LBO vs. TRUF
LBO (WHITEWOLF Publicly Listed Private Equity ETF) and TRUF (VanEck Financials TruSector ETF) are both Financials Equities funds. A 0.59 correlation means they provide meaningful diversification when combined. LBO charges 0.70%/yr vs 0.10%/yr for TRUF.
Performance
LBO vs. TRUF - Performance Comparison
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Returns By Period
LBO
- 1D
- -0.71%
- 1M
- -2.28%
- 6M
- -15.11%
- YTD
- -12.80%
- 1Y
- -18.25%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
TRUF
- 1D
- 0.61%
- 1M
- 5.40%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
LBO vs. TRUF - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
LBO WHITEWOLF Publicly Listed Private Equity ETF | 6.54% |
TRUF VanEck Financials TruSector ETF | 14.65% |
Correlation
The correlation between LBO and TRUF is 0.59, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Apr 2, 2026 | 0.59 |
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Return for Risk
LBO vs. TRUF — Risk / Return Rank
LBO
TRUF
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
LBO vs. TRUF - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WHITEWOLF Publicly Listed Private Equity ETF (LBO) and VanEck Financials TruSector ETF (TRUF). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| LBO | TRUF | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 0.87 | — | — |
| Calmar ratioReturn relative to maximum drawdown | -0.63 | — | — |
| Martin ratioReturn relative to average drawdown | -1.16 | — | — |
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Drawdowns
LBO vs. TRUF - Drawdown Comparison
The maximum LBO drawdown since its inception was -31.40%, which is greater than TRUF's maximum drawdown of -3.24%. Use the drawdown chart below to compare losses from any high point for LBO and TRUF.
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Drawdown Indicators
| LBO | TRUF | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.40% | -3.24% | -28.16% |
Max Drawdown (1Y)Largest decline over 1 year | -29.19% | — | — |
Current DrawdownCurrent decline from peak | -23.34% | -0.15% | -23.19% |
Average DrawdownAverage peak-to-trough decline | -8.93% | -1.12% | -7.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 15.75% | — | — |
Volatility
LBO vs. TRUF - Volatility Comparison
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Volatility by Period
| LBO | TRUF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.17% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 18.23% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 22.16% | 13.94% | +8.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.16% | 13.94% | +7.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.16% | 13.94% | +7.22% |
LBO vs. TRUF - Expense Ratio Comparison
LBO has a 0.70% expense ratio, which is higher than TRUF's 0.10% expense ratio.
Dividends
LBO vs. TRUF - Dividend Comparison
LBO's dividend yield for the trailing twelve months is around 6.82%, more than TRUF's 0.36% yield.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
LBO WHITEWOLF Publicly Listed Private Equity ETF | 6.82% | 7.04% | 5.79% | 1.20% |
TRUF VanEck Financials TruSector ETF | 0.36% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
LBO and TRUF have a correlation of 0.59, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, TRUF is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.
TRUF is cheaper with a 0.10% expense ratio, compared with 0.70% for LBO.
LBO has the higher dividend yield at 6.82%, compared with 0.36% for TRUF.
They also come from different issuers: White Wolf and VanEck. Their fees differ too: 0.70% for LBO and 0.10% for TRUF.
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