LVLN vs EMSC

Comparison between STATE STREET(R) SPDR(R) S&P(R) LEVERAGED LOAN ETF (LVLN, ETF) and SOPHUS CAPITAL EMERGING MARKET SMALL CAP ETF (EMSC, ETF).

LVLN vs EMSC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LVLN(ETF)	EMSC(ETF)
Net Assets	$44M	$45M
Expense Ratio	0.40%	0.85%
Max Drawdown	3.62%	9.82%
Sharpe Ratio	0.23	-0.30
5Y Beta	0.08	1.84

Net Assets

LVLN

$44M

Winner

EMSC

$45M

Expense Ratio

Winner

LVLN

0.40%

EMSC

0.85%

Max Drawdown

Winner

LVLN

3.62%

EMSC

9.82%

Sharpe Ratio

Winner

LVLN

0.23

EMSC

-0.30

5Y Beta

Winner

LVLN

0.08

EMSC

1.84

LVLN vs EMSC - Historical Returns

Returns include dividend reinvestment.

Period	LVLN	EMSC
1 month	+0.66%	-6.16%
3 months	+1.70%	N/A
6 months	+1.46%	N/A
Max(CAGR)	+4.36%	-9.32%

Winner

LVLN

+0.66%

EMSC

-6.16%

LVLN

+1.70%

EMSC

N/A

LVLN

+1.46%

EMSC

N/A

Max(CAGR)

Winner

LVLN

+4.36%

EMSC

-9.32%

LVLN vs EMSC - Annual Returns (2025 - 2026)

Returns include dividend reinvestment.

Year	LVLN	EMSC
2026	+2.01%	-1.62%
2025	+1.20%	N/A

LVLN vs EMSC Drawdown Comparison

The maximum drawdown for LVLN was -2.34%, occurring on Feb 27, 2026. Recovery took 70 trading sessions.

The maximum drawdown for EMSC was -9.82%, occurring on Jul 20, 2026. This drawdown has not yet recovered.

The current LVLN drawdown is -0.04%. The current EMSC drawdown is -7.51%.

Rank	LVLN	EMSC
#1	-2.34% Jan 22, 2026 - May 4, 2026	-9.82% Jun 1, 2026 - Jul 20, 2026
#2	-0.49% Jun 2, 2026 - Jul 1, 2026	-1.13% May 26, 2026 - Jun 1, 2026
#3	-0.36% May 15, 2026 - Jun 1, 2026	N/A
#4	-0.32% Dec 31, 2025 - Jan 9, 2026	N/A
#5	-0.14% May 8, 2026 - May 14, 2026	N/A
#6	-0.14% Jan 16, 2026 - Jan 22, 2026	N/A
#7	-0.12% Nov 19, 2025 - Dec 4, 2025	N/A
#8	-0.12% May 4, 2026 - May 7, 2026	N/A
#9	-0.10% Jul 16, 2026 - Jul 17, 2026	N/A
#10	-0.10% Dec 26, 2025 - Dec 31, 2025	N/A
#11	-0.07% Jul 2, 2026 - Jul 7, 2026	N/A
#12	-0.06% Jul 14, 2026 - Jul 16, 2026	N/A
#13	-0.06% Dec 10, 2025 - Dec 18, 2025	N/A
#14	-0.04% Jul 7, 2026 - Jul 10, 2026	N/A
#15	-0.02% Jul 10, 2026 - Jul 14, 2026	N/A

Correlation

Correlation between LVLN and EMSC is -0.93 which considered as a very strong negative correlation - the stocks move almost identically in opposite directions.

-0.93

-101