ABEQ vs LGDX
Comparison between ABSOLUTE SELECT VALUE ETF (ABEQ, ETF) and INTECH S&P LARGE CAP DIVERSIFIED ALPHA ETF (LGDX, ETF).
ABEQ vs LGDX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
ABEQ
$141M
LGDX
$141M
Expense Ratio
ABEQ
0.85%
Winner
LGDX
0.25%
Max Drawdown
ABEQ
27.82%
Winner
LGDX
15.79%
Sharpe Ratio
ABEQ
0.77
Winner
LGDX
0.98
5Y Beta
Winner
ABEQ
0.33
LGDX
0.98
P/E Ratio
Winner
ABEQ
15.06
LGDX
28.32
Forward P/E
Winner
ABEQ
15.50
LGDX
20.29
PEG Ratio
ABEQ
0.59
LGDX
N/A
5Y Dividends CAGR
ABEQ
34.76%
LGDX
N/A
5Y EPS CAGR
ABEQ
11.48%
Winner
LGDX
31.21%
Debt to Equity
ABEQ
55.87%
Winner
LGDX
43.24%
P/S Ratio
Winner
ABEQ
2.41
LGDX
4.35
P/B Ratio
Winner
ABEQ
2.16
LGDX
6.38
ABEQ vs LGDX - Holdings Comparison
ABEQ and LGDX have 8 common holdings. Overlap is 0.28%
ABEQ's top 25 holdings weight is 91.55%. LGDX's top 25 holdings weight is 53.57%.
| Rank | ABEQ | LGDX |
|---|---|---|
| #1 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 10.74% | NVIDIA CORP (NVDA) - 9.24% |
| #2 | U.S. TREASURY SECURITY STRIPPED INTEREST SECURITY 0% (n/a) - 8.36% | APPLE INC (AAPL) - 5.31% |
| #3 | LOEWS CORP (L) - 7.77% | MICROSOFT CORP (MSFT) - 4.89% |
| #4 | FRANCO-NEVADA CORP (n/a) - 6.48% | ALPHABET INC CLASS A (GOOGL) - 4.35% |
| #5 | UNILEVER PLC ADR (UL) - 6.45% | BROADCOM INC (AVGO) - 3.63% |
| #6 | MEDTRONIC PLC (MDT) - 5.01% | ALPHABET INC CLASS C (GOOG) - 3.48% |
| #7 | ONEOK INC (OKE) - 4.80% | AMAZON.COM INC (AMZN) - 3.03% |
| #8 | VERIZON COMMUNICATIONS INC (VZ) - 4.71% | META PLATFORMS INC CLASS A (META) - 2.92% |
| #9 | EOG RESOURCES INC (EOG) - 4.23% | TESLA INC (TSLA) - 1.64% |
| #10 | RAYONIER INC (RYN) - 4.13% | CISCO SYSTEMS INC (CSCO) - 1.49% |
| #11 | HUBBELL INC (HUBB) - 3.49% | MICRON TECHNOLOGY INC (MU) - 1.44% |
| #12 | AIR PRODUCTS AND CHEMICALS INC (APD) - 3.21% | ADVANCED MICRO DEVICES INC (AMD) - 1.41% |
| #13 | NEXTERA ENERGY INC (NEE) - 3.10% | ELI LILLY AND CO (LLY) - 1.33% |
| #14 | THE TRAVELERS COMPANIES INC (TRV) - 3.07% | n/a (PLTR) - 1.22% |
| #15 | IDEX CORP (IEX) - 2.90% | CITIGROUP INC (C) - 1.10% |
| #16 | AGNICO EAGLE MINES LTD (AEM) - 2.55% | JOHNSON & JOHNSON (JNJ) - 1.10% |
| #17 | EMERSON ELECTRIC CO (EMR) - 2.48% | LOCKHEED MARTIN CORP (LMT) - 1.10% |
| #18 | UNIVERSAL MUSIC GROUP NV ADR (UNVGY) - 1.97% | THE GOLDMAN SACHS GROUP INC (GS) - 1.08% |
| #19 | US DOLLARS (n/a) - 1.78% | AMERICAN EXPRESS CO (AXP) - 1.07% |
| #20 | HONEYWELL INTERNATIONAL INC (HON) - 1.68% | 3M CO (MMM) - 0.99% |
| #21 | HONEYWELL AEROSPACE INC (HONA) - 1.56% | WESTERN DIGITAL CORP (WDC) - 0.36% |
| #22 | DASSAULT SYSTEMES SE ADR (DASTY) - 1.05% | EXPEDIA GROUP INC (EXPE) - 0.35% |
| #23 | CANADIAN DOLLAR (n/a) - 0.03% | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 0.35% |
| #24 | N/A | BAKER HUGHES CO CLASS A (BKR) - 0.35% |
| #25 | N/A | NORTHROP GRUMMAN CORP (NOC) - 0.34% |
| Total Holdings | 23 | 239 |
ABEQ vs LGDX - Historical Returns
Returns include dividend reinvestment.
