LGRO vs QVMT
Comparison between LEVEL FOUR LARGE CAP GROWTH ACTIVE ETF (LGRO, ETF) and Invesco S&P 500 Enhanced Value ETF (QVMT, ETF).
LGRO vs QVMT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
LGRO
$135M
Winner
QVMT
$135M
Expense Ratio
LGRO
0.50%
Winner
QVMT
0.13%
Max Drawdown
Winner
LGRO
23.30%
QVMT
48.69%
Sharpe Ratio
LGRO
1.02
Winner
QVMT
2.21
5Y Beta
LGRO
1.17
Winner
QVMT
0.66
P/E Ratio
LGRO
32.57
Winner
QVMT
23.44
Forward P/E
LGRO
21.20
Winner
QVMT
19.81
PEG Ratio
LGRO
0.60
Winner
QVMT
0.26
5Y Dividends CAGR
LGRO
N/A
QVMT
8.27%
5Y EPS CAGR
Winner
LGRO
24.54%
QVMT
17.33%
Debt to Equity
Winner
LGRO
-8.34%
QVMT
56.00%
P/S Ratio
LGRO
3.50
Winner
QVMT
2.04
P/B Ratio
LGRO
6.78
Winner
QVMT
4.12
LGRO vs QVMT - Holdings Comparison
LGRO and QVMT have 7 common holdings. Overlap is 11.63%
LGRO's top 25 holdings weight is 77.54%. QVMT's top 25 holdings weight is 71.76%.
| Rank | LGRO | QVMT |
|---|---|---|
| #1 | APPLE INC (AAPL) - 6.87% | APPLE INC (AAPL) - 4.71% |
| #2 | MICROSOFT CORP (MSFT) - 6.49% | JOHNSON & JOHNSON (JNJ) - 4.50% |
| #3 | STATE STREET INSTL TRS PLS MMKT PREMIER (TPIXX) - 5.00% | INTEL CORP (INTC) - 4.30% |
| #4 | ALPHABET INC CLASS A (GOOGL) - 4.88% | VISA INC CLASS A (V) - 4.27% |
| #5 | AMAZON.COM INC (AMZN) - 4.73% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 4.20% |
| #6 | NVIDIA CORP (NVDA) - 4.35% | NETFLIX INC (NFLX) - 4.03% |
| #7 | TWILIO INC CLASS A (TWLO) - 3.72% | CISCO SYSTEMS INC (CSCO) - 3.94% |
| #8 | UNITEDHEALTH GROUP INC (UNH) - 3.42% | LAM RESEARCH CORP (LRCX) - 3.78% |
| #9 | MONOLITHIC POWER SYSTEMS INC (MPWR) - 2.99% | WALMART INC (WMT) - 3.68% |
| #10 | MICRON TECHNOLOGY INC (MU) - 2.99% | MASTERCARD INC CLASS A (MA) - 3.61% |
| #11 | PAYPAL HOLDINGS INC (PYPL) - 2.77% | GE AEROSPACE (GE) - 3.51% |
| #12 | BROADCOM INC (AVGO) - 2.54% | CATERPILLAR INC (CAT) - 3.21% |
| #13 | SNOWFLAKE INC ORDINARY SHARES (SNOW) - 2.54% | CHEVRON CORP (CVX) - 2.94% |
| #14 | MONGODB INC CLASS A (MDB) - 2.50% | KLA CORP (KLAC) - 2.44% |
| #15 | META PLATFORMS INC CLASS A (META) - 2.42% | WESTERN DIGITAL CORP (WDC) - 2.10% |
| #16 | RH CLASS A (RH) - 2.41% | RTX CORP (RTX) - 2.04% |
| #17 | UBER TECHNOLOGIES INC (UBER) - 2.40% | GE VERNOVA INC (GEV) - 2.01% |
| #18 | SERVICENOW INC (NOW) - 2.27% | AT&T INC (T) - 1.83% |
| #19 | SALESFORCE INC (CRM) - 2.08% | GILEAD SCIENCES INC (GILD) - 1.82% |
| #20 | PHILLIPS 66 (PSX) - 1.93% | CITIGROUP INC (C) - 1.79% |
| #21 | BOOKING HOLDINGS INC (BKNG) - 1.86% | VERIZON COMMUNICATIONS INC (VZ) - 1.69% |
| #22 | LAM RESEARCH CORP (LRCX) - 1.62% | THE WALT DISNEY CO (DIS) - 1.41% |
| #23 | APPLIED MATERIALS INC (AMAT) - 1.61% | TJX COMPANIES INC (TJX) - 1.40% |
| #24 | BLACKROCK INC (BLK) - 1.60% | NEWMONT CORP (NEM) - 1.35% |
| #25 | MASTERCARD INC CLASS A (MA) - 1.55% | CORNING INC (GLW) - 1.20% |
| Total Holdings | 49 | 103 |
LGRO vs QVMT - Historical Returns
Returns include dividend reinvestment.
