LCR vs XITK
Comparison between LEUTHOLD CORE ETF (LCR, ETF) and STATE STREET(R) SPDR(R) FACTSET INNOVATIVE TECHNOLOGY ETF (XITK, ETF).
5-Year PerformanceLCR has outperformed XITK, delivering a return of +6.7% compared to -3.6%
LCR vs XITK - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
LCR
$69M
XITK
$69M
Expense Ratio
LCR
0.84%
Winner
XITK
0.45%
Max Drawdown
Winner
LCR
17.44%
XITK
65.60%
Sharpe Ratio
Winner
LCR
0.89
XITK
-0.01
5Y Beta
Winner
LCR
0.46
XITK
1.35
P/E Ratio
LCR
N/A
XITK
104.59
Forward P/E
LCR
N/A
XITK
27.07
Debt to Equity
LCR
N/A
XITK
100.67%
P/S Ratio
LCR
N/A
XITK
3.38
P/B Ratio
LCR
N/A
XITK
5.75
LCR vs XITK - Holdings Comparison
LCR and XITK have 1 common holdings. Overlap is -0.17%
LCR's top 25 holdings weight is 91.82%. XITK's top 25 holdings weight is 46.34%.
| Rank | LCR | XITK |
|---|---|---|
| #1 | ISHARES 1-3 YEAR TREASURY BOND ETF (SHY) - 14.58% | AXT INC (AXTI) - 4.00% |
| #2 | STATE STREET®TECHSELSECTSPDR®ETF (XLK) - 14.51% | APPLIED OPTOELECTRONICS INC (AAOI) - 3.52% |
| #3 | ISHARES 0-5 YEAR TIPS BOND ETF (STIP) - 9.48% | SILICON MOTION TECHNOLOGY CORP ADR (SIMO) - 3.52% |
| #4 | STATE STREET®FINSELSECTSPDR®ETF (XLF) - 4.88% | DIGITALOCEAN HOLDINGS INC (DOCN) - 2.90% |
| #5 | LEUTHOLD SELECT INDUSTRIES ETF (LST) - 4.58% | ACM RESEARCH INC CLASS A (ACMR) - 2.49% |
| #6 | DIREXION DAILY S&P 500® BEAR 1X ETF (SPDN) - 4.21% | ADVANCED MICRO DEVICES INC (AMD) - 2.41% |
| #7 | INVESCO S&P 500® EQUAL WT CNSM DISC ETF (RSPD) - 3.91% | ARM HOLDINGS PLC ADR (ARM) - 2.27% |
| #8 | US BANK MMDA USBGFS 9 (n/a) - 3.52% | SKYWATER TECHNOLOGY INC (SKYT) - 1.87% |
| #9 | STATE STREET®HLTHCRSELSECTSPDR®ETF (XLV) - 3.43% | ONTO INNOVATION INC (ONTO) - 1.84% |
| #10 | ISHARES BIOTECHNOLOGY ETF (IBB) - 3.15% | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 1.78% |
| #11 | ISHARES US HEALTHCARE PROVIDERS ETF (IHF) - 2.89% | DATADOG INC CLASS A (DDOG) - 1.76% |
| #12 | STATE STREET® COMMSERVSELSECTSPDR®ETF (XLC) - 2.88% | SITIME CORP ORDINARY SHARES (SITM) - 1.67% |
| #13 | VANECK GOLD MINERS ETF (GDX) - 2.52% | ARISTA NETWORKS INC (ANET) - 1.43% |
| #14 | VANECK OIL SERVICES ETF (OIH) - 2.08% | NOVA LTD (NVMI) - 1.41% |
| #15 | ISHARES TRANSPORTATION AVERAGE ETF (IYT) - 1.69% | CLEAR SECURE INC ORDINARY SHARES CLASS A (YOU) - 1.34% |
| #16 | ISHARES US INSURANCE ETF (IAK) - 1.63% | JFROG LTD ORDINARY SHARES (FROG) - 1.33% |
| #17 | INVESCO BUILDING & CONSTRUCTION ETF (PKB) - 1.54% | AEVA TECHNOLOGIES INC ORDINARY SHARES (AEVA) - 1.32% |
| #18 | ISHARES 7-10 YEAR TREASURY BOND ETF (IEF) - 1.47% | INNODATA INC (INOD) - 1.30% |
| #19 | STATE STREET® SPDR® BLMBG INTL TRS BDETF (BWX) - 1.46% | LIVERAMP HOLDINGS INC (RAMP) - 1.23% |
| #20 | STATE STREET®ENGYSELSECTSPDR®ETF (XLE) - 1.44% | COMMVAULT SYSTEMS INC (CVLT) - 1.19% |
| #21 | ISHARES 5-10 YEAR INVMT GRD CORP BD ETF (IGIB) - 1.43% | SNOWFLAKE INC ORDINARY SHARES (SNOW) - 1.18% |
| #22 | ISHARES MBS ETF (MBB) - 1.31% | NVIDIA CORP (NVDA) - 1.15% |
| #23 | STATE STREET® INDSTRLSELSECTSPDR®ETF (XLI) - 1.22% | ALPHABET INC CLASS A (GOOGL) - 1.15% |
| #24 | VANECK PHARMACEUTICAL ETF (PPH) - 1.01% | ZETA GLOBAL HOLDINGS CORP CLASS A (ZETA) - 1.15% |
| #25 | STTSTRTSPDRS&POIL&GASEXPLOR&PRODTNETF (XOP) - 1.00% | FIVE9 INC (FIVN) - 1.13% |
| Total Holdings | 37 | 99 |
LCR vs XITK - Historical Returns
Returns include dividend reinvestment.