1M
ABEQ
+0.69%
Winner
LGDX
+1.07%
3M
ABEQ
+0.25%
Winner
LGDX
+5.86%
6M
ABEQ
+1.96%
Winner
LGDX
+10.06%
1Y
ABEQ
+10.91%
Winner
LGDX
+16.85%
5Y(CAGR)
ABEQ
+8.19%
LGDX
N/A
Max(CAGR)
ABEQ
+7.86%
Winner
LGDX
+16.92%
ABEQ vs LGDX - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | ABEQ | LGDX |
|---|---|---|
| 2026 | +5.30% | +9.30% |
| 2025 | +14.87% | +13.95% |
| 2024 | +11.94% | N/A |
| 2023 | +3.90% | N/A |
| 2022 | -0.89% | N/A |
| 2021 | +12.61% | N/A |
| 2020 | +2.51% | N/A |
ABEQ vs LGDX Drawdown Comparison
The maximum drawdown for ABEQ was -27.82%, occurring on Mar 23, 2020. Recovery took 204 trading sessions.
The maximum drawdown for LGDX was -15.79%, occurring on Apr 8, 2025. Recovery took 51 trading sessions.
The current ABEQ drawdown is -5.75%. The current LGDX drawdown is -1.23%.
| Rank | ABEQ | LGDX |
|---|---|---|
| #1 | -27.82% Feb 11, 2020 - Dec 1, 2020 | -15.79% Feb 28, 2025 - May 13, 2025 |
| #2 | -17.26% Apr 20, 2022 - Mar 6, 2024 | -8.96% Jan 27, 2026 - Apr 14, 2026 |
| #3 | -7.95% Apr 2, 2025 - May 27, 2025 | -5.93% Oct 28, 2025 - Dec 23, 2025 |
| #4 | -7.89% Feb 27, 2026 - Jun 1, 2026 | -4.39% Jun 1, 2026 - Jun 10, 2026 |
| #5 | -5.84% Nov 10, 2021 - Dec 29, 2021 | -3.11% Jan 12, 2026 - Jan 27, 2026 |
| #6 | -5.52% May 17, 2021 - Nov 10, 2021 | -3.04% May 19, 2025 - Jun 6, 2025 |
| #7 | -5.48% Oct 18, 2024 - Feb 13, 2025 | -2.74% Oct 8, 2025 - Oct 21, 2025 |
| #8 | -4.43% Oct 6, 2025 - Nov 26, 2025 | -2.46% Jul 25, 2025 - Aug 12, 2025 |
| #9 | -4.07% Jan 14, 2022 - Mar 16, 2022 | -1.98% May 14, 2026 - May 26, 2026 |
| #10 | -3.97% Mar 28, 2024 - May 9, 2024 | -1.49% Sep 22, 2025 - Oct 3, 2025 |
| #11 | -3.44% May 17, 2024 - Jul 12, 2024 | -1.48% Aug 28, 2025 - Sep 9, 2025 |
| #12 | -3.22% Jul 31, 2024 - Aug 16, 2024 | -1.47% Dec 24, 2025 - Jan 12, 2026 |
| #13 | -2.95% Feb 8, 2021 - Mar 10, 2021 | -1.43% Aug 18, 2025 - Aug 22, 2025 |
| #14 | -2.81% Jan 7, 2021 - Feb 8, 2021 | -1.03% Jun 12, 2025 - Jun 16, 2025 |
| #15 | -2.42% Nov 28, 2025 - Dec 24, 2025 | -1.02% Apr 27, 2026 - Apr 30, 2026 |
Correlation
Correlation between ABEQ and LGDX is 0.74 which considered as a strong positive correlation - the stocks tend to move together.
0.74
-101
Dividend Comparison (2020 - 2026)
ABEQ vs LGDX dividend yield comparison.
| Year | ABEQ | LGDX |
|---|---|---|
| 2026 | 0.60% | 0.00% |
| 2025 | 1.25% | 0.52% |
| 2024 | 1.48% | 0.00% |
| 2023 | 2.60% | 0.00% |
| 2022 | 1.20% | 0.00% |
| 2021 | 0.60% | 0.00% |
| 2020 | 0.60% | 0.00% |
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