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LGRO vs LDRT

Comparison between LEVEL FOUR LARGE CAP GROWTH ACTIVE ETF (LGRO, ETF) and ISHARES IBONDS 1-5 YEAR TREASURY LADDER ETF (LDRT, ETF).

LGRO vs LDRT - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
LGRO
$132M
Winner
LDRT
$132M
Expense Ratio
LGRO
0.50%
Winner
LDRT
0.07%
Max Drawdown
LGRO
23.30%
Winner
LDRT
2.70%
Sharpe Ratio
Winner
LGRO
0.85
LDRT
-0.24
5Y Beta
LGRO
1.16
Winner
LDRT
-0.01
P/E Ratio
LGRO
34.28
LDRT
N/A
Forward P/E
LGRO
21.00
LDRT
N/A
PEG Ratio
LGRO
0.45
LDRT
N/A
5Y EPS CAGR
LGRO
23.57%
LDRT
N/A
Debt to Equity
LGRO
-10.13%
LDRT
N/A
P/S Ratio
LGRO
3.56
LDRT
N/A
P/B Ratio
LGRO
6.92
LDRT
N/A

LGRO vs LDRT - Historical Returns

Returns include dividend reinvestment.

1M
Winner
LGRO
+2.74%
LDRT
-0.29%
3M
Winner
LGRO
+7.07%
LDRT
-0.42%
6M
Winner
LGRO
+3.77%
LDRT
+0.35%
1Y
Winner
LGRO
+14.99%
LDRT
+2.94%
Max(CAGR)
Winner
LGRO
+20.61%
LDRT
+3.74%

LGRO vs LDRT - Annual Returns (2023 - 2026)

Returns include dividend reinvestment.

YearLGROLDRT
2026+5.27%+0.31%
2025+18.04%+5.49%
2024+26.10%+0.44%
2023+11.73%N/A

LGRO vs LDRT Drawdown Comparison

The maximum drawdown for LGRO was -23.26%, occurring on Apr 8, 2025. Recovery took 104 trading sessions.

The maximum drawdown for LDRT was -1.11%, occurring on Mar 26, 2026. Recovery took 88 trading sessions.

The current LGRO drawdown is -4.22%. The current LDRT drawdown is -0.88%.

RankLGROLDRT
#1-23.26%
Jan 28, 2025 - Jun 27, 2025
-1.11%
Feb 27, 2026 - Jul 7, 2026
#2-15.24%
Jan 12, 2026 - May 14, 2026
-0.88%
Jul 7, 2026 - Jul 23, 2026
#3-11.35%
Sep 1, 2023 - Nov 20, 2023
-0.81%
Nov 24, 2025 - Feb 12, 2026
#4-10.47%
Jul 16, 2024 - Sep 19, 2024
-0.80%
Sep 19, 2025 - Oct 28, 2025
#5-8.67%
Oct 28, 2025 - Jan 6, 2026
-0.78%
Apr 30, 2025 - Jun 23, 2025
#6-6.95%
Mar 28, 2024 - May 15, 2024
-0.78%
Mar 10, 2025 - Apr 1, 2025
#7-6.77%
Jun 1, 2026 - Jun 23, 2026
-0.75%
Apr 4, 2025 - Apr 28, 2025
#8-5.59%
Dec 16, 2024 - Jan 24, 2025
-0.64%
Jun 27, 2025 - Jul 22, 2025
#9-4.23%
Dec 26, 2023 - Jan 19, 2024
-0.64%
Feb 10, 2025 - Feb 24, 2025
#10-3.95%
Oct 8, 2025 - Oct 24, 2025
-0.60%
Dec 6, 2024 - Jan 21, 2025
#11-3.71%
Jul 28, 2025 - Aug 12, 2025
-0.55%
Sep 3, 2025 - Sep 9, 2025
#12-3.55%
May 20, 2024 - Jun 12, 2024
-0.55%
Sep 9, 2025 - Sep 19, 2025
#13-2.92%
Feb 9, 2024 - Mar 1, 2024
-0.45%
Oct 28, 2025 - Nov 13, 2025
#14-2.80%
Oct 14, 2024 - Nov 6, 2024
-0.33%
Jan 21, 2025 - Jan 28, 2025
#15-2.43%
Nov 12, 2024 - Nov 22, 2024
-0.30%
Jul 22, 2025 - Aug 1, 2025

Correlation

Correlation between LGRO and LDRT is 0.77 which considered as a strong positive correlation - the stocks tend to move together.

0.77
-101

Dividend Comparison (2023 - 2026)

LGRO vs LDRT dividend yield comparison.

YearLGROLDRT
20260.17%2.17%
20250.31%3.86%
20240.39%0.69%
20230.26%0.00%

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