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LCR vs SPY

Comparison between LEUTHOLD CORE ETF (LCR, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed LCR, delivering a return of +13.3% compared to +6.4%

LCR vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
LCR
$70M
Winner
SPY
$735B
Expense Ratio
LCR
0.84%
Winner
SPY
0.09%
Max Drawdown
Winner
LCR
17.44%
SPY
56.47%
Sharpe Ratio
LCR
1.09
Winner
SPY
1.62
5Y Beta
Winner
LCR
0.46
SPY
1.00
P/E Ratio
LCR
N/A
SPY
28.99
Forward P/E
LCR
N/A
SPY
22.37
5Y Dividends CAGR
LCR
N/A
SPY
5.43%
5Y EPS CAGR
LCR
N/A
SPY
26.05%
Debt to Equity
LCR
N/A
SPY
32.40%
P/S Ratio
LCR
N/A
SPY
3.74
P/B Ratio
LCR
N/A
SPY
5.61

LCR vs SPY - Holdings Comparison

LCR and SPY have 1 common holdings. Overlap is -0.01%

LCR's top 25 holdings weight is 92.33%. SPY's top 25 holdings weight is 52.37%.

RankLCRSPY
#1
ISHARES 1-3 YEAR TREASURY BOND ETF (SHY) - 14.98%
NVIDIA CORP (NVDA) - 8.10%
#2
STATE STREET®TECHSELSECTSPDR®ETF (XLK) - 13.41%
APPLE INC (AAPL) - 7.02%
#3
ISHARES 0-5 YEAR TIPS BOND ETF (STIP) - 9.92%
MICROSOFT CORP (MSFT) - 4.79%
#4
STATE STREET®FINSELSECTSPDR®ETF (XLF) - 6.24%
AMAZON.COM INC (AMZN) - 4.02%
#5
US BANK MMDA USBGFS 9 (n/a) - 5.32%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
DIREXION DAILY S&P 500® BEAR 1X ETF (SPDN) - 4.49%
BROADCOM INC (AVGO) - 3.10%
#7
INVESCO S&P 500® EQUAL WT CNSM DISC ETF (RSPD) - 3.90%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
STATE STREET®HLTHCRSELSECTSPDR®ETF (XLV) - 3.23%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
STATE STREET® COMMSERVSELSECTSPDR®ETF (XLC) - 3.06%
TESLA INC (TSLA) - 1.89%
#10
VANECK GOLD MINERS ETF (GDX) - 2.96%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
ISHARES BIOTECHNOLOGY ETF (IBB) - 2.91%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
VANECK OIL SERVICES ETF (OIH) - 2.43%
ELI LILLY AND CO (LLY) - 1.31%
#13
STATE STREET® SPDR® BLMBG INTL TRS BDETF (BWX) - 2.26%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
LEUTHOLD SELECT INDUSTRIES ETF (LST) - 2.11%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
ISHARES US HEALTHCARE PROVIDERS ETF (IHF) - 1.97%
EXXON MOBIL CORP (XOM) - 0.97%
#16
INVESCO BUILDING & CONSTRUCTION ETF (PKB) - 1.66%
INTEL CORP (INTC) - 0.90%
#17
ISHARES TRANSPORTATION AVERAGE ETF (IYT) - 1.56%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
ISHARES 7-10 YEAR TREASURY BOND ETF (IEF) - 1.52%
VISA INC CLASS A (V) - 0.85%
#19
ISHARES 5-10 YEAR INVMT GRD CORP BD ETF (IGIB) - 1.48%
WALMART INC (WMT) - 0.81%
#20
ISHARES MBS ETF (MBB) - 1.35%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
INVESCO CURRENCYSHARES® EURO CURRENCY (FXE) - 1.24%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
STATE STREET® INDSTRLSELSECTSPDR®ETF (XLI) - 1.19%
CATERPILLAR INC (CAT) - 0.66%
#23
STTSTRTSPDRS&POIL&GASEXPLOR&PRODTNETF (XOP) - 1.11%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
VANGUARD SHORT-TERM INFL-PROT SECS ETF (VTIP) - 1.02%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
STATE STREET®ENGYSELSECTSPDR®ETF (XLE) - 1.01%
ABBVIE INC (ABBV) - 0.58%
Total Holdings36505

LCR vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
LCR
+0.99%
Winner
SPY
+1.90%
3M
LCR
+2.33%
Winner
SPY
+8.55%
6M
LCR
+3.28%
Winner
SPY
+8.18%
1Y
LCR
+12.56%
Winner
SPY
+25.79%
5Y(CAGR)
LCR
+6.45%
Winner
SPY
+13.32%
10Y(CAGR)
LCR
N/A
SPY
+15.19%
Max(CAGR)
LCR
+8.25%
Winner
SPY
+8.47%

LCR vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearLCRSPY
2026+2.48%+8.26%
2025+12.46%+18.00%
2024+9.27%+25.59%
2023+13.20%+26.72%
2022-8.04%-18.64%
2021+12.47%+30.52%
2020+13.28%+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

LCR vs SPY Drawdown Comparison

The maximum drawdown for LCR was -17.44%, occurring on Mar 20, 2020. Recovery took 102 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current LCR drawdown is -1.72%. The current SPY drawdown is -2.90%.

RankLCRSPY
#1-17.44%
Feb 19, 2020 - Jul 15, 2020		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-13.40%
Jan 4, 2022 - Jul 18, 2023		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-8.58%
Nov 29, 2024 - Jun 24, 2025		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-6.22%
Jul 19, 2023 - Dec 1, 2023		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-6.02%
Feb 26, 2026 - May 6, 2026		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-5.18%
Sep 2, 2020 - Nov 16, 2020		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-3.94%
Jul 16, 2024 - Aug 21, 2024		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-3.72%
Feb 12, 2021 - Apr 5, 2021		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-3.60%
Mar 28, 2024 - Jun 17, 2024		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-3.12%
Nov 16, 2021 - Jan 3, 2022		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-3.04%
May 7, 2021 - Jul 12, 2021		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-2.98%
Oct 27, 2025 - Dec 3, 2025		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-2.97%
Sep 1, 2021 - Oct 21, 2021		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-2.29%
Jul 12, 2021 - Jul 26, 2021		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-2.17%
Oct 18, 2024 - Nov 6, 2024		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between LCR and SPY is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.

1.00
-101

Dividend Comparison (1999 - 2026)

LCR vs SPY dividend yield comparison.

YearLCRSPY
20260.00%0.24%
20251.37%1.07%
20241.86%1.21%
20231.60%1.40%
20220.75%1.65%
20210.21%1.20%
20200.62%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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