1M
LGRO
+1.86%
Winner
QVMT
+4.04%
3M
LGRO
+12.84%
Winner
QVMT
+14.02%
6M
LGRO
+4.85%
Winner
QVMT
+19.61%
1Y
LGRO
+20.40%
Winner
QVMT
+36.06%
5Y(CAGR)
LGRO
N/A
QVMT
+12.43%
10Y(CAGR)
LGRO
N/A
QVMT
+13.36%
Max(CAGR)
Winner
LGRO
+21.07%
QVMT
+12.43%
LGRO vs QVMT - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | LGRO | QVMT |
|---|---|---|
| 2026 | +4.18% | +19.07% |
| 2025 | +18.04% | +19.33% |
| 2024 | +26.10% | +13.10% |
| 2023 | +11.73% | +11.84% |
| 2022 | N/A | -6.97% |
| 2021 | N/A | +36.58% |
| 2020 | N/A | -10.53% |
| 2019 | N/A | +27.44% |
| 2018 | N/A | -10.08% |
| 2017 | N/A | +17.71% |
| 2016 | N/A | +22.66% |
| 2015 | N/A | +1.23% |
LGRO vs QVMT Drawdown Comparison
The maximum drawdown for LGRO was -23.26%, occurring on Apr 8, 2025. Recovery took 104 trading sessions.
The maximum drawdown for QVMT was -48.02%, occurring on Mar 23, 2020. Recovery took 286 trading sessions.
The current LGRO drawdown is -5.21%.
| Rank | LGRO | QVMT |
|---|---|---|
| #1 | -23.26% Jan 28, 2025 - Jun 27, 2025 | -48.02% Jan 2, 2020 - Feb 22, 2021 |
| #2 | -15.24% Jan 12, 2026 - May 14, 2026 | -21.97% Jan 14, 2022 - Jan 2, 2024 |
| #3 | -11.35% Sep 1, 2023 - Nov 20, 2023 | -20.26% Jan 29, 2018 - Jul 24, 2019 |
| #4 | -10.47% Jul 16, 2024 - Sep 19, 2024 | -15.29% Nov 20, 2015 - Jul 18, 2016 |
| #5 | -8.67% Oct 28, 2025 - Jan 6, 2026 | -14.43% Nov 25, 2024 - Aug 20, 2025 |
| #6 | -6.95% Mar 28, 2024 - May 15, 2024 | -11.08% Jul 24, 2019 - Oct 23, 2019 |
| #7 | -6.36% Jun 1, 2026 - Jun 10, 2026 | -8.77% Jun 4, 2021 - Oct 22, 2021 |
| #8 | -5.59% Dec 16, 2024 - Jan 24, 2025 | -7.73% Jul 17, 2024 - Oct 11, 2024 |
| #9 | -4.23% Dec 26, 2023 - Jan 19, 2024 | -6.67% Nov 23, 2021 - Dec 27, 2021 |
| #10 | -3.95% Oct 8, 2025 - Oct 24, 2025 | -6.26% Mar 2, 2026 - Apr 9, 2026 |
| #11 | -3.71% Jul 28, 2025 - Aug 12, 2025 | -5.99% Mar 1, 2017 - Jul 3, 2017 |
| #12 | -3.55% May 20, 2024 - Jun 12, 2024 | -5.77% Mar 28, 2024 - Jul 16, 2024 |
| #13 | -2.92% Feb 9, 2024 - Mar 1, 2024 | -4.26% Jan 8, 2024 - Jan 30, 2024 |
| #14 | -2.80% Oct 14, 2024 - Nov 6, 2024 | -4.09% Sep 26, 2025 - Oct 24, 2025 |
| #15 | -2.43% Nov 12, 2024 - Nov 22, 2024 | -4.05% Jul 25, 2017 - Sep 25, 2017 |
Correlation
Correlation between LGRO and QVMT is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2015 - 2026)
LGRO vs QVMT dividend yield comparison.
| Year | LGRO | QVMT |
|---|---|---|
| 2026 | 0.07% | 0.50% |
| 2025 | 0.31% | 2.42% |
| 2024 | 0.39% | 2.71% |
| 2023 | 0.26% | 3.05% |
| 2022 | 0.00% | 2.49% |
| 2021 | 0.00% | 2.31% |
| 2020 | 0.00% | 2.70% |
| 2019 | 0.00% | 2.23% |
| 2018 | 0.00% | 2.48% |
| 2017 | 0.00% | 2.37% |
| 2016 | 0.00% | 1.11% |
| 2015 | 0.00% | 0.54% |
Select Stocks to Compare
Popular: LGRO vs SPYQVMT vs SPY
More Comparisons
Compare with similar stocks