LYLD vs LBO

Comparison between CAMBRIA LARGECAP SHAREHOLDER YIELD ETF (LYLD, ETF) and WHITEWOLF PUBLICLY LISTED PRIVATE EQUITY ETF (LBO, ETF).

LYLD vs LBO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LYLD(ETF)	LBO(ETF)
Net Assets	$6.70M	$6.70M
Expense Ratio	0.59%	6.53%
Max Drawdown	19.37%	35.86%
Sharpe Ratio	1.31	-1.09
5Y Beta	0.66	1.02
P/E Ratio	18.85	25.19
Forward P/E	10.48	11.72
PEG Ratio	0.30	N/A
5Y EPS CAGR	11.25%	N/A
Debt to Equity	34.41%	121.72%
P/S Ratio	1.11	2.79
P/B Ratio	1.81	1.68

Net Assets

LYLD

$6.70M

LBO

$6.70M

Expense Ratio

Winner

LYLD

0.59%

LBO

6.53%

Max Drawdown

Winner

LYLD

19.37%

LBO

35.86%

Sharpe Ratio

Winner

LYLD

1.31

LBO

-1.09

5Y Beta

Winner

LYLD

0.66

LBO

1.02

P/E Ratio

Winner

LYLD

18.85

LBO

25.19

Forward P/E

Winner

LYLD

10.48

LBO

11.72

PEG Ratio

LYLD

0.30

LBO

N/A

5Y EPS CAGR

LYLD

11.25%

LBO

N/A

Debt to Equity

Winner

LYLD

34.41%

LBO

121.72%

P/S Ratio

Winner

LYLD

1.11

LBO

2.79

P/B Ratio

LYLD

1.81

Winner

LBO

1.68

LYLD vs LBO - Holdings Comparison

LYLD and LBO have 1 common holdings. Overlap is 0.00%

LYLD's top 25 holdings weight is 51.19%. LBO's top 25 holdings weight is 97.81%.

Rank	LYLD	LBO
#1	COMCAST CORP CLASS A (CMCSA) - 2.15%	ARES CAPITAL CORP (ARCC) - 10.27%
#2	FOX CORP CLASS A (FOXA) - 2.14%	APOLLO GLOBAL MANAGEMENT INC (APO) - 9.85%
#3	JB HUNT TRANSPORT SERVICES INC (JBHT) - 2.10%	BLACKSTONE SECURED LENDING FUND ORDINARY SHARES (BXSL) - 7.43%
#4	DOLLAR TREE INC (DLTR) - 2.08%	KKR & CO INC ORDINARY SHARES (KKR) - 7.35%
#5	EBAY INC (EBAY) - 2.07%	ARES MANAGEMENT CORP ORDINARY SHARES CLASS A (ARES) - 6.68%
#6	CF INDUSTRIES HOLDINGS INC (CF) - 2.06%	GOLUB CAPITAL BDC INC (GBDC) - 5.47%
#7	AMERICAN FINANCIAL GROUP INC (AFG) - 2.06%	HERCULES CAPITAL INC (HTGC) - 4.84%
#8	HF SINCLAIR CORP (DINO) - 2.06%	BLACKROCK INC (BLK) - 4.69%
#9	VALERO ENERGY CORP (VLO) - 2.05%	BLUE OWL CAPITAL INC ORDINARY SHARES CLASS A (OWL) - 4.64%
#10	UNIVERSAL HEALTH SERVICES INC CLASS B (UHS) - 2.04%	THE CARLYLE GROUP INC (CG) - 4.07%
#11	COREBRIDGE FINANCIAL INC (CRBG) - 2.04%	BROOKFIELD ASSET MANAGEMENT LTD ORDINARY SHARES CLASS A (n/a) - 4.06%
#12	EXELIXIS INC (EXEL) - 2.04%	BLACKSTONE INC (BX) - 3.65%
#13	TOLL BROTHERS INC (TOL) - 2.04%	COMPASS DIVERSIFIED HOLDINGS (CODI) - 3.60%
#14	BALL CORP (BALL) - 2.04%	BROOKFIELD CORP REGISTERED SHS -A- LIMITED VTG (BN) - 3.31%
#15	PRINCIPAL FINANCIAL GROUP INC (PFG) - 2.04%	TPG INC ORDINARY SHARES CLASS A (TPG) - 3.20%
#16	MARATHON PETROLEUM CORP (MPC) - 2.03%	FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 2.57%
#17	THE HARTFORD INSURANCE GROUP INC (HIG) - 2.03%	TRINITY CAPITAL INC ORDINARY SHARES (TRIN) - 2.31%
#18	PAYPAL HOLDINGS INC (PYPL) - 2.03%	SIXTH STREET SPECIALTY LENDING INC (TSLX) - 1.75%
#19	TENET HEALTHCARE CORP (THC) - 2.03%	MIDCAP FINANCIAL INVESTMENT CORP (MFIC) - 1.74%
#20	PULTEGROUP INC (PHM) - 2.03%	BLUE OWL CAPITAL CORP ORDINARY SHARES (OBDC) - 1.46%
#21	PFIZER INC (PFE) - 2.02%	STEPSTONE GROUP INC ORDINARY SHARES CLASS A (STEP) - 1.21%
#22	PRUDENTIAL FINANCIAL INC (PRU) - 2.01%	CION INVT CORP ORDINARY SHARES (CION) - 1.06%
#23	THE KRAFT HEINZ CO (KHC) - 2.01%	BAIN CAPITAL SPECIALTY FINANCE INC (BCSF) - 0.87%
#24	BANK OF NEW YORK MELLON CORP (BNY) - 2.00%	MAIN STREET CAPITAL CORP (MAIN) - 0.87%
#25	FORTIVE CORP (FTV) - 1.99%	BARINGS BDC INC (BBDC) - 0.86%
Total Holdings	54	44

