LST vs MBS
Comparison between LEUTHOLD SELECT INDUSTRIES ETF (LST, ETF) and ANGEL OAK MORTGAGE-BACKED SECURITIES ETF (MBS, ETF).
LST vs MBS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
LST
$150M
MBS
$150M
Expense Ratio
LST
0.65%
Winner
MBS
0.49%
Max Drawdown
LST
19.47%
Winner
MBS
5.70%
Sharpe Ratio
Winner
LST
1.76
MBS
0.82
5Y Beta
LST
0.89
Winner
MBS
0.01
P/E Ratio
LST
18.55
MBS
N/A
Forward P/E
LST
15.77
MBS
N/A
PEG Ratio
LST
0.14
MBS
N/A
5Y EPS CAGR
LST
20.47%
MBS
N/A
Debt to Equity
LST
17.97%
MBS
N/A
P/S Ratio
LST
1.21
MBS
N/A
P/B Ratio
LST
2.97
MBS
N/A
LST vs MBS - Holdings Comparison
LST and MBS have 1 common holdings. Overlap is -6.59%
LST's top 25 holdings weight is 40.31%. MBS's top 25 holdings weight is 69.04%.
| Rank | LST | MBS |
|---|---|---|
| #1 | FLEX LTD (FLEX) - 2.83% | FEDERAL HOME LOAN MORTGAGE CORP. 2.5% (n/a) - 6.34% |
| #2 | ALPHABET INC CLASS A (GOOGL) - 2.42% | FEDERAL HOME LOAN MORTGAGE CORP. 5% (n/a) - 6.33% |
| #3 | CISCO SYSTEMS INC (CSCO) - 2.37% | FEDERAL NATIONAL MORTGAGE ASSOCIATION 2% (n/a) - 5.59% |
| #4 | ADVANCED MICRO DEVICES INC (AMD) - 2.34% | FEDERAL NATIONAL MORTGAGE ASSOCIATION 3% (n/a) - 5.22% |
| #5 | JABIL INC (JBL) - 2.07% | CASH OFFSET (n/a) - 4.86% |
| #6 | FEDEX CORP (FDX) - 1.88% | FEDERAL HOME LOAN MORTGAGE CORP. 6% (n/a) - 4.06% |
| #7 | n/a (DELL) - 1.84% | FEDERAL HOME LOAN MORTGAGE CORP. 5.5% (n/a) - 4.01% |
| #8 | MICROSOFT CORP (MSFT) - 1.69% | FEDERAL HOME LOAN MORTGAGE CORP. 2% (n/a) - 3.25% |
| #9 | CARDINAL HEALTH INC (CAH) - 1.66% | JP MORGAN MORTGAGE TRUST 2.5% (n/a) - 2.62% |
| #10 | META PLATFORMS INC CLASS A (META) - 1.59% | FEDERAL NATIONAL MORTGAGE ASSOCIATION 5% (n/a) - 2.58% |
| #11 | MCKESSON CORP (MCK) - 1.58% | PRET 2025-RPL1 TRUST 4% (n/a) - 2.48% |
| #12 | GARRETT MOTION INC ORDINARY SHARES NEW (GTX) - 1.56% | FIRST AMERICAN GOVERNMENT OBLIGS U (FGUXX) - 2.36% |
| #13 | TELEFONAKTIEBOLAGET L M ERICSSON ADR (ERIC) - 1.47% | FEDERAL HOME LOAN MORTGAGE CORP. 3% (n/a) - 2.27% |
| #14 | CITIGROUP INC (C) - 1.39% | FIGRE TR 2025-HE5 FRN 6.36% (n/a) - 1.96% |
| #15 | KINROSS GOLD CORP (n/a) - 1.38% | FEDERAL NATIONAL MORTGAGE ASSOCIATION 4% (n/a) - 1.87% |
| #16 | UNITED PARCEL SERVICE INC CLASS B (UPS) - 1.35% | PRPM LLC 2025-RCF1 4.5% (n/a) - 1.75% |
| #17 | SANMINA CORP (SANM) - 1.29% | n/a (n/a) - 1.61% |
| #18 | DEVON ENERGY CORP (DVN) - 1.29% | FIGRE TR 2025-HE1 6.59% (n/a) - 1.37% |
| #19 | JPMORGAN CHASE & CO (JPM) - 1.28% | n/a (n/a) - 1.33% |
| #20 | F5 INC (FFIV) - 1.25% | n/a (n/a) - 1.28% |
| #21 | CANADIAN IMPERIAL BANK OF COMMERCE (CM) - 1.24% | PRET 2025-RPL2 TRUST 4% (n/a) - 1.26% |
| #22 | MAGNA INTERNATIONAL INC (n/a) - 1.19% | SG RESIDENTIAL MORTGAGE TRUST 1.56% (n/a) - 1.21% |
| #23 | BROADCOM INC (AVGO) - 1.15% | COLT 2022-3 MORTGAGE LOAN TRUST 4.2% (n/a) - 1.16% |
| #24 | BANK OF AMERICA CORP (BAC) - 1.10% | n/a (n/a) - 1.16% |
| #25 | TE CONNECTIVITY PLC REGISTERED SHARES (TEL) - 1.10% | MFA 2021-INV2 TRUST 3.2% (n/a) - 1.11% |
| Total Holdings | 115 | 70 |
LST vs MBS - Historical Returns
Returns include dividend reinvestment.
