LEGR vs SPY
Comparison between FIRST TRUST INDXX INNOVATIVE TRANSACTION & PROCESS ETF (LEGR, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed LEGR, delivering a return of +13.3% compared to +11.1%
LEGR vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
LEGR
$129M
Winner
SPY
$735B
Expense Ratio
LEGR
0.65%
Winner
SPY
0.09%
Max Drawdown
Winner
LEGR
36.12%
SPY
56.47%
Sharpe Ratio
LEGR
1.48
Winner
SPY
1.62
5Y Beta
Winner
LEGR
0.78
SPY
1.00
P/E Ratio
Winner
LEGR
22.56
SPY
28.99
Forward P/E
Winner
LEGR
17.76
SPY
22.37
PEG Ratio
LEGR
0.54
SPY
N/A
5Y Dividends CAGR
Winner
LEGR
26.41%
SPY
5.43%
5Y EPS CAGR
LEGR
15.95%
Winner
SPY
26.05%
Debt to Equity
LEGR
N/A
SPY
32.40%
P/S Ratio
Winner
LEGR
0.24
SPY
3.74
P/B Ratio
Winner
LEGR
3.29
SPY
5.61
LEGR vs SPY - Holdings Comparison
LEGR and SPY have 39 common holdings. Overlap is 18.77%
LEGR's top 25 holdings weight is 40.05%. SPY's top 25 holdings weight is 52.37%.
| Rank | LEGR | SPY |
|---|---|---|
| #1 | INTEL CORP (INTC) - 3.38% | NVIDIA CORP (NVDA) - 8.10% |
| #2 | ADVANCED MICRO DEVICES INC (AMD) - 2.87% | APPLE INC (AAPL) - 7.02% |
| #3 | MICRON TECHNOLOGY INC (MU) - 2.40% | MICROSOFT CORP (MSFT) - 4.79% |
| #4 | INFINEON TECHNOLOGIES AG (n/a) - 1.87% | AMAZON.COM INC (AMZN) - 4.02% |
| #5 | SAMSUNG ELECTRONICS CO LTD (n/a) - 1.87% | ALPHABET INC CLASS A (GOOGL) - 3.51% |
| #6 | AMAZON.COM INC (AMZN) - 1.61% | BROADCOM INC (AVGO) - 3.10% |
| #7 | MORGAN STANLEY (MS) - 1.58% | ALPHABET INC CLASS C (GOOG) - 2.79% |
| #8 | CHINA CITIC BANK CORP LTD CLASS H (n/a) - 1.53% | META PLATFORMS INC CLASS A (META) - 2.08% |
| #9 | NVIDIA CORP (NVDA) - 1.53% | TESLA INC (TSLA) - 1.89% |
| #10 | n/a (TSM) - 1.50% | MICRON TECHNOLOGY INC (MU) - 1.56% |
| #11 | ORACLE CORP (ORCL) - 1.49% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37% |
| #12 | BAIDU INC ADR (BIDU) - 1.44% | ELI LILLY AND CO (LLY) - 1.31% |
| #13 | JD.COM INC ADR (JD) - 1.43% | JPMORGAN CHASE & CO (JPM) - 1.28% |
| #14 | n/a (n/a) - 1.42% | ADVANCED MICRO DEVICES INC (AMD) - 1.27% |
| #15 | MITSUBISHI UFJ FINANCIAL GROUP INC ADR (MUFG) - 1.42% | EXXON MOBIL CORP (XOM) - 0.97% |
| #16 | SOFTBANK CORP (n/a) - 1.31% | INTEL CORP (INTC) - 0.90% |
| #17 | PAYPAL HOLDINGS INC (PYPL) - 1.30% | JOHNSON & JOHNSON (JNJ) - 0.86% |
| #18 | n/a (n/a) - 1.29% | VISA INC CLASS A (V) - 0.85% |
| #19 | MICROSOFT CORP (MSFT) - 1.29% | WALMART INC (WMT) - 0.81% |
| #20 | ENGIE SA (n/a) - 1.28% | CISCO SYSTEMS INC (CSCO) - 0.72% |
| #21 | NORDEA BANK ABP (n/a) - 1.27% | COSTCO WHOLESALE CORP (COST) - 0.69% |
| #22 | MASTERCARD INC CLASS A (MA) - 1.27% | CATERPILLAR INC (CAT) - 0.66% |
| #23 | ALIBABA GROUP HOLDING LTD ADR (BABA) - 1.27% | MASTERCARD INC CLASS A (MA) - 0.62% |
| #24 | ICICI BANK LTD ADR (IBN) - 1.22% | LAM RESEARCH CORP (LRCX) - 0.62% |
| #25 | SWISSCOM AG (n/a) - 1.21% | ABBVIE INC (ABBV) - 0.58% |
| Total Holdings | 112 | 505 |
LEGR vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