LYLD vs LBO - Historical Returns

Returns include dividend reinvestment.

Period	LYLD	LBO
1 month	+4.99%	+0.40%
3 months	+4.89%	-2.21%
6 months	+10.23%	-13.97%
1 year	+18.63%	-21.09%
Max(CAGR)	+13.84%	+4.95%

Winner

LYLD

+4.99%

LBO

+0.40%

Winner

LYLD

+4.89%

LBO

-2.21%

Winner

LYLD

+10.23%

LBO

-13.97%

Winner

LYLD

+18.63%

LBO

-21.09%

Max(CAGR)

Winner

LYLD

+13.84%

LBO

+4.95%

LYLD vs LBO - Annual Returns (2023 - 2026)

Returns include dividend reinvestment.

Year	LYLD	LBO
2026	+13.01%	-14.59%
2025	+13.14%	-7.23%
2024	+1.20%	+31.97%
2023	N/A	+7.27%

LYLD vs LBO Drawdown Comparison

The maximum drawdown for LYLD was -18.64%, occurring on Apr 8, 2025. Recovery took 181 trading sessions.

The maximum drawdown for LBO was -31.38%, occurring on Mar 12, 2026. This drawdown has not yet recovered.

The current LYLD drawdown is -0.83%. The current LBO drawdown is -23.99%.

Rank	LYLD	LBO
#1	-18.64% Nov 29, 2024 - Aug 22, 2025	-31.38% Jan 31, 2025 - Mar 12, 2026
#2	-7.70% Feb 11, 2026 - Jun 11, 2026	-10.74% Jul 31, 2024 - Sep 19, 2024
#3	-6.99% Jul 31, 2024 - Aug 23, 2024	-5.51% Nov 29, 2024 - Jan 17, 2025
#4	-4.68% Aug 30, 2024 - Sep 19, 2024	-4.85% Oct 21, 2024 - Nov 6, 2024
#5	-4.44% Oct 3, 2025 - Nov 28, 2025	-3.35% Apr 8, 2024 - May 6, 2024
#6	-4.31% Oct 17, 2024 - Nov 6, 2024	-2.50% May 24, 2024 - Jul 3, 2024
#7	-3.22% Jun 12, 2026 - Jul 7, 2026	-2.50% Dec 28, 2023 - Jan 22, 2024
#8	-2.70% Jul 17, 2024 - Jul 26, 2024	-2.00% Nov 11, 2024 - Nov 21, 2024
#9	-2.04% Jan 15, 2026 - Feb 2, 2026	-1.92% Jul 22, 2024 - Jul 30, 2024
#10	-1.94% Nov 11, 2024 - Nov 22, 2024	-1.81% Jan 30, 2024 - Feb 8, 2024
#11	-1.58% Sep 11, 2025 - Sep 26, 2025	-1.71% Feb 12, 2024 - Feb 15, 2024
#12	-1.57% Dec 11, 2025 - Jan 5, 2026	-1.66% Mar 12, 2024 - Mar 21, 2024
#13	-1.21% Sep 24, 2024 - Sep 27, 2024	-1.47% Mar 28, 2024 - Apr 8, 2024
#14	-1.20% Oct 4, 2024 - Oct 11, 2024	-1.36% May 15, 2024 - May 24, 2024
#15	-1.15% Jan 6, 2026 - Jan 8, 2026	-1.19% Dec 19, 2023 - Dec 26, 2023

Correlation

Correlation between LYLD and LBO is -0.68 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.68

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