LRND vs FXE

Comparison between NYLI U.S. LARGE CAP R&D LEADERS ETF (LRND, ETF) and Invesco CurrencyShares Euro Trust (FXE, ETF).

LRND vs FXE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LRND(ETF)	FXE(ETF)
Net Assets	$374M	$374M
Expense Ratio	0.14%	0.40%
Max Drawdown	25.97%	44.67%
Sharpe Ratio	1.05	-0.77
5Y Beta	1.09	-0.00
P/E Ratio	35.10	N/A
Forward P/E	25.52	N/A
PEG Ratio	0.35	N/A
5Y EPS CAGR	35.41%	N/A
Debt to Equity	50.35%	N/A
P/S Ratio	8.60	N/A
P/B Ratio	11.72	N/A

Net Assets

LRND

$374M

Winner

FXE

$374M

Expense Ratio

Winner

LRND

0.14%

FXE

0.40%

Max Drawdown

Winner

LRND

25.97%

FXE

44.67%

Sharpe Ratio

Winner

LRND

1.05

FXE

-0.77

5Y Beta

LRND

1.09

Winner

FXE

-0.00

P/E Ratio

LRND

35.10

FXE

N/A

Forward P/E

LRND

25.52

FXE

N/A

PEG Ratio

LRND

0.35

FXE

N/A

5Y EPS CAGR

LRND

35.41%

FXE

N/A

Debt to Equity

LRND

50.35%

FXE

N/A

P/S Ratio

LRND

8.60

FXE

N/A

P/B Ratio

LRND

11.72

FXE

N/A

LRND vs FXE - Historical Returns

Returns include dividend reinvestment.

Period	LRND	FXE
1 month	+1.97%	-0.12%
3 months	+7.75%	-2.58%
6 months	+11.96%	-2.10%
1 year	+21.15%	-1.75%
5 years(CAGR)	+15.07%	+0.10%
10 years(CAGR)	N/A	+0.31%
Max(CAGR)	+15.07%	+0.08%

Winner

LRND

+1.97%

FXE

-0.12%

Winner

LRND

+7.75%

FXE

-2.58%

Winner

LRND

+11.96%

FXE

-2.10%

Winner

LRND

+21.15%

FXE

-1.75%

5Y(CAGR)

Winner

LRND

+15.07%

FXE

+0.10%

10Y(CAGR)

LRND

N/A

FXE

+0.31%

Max(CAGR)

Winner

LRND

+15.07%

FXE

+0.08%

LRND vs FXE - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	LRND	FXE
2026	+9.92%	-2.28%
2025	+20.44%	+15.55%
2024	+22.47%	-3.36%
2023	+43.76%	+6.37%
2022	-19.33%	-5.88%
2021	N/A	-8.08%
2020	N/A	+8.40%
2019	N/A	-1.97%
2018	N/A	-5.78%
2017	N/A	+14.54%
2016	N/A	-3.55%
2015	N/A	-9.98%
2014	N/A	-11.81%
2013	N/A	+3.90%
2012	N/A	+0.72%
2011	N/A	-2.84%
2010	N/A	-7.48%
2009	N/A	+3.32%
2008	N/A	-2.02%
2007	N/A	+14.49%
2006	N/A	+12.27%
2005	N/A	-0.88%

LRND vs FXE Drawdown Comparison

The maximum drawdown for LRND was -25.44%, occurring on Oct 14, 2022. Recovery took 303 trading sessions.

The maximum drawdown for FXE was -43.32%, occurring on Sep 27, 2022. This drawdown has not yet recovered.

The current LRND drawdown is -3.20%. The current FXE drawdown is -29.11%.

Rank	LRND	FXE
#1	-25.44% Mar 29, 2022 - Jun 13, 2023	-43.32% Jul 11, 2008 - Sep 27, 2022
#2	-21.06% Feb 19, 2025 - Jun 26, 2025	-3.60% Nov 26, 2007 - Jan 14, 2008
#3	-13.83% Oct 29, 2025 - Apr 17, 2026	-3.54% Jan 23, 2006 - Apr 4, 2006
#4	-11.98% Jul 10, 2024 - Nov 6, 2024	-3.49% Apr 22, 2008 - Jul 2, 2008
#5	-9.75% Jul 28, 2023 - Nov 20, 2023	-3.04% Jun 2, 2006 - Aug 4, 2006
#6	-9.20% Feb 9, 2022 - Mar 28, 2022	-3.01% Dec 1, 2006 - Mar 15, 2007
#7	-7.98% Jun 2, 2026 - Jun 25, 2026	-2.74% Jan 30, 2008 - Feb 26, 2008
#8	-6.06% Mar 28, 2024 - May 15, 2024	-2.73% Jul 20, 2007 - Sep 7, 2007
#9	-4.51% Dec 16, 2024 - Jan 23, 2025	-2.63% Aug 21, 2006 - Nov 9, 2006
#10	-4.01% Nov 7, 2024 - Dec 4, 2024	-2.25% Apr 27, 2007 - Jul 2, 2007
#11	-3.14% Jun 15, 2023 - Jul 13, 2023	-2.09% Mar 17, 2008 - Mar 26, 2008
#12	-2.90% Oct 9, 2025 - Oct 24, 2025	-1.72% Jan 14, 2008 - Jan 30, 2008
#13	-2.74% Jul 24, 2025 - Aug 12, 2025	-1.52% Apr 5, 2006 - Apr 18, 2006
#14	-2.46% Sep 22, 2025 - Oct 6, 2025	-1.51% May 12, 2006 - Jun 2, 2006
#15	-2.33% May 14, 2026 - May 28, 2026	-1.47% Dec 16, 2005 - Jan 3, 2006

Correlation

Correlation between LRND and FXE is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87

-101

Dividend Comparison (2006 - 2026)

LRND vs FXE dividend yield comparison.

Year	LRND	FXE
2026	0.19%	0.44%
2025	0.67%	0.94%
2024	0.97%	2.28%
2023	1.22%	1.49%
2022	1.32%	0.01%
2011	0.00%	0.23%
2010	0.00%	0.01%
2009	0.00%	0.34%
2008	0.00%	3.57%
2007	0.00%	3.01%
2006	0.00%	1.97%