LST vs UDN

Comparison between LEUTHOLD SELECT INDUSTRIES ETF (LST, ETF) and Invesco DB US Dollar Index Bearish Fund -1x Shares (UDN, ETF).

LST vs UDN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LST(ETF)	UDN(ETF)
Net Assets	$109M	$109M
Expense Ratio	0.65%	N/A
Max Drawdown	19.47%	44.56%
Sharpe Ratio	1.54	-0.40
5Y Beta	0.89	0.00
P/E Ratio	18.37	N/A
Forward P/E	16.00	N/A
PEG Ratio	0.25	N/A
5Y Dividends CAGR	N/A	38.18%
5Y EPS CAGR	17.35%	N/A
Debt to Equity	47.91%	N/A
P/S Ratio	1.23	N/A
P/B Ratio	3.02	N/A

Net Assets

LST

$109M

Winner

UDN

$109M

Expense Ratio

LST

0.65%

UDN

N/A

Max Drawdown

Winner

LST

19.47%

UDN

44.56%

Sharpe Ratio

Winner

LST

1.54

UDN

-0.40

5Y Beta

LST

0.89

Winner

UDN

0.00

P/E Ratio

LST

18.37

UDN

N/A

Forward P/E

LST

16.00

UDN

N/A

PEG Ratio

LST

0.25

UDN

N/A

5Y Dividends CAGR

LST

N/A

UDN

38.18%

5Y EPS CAGR

LST

17.35%

UDN

N/A

Debt to Equity

LST

47.91%

UDN

N/A

P/S Ratio

LST

1.23

UDN

N/A

P/B Ratio

LST

3.02

UDN

N/A

LST vs UDN - Holdings Comparison

LST and UDN have 0 common holdings. Overlap is 0.00%

LST's top 25 holdings weight is 37.27%. UDN's top 25 holdings weight is 95.02%.

Rank	LST	UDN
#1	ALPHABET INC CLASS A (GOOGL) - 2.17%	INVESCO SHRT-TRM INV GOV&AGCY INSTL (AGPXX) - 95.02%
#2	ADVANCED MICRO DEVICES INC (AMD) - 2.01%	N/A
#3	n/a (DELL) - 1.95%	N/A
#4	CARDINAL HEALTH INC (CAH) - 1.88%	N/A
#5	CISCO SYSTEMS INC (CSCO) - 1.78%	N/A
#6	MCKESSON CORP (MCK) - 1.75%	N/A
#7	META PLATFORMS INC CLASS A (META) - 1.68%	N/A
#8	MICROSOFT CORP (MSFT) - 1.64%	N/A
#9	FLEX LTD (FLEX) - 1.63%	N/A
#10	UNITED PARCEL SERVICE INC CLASS B (UPS) - 1.55%	N/A
#11	GARRETT MOTION INC ORDINARY SHARES NEW (GTX) - 1.49%	N/A
#12	FEDEX CORP (FDX) - 1.49%	N/A
#13	CITIGROUP INC (C) - 1.47%	N/A
#14	JPMORGAN CHASE & CO (JPM) - 1.45%	N/A
#15	JABIL INC (JBL) - 1.31%	N/A
#16	BANK OF AMERICA CORP (BAC) - 1.30%	N/A
#17	F5 INC (FFIV) - 1.29%	N/A
#18	CANADIAN IMPERIAL BANK OF COMMERCE (CM) - 1.26%	N/A
#19	DEVON ENERGY CORP (DVN) - 1.26%	N/A
#20	MAGNA INTERNATIONAL INC (n/a) - 1.24%	N/A
#21	CENCORA INC (COR) - 1.24%	N/A
#22	TE CONNECTIVITY PLC REGISTERED SHARES (TEL) - 1.11%	N/A
#23	BARCLAYS PLC ADR (BCS) - 1.11%	N/A
#24	DYCOM INDUSTRIES INC (DY) - 1.11%	N/A
#25	SANMINA CORP (SANM) - 1.10%	N/A
Total Holdings	122	1

LST vs UDN - Historical Returns

Returns include dividend reinvestment.

