THTA vs LVLN
Comparison between SOFI ENHANCED YIELD ETF (THTA, ETF) and STATE STREET(R) SPDR(R) S&P(R) LEVERAGED LOAN ETF (LVLN, ETF).
THTA vs LVLN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
THTA
$45M
Winner
LVLN
$45M
Expense Ratio
THTA
0.61%
Winner
LVLN
0.40%
Max Drawdown
THTA
35.63%
Winner
LVLN
3.62%
Sharpe Ratio
Winner
THTA
2.04
LVLN
-0.10
5Y Beta
THTA
0.71
Winner
LVLN
0.09
THTA vs LVLN - Historical Returns
Returns include dividend reinvestment.
1M
Winner
THTA
+0.71%
LVLN
-0.07%
3M
Winner
THTA
+4.18%
LVLN
+1.90%
6M
Winner
THTA
+8.02%
LVLN
+1.48%
1Y
THTA
+16.57%
LVLN
N/A
Max(CAGR)
THTA
+1.67%
Winner
LVLN
+3.44%
THTA vs LVLN - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | THTA | LVLN |
|---|---|---|
| 2026 | +7.26% | +1.03% |
| 2025 | -10.33% | +1.20% |
| 2024 | +7.11% | N/A |
| 2023 | +1.04% | N/A |
THTA vs LVLN Drawdown Comparison
The maximum drawdown for THTA was -31.41%, occurring on Apr 4, 2025. This drawdown has not yet recovered.
The maximum drawdown for LVLN was -2.34%, occurring on Feb 27, 2026. Recovery took 70 trading sessions.
The current THTA drawdown is -6.47%. The current LVLN drawdown is -0.44%.
| Rank | THTA | LVLN |
|---|---|---|
| #1 | -31.41% Mar 21, 2025 - Apr 4, 2025 | -2.34% Jan 22, 2026 - May 4, 2026 |
| #2 | -11.94% Jul 31, 2024 - Jan 22, 2025 | -0.49% Jun 2, 2026 - Jun 11, 2026 |
| #3 | -4.82% Feb 26, 2025 - Mar 17, 2025 | -0.36% May 15, 2026 - Jun 1, 2026 |
| #4 | -1.41% Apr 15, 2024 - Apr 22, 2024 | -0.32% Dec 31, 2025 - Jan 9, 2026 |
| #5 | -1.19% Jul 22, 2024 - Jul 29, 2024 | -0.14% May 8, 2026 - May 14, 2026 |
| #6 | -1.06% Jan 17, 2024 - Jan 31, 2024 | -0.14% Jan 16, 2026 - Jan 22, 2026 |
| #7 | -0.59% Feb 1, 2024 - Feb 5, 2024 | -0.12% Nov 19, 2025 - Dec 4, 2025 |
| #8 | -0.33% Dec 6, 2023 - Dec 18, 2023 | -0.12% May 4, 2026 - May 7, 2026 |
| #9 | -0.26% May 28, 2024 - May 31, 2024 | -0.10% Dec 26, 2025 - Dec 31, 2025 |
| #10 | -0.26% Jan 31, 2025 - Feb 4, 2025 | -0.06% Dec 10, 2025 - Dec 18, 2025 |
| #11 | -0.25% Mar 13, 2024 - Mar 18, 2024 | N/A |
| #12 | -0.25% Jul 15, 2024 - Jul 22, 2024 | N/A |
| #13 | -0.17% Feb 24, 2025 - Feb 26, 2025 | N/A |
| #14 | -0.16% May 14, 2024 - May 16, 2024 | N/A |
| #15 | -0.16% Feb 12, 2024 - Feb 20, 2024 | N/A |
Correlation
Correlation between THTA and LVLN is 0.57 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.57
-101
Dividend Comparison (2023 - 2026)
THTA vs LVLN dividend yield comparison.
| Year | THTA | LVLN |
|---|---|---|
| 2026 | 4.44% | 3.22% |
| 2025 | 12.66% | 0.50% |
| 2024 | 12.44% | 0.00% |
| 2023 | 0.58% | 0.00% |
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