IOPP vs LBO
Comparison between SIMPLIFY TARA INDIA OPPORTUNITIES ETF (IOPP, ETF) and WHITEWOLF PUBLICLY LISTED PRIVATE EQUITY ETF (LBO, ETF).
IOPP vs LBO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IOPP
$7M
Winner
LBO
$7.10M
Expense Ratio
Winner
IOPP
0.73%
LBO
6.53%
Max Drawdown
Winner
IOPP
28.93%
LBO
35.86%
Sharpe Ratio
Winner
IOPP
-0.55
LBO
-0.61
5Y Beta
Winner
IOPP
0.48
LBO
1.02
P/E Ratio
IOPP
N/A
LBO
25.30
Forward P/E
IOPP
N/A
LBO
11.27
Debt to Equity
IOPP
N/A
LBO
122.39%
P/S Ratio
IOPP
N/A
LBO
2.93
P/B Ratio
IOPP
N/A
LBO
1.67
IOPP vs LBO - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IOPP
+2.58%
LBO
-1.22%
3M
IOPP
+3.80%
Winner
LBO
+14.33%
6M
Winner
IOPP
-4.58%
LBO
-12.66%
1Y
Winner
IOPP
-5.68%
LBO
-11.47%
Max(CAGR)
IOPP
+3.42%
Winner
LBO
+6.50%
IOPP vs LBO - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | IOPP | LBO |
|---|---|---|
| 2026 | -7.24% | -11.85% |
| 2025 | +0.61% | -7.23% |
| 2024 | +14.16% | +31.97% |
| 2023 | N/A | +7.27% |
IOPP vs LBO Drawdown Comparison
The maximum drawdown for IOPP was -23.64%, occurring on Mar 30, 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 IOPP drawdown is -15.19%. The current LBO drawdown is -21.55%.
| Rank | IOPP | LBO |
|---|---|---|
| #1 | -23.64% Sep 23, 2024 - Mar 30, 2026 | -31.38% Jan 31, 2025 - Mar 12, 2026 |
| #2 | -4.60% Mar 7, 2024 - Apr 2, 2024 | -10.74% Jul 31, 2024 - Sep 19, 2024 |
| #3 | -3.91% Jul 29, 2024 - Aug 16, 2024 | -5.51% Nov 29, 2024 - Jan 17, 2025 |
| #4 | -3.71% Jun 3, 2024 - Jun 7, 2024 | -4.85% Oct 21, 2024 - Nov 6, 2024 |
| #5 | -2.34% Apr 11, 2024 - Apr 25, 2024 | -3.35% Apr 8, 2024 - May 6, 2024 |
| #6 | -1.97% May 2, 2024 - May 17, 2024 | -2.50% May 24, 2024 - Jul 3, 2024 |
| #7 | -1.51% May 24, 2024 - Jun 3, 2024 | -2.50% Dec 28, 2023 - Jan 22, 2024 |
| #8 | -1.50% Jul 16, 2024 - Jul 25, 2024 | -2.00% Nov 11, 2024 - Nov 21, 2024 |
| #9 | -1.02% May 20, 2024 - May 23, 2024 | -1.92% Jul 22, 2024 - Jul 30, 2024 |
| #10 | -0.92% Sep 5, 2024 - Sep 11, 2024 | -1.81% Jan 30, 2024 - Feb 8, 2024 |
| #11 | -0.90% Jun 18, 2024 - Jun 25, 2024 | -1.71% Feb 12, 2024 - Feb 15, 2024 |
| #12 | -0.83% Aug 23, 2024 - Aug 30, 2024 | -1.66% Mar 12, 2024 - Mar 21, 2024 |
| #13 | -0.66% Apr 26, 2024 - May 2, 2024 | -1.47% Mar 28, 2024 - Apr 8, 2024 |
| #14 | -0.49% Aug 30, 2024 - Sep 5, 2024 | -1.36% May 15, 2024 - May 24, 2024 |
| #15 | -0.42% Jul 1, 2024 - Jul 9, 2024 | -1.19% Dec 19, 2023 - Dec 26, 2023 |
Correlation
Correlation between IOPP and LBO is 0.29 which considered as a very weak or no correlation - the stocks move independently of each other.
0.29
-101
Dividend Comparison (2023 - 2026)
IOPP vs LBO dividend yield comparison.
| Year | IOPP | LBO |
|---|---|---|
| 2026 | 0.20% | 1.03% |
| 2025 | 0.29% | 7.04% |
| 2024 | 6.96% | 5.79% |
| 2023 | 0.00% | 1.20% |
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