TSPX vs LGI
Comparison between TWIN OAK ACTIVE OPPORTUNITIES ETF (TSPX, ETF) and Lazard Global Total Return and Income Fund Inc (LGI, ETF).
TSPX vs LGI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
TSPX
$239M
Winner
LGI
$239M
Expense Ratio
TSPX
1.01%
LGI
N/A
Max Drawdown
Winner
TSPX
8.14%
LGI
67.17%
Sharpe Ratio
Winner
TSPX
1.23
LGI
0.82
5Y Beta
Winner
TSPX
0.56
LGI
0.75
5Y Dividends CAGR
TSPX
N/A
LGI
6.17%
TSPX vs LGI - Historical Returns
Returns include dividend reinvestment.
1M
TSPX
+2.82%
Winner
LGI
+3.56%
3M
TSPX
+2.24%
Winner
LGI
+5.84%
6M
Winner
TSPX
+9.15%
LGI
-0.47%
1Y
TSPX
+15.70%
Winner
LGI
+16.74%
5Y(CAGR)
TSPX
N/A
LGI
+7.01%
10Y(CAGR)
TSPX
N/A
LGI
+13.00%
Max(CAGR)
Winner
TSPX
+16.95%
LGI
+8.51%
TSPX vs LGI - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | TSPX | LGI |
|---|---|---|
| 2026 | +9.85% | +13.95% |
| 2025 | +15.44% | +21.51% |
| 2024 | N/A | +15.23% |
| 2023 | N/A | +11.58% |
| 2022 | N/A | -21.14% |
| 2021 | N/A | +25.87% |
| 2020 | N/A | +16.65% |
| 2019 | N/A | +31.99% |
| 2018 | N/A | -10.66% |
| 2017 | N/A | +38.76% |
| 2016 | N/A | +15.48% |
| 2015 | N/A | -10.65% |
| 2014 | N/A | -2.44% |
| 2013 | N/A | +21.92% |
| 2012 | N/A | +21.19% |
| 2011 | N/A | -5.56% |
| 2010 | N/A | +7.57% |
| 2009 | N/A | +29.91% |
| 2008 | N/A | -42.31% |
| 2007 | N/A | +11.82% |
| 2006 | N/A | +34.42% |
| 2005 | N/A | +1.49% |
| 2004 | N/A | +0.25% |
TSPX vs LGI Drawdown Comparison
The maximum drawdown for TSPX was -7.80%, occurring on Apr 8, 2025. Recovery took 55 trading sessions.
The maximum drawdown for LGI was -63.35%, occurring on Mar 9, 2009. Recovery took 1262 trading sessions.
The current TSPX drawdown is -1.50%. The current LGI drawdown is -1.48%.
| Rank | TSPX | LGI |
|---|---|---|
| #1 | -7.80% Feb 21, 2025 - May 12, 2025 | -63.35% Dec 31, 2007 - Jan 4, 2013 |
| #2 | -6.81% Jan 28, 2026 - Apr 14, 2026 | -42.90% Feb 19, 2020 - Sep 15, 2020 |
| #3 | -3.72% Oct 28, 2025 - Dec 10, 2025 | -34.82% Jul 3, 2014 - Apr 24, 2017 |
| #4 | -3.39% Jun 2, 2026 - Aug 3, 2026 | -32.83% Sep 3, 2021 - Aug 16, 2024 |
| #5 | -2.19% Oct 8, 2025 - Oct 24, 2025 | -24.45% Mar 16, 2018 - Jun 20, 2019 |
| #6 | -1.98% Jan 12, 2026 - Jan 27, 2026 | -21.93% Sep 27, 2024 - Jun 30, 2025 |
| #7 | -1.89% May 19, 2025 - Jun 3, 2025 | -21.25% Feb 25, 2026 - Mar 30, 2026 |
| #8 | -1.86% Dec 11, 2025 - Dec 23, 2025 | -18.75% May 10, 2004 - Dec 1, 2004 |
| #9 | -1.75% Jul 28, 2025 - Aug 8, 2025 | -14.31% Jul 13, 2007 - Oct 5, 2007 |
| #10 | -1.63% Aug 13, 2026 - Aug 20, 2026 | -13.89% May 20, 2013 - Dec 23, 2013 |
| #11 | -1.56% May 14, 2026 - May 26, 2026 | -10.00% May 10, 2006 - Aug 15, 2006 |
| #12 | -1.44% Dec 24, 2025 - Jan 6, 2026 | -9.74% Feb 26, 2007 - Apr 5, 2007 |
| #13 | -1.13% Aug 14, 2025 - Aug 26, 2025 | -8.86% Jan 29, 2018 - Mar 12, 2018 |
| #14 | -1.02% Sep 22, 2025 - Oct 1, 2025 | -8.25% Dec 26, 2013 - Mar 7, 2014 |
| #15 | -0.99% Aug 28, 2025 - Sep 4, 2025 | -7.76% Sep 16, 2020 - Nov 9, 2020 |
Correlation
Correlation between TSPX and LGI is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2004 - 2026)
TSPX vs LGI dividend yield comparison.
| Year | TSPX | LGI |
|---|---|---|
| 2026 | 0.00% | 6.60% |
| 2025 | 2.15% | 10.09% |
| 2024 | 0.00% | 9.19% |
| 2023 | 0.00% | 7.32% |
| 2022 | 0.00% | 10.22% |
| 2021 | 0.00% | 9.77% |
| 2020 | 0.00% | 7.18% |
| 2019 | 0.00% | 6.44% |
| 2018 | 0.00% | 19.89% |
| 2017 | 0.00% | 5.45% |
| 2016 | 0.00% | 6.94% |
| 2015 | 0.00% | 8.51% |
| 2014 | 0.00% | 7.89% |
| 2013 | 0.00% | 6.18% |
| 2012 | 0.00% | 7.81% |
| 2011 | 0.00% | 7.86% |
| 2010 | 0.00% | 7.17% |
| 2009 | 0.00% | 6.69% |
| 2008 | 0.00% | 12.06% |
| 2007 | 0.00% | 7.12% |
| 2006 | 0.00% | 10.36% |
| 2005 | 0.00% | 6.74% |
| 2004 | 0.00% | 3.23% |
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