026 | LBO vs TRUF |
Best Risk-Adjusted Alternatives to LBO
LBO has a PortfoliosLab risk / return rank of 4. There are 38 ETFs in the Financials Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| HSBC Holdings plc ADRhedged ETF | 95 | 5.04M | Oct 2024 | LBO vs HSBH | |
| Themes Global Systemically Important Banks ETF | 90 | 48.36M | Dec 2023 | LBO vs GSIB | |
| iShares MSCI Europe Financials ETF | 74 | 4.20B | Jan 2010 | LBO vs EUFN | |
| Invesco S&P SmallCap Financials ETF | 67 | 27.49M | Apr 2010 | LBO vs PSCF | |
| Invesco KBW Bank ETF | 65 | 6.70B | Nov 2011 | LBO vs KBWB |
Top Performing LBO Alternatives (YTD)
LBO is at -10.41% YTD. There are 41 ETFs in the Financials Equities category with higher YTD returns, going as high as 38.03%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| HSBC Holdings plc ADRhedged ETF | 38.03% | 5.04M | Oct 2024 | LBO vs HSBH | |
| First Trust NASDAQ ABA Community Bank Index Fund | 23.18% | 93.23M | Jun 2009 | LBO vs QABA | |
| Themes Global Systemically Important Banks ETF | 22.66% | 48.36M | Dec 2023 | LBO vs GSIB | |
| Portfolio Building Block European Banks Index ETF | 21.81% | 438.81M | Nov 2025 | LBO vs PBEU | |
| SPDR S&P Regional Banking ETF | 18.73% | 4.62B | Jun 2006 | LBO vs KRE |
Lowest Volatility Alternatives to LBO
LBO has 22.30% 1-year volatility. There are 35 ETFs in the Financials Equities category with lower 1-year volatility, going as low as 11.88%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| State Street Financial Select Sector SPDR Premium ... | 11.88% | 7.51M | Jul 2025 | LBO vs XLFI | |
| iShares MSCI Kuwait ETF | 13.36% | 68.36M | Sep 2020 | LBO vs KWT | |
| VanEck Financials TruSector ETF | 13.53% | 593.86K | Apr 2026 | LBO vs TRUF | |
| iShares Global Financials ETF | 14.12% | 690.89M | Nov 2001 | LBO vs IXG | |
| iShares U.S. Financials ETF | 14.67% | 4.43B | May 2000 | LBO vs IYF |
Lowest Drawdown Alternatives to LBO
LBO has a 1-year max drawdown of -27.32%. There are 38 ETFs in the Financials Equities category with shallower 1-year drawdowns, going as shallow as -7.62%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| iShares U.S. Insurance ETF | -7.62% | 537.00M | May 2006 | LBO vs IAK | |
| Invesco KBW Property & Casualty Insurance ETF | -9.56% | 272.55M | Dec 2010 | LBO vs KBWP | |
| Invesco S&P SmallCap Financials ETF | -9.91% | 27.49M | Apr 2010 | LBO vs PSCF | |
| iShares Global Financials ETF | -11.33% | 690.89M | Nov 2001 | LBO vs IXG | |
| iShares MSCI Kuwait ETF | -11.54% | 68.36M | Sep 2020 | LBO vs KWT |
Other ETFs from Alpha Architect
The 10 most viewed Alpha Architect ETFs shown here include BOXX, QMOM, CAOS and span 10 categories. AUM among these funds goes as high as $13B.
Often Compared With LBO
Investors most often compare LBO with RSBY, RAVI, DBE. These 20 comparison targets span 14 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