LGI vs LDRX
Comparison between Lazard Global Total Return and Income Fund Inc (LGI, ETF) and SGI ENHANCED MARKET LEADERS ETF (LDRX, ETF).
LGI vs LDRX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
LGI
$233M
LDRX
$232M
Expense Ratio
LGI
N/A
LDRX
0.59%
Max Drawdown
LGI
67.17%
Winner
LDRX
11.38%
Sharpe Ratio
LGI
1.13
Winner
LDRX
1.64
5Y Beta
Winner
LGI
0.77
LDRX
1.00
P/E Ratio
LGI
N/A
LDRX
29.54
Forward P/E
LGI
N/A
LDRX
23.48
PEG Ratio
LGI
N/A
LDRX
0.56
5Y Dividends CAGR
LGI
6.33%
LDRX
N/A
5Y EPS CAGR
LGI
N/A
LDRX
29.71%
Debt to Equity
LGI
N/A
LDRX
31.56%
P/S Ratio
LGI
N/A
LDRX
5.10
P/B Ratio
LGI
N/A
LDRX
6.72
LGI vs LDRX - Historical Returns
Returns include dividend reinvestment.
1M
Winner
LGI
+4.19%
LDRX
+1.82%
3M
LGI
-0.84%
Winner
LDRX
+9.70%
6M
Winner
LGI
+7.69%
LDRX
+6.63%
1Y
LGI
+24.09%
Winner
LDRX
+27.48%
5Y(CAGR)
LGI
+6.91%
LDRX
N/A
10Y(CAGR)
LGI
+13.33%
LDRX
N/A
Max(CAGR)
LGI
+8.36%
Winner
LDRX
+29.71%
LGI vs LDRX - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | LGI | LDRX |
|---|---|---|
| 2026 | +8.56% | +7.31% |
| 2025 | +21.51% | +23.81% |
| 2024 | +15.23% | N/A |
| 2023 | +11.58% | N/A |
| 2022 | -21.14% | N/A |
| 2021 | +25.87% | N/A |
| 2020 | +16.65% | N/A |
| 2019 | +31.99% | N/A |
| 2018 | -10.66% | N/A |
| 2017 | +38.76% | N/A |
| 2016 | +15.48% | N/A |
| 2015 | -10.65% | N/A |
| 2014 | -2.44% | N/A |
| 2013 | +21.92% | N/A |
| 2012 | +21.19% | N/A |
| 2011 | -5.56% | N/A |
| 2010 | +7.57% | N/A |
| 2009 | +29.91% | N/A |
| 2008 | -42.31% | N/A |
| 2007 | +11.82% | N/A |
| 2006 | +34.42% | N/A |
| 2005 | +1.49% | N/A |
| 2004 | +0.25% | N/A |
LGI vs LDRX Drawdown Comparison
The maximum drawdown for LGI was -63.35%, occurring on Mar 9, 2009. Recovery took 1262 trading sessions.
The maximum drawdown for LDRX was -10.62%, occurring on Mar 30, 2026. Recovery took 114 trading sessions.
The current LGI drawdown is -6.13%. The current LDRX drawdown is -3.47%.
| Rank | LGI | LDRX |
|---|---|---|
| #1 | -63.35% Dec 31, 2007 - Jan 4, 2013 | -10.62% Oct 29, 2025 - Apr 15, 2026 |
| #2 | -42.90% Feb 19, 2020 - Sep 15, 2020 | -3.47% Jun 1, 2026 - Jun 5, 2026 |
| #3 | -34.82% Jul 3, 2014 - Apr 24, 2017 | -2.89% Jul 25, 2025 - Aug 13, 2025 |
| #4 | -32.83% Sep 3, 2021 - Aug 16, 2024 | -2.36% May 16, 2025 - Jun 3, 2025 |
| #5 | -24.45% Mar 16, 2018 - Jun 20, 2019 | -2.35% Sep 22, 2025 - Oct 20, 2025 |
| #6 | -21.93% Sep 27, 2024 - Jun 30, 2025 | -2.12% May 14, 2026 - May 28, 2026 |
| #7 | -21.25% Feb 25, 2026 - Mar 30, 2026 | -1.43% Aug 14, 2025 - Aug 22, 2025 |
| #8 | -18.75% May 10, 2004 - Dec 1, 2004 | -1.16% Jul 3, 2025 - Jul 22, 2025 |
| #9 | -14.31% Jul 13, 2007 - Oct 5, 2007 | -1.14% Aug 28, 2025 - Sep 4, 2025 |
| #10 | -13.89% May 20, 2013 - Dec 23, 2013 | -1.13% Apr 17, 2026 - Apr 22, 2026 |
| #11 | -10.00% May 10, 2006 - Aug 15, 2006 | -0.88% Jun 16, 2025 - Jun 23, 2025 |
| #12 | -9.74% Feb 26, 2007 - Apr 5, 2007 | -0.85% May 5, 2025 - May 8, 2025 |
| #13 | -8.86% Jan 29, 2018 - Mar 12, 2018 | -0.61% Apr 22, 2026 - Apr 24, 2026 |
| #14 | -8.25% Dec 26, 2013 - Mar 7, 2014 | -0.60% Oct 20, 2025 - Oct 23, 2025 |
| #15 | -7.76% Sep 16, 2020 - Nov 9, 2020 | -0.54% Jun 10, 2025 - Jun 12, 2025 |
Correlation
Correlation between LGI and LDRX is 0.81 which considered as a strong positive correlation - the stocks tend to move together.
0.81
-101
Dividend Comparison (2004 - 2026)
LGI vs LDRX dividend yield comparison.
| Year | LGI | LDRX |
|---|---|---|
| 2026 | 4.23% | 0.11% |
| 2025 | 10.09% | 1.19% |
| 2024 | 9.19% | 0.00% |
| 2023 | 7.32% | 0.00% |
| 2022 | 10.22% | 0.00% |
| 2021 | 9.77% | 0.00% |
| 2020 | 7.18% | 0.00% |
| 2019 | 6.44% | 0.00% |
| 2018 | 19.89% | 0.00% |
| 2017 | 5.45% | 0.00% |
| 2016 | 6.94% | 0.00% |
| 2015 | 8.51% | 0.00% |
| 2014 | 7.89% | 0.00% |
| 2013 | 6.18% | 0.00% |
| 2012 | 7.81% | 0.00% |
| 2011 | 7.86% | 0.00% |
| 2010 | 7.17% | 0.00% |
| 2009 | 6.69% | 0.00% |
| 2008 | 12.06% | 0.00% |
| 2007 | 7.12% | 0.00% |
| 2006 | 10.36% | 0.00% |
| 2005 | 6.74% | 0.00% |
| 2004 | 3.23% | 0.00% |
Select Stocks to Compare
Popular: LGI vs SPYLDRX vs SPY
More Comparisons
Compare with similar stocks