TOT vs BELT

Comparison between LIONSHARES U.S. EQUITY TOTAL RETURN ETF (TOT, ETF) and BlackRock Long-Term U.S. Equity ETF (BELT, ETF).

TOT vs BELT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	TOT(ETF)	BELT(ETF)
Net Assets	$9.60M	$9.70M
Expense Ratio	0.07%	0.75%
Max Drawdown	4.26%	23.05%
Sharpe Ratio	-1.19	1.05
5Y Beta	0.98	1.18
P/E Ratio	N/A	38.31
Forward P/E	N/A	30.80
PEG Ratio	N/A	0.66
5Y EPS CAGR	N/A	27.71%
Debt to Equity	N/A	53.72%
P/S Ratio	N/A	7.38
P/B Ratio	N/A	9.68

Net Assets

TOT

$9.60M

Winner

BELT

$9.70M

Expense Ratio

Winner

TOT

0.07%

BELT

0.75%

Max Drawdown

Winner

TOT

4.26%

BELT

23.05%

Sharpe Ratio

TOT

-1.19

Winner

BELT

1.05

5Y Beta

Winner

TOT

0.98

BELT

1.18

P/E Ratio

TOT

N/A

BELT

38.31

Forward P/E

TOT

N/A

BELT

30.80

PEG Ratio

TOT

N/A

BELT

0.66

5Y EPS CAGR

TOT

N/A

BELT

27.71%

Debt to Equity

TOT

N/A

BELT

53.72%

P/S Ratio

TOT

N/A

BELT

7.38

P/B Ratio

TOT

N/A

BELT

9.68

TOT vs BELT - Holdings Comparison

TOT and BELT have 0 common holdings. Overlap is 0.00%

TOT's top 25 holdings weight is 100.00%. BELT's top 25 holdings weight is 94.00%.

Rank	TOT	BELT
#1	SCHWAB US BROAD MARKET ETF„¢ (SCHB) - 99.99%	BROADCOM INC (AVGO) - 8.79%
#2	FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 0.01%	HOWMET AEROSPACE INC (HWM) - 8.61%
#3	N/A	ALPHABET INC CLASS C (GOOG) - 8.34%
#4	N/A	AMAZON.COM INC (AMZN) - 8.32%
#5	N/A	VERTIV HOLDINGS CO CLASS A (VRT) - 7.61%
#6	N/A	MICROSOFT CORP (MSFT) - 7.04%
#7	N/A	CADENCE DESIGN SYSTEMS INC (CDNS) - 5.86%
#8	N/A	INTEL CORP (INTC) - 5.46%
#9	N/A	ASML HOLDING NV ADR (ASML) - 5.29%
#10	N/A	STATE STREET® SPDR® S&P 500® ETF (SPY) - 4.69%
#11	N/A	TRANE TECHNOLOGIES PLC CLASS A (TT) - 4.23%
#12	N/A	META PLATFORMS INC CLASS A (META) - 4.12%
#13	N/A	MASTERCARD INC CLASS A (MA) - 3.88%
#14	N/A	AIRBUS SE ADR (EADSY) - 3.65%
#15	N/A	PROGRESSIVE CORP (PGR) - 2.88%
#16	N/A	S&P GLOBAL INC (SPGI) - 2.61%
#17	N/A	ROBINHOOD MARKETS INC CLASS A (HOOD) - 1.76%
#18	N/A	HASBRO INC (HAS) - 0.86%
#19	N/A	N/A
#20	N/A	N/A
#21	N/A	N/A
#22	N/A	N/A
#23	N/A	N/A
#24	N/A	N/A
#25	N/A	N/A
Total Holdings	2	18

TOT vs BELT - Historical Returns

Returns include dividend reinvestment.

Period	TOT	BELT
1 month	N/A	-2.38%
3 months	N/A	+15.25%
6 months	N/A	+15.60%
1 year	N/A	+22.96%
Max(CAGR)	-16.60%	+12.86%

TOT

N/A

BELT

-2.38%

TOT

N/A

BELT

+15.25%

TOT

N/A

BELT

+15.60%

TOT

N/A

BELT

+22.96%

Max(CAGR)

TOT

-16.60%

Winner

BELT

+12.86%

TOT vs BELT - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

Year	TOT	BELT
2026	-0.84%	+14.21%
2025	N/A	+12.19%
2024	N/A	-1.97%

TOT vs BELT Drawdown Comparison

The maximum drawdown for TOT was -4.26%, occurring on Jun 10, 2026. This drawdown has not yet recovered.

The maximum drawdown for BELT was -23.05%, occurring on Apr 8, 2025. Recovery took 133 trading sessions.

The current TOT drawdown is -2.16%. The current BELT drawdown is -3.56%.

Rank	TOT	BELT
#1	-4.26% Jun 2, 2026 - Jun 10, 2026	-23.05% Dec 11, 2024 - Jun 26, 2025
#2	-0.04% May 26, 2026 - May 28, 2026	-11.47% Oct 29, 2025 - Apr 10, 2026
#3	N/A	-10.87% Jul 5, 2024 - Oct 14, 2024
#4	N/A	-6.60% May 11, 2026 - Jun 10, 2026
#5	N/A	-3.84% Oct 14, 2024 - Nov 7, 2024
#6	N/A	-3.42% Jul 28, 2025 - Sep 15, 2025
#7	N/A	-2.92% Nov 11, 2024 - Dec 2, 2024
#8	N/A	-2.90% Oct 8, 2025 - Oct 22, 2025
#9	N/A	-2.41% Sep 22, 2025 - Oct 6, 2025
#10	N/A	-2.19% Jun 18, 2024 - Jul 5, 2024
#11	N/A	-1.36% Apr 27, 2026 - Apr 30, 2026
#12	N/A	-1.22% Jul 9, 2025 - Jul 23, 2025
#13	N/A	-1.06% Jun 30, 2025 - Jul 3, 2025
#14	N/A	-0.97% Apr 17, 2026 - Apr 24, 2026
#15	N/A	-0.94% Jul 3, 2025 - Jul 9, 2025