LRND vs SPY
Comparison between NYLI U.S. LARGE CAP R&D LEADERS ETF (LRND, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceLRND has outperformed SPY, delivering a return of +15.6% compared to +12.8%
LRND vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
LRND
$399M
Winner
SPY
$795B
Expense Ratio
LRND
0.14%
Winner
SPY
0.09%
Max Drawdown
Winner
LRND
25.97%
SPY
56.47%
Sharpe Ratio
LRND
1.01
Winner
SPY
1.20
5Y Beta
LRND
1.09
Winner
SPY
1.00
P/E Ratio
LRND
30.49
Winner
SPY
26.08
Forward P/E
LRND
23.72
Winner
SPY
20.94
PEG Ratio
Winner
LRND
0.20
SPY
0.37
5Y Dividends CAGR
LRND
N/A
SPY
6.00%
5Y EPS CAGR
Winner
LRND
40.40%
SPY
26.38%
Debt to Equity
Winner
LRND
28.39%
SPY
45.86%
P/S Ratio
LRND
8.47
Winner
SPY
3.75
P/B Ratio
LRND
10.80
Winner
SPY
5.57
LRND vs SPY - Holdings Comparison
LRND and SPY have 59 common holdings. Overlap is 42.55%
LRND's top 25 holdings weight is 84.75%. SPY's top 25 holdings weight is 51.61%.
| Rank | LRND | SPY |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 16.90% | NVIDIA CORP (NVDA) - 7.90% |
| #2 | ALPHABET INC CLASS A (GOOGL) - 12.96% | APPLE INC (AAPL) - 6.79% |
| #3 | APPLE INC (AAPL) - 8.72% | MICROSOFT CORP (MSFT) - 5.64% |
| #4 | BROADCOM INC (AVGO) - 6.94% | AMAZON.COM INC (AMZN) - 4.08% |
| #5 | MICROSOFT CORP (MSFT) - 5.29% | ALPHABET INC CLASS A (GOOGL) - 3.14% |
| #6 | AMAZON.COM INC (AMZN) - 4.79% | BROADCOM INC (AVGO) - 3.00% |
| #7 | ELI LILLY AND CO (LLY) - 4.40% | ALPHABET INC CLASS C (GOOG) - 2.52% |
| #8 | META PLATFORMS INC CLASS A (META) - 3.93% | META PLATFORMS INC CLASS A (META) - 1.96% |
| #9 | ADVANCED MICRO DEVICES INC (AMD) - 3.47% | ELI LILLY AND CO (LLY) - 1.46% |
| #10 | CISCO SYSTEMS INC (CSCO) - 1.93% | MICRON TECHNOLOGY INC (MU) - 1.46% |
| #11 | LAM RESEARCH CORP (LRCX) - 1.80% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.46% |
| #12 | APPLIED MATERIALS INC (AMAT) - 1.79% | JPMORGAN CHASE & CO (JPM) - 1.45% |
| #13 | n/a (PLTR) - 1.73% | TESLA INC (TSLA) - 1.40% |
| #14 | AMGEN INC (AMGN) - 1.27% | ADVANCED MICRO DEVICES INC (AMD) - 1.15% |
| #15 | ARISTA NETWORKS INC (ANET) - 1.07% | EXXONMOBIL HOLDINGS CORP (XOM) - 0.99% |
| #16 | PEPSICO INC (PEP) - 1.06% | JOHNSON & JOHNSON (JNJ) - 0.94% |
| #17 | DEERE & CO (DE) - 0.88% | VISA INC CLASS A (V) - 0.90% |
| #18 | MARVELL TECHNOLOGY INC (MRVL) - 0.83% | WALMART INC (WMT) - 0.74% |
| #19 | STATE STREET®TECHSELSECTSPDR®ETF (XLK) - 0.76% | CISCO SYSTEMS INC (CSCO) - 0.73% |
| #20 | VANGUARD INFORMATION TECHNOLOGY ETF (VGT) - 0.76% | INTEL CORP (INTC) - 0.69% |
| #21 | VERTEX PHARMACEUTICALS INC (VRTX) - 0.74% | MASTERCARD INC CLASS A (MA) - 0.68% |
| #22 | QUALCOMM INC (QCOM) - 0.74% | ABBVIE INC (ABBV) - 0.66% |
| #23 | STATE STREET® COMMSERVSELSECTSPDR®ETF (XLC) - 0.73% | COSTCO WHOLESALE CORP (COST) - 0.63% |
| #24 | n/a (DELL) - 0.67% | APPLIED MATERIALS INC (AMAT) - 0.62% |
| #25 | AUTOMATIC DATA PROCESSING INC (ADP) - 0.59% | BANK OF AMERICA CORP (BAC) - 0.62% |
