WAGN vs LDRX
Comparison between Pabrai Wagons ETF (WAGN, ETF) and SGI ENHANCED MARKET LEADERS ETF (LDRX, ETF).
WAGN vs LDRX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
WAGN
$244M
Winner
LDRX
$245M
Expense Ratio
WAGN
0.90%
Winner
LDRX
0.59%
Max Drawdown
Winner
WAGN
1.36%
LDRX
11.38%
Sharpe Ratio
Winner
WAGN
6.76
LDRX
1.17
5Y Beta
Winner
WAGN
0.25
LDRX
1.00
P/E Ratio
WAGN
N/A
LDRX
26.35
Forward P/E
WAGN
N/A
LDRX
21.04
PEG Ratio
WAGN
N/A
LDRX
0.28
5Y EPS CAGR
WAGN
N/A
LDRX
29.93%
Debt to Equity
WAGN
N/A
LDRX
28.65%
P/S Ratio
WAGN
N/A
LDRX
5.04
P/B Ratio
WAGN
N/A
LDRX
6.66
WAGN vs LDRX - Holdings Comparison
WAGN and LDRX have 1 common holdings. Overlap is -0.58%
WAGN's top 25 holdings weight is 99.99%. LDRX's top 25 holdings weight is 71.94%.
| Rank | WAGN | LDRX |
|---|---|---|
| #1 | REYSAS GAYRIMENKUL YATIRIM ORTAKLIGI AS (n/a) - 10.67% | NVIDIA CORP (NVDA) - 10.35% |
| #2 | WARRIOR MET COAL INC (HCC) - 9.18% | APPLE INC (AAPL) - 9.35% |
| #3 | TRANSOCEAN LTD (RIG) - 8.87% | ALPHABET INC CLASS A (GOOGL) - 8.39% |
| #4 | EDELWEISS FINANCIAL SERVICES LTD (n/a) - 6.83% | MICROSOFT CORP (MSFT) - 6.15% |
| #5 | TAV HAVALIMANLARI HOLDING AS (n/a) - 6.34% | AMAZON.COM INC (AMZN) - 5.09% |
| #6 | GIMAT MAGAZACILIK SANAYI VE TICARET AS (n/a) - 5.90% | BROADCOM INC (AVGO) - 3.82% |
| #7 | ALPHA METALLURGICAL RESOURCES INC (AMR) - 4.82% | META PLATFORMS INC CLASS A (META) - 2.91% |
| #8 | NOBLE CORP PLC CLASS A (NE) - 4.77% | TESLA INC (TSLA) - 2.62% |
| #9 | VALARIS LTD (VAL) - 4.72% | MICRON TECHNOLOGY INC (MU) - 2.61% |
| #10 | KASPI.KZ JSC ADS (KSPI) - 4.67% | ELI LILLY AND CO (LLY) - 1.98% |
| #11 | DANAOS CORP (DAC) - 4.65% | JPMORGAN CHASE & CO (JPM) - 1.94% |
| #12 | CONSTELLATION SOFTWARE INC (CNSWF) - 4.48% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.94% |
| #13 | LUMINE GROUP INC ORDINARY SHARES (SUB VOTING) (LMGIF) - 4.44% | ADVANCED MICRO DEVICES INC (AMD) - 1.91% |
| #14 | TOPICUS COM INC ORDINARY SHARES (SUB VOTING) (TOITF) - 4.42% | JOHNSON & JOHNSON (JNJ) - 1.26% |
| #15 | TAB GIDA SANAYI VE TICARET AS (n/a) - 4.28% | VISA INC CLASS A (V) - 1.26% |
| #16 | NUVAMA WEALTH MANAGEMENT LTD (n/a) - 3.51% | INTEL CORP (INTC) - 1.24% |
| #17 | REYSAS TASIMACILIK VE LOJISTIK TICARET AS (n/a) - 3.34% | APPLIED MATERIALS INC (AMAT) - 1.19% |
| #18 | OCCIDENTAL PETROLEUM CORP (OXY) - 2.33% | EXXON MOBIL CORP (XOM) - 1.15% |
| #19 | FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 1.46% | LAM RESEARCH CORP (LRCX) - 1.14% |
| #20 | SYGNITY SA (n/a) - 1.14% | WALMART INC (WMT) - 1.04% |
| #21 | US DOLLARS (n/a) - 0.00% | CATERPILLAR INC (CAT) - 0.98% |
| #22 | TURKISH LIRA (n/a) - -0.25% | CISCO SYSTEMS INC (CSCO) - 0.96% |
| #23 | OTHER ASSETS AND LIABILITIES (n/a) - -0.58% | MASTERCARD INC CLASS A (MA) - 0.92% |
| #24 | N/A | ABBVIE INC (ABBV) - 0.89% |
| #25 | N/A | COSTCO WHOLESALE CORP (COST) - 0.85% |
| Total Holdings | 23 | 111 |
WAGN vs LDRX - Historical Returns
Returns include dividend reinvestment.