Period	LST	UDN
1 month	+4.08%	+2.69%
3 months	+4.51%	+0.72%
6 months	+10.48%	-0.27%
1 year	+27.85%	+1.22%
5 years(CAGR)	N/A	+0.11%
10 years(CAGR)	N/A	-0.28%
Max(CAGR)	+22.22%	-0.66%

Winner

LST

+4.08%

UDN

+2.69%

Winner

LST

+4.51%

UDN

+0.72%

Winner

LST

+10.48%

UDN

-0.27%

Winner

LST

+27.85%

UDN

+1.22%

5Y(CAGR)

LST

N/A

UDN

+0.11%

10Y(CAGR)

LST

N/A

UDN

-0.28%

Max(CAGR)

Winner

LST

+22.22%

UDN

-0.66%

LST vs UDN - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	LST	UDN
2026	+18.06%	+0.49%
2025	+15.66%	+13.17%
2024	N/A	-3.79%
2023	N/A	+5.97%
2022	N/A	-7.36%
2021	N/A	-7.03%
2020	N/A	+6.61%
2019	N/A	-0.26%
2018	N/A	-5.53%
2017	N/A	+10.51%
2016	N/A	-4.35%
2015	N/A	-9.04%
2014	N/A	-11.71%
2013	N/A	-0.44%
2012	N/A	+0.44%
2011	N/A	-0.52%
2010	N/A	-2.27%
2009	N/A	+6.00%
2008	N/A	-5.24%
2007	N/A	+11.41%

LST vs UDN Drawdown Comparison

The maximum drawdown for LST was -19.47%, occurring on Apr 8, 2025. Recovery took 95 trading sessions.

The maximum drawdown for UDN was -41.68%, occurring on Sep 27, 2022. This drawdown has not yet recovered.

The current LST drawdown is -1.59%. The current UDN drawdown is -27.00%.

Rank	LST	UDN
#1	-19.47% Feb 5, 2025 - Jun 24, 2025	-41.68% Mar 17, 2008 - Sep 27, 2022
#2	-10.85% Feb 26, 2026 - Apr 30, 2026	-3.75% Nov 26, 2007 - Jan 30, 2008
#3	-5.10% Nov 12, 2025 - Nov 28, 2025	-2.48% Jan 30, 2008 - Feb 26, 2008
#4	-4.36% Jun 4, 2026 - Aug 4, 2026	-1.77% Jul 24, 2007 - Sep 6, 2007
#5	-3.13% Sep 22, 2025 - Oct 24, 2025	-1.54% Apr 30, 2007 - Jun 29, 2007
#6	-2.83% May 14, 2026 - May 22, 2026	-1.31% Sep 28, 2007 - Oct 18, 2007
#7	-2.72% Oct 27, 2025 - Nov 12, 2025	-1.06% Nov 8, 2007 - Nov 21, 2007
#8	-2.71% Jul 3, 2025 - Aug 12, 2025	-0.80% Oct 19, 2007 - Oct 25, 2007
#9	-2.51% Feb 11, 2026 - Feb 20, 2026	-0.62% Mar 10, 2008 - Mar 12, 2008
#10	-2.35% Aug 10, 2026 - Aug 20, 2026	-0.60% Mar 1, 2007 - Mar 13, 2007
#11	-2.07% Dec 11, 2025 - Dec 22, 2025	-0.55% Mar 21, 2007 - Apr 2, 2007
#12	-1.95% Dec 26, 2025 - Jan 6, 2026	-0.50% Oct 31, 2007 - Nov 6, 2007
#13	-1.91% Jan 29, 2026 - Feb 6, 2026	-0.39% Apr 2, 2007 - Apr 5, 2007
#14	-1.56% Jan 30, 2025 - Feb 5, 2025	-0.39% Apr 25, 2007 - Apr 30, 2007
#15	-1.34% Apr 30, 2026 - May 6, 2026	-0.38% Apr 5, 2007 - Apr 10, 2007