TRIO vs LVIG

Comparison between MC TRIO EQUITY BUFFERED ETF (TRIO, ETF) and Longview Advantage Fixed Income ETF (LVIG, ETF).

TRIO vs LVIG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	TRIO(ETF)	LVIG(ETF)
Net Assets	$120M	$120M
Expense Ratio	0.70%	0.34%
Max Drawdown	11.07%	2.59%
Sharpe Ratio	1.19	-1.35
5Y Beta	0.56	0.19

Net Assets

Winner

TRIO

$120M

LVIG

$120M

Expense Ratio

TRIO

0.70%

Winner

LVIG

0.34%

Max Drawdown

TRIO

11.07%

Winner

LVIG

2.59%

Sharpe Ratio

Winner

TRIO

1.19

LVIG

-1.35

5Y Beta

TRIO

0.56

Winner

LVIG

0.19

TRIO vs LVIG - Historical Returns

Returns include dividend reinvestment.

Period	TRIO	LVIG
1 month	+2.17%	+1.03%
3 months	+2.49%	+0.32%
6 months	+6.05%	-1.05%
1 year	+12.02%	N/A
Max(CAGR)	+13.75%	-2.27%

Winner

TRIO

+2.17%

LVIG

+1.03%

Winner

TRIO

+2.49%

LVIG

+0.32%

Winner

TRIO

+6.05%

LVIG

-1.05%

TRIO

+12.02%

LVIG

N/A

Max(CAGR)

Winner

TRIO

+13.75%

LVIG

-2.27%

TRIO vs LVIG - Annual Returns (2025 - 2026)

Returns include dividend reinvestment.

Year	TRIO	LVIG
2026	+7.73%	-1.05%
2025	+11.98%	N/A

TRIO vs LVIG Drawdown Comparison

The maximum drawdown for TRIO was -9.88%, occurring on Apr 8, 2025. Recovery took 34 trading sessions.

The maximum drawdown for LVIG was -2.59%, occurring on May 19, 2026. This drawdown has not yet recovered.

The current TRIO drawdown is -0.52%. The current LVIG drawdown is -1.15%.

Rank	TRIO	LVIG
#1	-9.88% Mar 24, 2025 - May 12, 2025	-2.59% Apr 17, 2026 - May 19, 2026
#2	-4.47% Feb 25, 2026 - Apr 13, 2026	-1.86% Mar 10, 2026 - Apr 17, 2026
#3	-2.57% Oct 27, 2025 - Nov 28, 2025	N/A
#4	-2.40% Mar 7, 2025 - Mar 24, 2025	N/A
#5	-1.37% Jul 15, 2026 - Aug 3, 2026	N/A
#6	-1.33% May 19, 2025 - Jun 3, 2025	N/A
#7	-1.33% Oct 6, 2025 - Oct 20, 2025	N/A
#8	-1.25% Jul 25, 2025 - Aug 8, 2025	N/A
#9	-1.18% Jan 27, 2026 - Feb 9, 2026	N/A
#10	-1.14% Jun 4, 2026 - Jun 15, 2026	N/A
#11	-0.92% Jun 15, 2026 - Jun 30, 2026	N/A
#12	-0.88% Jan 12, 2026 - Jan 22, 2026	N/A
#13	-0.86% Aug 13, 2026 - Aug 20, 2026	N/A
#14	-0.83% Feb 9, 2026 - Feb 25, 2026	N/A
#15	-0.78% Dec 11, 2025 - Dec 19, 2025	N/A

Correlation

Correlation between TRIO and LVIG is -0.34 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.34

-101