| Total Holdings | 108 | 505 |
LRND vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
LRND
+5.37%
SPY
+3.65%
3M
Winner
LRND
+2.70%
SPY
+2.30%
6M
Winner
LRND
+14.58%
SPY
+11.09%
1Y
Winner
LRND
+22.11%
SPY
+20.53%
5Y(CAGR)
Winner
LRND
+15.56%
SPY
+12.80%
10Y(CAGR)
LRND
N/A
SPY
+15.25%
Max(CAGR)
Winner
LRND
+15.56%
SPY
+8.56%
LRND vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | LRND | SPY |
|---|---|---|
| 2026 | +13.57% | +12.71% |
| 2025 | +20.44% | +18.00% |
| 2024 | +22.47% | +25.59% |
| 2023 | +43.76% | +26.72% |
| 2022 | -19.33% | -18.64% |
| 2021 | N/A | +30.52% |
| 2020 | N/A | +17.28% |
| 2019 | N/A | +31.09% |
| 2018 | N/A | -5.24% |
| 2017 | N/A | +20.78% |
| 2016 | N/A | +13.59% |
| 2015 | N/A | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
LRND vs SPY Drawdown Comparison
The maximum drawdown for LRND was -25.44%, occurring on Oct 14, 2022. Recovery took 303 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current LRND drawdown is -3.02%. The current SPY drawdown is -1.54%.
| Rank | LRND | SPY |
|---|---|---|
| #1 | -25.44% Mar 29, 2022 - Jun 13, 2023 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -21.06% Feb 19, 2025 - Jun 26, 2025 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -13.83% Oct 29, 2025 - Apr 17, 2026 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -11.98% Jul 10, 2024 - Nov 6, 2024 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -9.75% Jul 28, 2023 - Nov 20, 2023 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -9.20% Feb 9, 2022 - Mar 28, 2022 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -7.98% Jun 2, 2026 - Aug 4, 2026 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -6.06% Mar 28, 2024 - May 15, 2024 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -4.51% Dec 16, 2024 - Jan 23, 2025 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -4.01% Nov 7, 2024 - Dec 4, 2024 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -3.55% Aug 7, 2026 - Aug 24, 2026 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -3.14% Jun 15, 2023 - Jul 13, 2023 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -2.90% Oct 9, 2025 - Oct 24, 2025 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -2.74% Jul 24, 2025 - Aug 12, 2025 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -2.46% Sep 22, 2025 - Oct 6, 2025 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between LRND and SPY is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (1999 - 2026)
LRND vs SPY dividend yield comparison.
| Year | LRND | SPY |
|---|---|---|
| 2026 | 0.18% | 0.48% |
| 2025 | 0.67% | 1.07% |
| 2024 | 0.97% | 1.21% |
| 2023 | 1.22% | 1.40% |
| 2022 | 1.32% | 1.65% |
| 2021 | 0.00% | 1.20% |
| 2020 | 0.00% | 1.52% |
| 2019 | 0.00% | 1.75% |
| 2018 | 0.00% | 2.04% |
| 2017 | 0.00% | 1.80% |
| 2016 | 0.00% | 2.03% |
| 2015 | 0.00% | 2.06% |
| 2014 | 0.00% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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