LVLN vs MSOX

Comparison between STATE STREET(R) SPDR(R) S&P(R) LEVERAGED LOAN ETF (LVLN, ETF) and ADVISORSHARES MSOS DAILY LEVERAGED ETF (MSOX, ETF).

LVLN vs MSOX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LVLN(ETF)	MSOX(ETF)
Net Assets	$49M	$50M
Expense Ratio	0.40%	N/A
Max Drawdown	3.62%	99.75%
Sharpe Ratio	0.67	0.27
5Y Beta	0.08	1.56

Net Assets

LVLN

$49M

Winner

MSOX

$50M

Expense Ratio

LVLN

0.40%

MSOX

N/A

Max Drawdown

Winner

LVLN

3.62%

MSOX

99.75%

Sharpe Ratio

Winner

LVLN

0.67

MSOX

0.27

5Y Beta

Winner

LVLN

0.08

MSOX

1.56

LVLN vs MSOX - Historical Returns

Returns include dividend reinvestment.

Period	LVLN	MSOX
1 month	+1.18%	+27.56%
3 months	+2.06%	-7.12%
6 months	+4.60%	-1.71%
1 year	N/A	-74.26%
5 years(CAGR)	N/A	-73.37%
Max(CAGR)	+5.58%	-73.37%

LVLN

+1.18%

Winner

MSOX

+27.56%

Winner

LVLN

+2.06%

MSOX

-7.12%

Winner

LVLN

+4.60%

MSOX

-1.71%

LVLN

N/A

MSOX

-74.26%

5Y(CAGR)

LVLN

N/A

MSOX

-73.37%

Max(CAGR)

Winner

LVLN

+5.58%

MSOX

-73.37%

LVLN vs MSOX - Annual Returns (2022 - 2026)

Returns include dividend reinvestment.

Year	LVLN	MSOX
2026	+3.36%	-37.47%
2025	+1.20%	-55.91%
2024	N/A	-86.58%
2023	N/A	-37.69%
2022	N/A	-79.25%

LVLN vs MSOX Drawdown Comparison

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

The maximum drawdown for MSOX was -99.75%, occurring on Mar 30, 2026. This drawdown has not yet recovered.

The current MSOX drawdown is -99.58%.

Rank	LVLN	MSOX
#1	-2.34% Jan 22, 2026 - May 4, 2026	-99.75% Aug 29, 2022 - Mar 30, 2026
#2	-0.49% Jun 2, 2026 - Jul 1, 2026	-3.09% Aug 25, 2022 - Aug 29, 2022
#3	-0.36% May 15, 2026 - Jun 1, 2026	N/A
#4	-0.32% Dec 31, 2025 - Jan 9, 2026	N/A
#5	-0.30% Jul 27, 2026 - Aug 4, 2026	N/A
#6	-0.22% Aug 11, 2026 - Aug 21, 2026	N/A
#7	-0.14% May 8, 2026 - May 14, 2026	N/A
#8	-0.14% Jan 16, 2026 - Jan 22, 2026	N/A
#9	-0.12% Nov 19, 2025 - Dec 4, 2025	N/A
#10	-0.12% May 4, 2026 - May 7, 2026	N/A
#11	-0.10% Jul 16, 2026 - Jul 23, 2026	N/A
#12	-0.10% Dec 26, 2025 - Dec 31, 2025	N/A
#13	-0.07% Jul 2, 2026 - Jul 7, 2026	N/A
#14	-0.06% Jul 23, 2026 - Jul 27, 2026	N/A
#15	-0.06% Jul 14, 2026 - Jul 16, 2026	N/A