1M
Winner
WAGN
+14.71%
LDRX
+4.26%
3M
WAGN
N/A
LDRX
+1.42%
6M
WAGN
N/A
LDRX
+12.03%
1Y
WAGN
N/A
LDRX
+21.25%
Max(CAGR)
Winner
WAGN
+157.78%
LDRX
+27.66%
WAGN vs LDRX - Annual Returns (2025 - 2026)
Returns include dividend reinvestment.
| Year | WAGN | LDRX |
|---|---|---|
| 2026 | +15.63% | +11.34% |
| 2025 | N/A | +23.81% |
WAGN vs LDRX Drawdown Comparison
The maximum drawdown for WAGN was -1.36%, occurring on Jul 17, 2026. Recovery took 10 trading sessions.
The maximum drawdown for LDRX was -10.62%, occurring on Mar 30, 2026. Recovery took 114 trading sessions.
The current LDRX drawdown is -1.55%.
| Rank | WAGN | LDRX |
|---|---|---|
| #1 | -1.36% Jul 13, 2026 - Jul 27, 2026 | -10.62% Oct 29, 2025 - Apr 15, 2026 |
| #2 | -1.16% Jul 2, 2026 - Jul 10, 2026 | -5.44% Jun 1, 2026 - Aug 4, 2026 |
| #3 | -0.85% Aug 14, 2026 - Aug 19, 2026 | -2.89% Jul 25, 2025 - Aug 13, 2025 |
| #4 | -0.82% Aug 21, 2026 - Aug 25, 2026 | -2.36% May 16, 2025 - Jun 3, 2025 |
| #5 | -0.57% Jul 27, 2026 - Jul 29, 2026 | -2.35% Sep 22, 2025 - Oct 20, 2025 |
| #6 | -0.52% Aug 11, 2026 - Aug 14, 2026 | -2.12% May 14, 2026 - May 28, 2026 |
| #7 | -0.29% Jun 30, 2026 - Jul 2, 2026 | -2.10% Aug 13, 2026 - Aug 20, 2026 |
| #8 | N/A | -1.43% Aug 14, 2025 - Aug 22, 2025 |
| #9 | N/A | -1.16% Jul 3, 2025 - Jul 22, 2025 |
| #10 | N/A | -1.14% Aug 28, 2025 - Sep 4, 2025 |
| #11 | N/A | -1.13% Apr 17, 2026 - Apr 22, 2026 |
| #12 | N/A | -0.88% Jun 16, 2025 - Jun 23, 2025 |
| #13 | N/A | -0.85% May 5, 2025 - May 8, 2025 |
| #14 | N/A | -0.76% Aug 7, 2026 - Aug 13, 2026 |
| #15 | N/A | -0.61% Apr 22, 2026 - Apr 24, 2026 |
Correlation
Correlation between WAGN and LDRX is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
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