LEXI vs SDG
Comparison between ALEXIS PRACTICAL TACTICAL ETF (LEXI, ETF) and iShares MSCI Global Sustainable Development Goals ETF (SDG, ETF).
5-Year PerformanceLEXI has outperformed SDG, delivering a return of +11.0% compared to +0.2%
LEXI vs SDG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
LEXI
$169M
Winner
SDG
$169M
Expense Ratio
LEXI
1.00%
Winner
SDG
0.50%
Max Drawdown
Winner
LEXI
22.01%
SDG
34.76%
Sharpe Ratio
Winner
LEXI
1.92
SDG
1.16
5Y Beta
LEXI
0.83
Winner
SDG
0.60
5Y Dividends CAGR
LEXI
N/A
SDG
12.42%
LEXI vs SDG - Holdings Comparison
LEXI and SDG have 2 common holdings. Overlap is 1.67%
LEXI's top 25 holdings weight is 89.18%. SDG's top 25 holdings weight is 67.37%.
| Rank | LEXI | SDG |
|---|---|---|
| #1 | STATE STREET® SPDR® S&P MIDCAP 400® ETF (MDY) - 4.91% | MARVELL TECHNOLOGY INC (MRVL) - 9.52% |
| #2 | JPMORGAN ULTRA-SHORT INCOME ETF (JPST) - 4.91% | WIWYNN CORP ORDINARY SHARES (n/a) - 5.66% |
| #3 | PIMCO ENHANCED SHORT MATURITY ACTIVE ETF (MINT) - 4.90% | VESTAS WIND SYSTEMS AS (n/a) - 4.65% |
| #4 | ISHARES FLEXIBLE INCOME ACTIVE ETF (BINC) - 4.85% | NVIDIA CORP (NVDA) - 4.46% |
| #5 | PIMCO MULTISECTOR BOND ACTIVE ETF (PYLD) - 4.85% | FIRST SOLAR INC (FSLR) - 4.37% |
| #6 | VANGUARD DIVIDEND APPRECIATION ETF (VIG) - 4.83% | EAST JAPAN RAILWAY CO (n/a) - 3.55% |
| #7 | ISHARES MSCI USA MOMENTUM FACTOR ETF (MTUM) - 4.82% | NOVARTIS AG REGISTERED SHARES (n/a) - 3.51% |
| #8 | ISHARES MSCI INTL MOMENTUM FACTOR ETF (IMTM) - 4.78% | WH GROUP LTD SHS UNITARY 144A/REG S (n/a) - 2.88% |
| #9 | XTRACKERS MSCI EAFE HEDGED EQUITY ETF (DBEF) - 4.68% | UNI-PRESIDENT ENTERPRISES CORP (n/a) - 2.68% |
| #10 | INVESCO S&P 500® EQUAL WEIGHT ETF (RSP) - 4.63% | LI AUTO INC ORDINARY SHARES CLASS A (n/a) - 2.65% |
| #11 | ISHARES RUSSELL 1000 VALUE ETF (IWD) - 4.49% | KIMBERLY-CLARK CORP (KMB) - 2.34% |
| #12 | VANGUARD MEGA CAP GROWTH ETF (MGK) - 4.45% | EQUINIX INC (EQIX) - 2.05% |
| #13 | STATE STREET®SPDR®DOWJONESINDSTRAVGETFTR (DIA) - 4.41% | ACCIONA SA (n/a) - 1.98% |
| #14 | ISHARES MSCI EMERGING MARKETS ETF (EEM) - 4.11% | DIGITAL REALTY TRUST INC (DLR) - 1.96% |
| #15 | ISHARES 0-5 YEAR HIGH YIELD CORP BD ETF (SHYG) - 4.02% | ESSITY AB CLASS B (n/a) - 1.68% |
| #16 | INVESCO QQQ TRUST (QQQ) - 3.38% | VERTEX PHARMACEUTICALS INC (VRTX) - 1.62% |
| #17 | U.S. BANK MONEY MARKET DEPOSIT ACCOUNT (n/a) - 2.88% | XPENG INC CLASS A (n/a) - 1.53% |
| #18 | VANGUARD GROWTH ETF (VUG) - 2.81% | CENTRAL JAPAN RAILWAY CO (n/a) - 1.52% |
| #19 | ISHARES 0€“1 YEAR TREASURY BOND ETF (SHV) - 2.01% | REGENERON PHARMACEUTICALS INC (REGN) - 1.49% |
| #20 | NVIDIA CORP (NVDA) - 1.71% | PEARSON PLC (n/a) - 1.35% |
| #21 | APPLIED MATERIALS INC (AMAT) - 1.53% | XINYI SOLAR HOLDINGS LTD (n/a) - 1.26% |
| #22 | VANECK GOLD MINERS ETF (GDX) - 1.51% | WEYERHAEUSER CO (WY) - 1.19% |
| #23 | STATE STREET® INDSTRLSELSECTSPDR®ETF (XLI) - 1.40% | VONOVIA SE (n/a) - 1.16% |