1M
Winner
LST
+4.04%
MBS
-0.27%
3M
Winner
LST
+10.16%
MBS
-1.12%
6M
Winner
LST
+15.54%
MBS
+0.90%
1Y
Winner
LST
+32.37%
MBS
+5.89%
Max(CAGR)
Winner
LST
+22.85%
MBS
+6.23%
LST vs MBS - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | LST | MBS |
|---|---|---|
| 2026 | +13.77% | +0.46% |
| 2025 | +15.66% | +8.12% |
| 2024 | N/A | +5.78% |
LST vs MBS Drawdown Comparison
The maximum drawdown for LST was -19.47%, occurring on Apr 8, 2025. Recovery took 95 trading sessions.
The maximum drawdown for MBS was -4.09%, occurring on Jan 13, 2025. Recovery took 133 trading sessions.
The current LST drawdown is -2.63%. The current MBS drawdown is -1.68%.
| Rank | LST | MBS |
|---|---|---|
| #1 | -19.47% Feb 5, 2025 - Jun 24, 2025 | -4.09% Sep 20, 2024 - Apr 3, 2025 |
| #2 | -10.85% Feb 26, 2026 - Apr 30, 2026 | -2.82% Mar 11, 2024 - Jun 4, 2024 |
| #3 | -5.10% Nov 12, 2025 - Nov 28, 2025 | -2.54% Apr 4, 2025 - Aug 1, 2025 |
| #4 | -3.13% Sep 22, 2025 - Oct 24, 2025 | -2.20% Mar 2, 2026 - May 19, 2026 |
| #5 | -2.83% May 14, 2026 - May 22, 2026 | -1.12% Jun 6, 2024 - Jun 14, 2024 |
| #6 | -2.72% Oct 27, 2025 - Nov 12, 2025 | -0.85% Aug 5, 2024 - Aug 21, 2024 |
| #7 | -2.71% Jul 3, 2025 - Aug 12, 2025 | -0.77% Jan 9, 2026 - Feb 5, 2026 |
| #8 | -2.63% Jun 4, 2026 - Jun 5, 2026 | -0.75% Jun 25, 2024 - Jul 5, 2024 |
| #9 | -2.51% Feb 11, 2026 - Feb 20, 2026 | -0.74% Oct 28, 2025 - Nov 28, 2025 |
| #10 | -2.07% Dec 11, 2025 - Dec 22, 2025 | -0.65% Feb 20, 2024 - Feb 28, 2024 |
| #11 | -1.95% Dec 26, 2025 - Jan 6, 2026 | -0.53% Nov 28, 2025 - Dec 26, 2025 |
| #12 | -1.91% Jan 29, 2026 - Feb 6, 2026 | -0.48% Jul 8, 2024 - Jul 12, 2024 |
| #13 | -1.56% Jan 30, 2025 - Feb 5, 2025 | -0.45% Jul 17, 2024 - Jul 29, 2024 |
| #14 | -1.34% Apr 30, 2026 - May 6, 2026 | -0.40% Aug 21, 2024 - Aug 27, 2024 |
| #15 | -1.28% Jan 15, 2026 - Jan 21, 2026 | -0.34% Sep 17, 2025 - Sep 30, 2025 |
Correlation
Correlation between LST and MBS is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2024 - 2026)
LST vs MBS dividend yield comparison.
| Year | LST | MBS |
|---|---|---|
| 2026 | 0.00% | 2.27% |
| 2025 | 1.34% | 5.28% |
| 2024 | 0.00% | 4.52% |
Select Stocks to Compare
Popular: LST vs SPYMBS vs SPY
More Comparisons
Compare with similar stocks