LDRX vs LGI

Comparison between SGI ENHANCED MARKET LEADERS ETF (LDRX, ETF) and Lazard Global Total Return and Income Fund Inc (LGI, ETF).

LDRX vs LGI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LDRX(ETF)	LGI(ETF)
Net Assets	$232M	$233M
Expense Ratio	0.59%	N/A
Max Drawdown	11.38%	67.17%
Sharpe Ratio	1.64	1.13
5Y Beta	1.00	0.77
P/E Ratio	29.54	N/A
Forward P/E	23.48	N/A
PEG Ratio	0.56	N/A
5Y Dividends CAGR	N/A	6.33%
5Y EPS CAGR	29.71%	N/A
Debt to Equity	31.56%	N/A
P/S Ratio	5.10	N/A
P/B Ratio	6.72	N/A

Net Assets

LDRX

$232M

Winner

LGI

$233M

Expense Ratio

LDRX

0.59%

LGI

N/A

Max Drawdown

Winner

LDRX

11.38%

LGI

67.17%

Sharpe Ratio

Winner

LDRX

1.64

LGI

1.13

5Y Beta

LDRX

1.00

Winner

LGI

0.77

P/E Ratio

LDRX

29.54

LGI

N/A

Forward P/E

LDRX

23.48

LGI

N/A

PEG Ratio

LDRX

0.56

LGI

N/A

5Y Dividends CAGR

LDRX

N/A

LGI

6.33%

5Y EPS CAGR

LDRX

29.71%

LGI

N/A

Debt to Equity

LDRX

31.56%

LGI

N/A

P/S Ratio

LDRX

5.10

LGI

N/A

P/B Ratio

LDRX

6.72

LGI

N/A

LDRX vs LGI - Historical Returns

Returns include dividend reinvestment.

Period	LDRX	LGI
1 month	+1.82%	+4.19%
3 months	+9.70%	-0.84%
6 months	+6.63%	+7.69%
1 year	+27.48%	+24.09%
5 years(CAGR)	N/A	+6.91%
10 years(CAGR)	N/A	+13.33%
Max(CAGR)	+29.71%	+8.36%

LDRX

+1.82%

Winner

LGI

+4.19%

Winner

LDRX

+9.70%

LGI

-0.84%

LDRX

+6.63%

Winner

LGI

+7.69%

Winner

LDRX

+27.48%

LGI

+24.09%

5Y(CAGR)

LDRX

N/A

LGI

+6.91%

10Y(CAGR)

LDRX

N/A

LGI

+13.33%

Max(CAGR)

Winner

LDRX

+29.71%

LGI

+8.36%

LDRX vs LGI - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	LDRX	LGI
2026	+7.31%	+8.56%
2025	+23.81%	+21.51%
2024	N/A	+15.23%
2023	N/A	+11.58%
2022	N/A	-21.14%
2021	N/A	+25.87%
2020	N/A	+16.65%
2019	N/A	+31.99%
2018	N/A	-10.66%
2017	N/A	+38.76%
2016	N/A	+15.48%
2015	N/A	-10.65%
2014	N/A	-2.44%
2013	N/A	+21.92%
2012	N/A	+21.19%
2011	N/A	-5.56%
2010	N/A	+7.57%
2009	N/A	+29.91%
2008	N/A	-42.31%
2007	N/A	+11.82%
2006	N/A	+34.42%
2005	N/A	+1.49%
2004	N/A	+0.25%

LDRX vs LGI Drawdown Comparison

The maximum drawdown for LDRX was -10.62%, occurring on Mar 30, 2026. Recovery took 114 trading sessions.

The maximum drawdown for LGI was -63.35%, occurring on Mar 9, 2009. Recovery took 1262 trading sessions.

The current LDRX drawdown is -3.47%. The current LGI drawdown is -6.13%.

Rank	LDRX	LGI
#1	-10.62% Oct 29, 2025 - Apr 15, 2026	-63.35% Dec 31, 2007 - Jan 4, 2013
#2	-3.47% Jun 1, 2026 - Jun 5, 2026	-42.90% Feb 19, 2020 - Sep 15, 2020
#3	-2.89% Jul 25, 2025 - Aug 13, 2025	-34.82% Jul 3, 2014 - Apr 24, 2017
#4	-2.36% May 16, 2025 - Jun 3, 2025	-32.83% Sep 3, 2021 - Aug 16, 2024
#5	-2.35% Sep 22, 2025 - Oct 20, 2025	-24.45% Mar 16, 2018 - Jun 20, 2019
#6	-2.12% May 14, 2026 - May 28, 2026	-21.93% Sep 27, 2024 - Jun 30, 2025
#7	-1.43% Aug 14, 2025 - Aug 22, 2025	-21.25% Feb 25, 2026 - Mar 30, 2026
#8	-1.16% Jul 3, 2025 - Jul 22, 2025	-18.75% May 10, 2004 - Dec 1, 2004
#9	-1.14% Aug 28, 2025 - Sep 4, 2025	-14.31% Jul 13, 2007 - Oct 5, 2007
#10	-1.13% Apr 17, 2026 - Apr 22, 2026	-13.89% May 20, 2013 - Dec 23, 2013
#11	-0.88% Jun 16, 2025 - Jun 23, 2025	-10.00% May 10, 2006 - Aug 15, 2006
#12	-0.85% May 5, 2025 - May 8, 2025	-9.74% Feb 26, 2007 - Apr 5, 2007
#13	-0.61% Apr 22, 2026 - Apr 24, 2026	-8.86% Jan 29, 2018 - Mar 12, 2018
#14	-0.60% Oct 20, 2025 - Oct 23, 2025	-8.25% Dec 26, 2013 - Mar 7, 2014
#15	-0.54% Jun 10, 2025 - Jun 12, 2025	-7.76% Sep 16, 2020 - Nov 9, 2020

Correlation

Correlation between LDRX and LGI is 0.81 which considered as a strong positive correlation - the stocks tend to move together.

0.81

-101

Dividend Comparison (2004 - 2026)

LDRX vs LGI dividend yield comparison.

Year	LDRX	LGI
2026	0.11%	4.23%
2025	1.19%	10.09%
2024	0.00%	9.19%
2023	0.00%	7.32%
2022	0.00%	10.22%
2021	0.00%	9.77%
2020	0.00%	7.18%
2019	0.00%	6.44%
2018	0.00%	19.89%
2017	0.00%	5.45%
2016	0.00%	6.94%
2015	0.00%	8.51%
2014	0.00%	7.89%
2013	0.00%	6.18%
2012	0.00%	7.81%
2011	0.00%	7.86%
2010	0.00%	7.17%
2009	0.00%	6.69%
2008	0.00%	12.06%
2007	0.00%	7.12%
2006	0.00%	10.36%
2005	0.00%	6.74%
2004	0.00%	3.23%