BRKC vs LBO
Comparison between YIELDMAX(R) BRK.B OPTION INCOME STRATEGY ETF (BRKC, ETF) and WHITEWOLF PUBLICLY LISTED PRIVATE EQUITY ETF (LBO, ETF).
BRKC vs LBO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
BRKC vs LBO - Holdings Comparison
BRKC and LBO have 1 common holdings. Overlap is 2.04%
BRKC's top 25 holdings weight is 2.68%. LBO's top 25 holdings weight is 103.49%.
| Rank | BRKC | LBO |
|---|---|---|
| #1 | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 2.68% | ARES CAPITAL CORP (ARCC) - 10.42% |
| #2 | N/A | APOLLO GLOBAL MANAGEMENT INC (APO) - 9.30% |
| #3 | N/A | HERCULES CAPITAL INC (HTGC) - 7.57% |
| #4 | N/A | KKR & CO INC ORDINARY SHARES (KKR) - 7.53% |
| #5 | N/A | BLACKSTONE SECURED LENDING FUND ORDINARY SHARES (BXSL) - 7.44% |
| #6 | N/A | US DOLLARS (n/a) - 6.40% |
| #7 | N/A | GOLUB CAPITAL BDC INC (GBDC) - 5.38% |
| #8 | N/A | BLUE OWL CAPITAL INC ORDINARY SHARES CLASS A (OWL) - 5.00% |
| #9 | N/A | BLACKROCK INC (BLK) - 4.65% |
| #10 | N/A | THE CARLYLE GROUP INC (CG) - 4.44% |
| #11 | N/A | ARES MANAGEMENT CORP ORDINARY SHARES CLASS A (ARES) - 3.90% |
| #12 | N/A | COMPASS DIVERSIFIED HOLDINGS (CODI) - 3.79% |
| #13 | N/A | BLACKSTONE INC (BX) - 3.58% |
| #14 | N/A | TRINITY CAPITAL INC ORDINARY SHARES (TRIN) - 3.30% |
| #15 | N/A | TPG INC ORDINARY SHARES CLASS A (TPG) - 3.25% |
| #16 | N/A | BROOKFIELD CORP REGISTERED SHS -A- LIMITED VTG (BN) - 3.21% |
| #17 | N/A | BROOKFIELD ASSET MANAGEMENT LTD ORDINARY SHARES CLASS A (BAM) - 2.99% |
| #18 | N/A | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 2.04% |
| #19 | N/A | MIDCAP FINANCIAL INVESTMENT CORP (MFIC) - 1.98% |
| #20 | N/A | SIXTH STREET SPECIALTY LENDING INC (TSLX) - 1.92% |
| #21 | N/A | STEPSTONE GROUP INC ORDINARY SHARES CLASS A (STEP) - 1.48% |
| #22 | N/A | CION INVT CORP ORDINARY SHARES (CION) - 1.16% |
| #23 | N/A | MAIN STREET CAPITAL CORP (MAIN) - 0.93% |
| #24 | N/A | BAIN CAPITAL SPECIALTY FINANCE INC (BCSF) - 0.92% |
| #25 | N/A | BARINGS BDC INC (BBDC) - 0.91% |
| Total Holdings | 1 | 44 |
BRKC vs LBO - Historical Returns
Returns include dividend reinvestment.
BRKC vs LBO - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | BRKC | LBO |
|---|---|---|
| 2026 | -0.94% | -11.85% |
| 2025 | +0.92% | -7.23% |
| 2024 | N/A | +31.97% |
| 2023 | N/A | +7.27% |
BRKC vs LBO Drawdown Comparison
The maximum drawdown for BRKC was -7.61%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The maximum drawdown for LBO was -31.38%, occurring on Mar 12, 2026. This drawdown has not yet recovered.
The current BRKC drawdown is -4.04%. The current LBO drawdown is -21.55%.
| Rank | BRKC | LBO |
|---|---|---|
| #1 | -7.61% Nov 13, 2025 - Mar 27, 2026 | -31.38% Jan 31, 2025 - Mar 12, 2026 |
| #2 | -6.13% Jun 24, 2025 - Aug 28, 2025 | -10.74% Jul 31, 2024 - Sep 19, 2024 |
| #3 | -4.84% Sep 4, 2025 - Nov 13, 2025 | -5.51% Nov 29, 2024 - Jan 17, 2025 |
| #4 | -1.48% Jun 9, 2025 - Jun 24, 2025 | -4.85% Oct 21, 2024 - Nov 6, 2024 |
| #5 | -0.48% Aug 29, 2025 - Sep 4, 2025 | -3.35% Apr 8, 2024 - May 6, 2024 |
| #6 | N/A | -2.50% May 24, 2024 - Jul 3, 2024 |
| #7 | N/A | -2.50% Dec 28, 2023 - Jan 22, 2024 |
| #8 | N/A | -2.00% Nov 11, 2024 - Nov 21, 2024 |
| #9 | N/A | -1.92% Jul 22, 2024 - Jul 30, 2024 |
| #10 | N/A | -1.81% Jan 30, 2024 - Feb 8, 2024 |
| #11 | N/A | -1.71% Feb 12, 2024 - Feb 15, 2024 |
| #12 | N/A | -1.66% Mar 12, 2024 - Mar 21, 2024 |
| #13 | N/A | -1.47% Mar 28, 2024 - Apr 8, 2024 |
| #14 | N/A | -1.36% May 15, 2024 - May 24, 2024 |
| #15 | N/A | -1.19% Dec 19, 2023 - Dec 26, 2023 |
Correlation
Correlation between BRKC and LBO is 0.33 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
Dividend Comparison (2023 - 2026)
BRKC vs LBO dividend yield comparison.
| Year | BRKC | LBO |
|---|---|---|
| 2026 | 8.74% | 1.03% |
| 2025 | 10.81% | 7.04% |
| 2024 | 0.00% | 5.79% |
| 2023 | 0.00% | 1.20% |
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