LSEQ vs SPY
Comparison between HARBOR LONG-SHORT EQUITY ETF (LSEQ, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
LSEQ vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
LSEQ
$15M
Winner
SPY
$735B
Expense Ratio
LSEQ
2.28%
Winner
SPY
0.09%
Max Drawdown
Winner
LSEQ
8.35%
SPY
56.47%
Sharpe Ratio
LSEQ
1.16
Winner
SPY
1.62
5Y Beta
Winner
LSEQ
0.22
SPY
1.00
P/E Ratio
Winner
LSEQ
8.64
SPY
28.99
Forward P/E
Winner
LSEQ
13.28
SPY
22.37
5Y Dividends CAGR
LSEQ
N/A
SPY
5.43%
5Y EPS CAGR
LSEQ
12.13%
Winner
SPY
26.05%
Debt to Equity
LSEQ
50.39%
Winner
SPY
32.40%
P/S Ratio
Winner
LSEQ
1.55
SPY
3.74
P/B Ratio
Winner
LSEQ
3.70
SPY
5.61
LSEQ vs SPY - Holdings Comparison
LSEQ and SPY have 79 common holdings. Overlap is -20.10%
LSEQ's top 25 holdings weight is 84.95%. SPY's top 25 holdings weight is 52.37%.
| Rank | LSEQ | SPY |
|---|---|---|
| #1 | US DOLLAR (n/a) - 40.49% | NVIDIA CORP (NVDA) - 8.10% |
| #2 | n/a (WBD) - 3.67% | APPLE INC (AAPL) - 7.02% |
| #3 | IRIDIUM COMMUNICATIONS INC (IRDM) - 2.41% | MICROSOFT CORP (MSFT) - 4.79% |
| #4 | DROPBOX INC CLASS A (DBX) - 2.27% | AMAZON.COM INC (AMZN) - 4.02% |
| #5 | NEWMONT CORP (NEM) - 2.22% | ALPHABET INC CLASS A (GOOGL) - 3.51% |
| #6 | FREEPORT-MCMORAN INC (FCX) - 2.15% | BROADCOM INC (AVGO) - 3.10% |
| #7 | ANGLOGOLD ASHANTI PLC (AU) - 2.13% | ALPHABET INC CLASS C (GOOG) - 2.79% |
| #8 | UNITY SOFTWARE INC ORDINARY SHARES (U) - 2.03% | META PLATFORMS INC CLASS A (META) - 2.08% |
| #9 | PINTEREST INC CLASS A (PINS) - 1.94% | TESLA INC (TSLA) - 1.89% |
| #10 | PERMIAN RESOURCES CORP CLASS A (PR) - 1.91% | MICRON TECHNOLOGY INC (MU) - 1.56% |
| #11 | SIRIUS XM HOLDINGS INC (SIRI) - 1.77% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37% |
| #12 | CASEY'S GENERAL STORES INC (CASY) - 1.75% | ELI LILLY AND CO (LLY) - 1.31% |
| #13 | BATH & BODY WORKS INC (BBWI) - 1.72% | JPMORGAN CHASE & CO (JPM) - 1.28% |
| #14 | GAP INC (GAP) - 1.71% | ADVANCED MICRO DEVICES INC (AMD) - 1.27% |
| #15 | OLIN CORP (OLN) - 1.70% | EXXON MOBIL CORP (XOM) - 0.97% |
| #16 | AMERICAS GOLD AND SILVER CORP (n/a) - 1.59% | INTEL CORP (INTC) - 0.90% |
| #17 | AVINO SILVER & GOLD MINES LTD (ASM) - 1.58% | JOHNSON & JOHNSON (JNJ) - 0.86% |
| #18 | TECHNIPFMC PLC (n/a) - 1.58% | VISA INC CLASS A (V) - 0.85% |
| #19 | SOUTHERN COPPER CORP (SCCO) - 1.54% | WALMART INC (WMT) - 0.81% |
| #20 | JOHNSON & JOHNSON (JNJ) - 1.53% | CISCO SYSTEMS INC (CSCO) - 0.72% |
| #21 | VALERO ENERGY CORP (VLO) - 1.51% | COSTCO WHOLESALE CORP (COST) - 0.69% |
| #22 | ALCOA CORP (AA) - 1.50% | CATERPILLAR INC (CAT) - 0.66% |
| #23 | WALMART INC (WMT) - 1.49% | MASTERCARD INC CLASS A (MA) - 0.62% |
| #24 | EXXON MOBIL CORP (XOM) - 1.39% | LAM RESEARCH CORP (LRCX) - 0.62% |
| #25 | CHEWY INC (CHWY) - 1.37% | ABBVIE INC (ABBV) - 0.58% |
| Total Holdings | 155 | 505 |
LSEQ vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
LSEQ
+0.18%
Winner
SPY
+1.90%
3M
LSEQ
+6.90%
Winner
SPY
+8.55%
6M
Winner
LSEQ
+23.97%
SPY
+8.18%
1Y
LSEQ
+22.64%
Winner
SPY
+25.79%
5Y(CAGR)
LSEQ
N/A
SPY
+13.32%
10Y(CAGR)
LSEQ
N/A
SPY
+15.19%
Max(CAGR)
Winner
LSEQ
+15.65%
SPY
+8.47%
LSEQ vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | LSEQ | SPY |
|---|---|---|
| 2026 | +23.08% | +8.26% |
| 2025 | +3.52% | +18.00% |
| 2024 | +13.99% | +25.59% |
| 2023 | -1.20% | +26.72% |
| 2022 | N/A | -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% |
LSEQ vs SPY Drawdown Comparison
The maximum drawdown for LSEQ was -8.35%, occurring on Dec 31, 2024. Recovery took 273 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current LSEQ drawdown is -4.27%. The current SPY drawdown is -2.90%.
| Rank | LSEQ | SPY |
|---|---|---|
| #1 | -8.35% Dec 6, 2024 - Jan 12, 2026 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -8.27% Jun 18, 2024 - Nov 8, 2024 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -7.63% Mar 25, 2024 - May 24, 2024 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -7.40% Feb 27, 2026 - Apr 9, 2026 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -5.28% May 13, 2026 - May 22, 2026 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -4.16% Jan 29, 2026 - Feb 3, 2026 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -3.18% May 29, 2024 - Jun 12, 2024 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -2.62% Dec 5, 2023 - Jan 12, 2024 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -1.92% Apr 30, 2026 - May 6, 2026 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -1.91% Feb 15, 2024 - Feb 23, 2024 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -1.89% Apr 10, 2026 - Apr 30, 2026 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -1.88% Feb 3, 2026 - Feb 9, 2026 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -1.67% May 6, 2026 - May 11, 2026 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -1.60% Feb 11, 2026 - Feb 18, 2026 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -1.54% Nov 26, 2024 - Dec 6, 2024 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between LSEQ and SPY is 0.81 which considered as a strong positive correlation - the stocks tend to move together.
0.81
-101
Dividend Comparison (1999 - 2026)
LSEQ vs SPY dividend yield comparison.
| Year | LSEQ | SPY |
|---|---|---|
| 2026 | 0.00% | 0.24% |
| 2025 | 2.20% | 1.07% |
| 2024 | 0.00% | 1.21% |
| 2023 | 0.00% | 1.40% |
| 2022 | 0.00% | 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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