1M
Winner
LCR
-0.05%
XITK
-3.54%
3M
LCR
+2.37%
Winner
XITK
+9.53%
6M
LCR
+2.53%
Winner
XITK
+7.00%
1Y
Winner
LCR
+10.65%
XITK
-0.82%
5Y(CAGR)
Winner
LCR
+6.72%
XITK
-3.56%
10Y(CAGR)
LCR
N/A
XITK
+12.93%
Max(CAGR)
LCR
+8.27%
Winner
XITK
+13.91%
LCR vs XITK - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | LCR | XITK |
|---|---|---|
| 2026 | +3.66% | +5.15% |
| 2025 | +12.46% | +1.90% |
| 2024 | +9.27% | +22.79% |
| 2023 | +13.20% | +46.39% |
| 2022 | -8.04% | -47.61% |
| 2021 | +12.47% | -10.02% |
| 2020 | +13.28% | +84.95% |
| 2019 | N/A | +36.75% |
| 2018 | N/A | +6.04% |
| 2017 | N/A | +35.99% |
| 2016 | N/A | +19.19% |
LCR vs XITK Drawdown Comparison
The maximum drawdown for LCR was -17.44%, occurring on Mar 20, 2020. Recovery took 102 trading sessions.
The maximum drawdown for XITK was -65.56%, occurring on Nov 9, 2022. This drawdown has not yet recovered.
The current LCR drawdown is -0.68%. The current XITK drawdown is -28.95%.
| Rank | LCR | XITK |
|---|---|---|
| #1 | -17.44% Feb 19, 2020 - Jul 15, 2020 | -65.56% Feb 12, 2021 - Nov 9, 2022 |
| #2 | -13.40% Jan 4, 2022 - Jul 18, 2023 | -33.74% Feb 19, 2020 - May 20, 2020 |
| #3 | -8.58% Nov 29, 2024 - Jun 24, 2025 | -25.80% Sep 14, 2018 - Mar 18, 2019 |
| #4 | -6.22% Jul 19, 2023 - Dec 1, 2023 | -13.12% Sep 1, 2020 - Oct 9, 2020 |
| #5 | -6.02% Feb 26, 2026 - May 6, 2026 | -12.89% Jul 26, 2019 - Nov 25, 2019 |
| #6 | -5.18% Sep 2, 2020 - Nov 16, 2020 | -12.66% Jan 14, 2016 - Mar 1, 2016 |
| #7 | -3.94% Jul 16, 2024 - Aug 21, 2024 | -11.81% May 3, 2019 - Jul 12, 2019 |
| #8 | -3.72% Feb 12, 2021 - Apr 5, 2021 | -9.24% Oct 13, 2020 - Nov 5, 2020 |
| #9 | -3.60% Mar 28, 2024 - Jun 17, 2024 | -9.13% Nov 6, 2020 - Nov 25, 2020 |
| #10 | -3.12% Nov 16, 2021 - Jan 3, 2022 | -8.85% Oct 5, 2016 - Feb 9, 2017 |
| #11 | -3.04% May 7, 2021 - Jul 12, 2021 | -8.77% Jun 8, 2016 - Jul 11, 2016 |
| #12 | -2.98% Oct 27, 2025 - Dec 3, 2025 | -8.60% Jun 18, 2018 - Aug 24, 2018 |
| #13 | -2.97% Sep 1, 2021 - Oct 21, 2021 | -8.44% Mar 12, 2018 - May 9, 2018 |
| #14 | -2.29% Jul 12, 2021 - Jul 26, 2021 | -7.46% Jan 26, 2018 - Feb 15, 2018 |
| #15 | -2.25% Jun 4, 2026 - Jun 15, 2026 | -7.32% Aug 5, 2020 - Aug 26, 2020 |
Correlation
Correlation between LCR and XITK is 0.32 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.32
-101
Dividend Comparison (2016 - 2025)
LCR vs XITK dividend yield comparison.
| Year | LCR | XITK |
|---|---|---|
| 2025 | 1.37% | 0.00% |
| 2024 | 1.86% | 0.00% |
| 2023 | 1.60% | 0.08% |
| 2022 | 0.75% | 0.11% |
| 2021 | 0.21% | 0.00% |
| 2020 | 0.62% | 0.06% |
| 2019 | 0.00% | 0.14% |
| 2018 | 0.00% | 1.50% |
| 2017 | 0.00% | 1.74% |
| 2016 | 0.00% | 1.88% |
Select Stocks to Compare
Popular: LCR vs SPYXITK vs SPY
More Comparisons
Compare with similar stocks