| #24 | CATERPILLAR INC (CAT) - 1.21% | SAPUTO INC (n/a) - 1.16% |
| #25 | ALPHABET INC CLASS A (GOOGL) - 1.10% | CSL LTD (n/a) - 1.15% |
| Total Holdings | 46 | 148 |
LEXI vs SDG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
LEXI
+2.58%
SDG
+0.94%
3M
Winner
LEXI
+9.10%
SDG
+8.92%
6M
Winner
LEXI
+11.51%
SDG
+6.95%
1Y
Winner
LEXI
+27.44%
SDG
+21.84%
5Y(CAGR)
Winner
LEXI
+10.97%
SDG
+0.18%
10Y(CAGR)
LEXI
N/A
SDG
+8.20%
Max(CAGR)
Winner
LEXI
+10.97%
SDG
+8.28%
LEXI vs SDG - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | LEXI | SDG |
|---|---|---|
| 2026 | +10.63% | +5.93% |
| 2025 | +19.48% | +19.82% |
| 2024 | +17.41% | -8.93% |
| 2023 | +16.91% | +4.07% |
| 2022 | -14.31% | -11.71% |
| 2021 | +8.30% | -2.33% |
| 2020 | N/A | +43.49% |
| 2019 | N/A | +26.32% |
| 2018 | N/A | -8.88% |
| 2017 | N/A | +27.09% |
| 2016 | N/A | -0.08% |
LEXI vs SDG Drawdown Comparison
The maximum drawdown for LEXI was -22.01%, occurring on Sep 30, 2022. Recovery took 513 trading sessions.
The maximum drawdown for SDG was -30.33%, occurring on Apr 8, 2025. Recovery took 1189 trading sessions.
The current LEXI drawdown is -2.01%. The current SDG drawdown is -2.99%.
| Rank | LEXI | SDG |
|---|---|---|
| #1 | -22.01% Jan 4, 2022 - Jan 22, 2024 | -30.33% Sep 3, 2021 - Jun 2, 2026 |
| #2 | -15.94% Feb 19, 2025 - Jun 3, 2025 | -27.28% Feb 19, 2020 - Jul 6, 2020 |
| #3 | -8.12% Feb 25, 2026 - Apr 14, 2026 | -15.79% Jan 26, 2018 - Oct 24, 2019 |
| #4 | -7.57% Jul 16, 2024 - Sep 19, 2024 | -8.05% Sep 6, 2016 - Feb 15, 2017 |
| #5 | -4.72% Mar 28, 2024 - May 14, 2024 | -7.86% Jan 26, 2021 - Jun 29, 2021 |
| #6 | -4.43% Sep 3, 2021 - Oct 21, 2021 | -7.83% Jun 8, 2016 - Jul 21, 2016 |
| #7 | -4.40% Dec 11, 2024 - Feb 18, 2025 | -6.52% Oct 12, 2020 - Nov 5, 2020 |
| #8 | -4.14% Nov 16, 2021 - Dec 27, 2021 | -6.25% Apr 24, 2017 - Jun 19, 2017 |
| #9 | -3.70% Nov 12, 2025 - Dec 3, 2025 | -5.14% Sep 2, 2020 - Oct 12, 2020 |
| #10 | -2.86% Jan 29, 2026 - Feb 11, 2026 | -4.74% May 2, 2016 - Jun 6, 2016 |
| #11 | -2.85% Jul 12, 2021 - Jul 23, 2021 | -4.11% Jul 1, 2021 - Aug 30, 2021 |
| #12 | -2.13% Oct 8, 2025 - Oct 20, 2025 | -3.64% Oct 18, 2017 - Dec 26, 2017 |
| #13 | -2.04% Oct 14, 2024 - Nov 6, 2024 | -3.12% Jun 26, 2017 - Aug 31, 2017 |
| #14 | -2.03% May 14, 2026 - May 26, 2026 | -3.06% Jul 20, 2020 - Aug 12, 2020 |
| #15 | -2.01% Jun 4, 2026 - Jun 5, 2026 | -2.99% Jun 4, 2026 - Jun 5, 2026 |
Correlation
Correlation between LEXI and SDG is 0.49 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.49
-101
Dividend Comparison (2016 - 2025)
LEXI vs SDG dividend yield comparison.
| Year | LEXI | SDG |
|---|---|---|
| 2025 | 0.94% | 2.00% |
| 2024 | 2.17% | 1.95% |
| 2023 | 1.34% | 1.77% |
| 2022 | 0.95% | 1.82% |
| 2021 | 0.23% | 1.66% |
| 2020 | 0.00% | 0.97% |
| 2019 | 0.00% | 1.39% |
| 2018 | 0.00% | 2.47% |
| 2017 | 0.00% | 2.54% |
| 2016 | 0.00% | 1.34% |
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