LEGR
+2.44%
SPY
+1.90%
3M
Winner
LEGR
+9.24%
SPY
+8.55%
6M
Winner
LEGR
+10.96%
SPY
+8.18%
1Y
Winner
LEGR
+25.86%
SPY
+25.79%
5Y(CAGR)
LEGR
+11.05%
Winner
SPY
+13.32%
10Y(CAGR)
LEGR
+11.74%
Winner
SPY
+15.19%
Max(CAGR)
Winner
LEGR
+11.74%
SPY
+8.47%
LEGR vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | LEGR | SPY |
|---|---|---|
| 2026 | +7.22% | +8.26% |
| 2025 | +31.26% | +18.00% |
| 2024 | +17.51% | +25.59% |
| 2023 | +20.55% | +26.72% |
| 2022 | -20.19% | -18.64% |
| 2021 | +18.02% | +30.52% |
| 2020 | +16.98% | +17.28% |
| 2019 | +27.74% | +31.09% |
| 2018 | -14.10% | -5.24% |
| 2017 | N/A | +20.78% |
| 2016 | N/A | +13.59% |
| 2015 | N/A | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
LEGR vs SPY Drawdown Comparison
The maximum drawdown for LEGR was -36.12%, occurring on Mar 16, 2020. Recovery took 188 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current LEGR drawdown is -4.75%. The current SPY drawdown is -2.90%.
| Rank | LEGR | SPY |
|---|---|---|
| #1 | -36.12% Feb 12, 2020 - Nov 9, 2020 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -31.46% Jan 12, 2022 - Mar 7, 2024 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -19.98% Sep 25, 2018 - Apr 17, 2019 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -14.25% Feb 18, 2025 - May 8, 2025 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -11.20% Jan 29, 2018 - Aug 29, 2018 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -10.39% Jan 29, 2026 - Apr 17, 2026 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -8.58% Jul 24, 2019 - Nov 5, 2019 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -7.78% Apr 29, 2019 - Jul 3, 2019 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -7.24% Jul 12, 2024 - Aug 23, 2024 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -6.42% Nov 8, 2021 - Jan 11, 2022 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -6.39% Oct 28, 2025 - Dec 19, 2025 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -5.09% Sep 3, 2021 - Oct 15, 2021 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -4.86% Apr 3, 2024 - May 6, 2024 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -4.78% Jan 21, 2021 - Feb 5, 2021 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -4.75% Jun 2, 2026 - Jun 5, 2026 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between LEGR and SPY is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (1999 - 2026)
LEGR vs SPY dividend yield comparison.
| Year | LEGR | SPY |
|---|---|---|
| 2026 | 0.22% | 0.24% |
| 2025 | 1.84% | 1.07% |
| 2024 | 2.40% | 1.21% |
| 2023 | 2.56% | 1.40% |
| 2022 | 2.64% | 1.65% |
| 2021 | 1.80% | 1.20% |
| 2020 | 0.95% | 1.52% |
| 2019 | 2.04% | 1.75% |
| 2018 | 1.30% | 2.04% |
| 2017 | 0.00% | 1.80% |
| 2016 | 0.00% | 2.03% |
| 2015 | 0.00% | 2.06% |
| 2014 | 0.00% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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